Last NAV: 14.0779

BARODA CREDIT RISK FUND- PLAN A   -   Growth

(Old Name : BARODA PIONEER CREDIT OPPORTUNITIES FUND- PLAN A )

INVESTMENT OBJECTIVE : The Scheme seeks to generate returns by investing in debt and money market instruments across the credit spectrum.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
7.97% 0.00% 7.16% 4.29% 0.40% -1.74%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
3.25 3.36 4.03 1.37% -1.98% 92.59%
Riskometer
Moderate
Investors understands that their principle will be at moderate risk

Key Specifications

Category Debt: Credit Risk
AUM INR   981.11   Cr.
Inception Date 21/01/2015
Minimum Initial Investment INR   5000
Minimum Subsequent Investment INR   1000
Expense Ratio 1.94929274
Exit Load For units in excess of 10% of the investment,1% will be charged for redemption within 1 year
Yield to Maturity 9.73
Duration 1.72

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2015 0.47 0.44 1.05 0.70 0.71 0.82 1.00 0.82 0.83 0.97 0.49 0.58 9.24
2016 0.56 0.53 1.39 1.00 0.66 0.83 1.18 1.25 1.25 0.81 1.37 -0.05 11.30
2017 1.32 0.34 0.95 0.62 0.89 0.88 0.92 0.67 0.41 0.60 0.34 0.19 8.43
2018 0.39 0.10 1.30 -0.12 0.23 0.49 0.80 0.50 -0.18 0.46 0.87 0.96 5.94
2019 0.30 0.26 1.02 0.29 0.28 -1.74 0.00 0.00 0.00 0.00 0.00 0.00 0.40
all values are in %

Allocation Mandate

Equity Allocation Min: 0   Max: 0
Debt Allocation Min: 0   Max: 100
Commodity Allocation Min: 0   Max: 0
Money Market Min: 0   Max: 100

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About Fund Managers:

Karn Kumar Baroda

  • Job Since 24/07/2017 00:00:00
  • Email gottlieb.lucious@gmail.com
  • Experience Prior to joining Baroda Pioneer Mutual Fund, he has worked with CRISIL Ltd, ICICI bank and Sterlite Industries ltd.
  • Education Mr. Kumar is CA and B.com(Hons)

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