Baroda Equity Linked Saving Scheme 96 Direct Bonus+0.61%

1
-10.34%
1 Year Return
Equity
ELSS
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Equity Linked Saving Scheme 96 Direct Bonus

RiskModerately High
Min SIP AmountNot Supported
Expense Ratio1.91%
NAV43.43 (06 Jul 2020)
Fund Started03 Mar 2014
Fund Size138 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Equity Linked Saving Scheme 96 Direct Bonus
-10.3%
-2.2%
2.6%
8.6%
Category Average
-16.6%
-3.7%
6.3%
-
Rank within category
28
30
29
-
*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
    0
    with -10.3% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    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. Higher expense ratio - 1.91%
    4. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity8.0%
    Infosys Ltd.TechnologyEquity5.7%
    HDFC Bank Ltd.FinancialEquity5.5%
    ICICI Bank Ltd.FinancialEquity5.4%
    Hindustan Unilever Ltd.FMCGEquity4.1%
    Bharti Airtel Ltd.CommunicationEquity4.0%
    Escorts Ltd.AutomobileEquity3.9%
    Divi's Laboratories Ltd.HealthcareEquity3.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
    SBI Life Insurance Company Ltd.FinancialEquity2.8%
    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
    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

    Baroda Equity Linked Saving Scheme 96 Direct Bonus Details

    Baroda Equity Linked Saving Scheme 96 Direct Bonus is a Equity Mutual Fund Scheme launched by . This scheme was made available to investors on 03 Mar 2014. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Equity Linked Saving Scheme 96 Direct Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹138 Cr and the Latest NAV as of 06 Jul 2020 is ₹43.43.

    The Baroda Equity Linked Saving Scheme 96 Direct Bonus is rated Moderately High risk. Minimum SIP Investment is set to 500.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Nil
    Exit Load

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    About

    Address
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    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    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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