Home>Mutual Funds>Baroda Mutual Fund>Baroda Equity Savings Fund Direct Growth
shareSHARE

Baroda Equity Savings Fund Direct Growth-0.17%

12.92%
1 Year Return
Hybrid
Equity Savings
3.0star
6M
1Y
All

Fund Details

Baroda Equity Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.32%
NAV₹11.80 (22 Jan 2021)
Fund Started18 Jun 2019
Fund Size387 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
12.9%
-
-
12.0%
Category Average
10.1%
5.6%
8.0%
-
Rank Within Category
7
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 12.9% returns per annum

Comparison

Data not available
Pros
1. Risk-adjusted returns are higher compared to the category
2. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Age is less than 3 years

Top Holdings

NameSectorInstrument% Assets
Baroda Liquid Direct Fund-GrowthFinancialMutual Fund11.7%
ICICI Bank Ltd.FinancialEquity5.1%
Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
Reliance Industries Ltd.EnergyEquity4.5%
Infosys Ltd.TechnologyEquity3.9%
Tata Motors Ltd.AutomobileEquity3.8%
Bharti Airtel Ltd.CommunicationEquity3.7%
Tata Steel Ltd.MetalsEquity3.3%
Maruti Suzuki India Ltd.AutomobileEquity3.1%
Tata Consultancy Services Ltd.TechnologyEquity3.1%
See All

Fund Managers

Alok Sahoo
keyboard_arrow_down
Sanjay Chawla
keyboard_arrow_down
Pratish Krishnan
keyboard_arrow_down

Baroda Equity Savings Fund Direct Growth Details

Baroda Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was made available to investors on 18 Jun 2019. Alok Sahoo is the Current Fund Manager of Baroda Equity Savings Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹387 Cr and the Latest NAV as of 22 Jan 2021 is ₹11.80.

The Baroda Equity Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. 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)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 10% of the investments, an exit load of 1% if redeemed within one year.
Exit Load

Compare Funds

Baroda Equity Savings Fund Direct Growth
VS
search

About

Address
NA
Phone
NA
Launch Date
NA
E-mail
NA
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,
Similar Funds