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  • Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D)

Formerly Baroda US/T Duration Reg Dl DR

Baroda Mutual Fund

Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D)

DebtUltra Short

1006.2583

NAV (Oct 21)

4.7%
Till Date CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in ultra short mutual funds.

However, Scripbox does not recommend investing in ultra short 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

3 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

135 Cr. Small 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

Low Credit Risk. The fund has a 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
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    No Lock-in
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    Expert Investing Only, Car, Down Payment

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Historical NAV

1006.2583

NAV (Oct 21)

Fund Returns

Last 1Y
3.6%
Last 3Y
4.7%
Last 5Y
NA
Last 10Y
NA
Since Inception
4.7%
6 Month CAGR
1.8%
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Scheme Information

Investment Objective

The primary objective of the Scheme is to generate regular income by investing in a portfolio of debt and money market instruments such that the Macaulay duration of the portfolio is between 3 months – 6 months. However,there can be no assurance that the investment objective of the Scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

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Low to Moderate Risk

Expense Ratio
0.42
Launched (3y ago)
Jun 01, 2018
AUM in Crores
134.558
ISIN
INF955L01GW4
Lock-in
No Lock-in
Benchmark
CRISIL Ultra Short Term Debt TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Alok Sahoo

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only, Car, Down Payment
    Expert Investing Only, Car, Down Payment
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comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record

Kotak Savings Fund (G)

recommended-badge

₹ 13,509 cr

5

recommended-badge

₹ 33,192 cr

5

recommended-badge

₹ 11,590 cr

5

recommended-badge

₹ 33,722 cr

5

recommended-badge

₹ 22,849 cr

5

amc-icon

About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 13,326 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
    top-ranked-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.6%

    top-ranked-badge

    4%

    %

    top-ranked-badge

    4%

    5.3%

    top-ranked-badge

    4%

    3.8%

    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

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
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    About Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D)

    About Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D)

    Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) is a Ultra Short Debt fund and has delivered an annualised return of 4.7% over a period of 3 years. The fund was previously known as Baroda US/T Duration Reg Dl DR . The fund is managed by Baroda Asset Management India Limited. The fund manager’s name is Alok Sahoo

    Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) Investment Objective

    The primary objective of the Scheme is to generate regular income by investing in a portfolio of debt and money market instruments such that the Macaulay duration of the portfolio is between 3 months – 6 months. However,there can be no assurance that the investment objective of the Scheme will be realized. . However, there is no assurance that the objective of the scheme will be realized.

    Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) NAV,AUM,Risk

    The Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) fund was launched on Jun 01, 2018. The NAV (Net Asset Value) of this Ultra Short Debt fund as of 2021-10-21 is ₹1006.26. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹134.558. The category risk of the Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) fund is Low to Moderate Risk. The fund charges 0.42 % as expense ratio.

    Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) Holdings

    The fund’s highest allocation is towards Others and has invested 58.5% in this asset class. The top three holdings of the fund are , treps , 8.39% rj sdl spl 2022 , small industries development bank of india , 182 dtb 16122021 , indian oil corporation limited , shriram city union finance limited , piramal capital & housing finance limited , hindustan petroleum corporation limited , larsen and toubro limited , power finance corporation limited , housing development finance corporation limited , jm financial services limited , iifl wealth management limited , national bank for agriculture and rural development , shriram transport finance company limited , net receivable / payable , national bank for agriculture and rural development

    Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) Investment volatility and Horizon

    This fund 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 Ultra Short Term Debt TR INR.

    Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) Review

    Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) has a score of 2 on a scale of 5. The fund has a score of 3 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Ultra Short Duration Fund Income Dist cum Cap Wdrl (RIDCW-D) has a score of 2out of 5 The credit risk of the fund is 4 out of 5 as compared to other debt funds.

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