• Mutual Funds
  • Baroda BNP Paribas Mutual Fund
  • Baroda BNP Paribas ELSS Tax Saver Fund (Growth)

Formerly Baroda BNP P ELSS Reg Gr

Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas ELSS Tax Saver Fund (Growth)

EquityTax Saving

89.444

NAV (Jun 20)

18.5%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in tax saving mutual funds.

Tax saving funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Tax Saving Fund
Save tax combined with inflation beating long term growth. Invest in Scripbox Recommended Tax Saver Funds to unlock the best of both worlds - tax saving and long term wealth creation.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

89.444

NAV (Jun 20)

Fund Returns

Last 1Y
42.3%
Last 3Y
19%
Last 5Y
18.6%
Last 10Y
14.4%
Since Inception
12.2%
6 Month CAGR
20.3%

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate,as may be prevalent from time to time. However,there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Expense Ratio
2.24
Launched (18y ago)
Jan 05, 2006
AUM in Crores
880.220
ISIN
INF251K01985
Lock-in
3
Benchmark
NIFTY 500 TR INR
SIP Minimum
500
Lumpsum Min.
500
Standard Deviation (3yr)
12.6
Standard Deviation (5yr)
16.4
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.859
Sharpe Ratio (5yr)
0.724
YTM
0
Fund Managers

Pratish Krishnan

Fund Manager

Sanjay Chawla

Fund Manager

Miten Vora

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Baroda BNP Paribas ELSS Tax Saver Fund (Growth)70%11,68,347 4,35,73518.5%
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.

Asset allocation and Holdings

Last updated on 2024-06-20

Top Stock Holdings

hdfc bank ltd

5.4%
5.4%

icici bank ltd

4.7%
4.7%

reliance industries ltd

4%
4%

larsen & toubro ltd

3.1%
3.1%

bharti airtel ltd

2.9%
2.9%
See all holdings

Allocation by Sector

financial services

29.2%
29.2%

industrials

15.7%
15.7%

consumer cyclical

10.2%
10.2%

technology

10.2%
10.2%

healthcare

6.7%
6.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

BNP Paribas Asset Management India Limited

Baroda BNP Paribas Asset Management India Pvt. Ltd. manages assets worth 41,023 crores and was set up on 4 November 2003. It's current offering of mutual fund schemes includes 28 equity,142 debt and 21 hybrid funds.amc-img
phone-img022-33704000
Fund NameScripbox Opinion
Till Date CAGR

14.9%

15.7%

5%

6.3%

14.4%

15.4%

2.5%

5.5%

14.4%

15.4%

Baroda BNP Paribas ELSS Tax Saver Fund (G) Review

Baroda BNP Paribas ELSS Tax Saver Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 12.6% over a period of 18 years. The fund was previously known as Baroda BNP P ELSS Reg Gr. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund managers are Miten Vora, Pratish Krishnan, Sanjay Chawla.

Nav of Baroda BNP Paribas ELSS Tax Saver Fund (G) as of 6/20/2024 is ₹89.44 with the total AUM as of 6/21/2024 is ₹880.22. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas ELSS Tax Saver Fund (G) was launched on Jan 05, 2006. The category risk of the fund is Very High Risk.

The minimum SIP amount for Baroda BNP Paribas ELSS Tax Saver Fund (G) is ₹500 and you can increase this in multiples of ₹500. In case you want to invest a lump sum, the minimum amount to be invested is ₹500. Check your estimated returns on mutual funds by using sip calculator.

Baroda BNP Paribas ELSS Tax Saver Fund (G) 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 NIFTY 500 TR INR.

Baroda BNP Paribas ELSS Tax Saver Fund (G) is rated as a 1 fund in Equity and delivered 42.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas ELSS Tax Saver Fund (G).

Frequently Asked Questions

What is Baroda BNP Paribas ELSS Tax Saver Fund (G)?

Baroda BNP Paribas ELSS Tax Saver Fund (G) is a Tax Saving Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Baroda BNP Paribas ELSS Tax Saver Fund (G)?

You can invest in Baroda BNP Paribas ELSS Tax Saver Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Baroda BNP Paribas ELSS Tax Saver Fund (G)?

The minimum sip amount for Baroda BNP Paribas ELSS Tax Saver Fund (G) is ₹500. You can invest in multiples of ₹500.

Is Baroda BNP Paribas ELSS Tax Saver Fund (G) good to invest in?

As per Scripbox experts, Baroda BNP Paribas ELSS Tax Saver Fund (G) is a Not Recommended fund. You can investBaroda BNP Paribas ELSS Tax Saver Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Baroda BNP Paribas ELSS Tax Saver Fund (G)?

The expense ratio of the Baroda BNP Paribas ELSS Tax Saver Fund (G) is 2.24% for regular plan.