debtModerate risk

BARODA INCOME FUND - Plan A - Dividend Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From Baroda Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹22.0432

▲ 0.03% today

As of 11 Jan 2019 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹96.3k

▼ ₹3.7k loss · -3.7% / year

Invested 3 years ago

₹96.8k

▼ ₹3.2k loss · -1.1% / year

Invested 5 years ago

₹1.17 L

▲ ₹17.0k gain · 3.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

7.6%

The value swings roughly 8% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-10.30%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year-3.74%

CAGR — 3 years-1.09%

CAGR — 5 years3.19%

CAGR — since launch4.75%

Volatility — 1 year (annualised)8.70%

Volatility — 3 years (annualised)7.57%

Max drawdown — 1 year-8.65%

Max drawdown — 3 years-10.30%

Sharpe ratio — 1 year (rf=6%)-1.15

Sharpe ratio — 3 years (rf=6%)-0.94

Fund info

Fund house: Baroda Mutual Fund
Category: Debt Scheme - Medium to Long Duration Fund
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 101155
First price on record: 3 Apr 2006 · 3,083 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.