Fund Details
Baroda Equity Savings Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.34% |
| NAV | ₹11.70 (22 Apr 2021) |
|---|---|
| Fund Started | 24 Jul 2019 |
| Fund Size | ₹428 Cr |
Returns
Comparison
Found nothing so far.
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
3. Higher expense ratio - 2.34%
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Asian Paints Ltd. | Chemicals | Equity | 1.5% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.1% |
Fund Managers
Baroda Equity Savings Fund Regular Growth Details
Baroda Equity Savings Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by . 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 ₹428 Cr and the Latest NAV as of 22 Apr 2021 is ₹11.70.
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.
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.
