• Mutual Funds
  • Baroda Mutual Fund
  • Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W)

Formerly Baroda Trs Adv A Wk DR

Baroda Mutual Fund

Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W)

DebtLow Duration

733.0873

NAV (Jan 21)

-9.5%
3 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in low duration mutual funds.

However, Scripbox does not recommend investing in low duration mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

27 Cr. Negligible within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

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Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

  • graph-icon-gray
    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

733.0873

NAV (Jan 21)

Fund Returns

Last 1Y

4%

Last 3Y

-9.5%

Last 5Y

-4%

Last 10Y

1.4%

Since Inception

2.2%

6 Month CAGR

1.5%

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Scheme Information

Investment Objective

The main objective of the scheme is to provide optimal returns and liquidity through a portfolio comprising of debt securities and money market instruments.

Expense Ratio

0.9

Launched (13y ago)

Jul 24, 2009

AUM in Crores

26.023

ISIN

INF955L01336

Lock-in

No Lock-in

Benchmark

Crisil Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Alok Sahoo

Fund Manager

user-avatar

Pratish Krishnan

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,746 cr

5

₹ 36,350 cr

5

₹ 9,578 cr

5

₹ 29,495 cr

5

₹ 26,926 cr

5

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About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 12,967 crores and was set up on 5 November 1992. It's current offering of mutual fund schemes includes 19 equity,58 debt and 14 hybrid funds.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    info@barodamf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.6%

    7%

    23.7%

    16.9%

    4.6%

    6.6%

    3.8%

    %

    3.9%

    5.3%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W) Review

    Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W) is a Low Duration Debt fund and has delivered an annualised return of 2.2% over a period of 12 years. The fund was previously known as Baroda Trs Adv A Wk DR. The fund is managed by Baroda Asset Management India Limited. The fund managers are Alok Sahoo, Pratish Krishnan.

    Nav of Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W) as of 21/01/2022 is ₹733.09 with the total AUM as of 24/01/2022 is ₹26.023. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W) was launched on Jul 24, 2009. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to Crisil Low Duration Debt Index TR INR.

    Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W) is rated as a 2 fund in Debt and delivered 4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W).

    Frequently Asked Questions

    What is Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W)?

    How to invest in Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W)?

    What is the minimum sip amount of Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W)?

    Is Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W) good to invest in?

    What is the expense ratio of the Baroda Treasury Advantage Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W)?