1M
6M
1Y
3Y
5Y
All
| NAV: 31 Oct 2024 | ₹15.91 |
| Min. SIP amount | Not Supported |
| Rating | 3 |
| Fund size | ₹251.44Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Hybrid Equity Savings
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 17.3% | 9.0% | 9.1% | 9.2% |
| Category average | 15.7% | 8.6% | 9.7% | NA |
| Rank with in category | 9 | 10 | 12 | NA |
Understand terms
Holdings (88)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 6.02% |
HDFC Bank Ltd. | Financial | Equity | 4.79% |
ICICI Bank Ltd. | Financial | Equity | 4.29% |
Reliance Industries Ltd. | Energy | Equity | 4.03% |
Tata Power Company Ltd. | Energy | Equity | 3.71% |
JM Financial Products Ltd. | Financial | Debenture | 2.84% |
Tata Motors Ltd. | Automobile | Equity | 2.59% |
Larsen & Toubro Ltd. | Construction | Equity | 2.57% |
Infosys Ltd. | Technology | Equity | 2.55% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 2.42% |
See All
Expense ratio, exit load and tax
Expense ratio: 2.49%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 30 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Gurvinder Singh WasanOct 2024 - PresentView details
Gurvinder Singh Wasan
Oct 2024 - Present
View details
Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining JM Mutual Fund, he has worked with Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes
Pratish KrishnanSep 2019 - PresentView details
Pratish Krishnan
Sep 2019 - Present
View details
Education
Mr. Krishnan has done MMS in Finance
Experience
Prior to joining Baroda BNP Paribas 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.
Also manages these schemes
Neeraj SaxenaOct 2024 - PresentView details
Neeraj Saxena
Oct 2024 - Present
View details
Education
He is PGDBA finance and Masters in Organic Chemistry
Experience
Prior to joining Baroda BNP Paribas AMC, he has worked with Stratcap Securities, Karvy Stock Broking and Iden Investment Advisors
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
Phone
+91 22-3074 1000
Launch Date
24 Nov 1994
E-mail
[email protected]Website
www.barodapioneer.in
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Baroda BNP Paribas Equity Savings Fund Regular Growth
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