Baroda Equity Linked Saving Scheme 96 Bonus+0.32%

1Groww
-15.44%
1 Year Return
Equity
ELSS
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Equity Linked Saving Scheme 96 Bonus

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.54%
NAV40.7 (23 Aug 2019)
Fund Started09 Jan 2014
Fund Size149 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Equity Linked Saving Scheme 96 Bonus
-15.4%
2.1%
4.9%
11.6%
Category Average
-12.5%
6.8%
11.9%
-
Rank within category
33
32
26
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -15.4% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the benchmark
    2. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark
    7. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.1%
    ICICI Bank Ltd.FinancialEquity6.1%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.7%
    Tata Consultancy Services Ltd.TechnologyEquity3.7%
    Larsen & Toubro Ltd.ConstructionEquity3.5%
    Reliance Industries Ltd.EnergyEquity3.1%
    State Bank of IndiaFinancialEquity3.0%
    City Union Bank Ltd.FinancialEquity2.6%
    Bharat Petroleum Corpn. Ltd.EnergyEquity2.5%
    Aditya Birla Fashion and Retail Ltd.ServicesEquity2.5%
    See All

    Fund Managers

    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
    Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, 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

    Other Details

    Baroda Equity Linked Saving Scheme 96 Bonus is a Equity Mutual Fund Scheme launched by . This scheme was introduced to investors on 09 Jan 2014. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Equity Linked Saving Scheme 96 Bonus.The fund currently has an Asset Under Management(AUM) of ₹149 Cr and the Latest NAV as of 23 Aug 2019 is ₹40.7.

    The Baroda Equity Linked Saving Scheme 96 Bonus is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To provide long-term capital growth.

    Tax Implications

    Upto Rs. 1.5 lac will be tax free under 80C. Lockin of 3 years. Returns will be taxed at 10%.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About

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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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