• Mutual Funds
  • Baroda Mutual Fund
  • Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

Formerly Baroda ELSS 96 A DP

Baroda Mutual Fund

Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

EquityTax Saving

40.07

NAV (Nov 26)

14.7%
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

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

Relative Size

218 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.

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    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

40.07

NAV (Nov 26)

Fund Returns

Last 1Y

49.6%

Last 3Y

21.1%

Last 5Y

14.7%

Last 10Y

14.7%

Since Inception

13%

6 Month CAGR

23.8%

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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.62

Launched (25y ago)

Mar 31, 1996

AUM in Crores

217.244

ISIN

INF955L01641

Lock-in

3

Benchmark

S&P BSE 200 India TR INR

SIP Minimum

500

Lumpsum Min.

500

Fund Managers
user-avatar

Sanjay Chawla

Fund Manager

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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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

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About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 12,916 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

    4.8%

    7.1%

    24.9%

    17%

    4.8%

    6.6%

    3.9%

    %

    4%

    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)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    About Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 13% over a period of 25 years. The fund was previously known as Baroda ELSS 96 A DP . The fund is managed by Baroda Asset Management India Limited. The fund manager’s name is Sanjay Chawla

    Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on Mar 31, 1996. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-11-26 is ₹40.07. The total AUM (Asset Under Management) of the fund as of 27/11/2021 is ₹217.244. The category risk of the Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.62 % as expense ratio.

    Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 94.7% in this asset class. The top three holdings of the fund are , icici bank ltd , infosys ltd , treps , hdfc bank ltd , reliance industries ltd , persistent systems ltd , sun pharmaceuticals industries ltd , axis bank ltd , dalmia bharat ltd , tata steel ltd , tata power co ltd , hcl technologies ltd , aditya birla fashion and retail ltd , hindalco industries ltd , ashok leyland ltd , jindal steel & power ltd , dabur india ltd , sona blw precision forgings ltd , nazara technologies ltd , srf ltd , can fin homes ltd , sbi cards and payment services ltd ordinary shares , housing development finance corporation ltd. , ultratech cement ltd , sterlite technologies ltd , bajaj finance ltd , tech mahindra ltd , asian paints ltd , zee entertainment enterprises ltd , fortis healthcare ltd , indian energy exchange ltd , timken india ltd , coforge ltd , bharti airtel ltd , varun beverages ltd , cummins india ltd , indoco remedies ltd , natco pharma ltd , pnc infratech ltd , nestle india ltd , indusind bank ltd , hindustan petroleum corp ltd , kei industries ltd , j.b. chemicals & pharmaceuticals ltd , graphite india ltd , polycab india ltd , net receivable / payable , tata consumer products ltd , sudarshan chemical industries ltd , ipca laboratories ltd , minda industries ltd , balkrishna industries ltd

    Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Investment volatility and Horizon

    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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Review

    Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 3 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 2 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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