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Baroda Short Term Bond Fund - Plan B (Direct) - Growth

  • Regular
  • Direct
Category : Short Duration Fund
  • Latest (Updated on 30th Sep 2021)
    Crisil Rank
  • (Updated on 30th Jun 2021)
    Crisil Rank
  • (Updated on 31st Mar 2021)
    Crisil Rank
  • (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Short Duration Fund. Existing investors can hold their investments. Fund performance is still average compared to peers so fresh investments can be avoided.

Returns (NAV as on 03rd December, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 26-Nov-21 10008.80 0.09% - 0.08% 9/28
1 Month 03-Nov-21 10043.80 0.44% - 0.44% 13/28
3 Month 03-Sep-21 10075.80 0.76% - 1.82% 14/28
6 Month 03-Jun-21 10220.60 2.21% - 3.27% 15/27
YTD 01-Jan-21 10421.70 4.22% - 5.08% 8/26
1 Year 03-Dec-20 10465.10 4.65% 4.65% 5.59% 9/26
2 Year 03-Dec-19 11320.80 13.21% 6.39% 7.07% 20/26
3 Year 03-Dec-18 12479.90 24.80% 7.66% 6.96% 17/25
5 Year 02-Dec-16 14514.40 45.14% 7.73% 6.63% 3/24
Since Inception 09-Jan-13 20744.70 107.45% 8.54% 7.77% 7/27

SIP Returns (NAV as on 03rd December, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 03-Dec-20 12000 12308.64 2.57 % 4.79 %
2 Year 03-Dec-19 24000 25427.75 5.95 % 5.65 %
3 Year 03-Dec-18 36000 39756.8 10.44 % 6.54 %
5 Year 02-Dec-16 60000 72089.03 20.15 % 7.27 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.00% 0.44% 0.76% 2.21% 4.26% 4.65% 6.39% 7.66% 7.73%
Nifty 50 -1.18% -3.55% -0.73% 9.60% 22.99% 30.93% 19.71% 16.46% 16.27%
Benchmark: CRISIL 10 Year Gilt Index -0.08% 0.49% 0.09% 0.07% 1.51% 2.20% 5.22% 7.77% 5.06%
Category Average 0.01% 0.44% 1.82% 3.27% 5.08% 5.59% 7.07% 6.96% 6.63%
Category Rank 16/28 13/28 14/28 15/27 8/26 9/26 20/26 17/25 3/24
Best in Category 0.08% 0.81% 10.31% 11.60% 14.76% 17.36% 11.64% 9.10% 7.88%
Worst in Category -0.02% 0.27% 0.47% 1.47% 3.21% 3.61% 1.50% -3.35% 0.48%

Best Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q3 - 2016 3.06% 3.40% 4.82% 3.14%
Q1 - 2017 2.66% 12.16% -0.65% 1.75%
Q1 - 2020 2.63% -29.43% 4.17% 1.05%

Worst Quarters

Period This Fund Nifty 50 CRISIL 10 Year Gilt Index Category Average
Q1 - 2021 0.73% 4.80% -0.58% 0.51%
Q4 - 2017 1.31% 5.84% -2.94% 0.87%
Q4 - 2021 0.59% -1.91% 0.17% 0.33%

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