• Mutual Funds
  • Baroda Mutual Fund
  • Baroda ELSS 96 Plan A Bonus (PIDCW-A)

Formerly Baroda Pioneer ELSS 96 A Bns

Baroda Mutual Fund

Baroda ELSS 96 Plan A Bonus (PIDCW-A)

EquityTax Saving

70.66

NAV (Jan 24)

13.1%
5 Year CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in tax saving.

Click here to see our recommendations.

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).

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

8 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

217 Cr. Small within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

Invest in this fund
Explore a better alternative to this fund with a Scripbox plan.
Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 Years
  • graph-icon-gray
    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

70.66

NAV (Jan 24)

Fund Returns

Last 1Y

30.5%

Last 3Y

18.7%

Last 5Y

13.1%

Last 10Y

NA

Since Inception

14.6%

6 Month CAGR

9.3%

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Scheme Information

Investment Objective

The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act,1961.

Expense Ratio

2.5

Launched (8y ago)

Jan 10, 2014

AUM in Crores

216.698

ISIN

INF955L01CZ6

Lock-in

3

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
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

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

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    Equity

    Tax Saving

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    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    Baroda ELSS 96 Plan A Bonus (PIDCW-A) Review

    Baroda ELSS 96 Plan A Bonus (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 14.6% over a period of 8 years. The fund was previously known as Baroda Pioneer ELSS 96 A Bns. The fund is managed by Baroda Asset Management India Limited. The fund manager’s name is Sanjay Chawla.

    Nav of Baroda ELSS 96 Plan A Bonus (PIDCW-A) as of 24/01/2022 is ₹70.66 with the total AUM as of 25/01/2022 is ₹216.698. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda ELSS 96 Plan A Bonus (PIDCW-A) was launched on Jan 10, 2014. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Baroda ELSS 96 Plan A Bonus (PIDCW-A) is ₹0 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 ELSS 96 Plan A Bonus (PIDCW-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 S&P BSE 500 India TR INR.

    Baroda ELSS 96 Plan A Bonus (PIDCW-A) is rated as a 3 fund in Equity and delivered 30.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda ELSS 96 Plan A Bonus (PIDCW-A).

    Frequently Asked Questions

    What is Baroda ELSS 96 Plan A Bonus (PIDCW-A)?

    How to invest in Baroda ELSS 96 Plan A Bonus (PIDCW-A)?

    What is the minimum sip amount of Baroda ELSS 96 Plan A Bonus (PIDCW-A)?

    Is Baroda ELSS 96 Plan A Bonus (PIDCW-A) good to invest in?

    What is the expense ratio of the Baroda ELSS 96 Plan A Bonus (PIDCW-A)?