- Mutual Funds
- Baroda ELSS 96 Plan A Bonus (PIDCW-A)
Formerly Baroda Pioneer ELSS 96 A Bns
Baroda ELSS 96 Plan A Bonus (PIDCW-A)
₹ 68.659
NAV (Mar 13)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 68.659
NAV (Mar 13)
Fund Returns
Last 1Y | 17.8% |
Last 3Y | 16.3% |
Last 5Y | 11.6% |
Last 10Y | NA |
Since Inception | 13.9% |
6 Month CAGR | -3.9% |
Scheme Information
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 | 2.52 |
Launched (9y ago) | Jan 10, 2014 |
AUM in Crores | 201.101 |
ISIN | INF955L01CZ6 |
Lock-in | 3 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 20.7 |
Standard Deviation (5yr) | 18.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0.94 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.397 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda ELSS 96 Plan A Bonus (PIDCW-A) | 9,74,500 | 2,41,888 | 11.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Baroda Asset Management India Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
-9.5% | 3.6% | ||
22.6% | 4.5% | ||
-9.5% | 3.8% | ||
13.1% | 6.3% | ||
16.3% | 8.4% |
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 13.9% over a period of 9 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 null.
Nav of Baroda ELSS 96 Plan A Bonus (PIDCW-A) as of 3/13/2022 is ₹68.66 with the total AUM as of 9/23/2023 is ₹201.101. 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 0 fund in Equity and delivered 17.8% 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)?
You can invest in Baroda ELSS 96 Plan A Bonus (PIDCW-A) 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 ELSS 96 Plan A Bonus (PIDCW-A)?
The minimum sip amount for Baroda ELSS 96 Plan A Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Baroda ELSS 96 Plan A Bonus (PIDCW-A) good to invest in?
As per Scripbox experts, Baroda ELSS 96 Plan A Bonus (PIDCW-A) is a Not Reviewed Yet fund. You can investBaroda ELSS 96 Plan A Bonus (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Baroda ELSS 96 Plan A Bonus (PIDCW-A)?
The expense ratio of the Baroda ELSS 96 Plan A Bonus (PIDCW-A) is 2.52% for regular plan.