baroda pioneer credit risk plan a (Debt, Debt Credit Risk)

Moderate
3 yrs 8 monthsStarted on:23 Jan 2015
₹ 965.61 Cras on: 19 Sep 2018
Mid Term & Long Horizon
1.80%
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

Similar Funds
SBI Corporate Bond Fund
Current NAV 1114.25
Return (CAGR) 7.64%
Crisil Ranking 4
Value Research
uti credit risk
Current NAV 1114.25
Return (CAGR) 8.50%
Crisil Ranking 3
Value Research
ICICI Prudential Regular Savings Fund
Current NAV 1114.25
Return (CAGR) 8.57%
Crisil Ranking 5
Value Research
RELIANCE REGULAR SAVINGS FUND-DEBT PLAN
Current NAV 1114.25
Return (CAGR) 7.03%
Crisil Ranking 4
Value Research
principal credit risk
Current NAV 1114.25
Return (CAGR) 7.56%
Crisil Ranking NA
Value Research
DSPBR Credit Risk
Current NAV 1114.25
Return (CAGR) 7.01%
Crisil Ranking 3
Value Research
HDFC Corporate Debt Opportunities Fund
Current NAV 1114.25
Return (CAGR) 8.71%
Crisil Ranking 4
Value Research
Aditya Birla Sun Life Corporate Bond Fund
Current NAV 1114.25
Return (CAGR) 8.39%
Crisil Ranking 4
Value Research
Axis Fixed Income Opportunities Fund
Current NAV 1114.25
Return (CAGR) 8.14%
Crisil Ranking 5
Value Research

Tenure

TenureReturns (CAGR)
YTD3.66
1 Month0.19
3 Month1.43
1 YR4.89
2 YR7.45
3 YR8.72

SIP Returns

TenureReturns (CAGR)
1 YR4.9
2 YR6.06
3 YR7.39

Portfolio

Company Name% Assets
Piramal Enterprises Ltd. 14/06/2019 8.15%10.3
Apollo Hospitals Enterprise Ltd. 22/08/2028 10.20%9.62
ARM Infra & Utilities Pvt Ltd. 03/07/2019 9.40%9.45
Edelweiss Commodities Services Ltd. 29/06/2020 8.70%5.71
Aspire Home Finance Corporation Ltd. 07/08/2026 11.00%5.21
Tanglin Developments Ltd.5.18
Simplex Infrastructures Ltd. 34-D 24/09/20185.15
Indusind Bank Ltd. 9.50%4.76
IIFL Wealth Finance Ltd. 25/07/20194.5
Dewan Housing Finance Corpn. Ltd. 09/09/2023 9.25%2.98

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.39%
Beta0.52%
Sharpe Ratio1.48

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.
© CRISIL Limited 2017. All Rights Reserved