Baroda Pioneer Short Term Bond (Debt, Debt Short Duration)

Moderately Low
8 yrs 8 monthsStarted on:30 Jun 2010
₹ 236.32 Cras on: 22 Feb 2019
Mid Term & Long Horizon
1.32%
Income Generation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The investment objective of the Scheme is to generate income from a portfolio constituted of short term debt and money market securities.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD0.95
1 Month0.49
3 Month2.16
1 YR7.50
2 YR7.04
3 YR8.10

SIP Returns

TenureReturns (CAGR)
1 YR7.63
2 YR7.03
3 YR7.37
5 YR7.9

Portfolio

Company Name% Assets
Manappuram Finance Ltd. 22/03/2019 10.20%9.76
Reliance Industries Ltd. 16/09/2020 6.78%9.53
Small Industries Devp. Bank of India Ltd. 24/05/20198.28
IIFL Wealth Finance Ltd. 25/07/20198.11
ARM Infra & Utilities Pvt Ltd. 03/07/2019 9.40%6.61
Edelweiss Commodities Services Ltd. 29/06/2020 8.70%6.17
PNB Housing Finance Ltd. 31/10/2019 7.44%5.83
GOI 08/01/2028 7.17%5.39
Edelweiss Asset Reconstruction Company Ltd. 14/06/2019 10.75%4.23
Indiabulls Housing Finance Ltd. 22/08/2019 8.65%4.22

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation0.92%
Beta0.28%
Sharpe Ratio1.67

Alok Sahoo,Hetal P Shah

Mr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar.Ms. Hetal P. Shah is a B.Com, MBA, and JAIIB.
Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.Prior to joining Baroda AMC she has worked with Bank of India from may 1999.

Other Funds Managed by Alok Sahoo,Hetal P Shah