| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.47% |
| NAV | ₹11.23 (30 Oct 2020) |
|---|---|
| Fund Started | 24 Jul 2019 |
| Fund Size | ₹388 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 7.5% |
| ICICI Bank Ltd. | Financial | Equity | 4.6% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 4.2% |
| Bharti Airtel Ltd. | Communication | Equity | 3.8% |
| Bank Of Baroda | Financial | Bonds | 2.6% |
| HDFC Bank Ltd. | Financial | Equity | 2.5% |
| Infosys Ltd. | Technology | Equity | 2.5% |
| Dr. Reddy's Laboratories Ltd. | Healthcare | Equity | 2.4% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.3% |
| Tech Mahindra Ltd. | Technology | Equity | 2.2% |
Baroda Equity Savings Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Baroda Mutual Fund. This scheme was made available to investors on 24 Jul 2019. Alok Sahoo is the Current Fund Manager of Baroda Equity Savings Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹388 Cr and the Latest NAV as of 30 Oct 2020 is ₹11.23.
The Baroda Equity Savings Fund Regular 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.
The Scheme seeks to generate capital appreciation and income by using arbitrage opportunities, investment in equity / equity related instruments and debt/ money market instruments.
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.