Baroda Equity Savings Fund Direct Growth+0.09%

11.10%
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 Ratio1.45%
NAV11.41 (23 Oct 2020)
Fund Started18 Jun 2019
Fund Size388 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Equity Savings Fund Direct Growth
11.1%
NA
NA
11.1%
Category Average
4.5%
3.7%
5.7%
-
Rank within category
2
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 11.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    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
    Reliance Industries Ltd.EnergyEquity7.5%
    ICICI Bank Ltd.FinancialEquity4.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.2%
    Bharti Airtel Ltd.CommunicationEquity3.8%
    Bank Of BarodaFinancialBonds2.6%
    HDFC Bank Ltd.FinancialEquity2.5%
    Infosys Ltd.TechnologyEquity2.5%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity2.4%
    Maruti Suzuki India Ltd.AutomobileEquity2.3%
    Tech Mahindra Ltd.TechnologyEquity2.2%
    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
    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

    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 ₹388 Cr and the Latest NAV as of 23 Oct 2020 is ₹11.41.

    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

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    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,
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