INDProtect
Overview (as on 26 Feb 2021)
NAV
₹13.5984
1y returns
5.985%
Fund AUM
₹22 Cr
Expense Ratio
1.51%
Min SIP
₹500
Min Lumpsum
₹5,000
Fund Performance
Calculator
Monthly SIP
Lumpsum
I would like to invest
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
4.56% projected returns
₹0
3.43% projected returns
₹0
5.44% projected returns
₹0
4.56% projected returns
₹0
4.56% projected returns
₹0
4.56% projected returns
Asset Allocation
Debt & Cash (100.00%)
Sector Allocation
Government
75.85%
Cash Equivalent
24.15%
Debt Credit Ratings
AAA
100.00%
Key Metrics
Modified Duration
3.9 yr
Average Maturity
5.47 yr
Yield to Maturity
5.14%
Holdings
All
Equity
Debt & Cash
Holding Name
Type
Holding Percentage
INDProtect
Fund Details
Investment Objectives
"The investment objective of the scheme is to generate returns with liquidity by managing the portfolio dynamically through interest rate cycles."
Scheme Name
Baroda Dynamic Bond Fund Plan A Dividend Payout
Scheme Document
Exit Load
For 0 - 3 Months: 3%
For 3 - 6 Months: 2%
For 6 - 12 Months: 1%
After 12 Months : 0%
Plan Started
30 June, 2012
Fund Manager
Hetal Shah
Fund House Details
Fund House
Baroda Asset Management India Limited
Email
NA
Phone
+912230741001
Address
Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E)
Other Related Plans
| Fund Name | Plan Type | Expense Ratio | 1yr Returns |
|---|---|---|---|
| Direct | 1.18% | 6.80% | |
| Direct | 1.18% | 6.37% | |
| Direct | 1.18% | 6.37% | |
| Regular | 1.51% | 5.99% |
Peer Funds
Baroda Dynamic Bond Fund Plan A Dividend Payout
NAV
₹13.5984
INDmoney Analysis
Return Score
Below Average
Risk Score
Below Average
Credit Quality
High
Interest Rate Sensitivity
High
Fund is in Bottom 50 percent in its Category
Return score is based upon:
Benchmark out performance
Consistency of returns
Indicative yields
Fund is in Bottom 50 percent in its Category
Risk score is based upon:
Market sensitivity
Credit risk
Underlying maturity
Fund has high quality bonds and commercial papers
Credit Quality is based upon:
Long term credit rating
Credit rating outlook
Probability of default
Based on credit rating and modified duration of underlying instruments
Fund Managers
Hetal Shah
manager
Qualifications
B.Com, MBA, and JAIIB
Work Experience
"She is a B.Com, MBA, and JAIIB having 9 years of experience in Treasury and Fund Management. Before joining Baroda Pioneer Asset Management Co. Ltd., she was working in the Treasury Department of Bank of India from May 1999."
Alok Sahoo
leader
Qualifications
BE, MBA (Finance, Xavier Institute of Management, Bhubaneswar
Work Experience
"He is a management graduate in Finance from XIM, Bhubaneswar having BE degree from NIT, Rourkela. He has been working in the investment area in asset management for 9 years. Prior to Baroda Pioneer Mutual Fund, he has been fixed income fund manager at UTI Mutual Fund and HSBC Mutual Fund. He was also the Fund Manager for Employee Provident Fund at HSBC Asset Management. He has experience in the credit research of companies as well."
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