Baroda Equity Savings Fund Regular Growth+0.47%

4
0.00%
1 Year Return
Hybrid
Equity Savings
6M
All

Fund Details

Baroda Equity Savings Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.98%
NAV10.71 (02 Jul 2020)
Fund Started24 Jul 2019
Fund Size427 Cr

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialEquity6.3%
Reliance Industries Ltd.EnergyEquity6.0%
Bharti Airtel Ltd.CommunicationEquity5.9%
Hindustan Unilever Ltd.FMCGEquity4.8%
HDFC Bank Ltd.FinancialTerm Deposits3.7%
HDFC Bank Ltd.FinancialEquity3.6%
Axis Bank Ltd.FinancialEquity3.5%
Vedanta Ltd.MetalsEquity3.5%
ICICI Bank Ltd.FinancialEquity3.2%
Reliance Industries Ltd.EnergyNCD3.1%
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
addDipak Acharya
Education
Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
Experience
Prior to joining Baroda AMC in 2008 he has worked with BOB.
Funds Managed
addSanjay Chawla
Education
Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Experience
Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
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 ₹427 Cr and the Latest NAV as of 02 Jul 2020 is ₹10.71.

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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