| NAV: 13 Mar 2022 | ₹49.16 |
| Min. SIP amount | NA |
| Rating | 3 |
| Fund size | ₹201.10Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 18.5% | 17.6% | 12.5% | 13.7% |
| Category average | 54.9% | 14.2% | 14.3% | NA |
| Rank with in category | 5 | 13 | 24 | NA |
Holdings (46)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 7.6% |
| Infosys Ltd. | Technology | Equity | 6.8% |
| HDFC Bank Ltd. | Financial | Equity | 4.3% |
| Reliance Industries Ltd. | Energy | Equity | 4.1% |
| Persistent Systems Ltd. | Technology | Equity | 3.9% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.8% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 2.7% |
| Axis Bank Ltd. | Financial | Equity | 2.6% |
| Tata Power Company Ltd. | Energy | Equity | 2.5% |
| Aditya Birla Fashion and Retail Ltd. | Services | Equity | 2.3% |
Pros and cons
Pros
Cons
Expense ratio, exit load and tax
Expense ratio: 1.73%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Sanjay ChawlaNov 2015 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Baroda Equity Linked Saving Scheme 96 Direct IDCW?
You can easily invest in Baroda Equity Linked Saving Scheme 96 Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Baroda Equity Linked Saving Scheme 96 Direct IDCW from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Baroda Equity Linked Saving Scheme 96 Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Baroda Equity Linked Saving Scheme 96 Direct IDCW provide?
The Baroda Equity Linked Saving Scheme 96 Direct IDCW has been there from 03 Jan 2013 and the average annual returns provided by this fund is 18.49% since its inception.
How much expense ratio is charged by Baroda Equity Linked Saving Scheme 96 Direct IDCW?
The term
Expense Ratio used for Baroda Equity Linked Saving Scheme 96 Direct IDCW or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Baroda Equity Linked Saving Scheme 96 Direct IDCW is 1.73% as of 27 May 2022...
What is the AUM of Baroda Equity Linked Saving Scheme 96 Direct IDCW?
The AUM, short for Assets Under Management of Baroda Equity Linked Saving Scheme 96 Direct IDCW is ₹201.10Cr as of 27 May 2022.
How to Redeem Baroda Equity Linked Saving Scheme 96 Direct IDCW?
If you want to sell your Baroda Equity Linked Saving Scheme 96 Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Baroda Equity Linked Saving Scheme 96 Direct IDCW?
What is the NAV of Baroda Equity Linked Saving Scheme 96 Direct IDCW?
The NAV of Baroda Equity Linked Saving Scheme 96 Direct IDCW is ₹49.16 as of 13 Mar 2022.
