MF Gyan
debtLow risk

BARODA INCOME FUND - Plan B (Direct) - Growth 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 2 Jan 2013.

Latest price per unit
₹28.3494
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
₹1.05 L
₹4.6k gain · 4.6% / year
Invested 3 years ago
₹1.21 L
₹21.1k gain · 6.6% / year
Invested 5 years ago
₹1.49 L
₹49.0k gain · 8.3% / 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
3.0%

The value swings roughly 3% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-7.51%

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 year4.64%
CAGR — 3 years6.59%
CAGR — 5 years8.30%
CAGR — since launch7.84%
Volatility — 1 year (annualised)3.32%
Volatility — 3 years (annualised)3.00%
Max drawdown — 1 year-3.03%
Max drawdown — 3 years-3.03%
Sharpe ratio — 1 year (rf=6%)-0.37
Sharpe ratio — 3 years (rf=6%)0.22

Fund info

Fund house
Baroda Mutual Fund
Category
Debt Scheme - Medium to Long Duration Fund
Plan
Direct
Option
Growth
ISIN (Growth)
ISIN (Div re-invest)
Fund code
119362
First price on record
2 Jan 2013 · 1,450 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.