The individual looking for investment in mutual funds should get all the required documents ready and explore the different schemes offered by the Baroda Mutual Fund AMC. 

A regular income can be generated over time through mutual fund schemes.

Investors should consider several factors such as past performance, NAV, AUM, peer average returns, and many more before selecting the right funds for themselves. 

The comparison will help the investor to choose the Baroda mutual fund schemes that suit their need best.


About Baroda Mutual Fund 

The Baroda Mutual Fund provides the investors with a wide range of choices that not only suits their diverse needs but also risk profiles and this is achieved by boosting the existing products. 

Baroda Mutual Fund AMCThe investment is managed properly so that investment performance is consistent and seamless.

The high level of compliance and corporate governance is included in the Baroda Mutual Fund. 

It offers effective customer service that makes investments with Baroda Mutual Fund easier. The sole sponsor of the Baroda Mutual Fund is the Bank of Baroda and it is the largest PSU Bank.

 It serves the diverse asset management needs of the investors in India.


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    Why Invest in Baroda AMC? 

    The benefits of investing in Baroda AMC are as follows –

    • Low-Risk Profile – It has low-risk profiles as the schemes are in money market instruments.
    • Trusted Name – In the market of Mutual Funds, It is a trusted name.
    • Safe Investment – There is a greater safety of returns in the schemes. In addition to this, risk management is excellent. 
    • Consistency – The investment management is superior and they have excellent investment experts.

    How to Invest with Baroda Mutual Funds? 

    To invest in Baroda Mutual Funds only a few steps need to be followed. You can use any distributors for example we are taking Angel Bee or Zerodha Coin.

    Step 1: The individual needs to log in or create an account with the distributor. Now, let us move to the identity step.

    Step 2: The proof of identities such as Aadhar, PAN, voter ID, passport, driving license, state, or central government ID card, and many more need to be uploaded.

    Step 3: You have to upload the proof of address and it can be any identity KYC document with the permanent address. Now, the selection will start.

    Step 4: The investment time period is selected.

    Step 5: The risk appetite such as high, mid, or low is selected. This is dependent on customer preferences.

    Step 6: The Baroda mutual fund scheme is selected.

    Step 7: Either one time invest or start SIP option can be selected to get started.


    Baroda AMC – Fund Managers 

    The fund managers of Baroda AMC are Mr. Karn Kumar, Mr. Dipak Acharya, Mr. Alok Sahoo, and many more. 

    Mr. Karn Kumar is the fund manager at Baroda Pioneer Mutual Fund and has experience of more than 13 years in the area of fixed income, credit research, and corporate finance. 

    Mr. Dipak Acharya is the fund manager of Equity at Baroda Pioneer Mutual Fund and has experience of more than 13 years in the area of asset management and investment sector. 

    Mr. Alok Sahoo is the head of fixed income at Baroda Pioneer Asset Management Company Ltd. And has experience of more than 18 years in the asset management and investment area.


    Baroda Mutual Fund – Key Personnel’s

    The trustees of Baroda Mutual Fund are Mr. Deepak Narang, Mr. Y. B. Desai, Mr. Punit Saxena, and Mr. Joydeep Dutta Roy. 

    Besides, every trustee is an independent director except Mr. Joydeep Dutta Roy, he is the associate director.

    The Managing Director and CEO is Mr. Anthony Heredia and the COO is Mr. Kiran Deshpande.


    How to do KYC Check for Baroda Mutual Fund? 

    The KYC Check for Baroda Mutual Fund is a process you can complete either online or offline.

    Offline Baroda Mutual Fund KYC

    The mutual fund industry has authorized CDSI Ventures Ltd to conduct the KYC process. Following are the steps that you need to follow –

    • The KYC application form is downloaded
    • You should fill the details in and attach copies of the documents.
    • You should then submit the application to the mutual fund house

    Online Baroda Mutual Fund KYC

    • Visit the website of KYC registered agency and log in
    • Then, create an account and in the online form fill in all the details
    • Provide registered contact number, PAN card, and other details of identification
    • You should upload the self-attested documents online

    Documents Required to Invest in Baroda AMC

    The documents that we require in order to invest in Baroda AMC are as follows –

    1. PAN card details – According to the revised regulations, it is mandatory for the investors to provide their PAN card details to invest in Mutual Funds.
    2. Personal details
    3. Address Proof
    4. Bank Account details
    5. Nominee and FATCA declarations – It is the compliance process that needs to be completed for both individual as well as non-individual investors.

