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

Baroda Equity Savings Fund Direct Growth-0.08%

16.25%
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 Ratio1.26%
NAV₹11.90 (13 Apr 2021)
Fund Started18 Jun 2019
Fund Size428 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
16.3%
-
-
11.2%
Category Average
23.1%
6.4%
7.9%
-
Rank Within Category
23
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 16.3% returns per annum

Comparison

Data not available
Pros
1. 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
GOISovereignGOI Sec6.3%
Housing Development Finance Corpn. Ltd.FinancialEquity5.9%
GOISovereignCGL5.0%
ICICI Bank Ltd.FinancialEquity5.0%
Tata Consultancy Services Ltd.TechnologyEquity3.6%
Tata Steel Ltd.MetalsEquity3.4%
Bharti Airtel Ltd.CommunicationEquity3.3%
Tata Motors Ltd.AutomobileEquity3.3%
Infosys Ltd.TechnologyEquity3.1%
Maruti Suzuki India Ltd.AutomobileEquity3.1%
See All

Fund Managers

Alok Sahoo
keyboard_arrow_down
Dipak Acharya
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 ₹428 Cr and the Latest NAV as of 13 Apr 2021 is ₹11.90.

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,
Loading...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India