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Baroda Equity Savings Fund Regular Growth

Hybrid
Equity Savings
Moderately High Risk
7.86%
1Y return
-0.08% 1D
1M
6M
1Y
All
NAV: 28 Jul 2021₹11.94
Min. SIP Amount₹500
RatingNA
Fund Size₹438.42 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns7.9%NANA9.2%
Category average20.4%8.3%8.2%NA
Rank with in category23NANANA
Understand termsinfo

Holdings (65)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec5.9%
ICICI Bank Ltd.FinancialEquity5.0%
GOI
SovereignCGL4.7%
Tata Steel Ltd.MetalsEquity4.4%
Reliance Industries Ltd.EnergyEquity4.2%
Housing Development Finance Corpn. Ltd.FinancialEquity4.0%
GOI
SovereignGOI Sec3.6%
Infosys Ltd.TechnologyEquity3.5%
GOI
SovereignGOI Sec3.5%
Tata Consultancy Services Ltd.TechnologyEquity3.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.32%

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

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
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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Fund house & investment objective

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Fund house contact details

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