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    Baroda Mutual Fund Fees or Charges 

    FundMinimum Investment (Rs)Entry Load (in % p.a.)Exit Load (in % p.a.)Fund Manager
    Baroda Banking & PSU Bond Fund – Growth – Direct Plan5000NANAAlok Sahoo
    Baroda Banking and Financial Services Fund – Growth – Direct Plan5000NA1%Dipak Acharya
    Baroda Conservative Hybrid Fund – Growth – Direct Plan5000NA1%Hetal P. Shah
    Baroda Credit Risk Fund – Plan B – Growth – Direct Plan5000NA1%Alok Sahoo
    Baroda Dynamic Bond Fund – Growth – Direct Plan5000NA3%Alok Sahoo
    Baroda Dynamic Equity Fund – Growth – Direct Plan5000NA1%Sanjay Chawla
    Baroda Equity Linked Saving Scheme 96 – Growth – Direct Plan500NANADipak Acharya
    Baroda Equity Savings Fund – Growth – Direct Plan5000NA1%Dipak Acharya
    Baroda Gilt Fund – Growth – Direct Plan5000NA1%Hetal P. Shah
    Baroda Hybrid Equity Fund – Growth – Direct Plan5000NA1%Dipak Acharya

    The current base total expense ratio for Baroda Conservative Hybrid Fund – Growth – Direct Plan is 1.06%.

    Also, the current base total expense ratio for Baroda Credit Risk Fund – Plan B – Growth – Direct Plan is 0.97%. 

    The current base total expense ratio for Baroda Dynamic Equity Fund-Growth – Direct Plan is 0.91%.

    Now, the current base total expense ratio for Baroda Equity Saving Scheme 96 – Growth – Direct Plan is 1.60%. 

    Also, the current base total expense ratio for Baroda Large & Midcap Fund is 0.34%. The current base total expense ratio for the Baroda Large Cap Fund is 1.49%. 

    Besides, the current base total expense ratio for Baroda Mid-Cap Fund is 1.34%. The current base total expense ratio for Baroda Multi-Cap Fund is 1.39%.

    The current base total expense ratio for the Baroda Short Term Bond Fund is 0.25%.


    Best Performing Baroda Mutual Fund 

    Fund NameCategoryRisk1Y ReturnsFund Size (in Cr)
    Baroda Pioneer Conservative Hybrid Fund
    HybridModerate13.50%₹ 28
    Baroda Overnight FundDebtLow3.70%₹ 218
    Baroda Pioneer Short Term Bond FundDebtModerately Low8.20%₹ 591
    Baroda Pioneer Liquid FundDebtLow4.30%₹ 3,074
    Baroda Pioneer Banking and Financial Services FundEquityHigh-6.70%₹ 52
    Baroda Pioneed Credit Risk FundDebtModerate2.80%₹ 235
    Baroda Pioneer Mid cap FundEquityHigh28.30%₹ 54
    Baroda Ultra Short Duration FundDebtModerately Low5.30%₹ 311
    Baroda Equity Savings FundHybridModerately High11.10%₹ 388
    Baroda Pioneer Gilt FundDebtModerate10.60%₹ 30

    In Baroda Pioneer Conservative Hybrid Fund, the exit load is zero and the fund size is Rs. 38 Cr.

    The Baroda Pioneer Liquid Fund, the age is more than three years and the fund size is Rs. 3,074 Cr. 

    In the Baroda Pioneer Banking and Financial Services Fund, the size of the fund is Rs. 52 Cr. Besides, in the Baroda Pioneer Credit Risk Fund, the size of the fund is Rs. 235 Cr. 

    The Baroda Pioneer Mid cap Fund, the size of the fund is Rs. 54 Cr. In Baroda Equity Savings Fund, the size of the fund is Rs. 385 Cr.

