info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

Baroda Mutual Fund

Baroda BNP Paribas GILT FUND - Regular Plan - IDCW Option

★★★★ monitor_heart Health Score: 71/100 · Good

Baroda Mutual Fund · Debt · Gilt

₹26.06

+0.02 (+0.08%) trending_up

AUM: ₹692 Cr

NAV updated 6 days ago

Plan

Regular

Option

Idcw

Risk

Moderate to High

Expense Ratio

0.17%

Exit Load

Nil

Fund Manager

Hetal Shah

Inception

Jan 2013

Benchmark

CRISIL Dynamic Gilt Index

Sharpe Ratio

-1.16

Std Dev (1Y)

3.38%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

+1.21%

3m

+2.58%

6m

+3.1%

1y

+2.55%

3y

+6.81%

5y

+6.08%

10y

+6.8%

since inception

+4.47%

rate_review TopFund's Take on Baroda BNP Paribas GILT FUND - Regular Plan - IDCW Option

Baroda BNP Paribas GILT FUND - Regular Plan - IDCW Option holds up reasonably well within the Gilt category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 71/100.

Cost: At 0.17%, the expense ratio is meaningfully cheaper — about 66% below the Gilt category average of 0.5% (based on 69 comparable funds). Lower costs compound in your favour over long holding periods.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.16 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 3.38% is on the lower side, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to conservative investors prioritising capital stability and predictable income over high growth.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

donut_small Sector Allocation

Entities 77.72%
Unspecified 11.39%
Industrials 10.89%

pie_chart Asset Allocation

GOI Securities 77.72%
State Development Loan 18.94%
CBLO 2.38%
Net Receivables 0.96%

Frequently Asked Questions about Baroda BNP Paribas GILT FUND - Regular Plan - IDCW Option

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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