Formerly Baroda Pioneer US/T Duration Reg Wk DR
₹ 1001.1502
NAV (Dec 23)
Neutral
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.
Track Record
3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.
Relative Size
258 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
Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
No single fund can achieve what a plan can. Learn why
Scheme Information
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
Low to Moderate Risk
0.42 %
Expense Ratio
Jun 07, 2018
Launched (3y ago)
₹ 258
AUM in Crores
INF955L01GY0
ISIN
No Lock-in
Lock-in
CRISIL Ultra Short Term Debt TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
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.
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Comparison with Debt Funds
Ultra Short
Recommended
Top Ranked
17 Years
Age
Track Record
Liquid
Recommended
Top Ranked
17 Years
Age
Track Record
Ultra Short
Recommended
Top Ranked
22 Years
Age
Track Record
Low Duration
Recommended
Top Ranked
19 Years
Age
Track Record
Liquid
Recommended
Top Ranked
18 Years
Age
Track Record
About the AMC
Baroda Asset Management India Limited
Baroda Asset Management India Limited manages assets worth 8,491 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.
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.4%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.4%
3Y returns
Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
Baroda Ultra Short Duration Fund (DR-W) is a ultra short debt fund and has delivered an annualised return of 3.6% over a period of 3 years .The fund was previously known as Baroda Pioneer US/T Duration Reg Wk DR.The fund is managed by Baroda Asset Management India Limited.The fund managers are Alok Sahoo, Hetal Shah
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.
The Baroda Ultra Short Duration Fund (DR-W) fund was launched on Jun 07, 2018. The NAV (Net Asset Value) of this ultra short debt as of 2020-12-23 is ₹ 1001.1502. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 257.638. The category risk of the Baroda Ultra Short Duration Fund (DR-W) fund is Low to Moderate Risk. The fund charges 0.42 % as expense ratio.
The fund’s highest allocation is towards others and has invested 69.4% in this asset class. The top three holdings of the fund are 91 dtb 18032021,small industries development bank of india and 182 dtb 25032021
The minimum SIP (Systematic Investment Plan) amount for this 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.
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 (DR-W) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Ultra Short Duration Fund (DR-W) has a score of 2 out of 5. The credit risk of the fund is 5 out of 5 as compared to other debt funds.