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  • Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

Formerly Baroda Equity Savings Reg DP

Baroda Mutual Fund

Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

HybridEquity Savings

12.35

NAV (Oct 26)

9.8%
Till Date CAGR
Scripbox Opinion

Not Recommended

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 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

2 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

405 Cr. Medium within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

12.35

NAV (Oct 26)

Fund Returns

Last 1Y
9.9%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9.8%
6 Month CAGR
5.5%
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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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderate Risk

Expense Ratio
2.38
Launched (2y ago)
Jul 25, 2019
AUM in Crores
404.910
ISIN
INF955L01IJ7
Lock-in
No Lock-in
Benchmark
Nifty Short Duration Debt Index PR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Alok Sahoo

Fund Manager

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Dipak Acharya

Fund Manager

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Pratish Krishnan

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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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 487 cr

5

₹ 3,398 cr

5

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About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 13,326 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
    top-ranked-badge

    4.9%

    7.1%

    top-ranked-badge

    4.9%

    6.6%

    top-ranked-badge

    3.9%

    %

    top-ranked-badge

    4%

    5.3%

    top-ranked-badge

    3.9%

    3.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    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 Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    About Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 9.8% over a period of 2 years. The fund was previously known as Baroda Equity Savings Reg DP . The fund is managed by Baroda Asset Management India Limited. The fund managers are Alok Sahoo, Dipak Acharya, Pratish Krishnan

    Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on Jul 25, 2019. The NAV (Net Asset Value) of this Equity Savings Hybrid fund as of 2021-10-26 is ₹12.35. The total AUM (Asset Under Management) of the fund as of 27/10/2021 is ₹404.91. The category risk of the Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Moderate Risk. The fund charges 2.38 % as expense ratio.

    Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Others and has invested 46.9% in this asset class. The top three holdings of the fund are , cash offset for derivatives , 6.84% govt stock 2022 , tata consultancy services ltd , tata power co ltd , future on tata power co ltd , treps , icici bank ltd , 7.37% govt stock 2023 , future on tata consultancy services ltd , 5.09% govt stock 2022 , reliance industries ltd , net receivable / payable , future on steel authority of india ltd , steel authority of india ltd , canara bank , future on canara bank , future on reliance industries ltd , sun pharmaceuticals industries ltd , bank of baroda , hindalco industries ltd , future on sun pharmaceuticals industries ltd , nmdc ltd , future on nmdc ltd , shriram city union finance limited , icici bank ltd. 28-oct-21 , infosys ltd , future on jsw steel ltd , future on maruti suzuki india ltd , maruti suzuki india ltd , jsw steel ltd , divi's laboratories ltd , hdfc bank ltd , future on divi's laboratories ltd , future on hindalco industries ltd , housing development finance corp ltd , tata motors ltd , future on tata motors ltd , adani ports & special economic zone ltd , future on adani ports & special economic zone ltd , hdfc bank limited , tata steel ltd , future on escorts ltd , hcl technologies ltd , 8.20% govt stock 2022 , punjab national bank , future on punjab national bank , escorts ltd , piramal capital & housing finance limited , ashok leyland ltd , state bank of india , future on tata steel ltd. , larsen & toubro ltd , axis bank ltd , future on vedanta ltd , vedanta ltd , britannia industries ltd , can fin homes ltd , hindustan petroleum corporation limited , hindustan unilever ltd , nhpc limited (national hydroelectric power corporation limited) , future on ashok leyland ltd , icici bank limited , ultratech cement ltd , sbi life insurance company limited , kotak mahindra bank ltd , mphasis ltd , muthoot finance ltd , tech mahindra ltd , sona blw precision forgings ltd , aditya birla fashion and retail ltd , asian paints ltd , persistent systems ltd , national bank for agriculture and rural development , titan co ltd , inox leisure ltd , jsw steel limited , aspire home finance corporation limited , icici lombard general insurance co ltd , dr reddy's laboratories ltd , eicher motors ltd , varun beverages ltd , minda industries ltd , future on housing development finance corp ltd , indraprastha gas ltd , polycab india ltd , ipca laboratories ltd , bharti airtel ltd , v-mart retail ltd , jindal steel & power ltd , gujarat gas ltd , dalmia bharat ltd , nazara technologies ltd , computer age management services ltd ordinary shares

    Baroda Equity Savings Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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.

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