Baroda Pioneer Credit Opportunities Fund - Plan A (Debt, Credit Opportunities)

Moderate
3 yrs 5 monthsStarted on:23 Jan 2015
₹ 978.35 Cras on: 15 Jun 2018
Mid Term & Long Horizon
1.56%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate returns by investing in debt and money market instruments across the credit spectrum.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD2.07
1 Month0.32
3 Month1.01
1 YR5.44
2 YR8.54
3 YR8.99

SIP Returns

TenureReturns (CAGR)
1 YR4.6
2 YR6.6
3 YR7.88

Portfolio

Company Name% Assets
Piramal Enterprises Ltd. 14/06/2019 8.15%10.17
Apollo Hospitals Enterprise Ltd. 22/08/2028 10.20%9.5
ARM Infra & Utilities Pvt Ltd.9.18
Edelweiss Commodities Services Ltd. 29/06/2020 8.70%5.64
Aspire Home Finance Corporation Ltd. 07/08/2026 11.00%5.17
Indusind Bank Ltd. 9.50%4.7
IIFL Wealth Finance Ltd. 25/07/20194.33
IIFL Facilities Services Ltd. 14/09/20184.14
Dewan Housing Finance Corpn. Ltd. 09/09/2023 9.25%2.97
Edelweiss Commodities Services Ltd. 28/06/2019 9.70%2.77

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.39%
Beta0.93%
Sharpe Ratio1.63

Alok Sahoo,Karn Kumar

Mr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar.Mr. Kumar is CA and B.com(Hons)
Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.Prior to joining Baroda Pioneer Mutual Fund, he has worked with CRISIL Ltd, ICICI bank and Sterlite Industries ltd.
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