Baroda Income Fund - Plan B (Direct)

Scheme Type
Open-ended
Scheme Category
Medium to Long Duration
Benchmark Type
Crisil Composite Bond Index
Scheme AUM (in Crs.)
₹ 16.91
Expense Ratio
1.85%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 12257
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
28.3494
(0.03 %)
NAV as on 2019-01-11
Returns
Fund
Baroda Income Fund - Plan B (Direct)
1 Year
4.6%
3 Year
6.62%
5 Year
8.05%
AMC Details
amc launch date
Launch Date
24 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
info@barodapioneer.in
amc phone
Phone
022 - 30741000
amc address
Address
Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E), Mumbai - 400 063
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
Exit load of 1%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To generate regular income by investing in a portfolio of good quality Fixed Income Securities by maintaining a balance between Risk & Return.
Suitability
Regular Income over long term.
• Investment predominantly in good quality Fixed Income Securities by maintaining a balance between Risk& Return.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,081
Portfolio Value
81
Total Returns