Baroda Pioneer Credit Risk Plan A (Debt, Debt Credit Risk)

Moderate
4 yrs 3 monthsStarted on:23 Jan 2015
₹ 945.7 Cras on: 22 Mar 2019
Mid Term & Long Horizon
2.01%
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)
YTD1.24
1 Month0.74
3 Month1.45
1 YR5.90
2 YR6.64
3 YR8.22

SIP Returns

TenureReturns (CAGR)
1 YR6.49
2 YR6.13
3 YR6.89

Portfolio

Company Name% Assets
ARM Infra & Utilities Pvt Ltd. 03/07/2019 9.40%9.96
Apollo Hospitals Enterprise Ltd. 22/08/2028 10.20%9.78
Piramal Enterprises Ltd. 14/06/2019 8.15%8.63
Edelweiss Commodities Services Ltd. 29/06/2020 8.70%5.75
Utkarsh Small Finance Bank Ltd. 29/04/20195.73
Aspire Home Finance Corporation Ltd. 07/08/2026 11.00%5.25
Indusind Bank Ltd. 9.50%4.95
IIFL Wealth Finance Ltd. 25/07/20194.8
Edelweiss Commodities Services Ltd. 28/06/2019 9.70%2.84
Dewan Housing Finance Corpn. Ltd. 09/09/2023 9.25%2.66

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.51%
Beta0.5%
Sharpe Ratio1.2

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.