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Baroda Equity Savings Fund Regular Growth-0.17%

11.34%
1 Year Return
Hybrid
Equity Savings
6M
1Y
All

Fund Details

Baroda Equity Savings Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.37%
NAV₹11.59 (27 Jan 2021)
Fund Started24 Jul 2019
Fund Size387 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
11.3%
-
-
10.8%
Category Average
9.1%
5.5%
7.9%
-
Rank Within Category
6
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 11.3% returns per annum

Comparison

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Cons
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Top Holdings

NameSectorInstrument% Assets
Baroda Liquid Direct Fund-GrowthFinancialMutual Fund11.7%
ICICI Bank Ltd.FinancialEquity5.1%
Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
Reliance Industries Ltd.EnergyEquity4.5%
Infosys Ltd.TechnologyEquity3.9%
Tata Motors Ltd.AutomobileEquity3.8%
Bharti Airtel Ltd.CommunicationEquity3.7%
Tata Steel Ltd.MetalsEquity3.3%
Maruti Suzuki India Ltd.AutomobileEquity3.1%
Tata Consultancy Services Ltd.TechnologyEquity3.1%
See All

Fund Managers

Alok Sahoo
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Sanjay Chawla
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Pratish Krishnan
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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 ₹387 Cr and the Latest NAV as of 27 Jan 2021 is ₹11.59.

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

Address
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Phone
NA
Launch Date
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E-mail
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Website
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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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