Formerly Baroda Pioneer ELSS 96 A DP
₹ 34.3
NAV (Feb 26)
Neutral
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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.
Track Record
25 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
189 Cr. Small within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
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.
No single fund can achieve what a plan can. Learn why
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.58 %
Expense Ratio
Mar 31, 1996
Launched (25y ago)
₹ 189
AUM in Crores
INF955L01641
ISIN
3
Lock-in
S&P BSE 200 India TR INR
Benchmark
₹ 500
SIP Minimum
₹ 500
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
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.
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About the AMC
Baroda Asset Management India Limited
Baroda Asset Management India Limited manages assets worth 8,491 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.
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.4%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.4%
3Y returns
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.
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Baroda ELSS 96 Plan A (DP-A) is a tax saving equity fund and has delivered an annualised return of 12.3% over a period of 25 years .The fund was previously known as Baroda Pioneer ELSS 96 A DP.The fund is managed by Baroda Asset Management India Limited.The fund managers are Dipak Acharya, Sanjay Chawla
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. However, there is no assurance that the objective of the scheme will be realized.
The Baroda ELSS 96 Plan A (DP-A) fund was launched on Mar 31, 1996. The NAV (Net Asset Value) of this tax saving equity as of 2021-02-26 is ₹ 34.3. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 188.243. The category risk of the Baroda ELSS 96 Plan A (DP-A) fund is Very High Risk. The fund charges 2.58 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 96.6% in this asset class. The top three holdings of the fund are infosys ltd,icici bank ltd and hdfc bank ltd
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 200 India TR INR
Baroda ELSS 96 Plan A (DP-A) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Baroda ELSS 96 Plan A (DP-A) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.