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

Baroda Equity Savings Fund Direct Growth

Hybrid
Equity Savings
Moderately High Risk
0.64%
1M return
-0.08% 1D
1M
6M
1Y
All
NAV: 22 Oct 2021₹12.62
Min. SIP amount₹500
Rating3star
Fund size₹404.91 Cr

Returns and rankings

Category: Hybrid Equity Savings
Absolute returns
3M6M1YAll
Fund returns3.5%5.9%10.7%26.2%
Category averageNANA20.4%NA
Rank with in category202323NA
Understand termsinfo

Holdings (70)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec6.4%
TechnologyEquity4.6%
EnergyEquity4.5%
FinancialEquity4.0%
GOI
SovereignGOI Sec3.9%
GOI
SovereignGOI Sec3.7%
EnergyEquity3.5%
MetalsEquity2.9%
FinancialEquity2.8%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity2.5%
See All

Pros and cons

info
Category: Hybrid Equity Savings
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Pros

Lower expense ratio: 1.28%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 404Cr. Funds with lower AUM tend to have higher expense ratio

Expense ratio, exit load and tax

Expense ratio: 1.28%

Inclusive of GST

Exit load

For units more than 10% of the investments, an exit load of 1% if redeemed within one year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Alok Sahoo
Jul 2019 - Present
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Dipak Acharya
Jul 2019 - Present
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Sanjay Chawla
Jul 2019 - Present
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Pratish Krishnan
Sep 2019 - Present
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Abdul Fateh
Aug 2021 - Present
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Fund house & investment objective

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Fund house contact details

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