Click here for top ranked funds in equity savings mutual funds.
However, Scripbox does not recommend investing in equity savings mutual funds.
Equity Savings funds are primarily equity funds with a small exposure of minimum 10% to debt instruments.
These funds are close to equity funds in terms of market linked fluctuations.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment Objective
The primary objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities,investment in equity / equity related instruments and debt/ money market instruments. However,there is no assurance or guarantee that the investment objective of the Scheme will be realized.
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.
Baroda Asset Management India Limited manages assets worth 10,293 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Baroda Equity Savings Fund (G)
About Baroda Equity Savings Fund (G)
Baroda Equity Savings Fund (G) is a equity savings hybrid fund and has delivered an annualised return of 9.3% over a period of 2 years ..The fund is managed by Baroda Asset Management India Limited.The fund managers are Alok Sahoo, Dipak Acharya, Pratish Krishnan
Baroda Equity Savings Fund (G) Investment Objective
The primary objective of the Scheme is to generate capital appreciation and income by using arbitrage opportunities,investment in equity / equity related instruments and debt/ money market instruments. However,there is no assurance or guarantee that the investment objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
Baroda Equity Savings Fund (G) NAV,AUM,Risk
The Baroda Equity Savings Fund (G) fund was launched on Jul 25, 2019. The NAV (Net Asset Value) of this equity savings hybrid as of 2021-07-26 is ₹ 11.95. The total AUM (Asset Under Management) of the fund as of 2021-07-27 is ₹ 438.419. The category risk of the Baroda Equity Savings Fund (G) fund is Low to Moderate Risk.
The fund charges 2.31 % as expense ratio.
Baroda Equity Savings Fund (G) Holdings
The fund’s highest allocation is towards equity and has invested 65.3% in this asset class. The top three holdings of the fund are 6.84% govt stock 2022,8.20% govt stock 2022 and 7.37% govt stock 2023
Baroda Equity Savings Fund (G) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 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.
Baroda Equity Savings Fund (G) 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 Nifty Short Duration Debt Index PR INR
Baroda Equity Savings Fund (G) Review
Baroda Equity Savings Fund (G) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Equity Savings Fund (G) has a score of 3 out of 5.
Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.
