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  • Baroda ELSS 96 Plan A (Growth)

Formerly Baroda Pioneer ELSS 96 A Gr

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Baroda ELSS 96 Plan A (Growth)

EquityTax Saving

68.6589

NAV (Mar 13)

11.6%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Tax Saving Fund
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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

68.6589

NAV (Mar 13)

Fund Returns

Last 1Y
17.8%
Last 3Y
16.3%
Last 5Y
11.6%
Last 10Y
NA
Since Inception
8.4%
6 Month CAGR
-3.9%

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
2.52
Launched (9y ago)
Mar 02, 2015
AUM in Crores
201.101
ISIN
INF955L01GD4
Lock-in
3
Benchmark
S&P BSE 500 India TR INR
SIP Minimum
500
Lumpsum Min.
500
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

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Baroda ELSS 96 Plan A (Growth)70%9,74,500 2,41,88811.6%
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 2022-03-13

Top Stock Holdings

See all holdings

Comparison with Equity Funds

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

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 792 crores and was set up on 5 November 1992. It's current offering of mutual fund schemes includes 9 equity,22 debt and 8 hybrid funds.amc-img
022-61891300
info@barodamf.com
Fund NameScripbox Opinion
Till Date CAGR

-9.5%

3.6%

22.6%

4.5%

-9.5%

3.8%

16.3%

8.4%

13.1%

6.3%

Baroda ELSS 96 Plan A (G) Review

Baroda ELSS 96 Plan A (G) is a Tax Saving Equity fund and has delivered an annualised return of 8.4% over a period of 8 years. The fund was previously known as Baroda Pioneer ELSS 96 A Gr. The fund is managed by Baroda Asset Management India Limited. The fund manager’s name is null.

Nav of Baroda ELSS 96 Plan A (G) as of 3/13/2022 is ₹68.66 with the total AUM as of 2/26/2024 is ₹201.101. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda ELSS 96 Plan A (G) was launched on Mar 02, 2015. The category risk of the fund is Very High Risk.

The minimum SIP amount for Baroda ELSS 96 Plan A (G) is ₹500 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 ₹500. Check your estimated returns on mutual funds by using sip calculator.

Baroda ELSS 96 Plan A (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 S&P BSE 500 India TR INR.

Baroda ELSS 96 Plan A (G) 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 (G).

Frequently Asked Questions

What is Baroda ELSS 96 Plan A (G)?

Baroda ELSS 96 Plan A (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 ELSS 96 Plan A (G)?

You can invest in Baroda ELSS 96 Plan A (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 ELSS 96 Plan A (G)?

The minimum sip amount for Baroda ELSS 96 Plan A (G) is ₹500. You can invest in multiples of ₹500.

Is Baroda ELSS 96 Plan A (G) good to invest in?

As per Scripbox experts, Baroda ELSS 96 Plan A (G) is a Not Reviewed Yet fund. You can investBaroda ELSS 96 Plan A (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 ELSS 96 Plan A (G)?

The expense ratio of the Baroda ELSS 96 Plan A (G) is 2.52% for regular plan.