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Baroda Short Term Bond Fund

Baroda Short Term Bond Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

7.17

as on 20 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 12,314 today.

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NAV Performance

Baroda Short Term Bond Fund performance graph for last 3 years
Performance of Baroda Short Term Bond Fund for last 3 Years

Fund Information

  • ₹ 23.438

    as on 20 Oct 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 349 Cr.

    as on 20 Oct 2021
  • 1.04%

    since 31 May 2021
  • 09 Jan 2013

  • Debt - Short Duration Fund

  • CRISIL 10 Year Gilt Index

  • Baroda Mutual Fund

    Show All Funds

Highlights of this fund

Baroda Short Term Bond Fund is an Open-ended Debt Fund. The fund belongs to Short Duration Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 09 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Baroda Mutual Fund. You can also view here all other Debt funds offered by Baroda Mutual Fund.

Latest NAV of the fund is ₹ 23.438 as on 20 Oct 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 1.04%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate income from a portfolio constituted of short term debt and money market securities.

List of Fund Managers of Baroda Short Term Bond Fund

  • About Alok Sahoo

    Picture of Alok SahooMr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar. Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately Low Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.28% 9.71% 10.54% 11.66% 13.38% 11.43% 8.62% 7.74% 8.87% 22.25% 14.52% 10.61% 8.24% 8.25%
Category Average 0.00% 0.85% 1.90% 3.35% 4.75% 6.65% 6.39% 6.11% 7.65% 5.69% 6.28% 6.47% 6.24% 7.03%
Baroda Short Term Bond Fund -0.04%₹ 9,996 -0.02%₹ 9,998 0.94%₹ 10,093 2.18%₹ 10,217 4.06%₹ 10,406 4.18%₹ 12,269 6.07%₹ 11,256 5.21%₹ 25,313 7.17%₹ 12,314 6.10%₹ 39,491 7.09%₹ 14,084 6.69%₹ 71,040 8.05%₹ 21,701 7.61%₹ 1,77,631
ICICI Prudential Short Term Fund 0.03%₹ 10,002 0.12%₹ 10,011 1.31%₹ 10,131 2.72%₹ 10,271 4.87%₹ 10,486 4.88%₹ 12,314 7.83%₹ 11,633 6.60%₹ 25,668 8.52%₹ 12,785 7.57%₹ 40,368 7.40%₹ 14,292 7.58%₹ 72,650 8.46%₹ 22,537 8.12%₹ 1,82,436
HDFC Short Term Debt Fund -0.03%₹ 9,996 -0.05%₹ 9,995 1.07%₹ 10,106 2.67%₹ 10,267 4.67%₹ 10,466 4.71%₹ 12,303 7.89%₹ 11,648 6.58%₹ 25,662 8.62%₹ 12,819 7.62%₹ 40,395 7.74%₹ 14,522 7.84%₹ 73,119 8.58%₹ 22,793 8.23%₹ 1,83,556
Axis Short Term Fund -0.02%₹ 9,998 0.04%₹ 10,003 1.06%₹ 10,105 2.42%₹ 10,242 4.20%₹ 10,419 4.28%₹ 12,276 7.28%₹ 11,515 5.98%₹ 25,510 8.27%₹ 12,697 7.12%₹ 40,101 7.31%₹ 14,231 7.38%₹ 72,279 8.19%₹ 21,976 7.83%₹ 1,79,670
Kotak Bond (short Term) 0.02%₹ 10,001 0.09%₹ 10,008 1.38%₹ 10,137 2.81%₹ 10,281 4.13%₹ 10,413 4.60%₹ 12,296 7.10%₹ 11,477 5.98%₹ 25,510 8.19%₹ 12,670 7.02%₹ 40,037 7.07%₹ 14,072 7.23%₹ 72,023 8.08%₹ 21,765 7.69%₹ 1,78,424
Nippon India Short Term Fund 0.00%₹ 9,999 0.03%₹ 10,002 1.14%₹ 10,114 2.85%₹ 10,284 5.18%₹ 10,518 5.20%₹ 12,335 7.31%₹ 11,522 6.44%₹ 25,628 8.26%₹ 12,692 7.29%₹ 40,202 6.99%₹ 14,020 7.26%₹ 72,064 8.23%₹ 22,058 7.76%₹ 1,79,070

Portfolio Holdings

Portfolio holdings pattern of Baroda Short Term Bond Fund as on 21 Oct 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    91.60%
  • Others Holdings:

    8.40%

Top Debt Instrument Type holdings of Baroda Short Term Bond Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 80.26% ₹ 280.46 Cr.
GOI 11.34% ₹ 39.63 Cr.
Others 8.40% -

Top Debt Holdings of Baroda Short Term Bond Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 11.34% ₹ 39.63 Cr.
Bond - Rural Electrification Corporation Limited 8.62% ₹ 30.15 Cr.
Bond - Indian Railway Finance Corporation Ltd. 7.62% ₹ 26.60 Cr.
Bond - Larsen & Toubro Ltd. 6.49% ₹ 22.69 Cr.
Bond - Housing Development Finance Corporation Ltd. 5.91% ₹ 20.64 Cr.
Others 60.02%

Other Holdings

Holding TypeHolding Percentage
TREPS 5.29%
Net Receivables 3.11%