debtModerate risk

Baroda Dynamic Bond Fund - Plan B (Direct) - IDCW

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 2 Jan 2013.

Latest price per unit

₹14.6202

▲ 0.03% today

As of 13 Mar 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.01 L

▲ ₹784 gain · 0.8% / year

Invested 3 years ago

₹1.05 L

▲ ₹4.5k gain · 1.5% / year

Invested 5 years ago

₹1.11 L

▲ ₹10.8k gain · 2.1% / 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

6.5%

The value swings roughly 7% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-9.99%

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 year0.78%

CAGR — 3 years1.49%

CAGR — 5 years2.07%

CAGR — since launch4.10%

Volatility — 1 year (annualised)3.87%

Volatility — 3 years (annualised)6.55%

Max drawdown — 1 year-3.34%

Max drawdown — 3 years-8.59%

Sharpe ratio — 1 year (rf=6%)-1.35

Sharpe ratio — 3 years (rf=6%)-0.68

Fund info

Fund house: Baroda Mutual Fund
Category: Debt Scheme - Dynamic Bond
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119336
First price on record: 2 Jan 2013 · 2,217 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.