• Mutual Funds
  • Baroda Mutual Fund
  • Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Formerly Baroda Pioneer Bank & Fin Srvs A DR

Baroda Mutual Fund

Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

EquitySectoral / Thematic - Bfsi

17.89

NAV (Jan 24)

10.9%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - bfsi mutual funds.

However, Scripbox does not recommend investing in sectoral / thematic - bfsi mutual funds.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

10 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

51 Cr. Negligible within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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    Grow Wealth , Retirement , Kid's Education

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Historical NAV

17.89

NAV (Jan 24)

Fund Returns

Last 1Y

10.7%

Last 3Y

10.1%

Last 5Y

10.9%

Last 10Y

NA

Since Inception

11.5%

6 Month CAGR

2.8%

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Scheme Information

Investment Objective

The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector.

Expense Ratio

2.58

Launched (10y ago)

Jun 22, 2012

AUM in Crores

50.232

ISIN

INF955L01849

Lock-in

No Lock-in

Benchmark

IISL Nifty Bank TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Pratish Krishnan

Fund Manager

user-avatar

Sanjay Chawla

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 12,967 crores and was set up on 5 November 1992. It's current offering of mutual fund schemes includes 19 equity,58 debt and 14 hybrid funds.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    info@barodamf.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.6%

    7%

    22.5%

    16.7%

    4.6%

    6.6%

    3.8%

    %

    3.9%

    5.3%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Review

    Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a Sectoral / Thematic - Bfsi Equity fund and has delivered an annualised return of 11.5% over a period of 9 years. The fund was previously known as Baroda Pioneer Bank & Fin Srvs A DR. The fund is managed by Baroda Asset Management India Limited. The fund managers are Pratish Krishnan, Sanjay Chawla.

    Nav of Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) as of 24/01/2022 is ₹17.89 with the total AUM as of 25/01/2022 is ₹50.232. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) was launched on Jun 22, 2012. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Bank TR INR.

    Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is rated as a 1 fund in Equity and delivered 10.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda Banking and Financial Services Fund Plan A Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A).

    Frequently Asked Questions

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