    Where as Baroda Pioneer Gilt Fund, the size of the fund is Rs. 30 Cr.


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    Top 10 Baroda AMC Funds 

    Fund
    1-Year Return
    3-Year Return5-Year Return
    Baroda Banking & PSU Bond Fund – Growth – Direct PlanNAN.ANA
    Baroda Banking and Financial Services Fund – Growth – Direct Plan-2.94%21.43%78.80%
    Baroda Conservative Hybrid Fund – Growth – Direct Plan14.04%29.79%52.28%
    Baroda Credit Risk Fund – Plan B – Growth – Direct Plan2.06%10.35%33.62%
    Baroda Dynamic Bond Fund – Growth – Direct Plan11.59%13.48%35.26%
    Baroda Dynamic Equity Fund – Growth – Direct Plan25.09%NANA
    Baroda Equity Linked Saving Scheme 96 – Growth – Direct Plan16.55%7.22%51.77%
    Baroda Equity Savings Fund – Growth – Direct Plan11.50%NANA
    Baroda Fixed Maturity Plan – Series P – Growth – Direct Plan9.85%NANA
    Baroda Gilt Fund – Growth – Direct Plan10.62%25.62%46.11%

    Details of Top 10 Baroda AMC Funds

    Following are the top 10 Baroda AMC Funds. Baroda Banking and Financial Services Fund – Growth – Direct Plan has an annualized return of 6.81% in the last three years and provided -3.34% returns in the last one year. 

    The Baroda Conservative Hybrid Fund – Growth – Direct Plan has an annualized return of 9.97% in the last three years and provided 14.25% returns in the last one year. 

    Also, the Baroda Large Cap Direct Fund Growth has an annualized return of 7.72% in the last three years and provided 13.69% returns in the last one year. 

    The Baroda Credit Risk Fund – Plan B – Growth – Direct Plan has an annualized return of 4.29% in the last three years and provided 2.91% returns in the last one year. 

    The Baroda Dynamic Bond Fund – Growth – Direct Plan has an annualized return of 4.86% in the last three years and provided 11.31% returns in the last one year. 

    Now, the Baroda Multi-Cap Fund Direct-Growth has given an annualized return of 4.8% in the last three years and provided 18.13% returns in the last one year. 

    Also, the Baroda Equity Linked Saving Scheme 96 – Growth – Direct Plan has an annualized return of 2.36% in the last three years and provided 16.37% returns in the last one year.

    The Baroda Equity Savings Fund – Growth – Direct Plan has an annualized return of 12.79% in the last year. 

    The Baroda Short Term Bond Direct Fund Growth has an annualized return of 8.55% in the last three years and provided 8.24% returns in the last one year. 

    Besides, the Baroda Gilt Fund-Growth – Direct Plan has an annualized return of 8.98% in the last three years and provided 10.76% returns in the last one year.


    Best Baroda Mutual Fund- Portfolio

    FundMarket Value (in Cr.)Net Assst (in Cr.)Rating
    Baroda Conservative Hybrid Fund – Growth – Direct Plan30.451018.42AAA
    Baroda Conservative Hybrid Fund – Growth – Direct Plan30.451018.42AAA
    Baroda Liquid Fund – Growth – Direct Plan1009.9659062AAA
    Baroda Liquid Fund – Growth – Direct Plan1009.9659062AAA
    Baroda Short Term Bond Fund – Growth – Direct Plan4805.5330357.1AAA
    Baroda Short Term Bond Fund – Growth – Direct Plan4805.5330357.1AAA
    Baroda Treasury Advantage Fund – Growth – Direct Plan18761.17274277.97AAA
    Baroda Treasury Advantage Fund – Growth – Direct Plan18761.17274277.97AAA

    Best Baroda Mutual Fund Portfolios

    Baroda offers several Mutual Fund portfolios for their investors. One of these is the Baroda Conservative Hybrid Fund-Growth-Direct Plan.

    This will also invest roughly a quarter of the investor’s money in equity shares and bonds.

    Baroda Liquid Fund – Growth – Direct Plan is another plan that offers funds for liquid assets. The investors can invest in bonds that have a maturity of up to three months.

    Investors can lay down the money that they have stored for any emergencies. 

    Baroda Short Term Bond Fund – Growth – Direct Plan is another plan. The binds here are invested with a maturity period of one to three years.

    It can also be used for fixed income applications in a long term portfolio.

    Baroda Treasury Advantage Fund – Growth – Direct Plan is another portfolio plan. Low duration debt funds are available in this and the bonds can be kept for maturing in some months to a year.


    Baroda Mutual Fund Schemes NAV

    Fund
    1-Year Return
    3-Year Return5-Year Return
    Baroda Banking & PSU Bond Fund – Growth – Direct PlanNAN.ANA
    Baroda Banking and Financial Services Fund – Growth – Direct Plan-2.94%21.43%78.80%
    Baroda Conservative Hybrid Fund – Growth – Direct Plan14.04%29.79%52.28%
    Baroda Credit Risk Fund – Plan B – Growth – Direct Plan2.06%10.35%33.62%
    Baroda Dynamic Bond Fund – Growth – Direct Plan11.59%13.48%35.26%
    Baroda Dynamic Equity Fund – Growth – Direct Plan25.09%NANA
    Baroda Equity Linked Saving Scheme 96 – Growth – Direct Plan16.55%7.22%51.77%
    Baroda Equity Savings Fund – Growth – Direct Plan11.50%NANA
    Baroda Fixed Maturity Plan – Series P – Growth – Direct Plan9.85%NANA
    Baroda Gilt Fund – Growth – Direct Plan10.62%25.62%46.11%

    Details of Baroda Mutual Fund NAV

    Baroda Banking & PSU Bond Fund – Growth – Direct Plan is one of the fund schemes under this. 

    Another one would be the Baroda Banking and Financial Services Fund – Growth – Direct Plan. These offer direct fund plans. The latter invest shares in banks and financial services companies. 

    Baroda Conservative Hybrid Fund – Growth – Direct Plan is another fund plan in this. This offers investors the chance to invest a quarter of the share in the equity. 

    Baroda Credit Risk Fund – Plan B – Growth – Direct Plan offers a credit risk fund plan. The investors can also invest in bonds rated AA or below by the rating agencies.

    Baroda Dynamic Bond Fund – Growth – Direct Plan – here the investors can invest in bonds of any duration. This will be based on the earning that can be expected on maximum returns.

    Baroda Dynamic Equity Fund-Growth – Direct Plan is another one provided under this.

    Here, the investors can gain based on the inflation rate as well as returns from the fixed income options if they can invest for five years or higher.


    Baroda AMC Customer Care Details

    Address of AMC501 Titanium, 5th Floor, Western Express Highway, Goregaon(E) Mumbai – 400 063
    Telephone Number+91 (22) 3074 1000
    Fax Number+91 (22) 3074 1001
    Emailinfo@barodamf.com

    The Baroda AMC Customer Care can be contacted on the contact number +91 68481000 and toll-free number 1800 – 2670 – 189. 

    In addition to this, the customer care team can also be contacted through the email

    Baroda- Important links

    Websitewww.barodamf.com
    Baroda Mutual Fund Loginhttps://online.barodamf.com/online/
    Baroda Mutual Fund Apphttps://play.google.com/store/apps/details?id=com.finwizard.minvest&hl=en_IN&gl=US

    Baroda Mutual Fund AMC – Conclusion

    Baroda Mutual funds are managed by Baroda Asset Management Limited, which functions under the Bank of Baroda. 

    They aim at satisfying the different asset management needs that are put forward by the investors of India in the forms of equity, debt, and money market offerings. 

    The AMC includes several investors with several choices that satisfy their diverse needs and risk profiles. They aim to offer their investors by carrying out the required investment management. 

    They also introduce several innovative features that could be useful for investors in emerging their targets easily. 

    The fund size of each Baroda mutual fund schemes and the same is for one-year returns and three-year returns. 

    The investor has the option to select the type of mutual fund scheme that aligns with their investment plans and future needs.

    There are mutual fund experts that study the investment needs of the investor and accordingly provide suggestions.


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