Baroda Equity Savings Fund Regular Growth0.00%

9.44%
1 Year Return
Hybrid
Equity Savings
6M
1Y
All

Fund Details

Baroda Equity Savings Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.47%
NAV11.23 (30 Oct 2020)
Fund Started24 Jul 2019
Fund Size388 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Equity Savings Fund Regular Growth
9.4%
NA
NA
9.7%
Category Average
3.1%
3.4%
5.6%
-
Rank within category
1
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with 9.4% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    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 Regular Growth Details

    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.

    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 Baroda Mutual Fund

    Address
    501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
    Phone
    +91 22-3074 1000
    Launch Date
    30 Oct 1992
    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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