Baroda Pioneer Equity Linked Saving Scheme 96 - Regular - Dividend-0.87%

-3.90%
1 Year Return
Equity
ELSS
1.0 star
1Y
3Y
5Y

Fund Details

Baroda Pioneer Equity Linked Saving Scheme 96 - Regular - Dividend

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio2.50%
NAV44.4 (14 Jun 2019)
Fund Started09 Jan 2014
Fund Size158 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Pioneer Equity Linked Saving Scheme 96 - Regular - Dividend
-3.9%
8.4%
8.0%
12.1%
Category Average
-2.6%
12.3%
14.3%
-
Rank within category
32
32
28
-
*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 -3.9% 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
    FinancialEquity9.0%
    FinancialEquity6.6%
    EnergyEquity4.5%
    EnergyEquity3.5%
    FMCGEquity3.5%
    EngineeringEquity3.0%
    FinancialEquity3.0%
    HealthcareEquity2.9%
    Shriram Transport Finance Co. Ltd.FinancialEquity2.9%
    Aditya Birla Fashion and Retail Ltd.ServicesEquity2.8%
    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

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    Baroda Pioneer Equity Linked Saving Scheme 96 - Regular - Dividend
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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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