Baroda Asset Management India Limited is a completely owned subsidiary of Bank of Baroda and an investment manager to the ‘Baroda Mutual Fund’. It was founded in November 2008, with a vision to cater to the various asset management needs of investors in India through a range of debt, equity, and money market offerings. With the prime objective of enhancing the overall experience of the investors, the Baroda Asset Management India Limited is working towards:
The several funds offered by the Baroda Asset Management India Limited are as follows:
The Baroda Mid-Cap Fund is an open-ended equity fund that was introduced on the 4th October 2010, with the main objective to generate capital growth through investment in growth-oriented equity and equity-related schemes with mid-cap stocks. However, there is no guarantee that this objective of the scheme would be fulfilled.
The Baroda Mid-Cap fund offers:
This fund is perfect for investors who want:
There are two plans under this scheme, which are Plan A and Plan B.
Plan A is suitable for the investors who carry out their investments through distributors only, whereas Plan B is suitable for direct investments, in which the investors who purchase the units of the Scheme directly with the Fund and not through a Distributor.
Both the plans are designed with the same portfolio; the only difference is that Plan B is less expensive because of the amount saved on commission and brokerage. Hence the NAVs of both the plans would be distinct.
The Baroda Mid-Cap Fund is an open-ended equity fund that was introduced on the 22nd June 2010, with the main objective to generate capital growth through investment in growth-oriented equity and equity-related schemes of large-cap firms. Also, the investment can be made into the money market and debt instruments. However, there is no guarantee that this objective of the scheme would be fulfilled.
The Baroda Large-Cap fund offers:
This fund is perfect for investors who want:
The Baroda Mid-Cap Fund is an open-ended equity linked fund that was introduced on the 2nd March 2015, which has a mandatory lock-in period of 3 years along with the tax benefit. The primary objective of this fund is to save money in tax while growing it through the equity funds.
The Baroda Large-Cap fund offers:
This fund is perfect for investors who want:
The Baroda Multi-Cap Fund is an open-ended equity fund that was introduced on the 12th September 2003, which deals in investment in small, mid as well as large-cap stocks. The primary objective of Baroda multi-cap fund is long term growth of the investment through investing in equity and equity related schemes.
The Baroda Multi-Cap fund offers:
This fund is perfect for investors who want:
The Baroda Hybrid equity Fund is an open-ended hybrid fund that was introduced on the 12th of September 2003. The primary objective of the Baroda Hybrid Fund is long term capital growth as well as the current income by investing capital in money market securities, debt, and equity, along with the distribution of dividend as well as income generation.
The Baroda Hybrid fund offers:
This fund is perfect for investors who want:
The Baroda Banking and Financial Services Fund is an open-ended equity fund that was introduced on the 22nd June 2012, which deals in investment in the Banking and Financial Services Sector. The primary objective of Baroda banking and financial services fund is long term growth of the investment for the unit holders by investing in equity and equity related schemes of the firms engaged in Financial and Banking sector.
The Baroda Banking and Financial Services fund offers:
This fund is perfect for investors who want:
The Baroda Short Term Fund is an open-ended short-term debt fund that was introduced on the 30th June 2010, which majorly deals with investments with Macaulay duration between 1 to 3 years. The primary objective of this fund is to generate an income by investing in a number of debt instruments and money market securities with short term maturity in order to provide reasonable returns.
The Baroda Short Term Bond fund offers:
This fund is perfect for investors who want:
The Baroda Treasury Advantage Fund is an open-ended low duration debt fund that was introduced on the 23rd June 2009, which majorly deals with investments with Macaulay duration between 6 to 12 months. The primary objective of this fund is to generate an income by investing in a number of debt instruments and money market securities with short term maturity in order to provide reasonable returns.
The Baroda Treasury Advantage fund offers:
This fund is perfect for investors who want:
The Baroda Gilt Fund is an open-ended debt fund that was introduced on the 21st March 2002, which majorly deals with investments in the government securities across maturity. The primary objective of this fund is to generate an income by investing in a portfolio of government-related securities.
The Baroda Gilt fund offers:
This fund is perfect for investors who want:
The Baroda Conservative Hybrid Fund is an open-ended hybrid fund that was introduced on the 8th September 2004, which majorly deals with investments in the debt schemes. The primary objective of this fund is to generate a regular and consistent income by investing money market and debt schemes, along with an investment in equity and equity related schemes to earn long-term capital growth.
The Baroda Conservative Hybrid fund offers:
This fund is perfect for investors who want:
The Baroda Liquid Fund is an open-ended liquid scheme that was introduced on the 5th February 2009. The primary objective of this fund is to generate income by investing money market and debt schemes along with a high level of liquidity.
The Baroda Liquid fund offers:
This fund is perfect for investors who want:
The Baroda Money Market Fund is an open-ended debt scheme that is used to generate income with higher liquidity by investing in various debt and money market securities. The primary objective of this fund is to earn moderate returns along with low risk while providing a high level of liquidity, through investments made in money market instruments.
The Baroda Money Market fund offers:
This fund is perfect for investors who want: