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Baroda Equity Savings Fund Direct IDCW0.00%

13.75%
1 Year Return
Hybrid
Equity Savings
6M
1Y
All

Fund Details

Baroda Equity Savings Fund Direct IDCW

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.27%
NAV₹12.08 (18 Jun 2021)
Fund Started24 Jul 2019
Fund Size436 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
13.8%
-
-
3.8%
Category Average
21.5%
6.2%
7.6%
-
Rank Within Category
23
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount0
Amount Per Month₹5,000
Would have become
0
with 13.8% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

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Fund Managers

Alok Sahoo
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Dipak Acharya
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Sanjay Chawla
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Pratish Krishnan
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Baroda Equity Savings Fund Direct IDCW Details

Baroda Equity Savings Fund Direct IDCW is a Hybrid Mutual Fund Scheme launched by Baroda Mutual Fund. This scheme was made available to investors on 24 Jul 2019. Alok Sahoo is the Current Fund Manager of Baroda Equity Savings Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹436 Cr and the Latest NAV as of 18 Jun 2021 is ₹12.08.

The Baroda Equity Savings Fund Direct IDCW is rated Moderately High risk. For units more than 10% of the investments, an exit load of 1% if redeemed within one year.

Investment Objective

The Scheme seeks to generate capital appreciation and income by using arbitrage opportunities, investment in equity / equity related instruments and debt/ money market instruments.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
For units more than 10% of the investments, an exit load of 1% if redeemed within one year.
Exit Load

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About Baroda Mutual Fund

Address
501 TITANIUM, 5TH Floor, Western Express Highway, Goregaon(E) Mumbai 400 063
Phone
+91 22 30741000
Launch Date
24 Nov 1994
Website
NA
Baroda Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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