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Baroda Short Term Bond Fund

Baroda Short Term Bond Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

5.10

as on 07 Jun 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,612 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

  • ₹ 25.167

    as on 07 Jun 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 225 Cr.

    as on 31 Mar 2023
  • 1.04%

  • 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 ₹ 25.167 as on 07 Jun 2023.

This fund has 10 years of track record. Since 31 Mar 2023 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 Prashant Pimple

    Picture of Prashant Pimple
  • About Mayank Prakash

    Picture of Mayank Prakash
  • About Shreekiran Rao

    Picture of Shreekiran Rao

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderate 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 0.23% 0.80% 3.54% 11.40% 13.61% 15.18% 11.72% 7.36% 7.78% 12.50% 16.36% 14.28% 8.43% 7.27%
Category Average 0.15% 0.63% 2.35% 3.93% 6.84% 5.13% 5.40% 5.94% 6.91% 7.44% 5.82% 5.34% 5.77% 6.47%
Baroda Short Term Bond Fund 0.23%₹ 10,023 0.80%₹ 10,080 2.90%₹ 10,289 3.97%₹ 10,397 7.19%₹ 10,719 7.87%₹ 12,503 4.32%₹ 10,882 5.47%₹ 25,378 5.10%₹ 11,612 4.92%₹ 38,794 6.26%₹ 13,549 5.47%₹ 68,889 7.22%₹ 20,085 6.61%₹ 1,68,559
HDFC Short Term Debt Fund 0.16%₹ 10,015 0.75%₹ 10,075 2.61%₹ 10,260 3.88%₹ 10,387 7.19%₹ 10,718 7.70%₹ 12,492 4.70%₹ 10,961 5.67%₹ 25,429 5.71%₹ 11,815 5.26%₹ 38,996 7.28%₹ 14,211 6.31%₹ 70,372 7.71%₹ 21,021 7.19%₹ 1,73,788
ICICI Prudential Short Term Fund 0.15%₹ 10,014 0.69%₹ 10,068 2.45%₹ 10,244 3.81%₹ 10,381 8.07%₹ 10,807 8.00%₹ 12,511 5.20%₹ 11,066 6.28%₹ 25,585 6.00%₹ 11,915 5.75%₹ 39,279 7.36%₹ 14,263 6.59%₹ 70,864 7.64%₹ 20,884 7.27%₹ 1,74,493
Kotak Bond (short Term) 0.17%₹ 10,016 0.68%₹ 10,067 2.58%₹ 10,257 3.49%₹ 10,348 6.70%₹ 10,669 7.14%₹ 12,457 4.22%₹ 10,861 5.11%₹ 25,286 4.95%₹ 11,561 4.67%₹ 38,652 6.73%₹ 13,854 5.69%₹ 69,275 7.05%₹ 19,767 6.61%₹ 1,68,553
Nippon India Short Term Fund 0.18%₹ 10,018 0.75%₹ 10,075 2.69%₹ 10,269 3.73%₹ 10,372 6.83%₹ 10,683 7.41%₹ 12,474 4.48%₹ 10,915 5.36%₹ 25,351 5.50%₹ 11,746 5.09%₹ 38,896 6.85%₹ 13,929 5.99%₹ 69,798 7.23%₹ 20,101 6.74%₹ 1,69,725
Axis Short Term Fund 0.16%₹ 10,015 0.71%₹ 10,071 2.69%₹ 10,268 3.86%₹ 10,385 6.99%₹ 10,698 7.57%₹ 12,484 4.66%₹ 10,954 5.66%₹ 25,425 5.37%₹ 11,701 5.15%₹ 38,929 7.05%₹ 14,062 6.11%₹ 70,011 7.32%₹ 20,280 6.91%₹ 1,71,257

Portfolio Holdings

Portfolio holdings pattern of Baroda Short Term Bond Fund as on 08 Jun 2023 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    94.19%
  • Others Holdings:

    5.81%

Top Debt Instrument Type holdings of Baroda Short Term Bond Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 86.72% ₹ 195.07 Cr.
GOI 7.47% ₹ 16.81 Cr.
Others 5.81% -

Top Debt Holdings of Baroda Short Term Bond Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Small Industries Development Bank Of India 8.91% ₹ 20.05 Cr.
Bond - Shriram Housing Finance Ltd. 8.01% ₹ 18.02 Cr.
Bond - Power Finance Corporation Ltd. 7.56% ₹ 17.00 Cr.
Bond - Govt of India 7.47% ₹ 16.81 Cr.
Bond - National Highways Authority of India 6.93% ₹ 15.59 Cr.
Others 61.12%

Other Holdings

Holding TypeHolding Percentage
TREPS 3.38%
Net Receivables 2.43%