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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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
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?
Recommended
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.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative 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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About Baroda Ultra Short Duration Fund (DR-W)
About Baroda Ultra Short Duration Fund (DR-W)
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
Baroda Ultra Short Duration Fund (DR-W) 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 (DR-W) NAV,AUM,Risk
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.
Baroda Ultra Short Duration Fund (DR-W) Holdings
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
Baroda Ultra Short Duration Fund (DR-W) SIP
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.
Baroda Ultra Short Duration Fund (DR-W) 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 (DR-W) Review
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.
