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

Moderate
4 yrs 7 monthsStarted on:23 Jan 2015
₹ 794.96 Cras on: 19 Aug 2019
Mid Term & Long Horizon
1.74%
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)
YTD1.44
1 Month0.42
1 YR3.83
2 YR4.58
3 YR6.54

SIP Returns

TenureReturns (CAGR)
1 YR2.69
2 YR3.97
3 YR4.94

Portfolio

Company Name% Assets
Apollo Hospitals Enterprise Ltd. 22/08/2028 10.20%11.59
National Bank For Agriculture & Rural Development 85-D 27/09/20198.73
Utkarsh Small Finance Bank Ltd. 23/12/20197.31
Edelweiss Rural & Corporate Services Ltd. 29/06/2020 8.70%6.84
Motilal Oswal Home Finance Ltd. 07/08/2026 11.00%6.16
Indusind Bank Ltd. 9.50%5.85
ICICI Bank Ltd. 31/12/2050 9.20%3.15
ICICI Bank Ltd. 11/02/20203.04
Yes Bank Ltd.2.74
Edelweiss Housing Finance Ltd. 19/07/2026 10.00%2.74

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.96%
Beta0.78%
Sharpe Ratio0.29

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.