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  • Mutual Funds
  • Baroda Asset Management India Limited
  • Baroda ELSS 96 Plan A Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

Formerly Baroda ELSS 96 A DP

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)

EquityTax Saving

32.56

NAV (May 06)

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

187 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

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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
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

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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

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Very High Risk

2.6 %

Expense Ratio

Mar 31, 1996

Launched (25y ago)

₹ 187

AUM in Crores

INF955L01641

ISIN

3

Lock-in

S&P BSE 200 India TR INR

Benchmark

₹ 500

SIP Minimum

₹ 500

Lumpsum Min.

Fund Managers
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Dipak Acharya

Fund Manager

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Sanjay Chawla

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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

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UTI Nifty Index Fund (G)

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HDFC Index Nifty 50 fund (G)

HDFC Index Nifty 50 fund (G)

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Recommended

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19 Years

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Kotak Bluechip fund (G)

Kotak Bluechip fund (G)

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About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 10,051 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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    022-61891300
  • mail-amc-about
    info@barodamf.com
  • Baroda Liquid Fund Plan A (G)

    Baroda Liquid Fund Plan A (G)

    Liquid

    Top Ranked

    ₹ 4,798 Cr

    Fund Size

    5.6%

    3Y returns

    Baroda Liquid Fund (G)

    Baroda Liquid Fund (G)

    Liquid

    Top Ranked

    ₹ 4,798 Cr

    Fund Size

    5.6%

    3Y returns

    Baroda Liquid Fund Plan A of Income Dist cum Cap Wdrl (D-D)

    Baroda Liquid Fund Plan A of Income Dist cum Cap Wdrl (D-D)

    Liquid

    Top Ranked

    ₹ 4,798 Cr

    Fund Size

    4.3%

    3Y returns

    Baroda Liquid Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W)

    Baroda Liquid Fund Plan A of Income Dist cum Cap Wdrl (RIDCW-W)

    Liquid

    Top Ranked

    ₹ 4,798 Cr

    Fund Size

    4.4%

    3Y returns

    Baroda Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-D)

    Baroda Liquid Fund of Income Dist cum Cap Wdrl (RIDCW-D)

    Liquid

    Top Ranked

    ₹ 4,798 Cr

    Fund Size

    4.3%

    3Y returns

    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

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    Equity

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    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

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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 12.2% 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 managers are Dipak Acharya, 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 as of 2021-05-06 is ₹ 32.56. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 186.675. 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 2.6 % 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 97.5% in this asset class. The top three holdings of the fund are infosys ltd,hdfc bank ltd and reliance 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 ₹ 500. 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 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-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.

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