Baroda Equity Savings Fund Direct Growth+0.19%

3Groww
0.00%
1 Year Return
Hybrid
Equity Savings
3.0 star
All

Fund Details

Baroda Equity Savings Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.99%
NAV10.28 (18 Oct 2019)
Fund Started18 Jun 2019
Fund Size460 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Equity Savings Fund Direct Growth
NA
NA
NA
2.8%
Category Average
3.0%
5.6%
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 11.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.3%
    ICICI Bank Ltd.FinancialEquity3.7%
    ITC Ltd.FMCGEquity3.4%
    Axis Bank Ltd.FinancialEquity2.8%
    State Bank of IndiaFinancialEquity2.7%
    Coal India Ltd.EnergyEquity2.6%
    Ambuja Cements Ltd.ConstructionEquity2.5%
    National Thermal Power Corp. Ltd.EnergyEquity2.4%
    Bajaj Finance Ltd.FinancialEquity2.3%
    See All

    Fund Managers

    addAlok Sahoo
    Education
    Mr. Sahoo is a B.E and PGDM from XIM Bhubaneshwar.
    Experience
    Prior to joining Baroda AMC he has worked with UTI Mutual Fund and HSBC Mutual Fund.
    Funds Managed
    addDipak Acharya
    Education
    Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
    Experience
    Prior to joining Baroda AMC in 2008 he has worked with BOB.
    Funds Managed
    addSanjay Chawla
    Education
    Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
    Experience
    Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
    Funds Managed
    addPratish Krishnan
    Education
    Mr. Krishnan has done MMS in Finance
    Experience
    Prior to joining Baroda Mutual Fund he has worked with Antique Stock Broking as Sr Analyst- IT, Telecom & Media, DSP Merrill Lynch as Vice President- Research, SBI Capital Markets as Sr. research Analyst, Cholamandalam DBS Finance LTD as Research Analyst.
    Funds Managed

    Other Details

    Baroda Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by . This scheme was introduced to investors on 18 Jun 2019. Alok Sahoo is the Current Fund Manager of Baroda Equity Savings Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹460 Cr and the Latest NAV as of 18 Oct 2019 is ₹10.28.

    The Baroda Equity Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 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

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    About

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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
    + ₹5,000
    + ₹10,000
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