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

Moderately Low
9 yrs 10 monthsStarted on:30 Jun 2010
₹ 417.49 Cras on: 03 Apr 2020
Mid Term & Long Horizon
1.29%
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)
YTD2.35
1 Month0.46
3 Month2.20
1 YR8.85
2 YR8.17
3 YR7.77

SIP Returns

TenureReturns (CAGR)
1 YR8.62
2 YR8.81
3 YR8.29
5 YR8.21

Portfolio

Company Name% Assets
Bajaj Finance Ltd. 07/06/2022 8.54%6.17
Indusind Bank Ltd. 18/04/2022 9.50%5.94
Reliance Industries Ltd. 16/09/2020 6.78%5.53
GOI 17/06/2033 7.57%5.15
NHPC Ltd. 22/03/2029 8.12%5.13
Larsen & Toubro Ltd. 22/05/2022 8.02%4.94
Hindustan Petroleum Corpn. Ltd. 15/12/2022 6.80%4.86
Reserve Bank of India 63-D 17/03/20204.78
National Bank For Agriculture & Rural Development 31/01/2030 7.43%4.54
Small Industries Devp. Bank of India Ltd. 04/06/20204.01

Top Sectoral Holdings

Sector Name% Assets

Indicators

LabelValue
Standard Deviation1.04%
Beta0.67%
Sharpe Ratio1.99

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