• Mutual Funds
  • Baroda Mutual Fund
  • Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

Formerly Baroda Equity Savings Reg DR

Baroda Mutual Fund

Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)

HybridEquity Savings

12.28

NAV (Jan 24)

8.6%
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

3 Years. The Fund has a Short history for analysis. We recommend funds with longer history.

Relative Size

400 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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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

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Historical NAV

12.28

NAV (Jan 24)

Fund Returns

Last 1Y

5.7%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

8.6%

6 Month CAGR

2.8%

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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.

Expense Ratio

2.34

Launched (3y ago)

Jul 25, 2019

AUM in Crores

399.535

ISIN

INF955L01IK5

Lock-in

No Lock-in

Benchmark

NIFTY Equity Savings TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Abul Fateh

Fund Manager

user-avatar

Alok Sahoo

Fund Manager

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Dipak Acharya

Fund Manager

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Pratish Krishnan

Fund Manager

calculator

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.

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)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 2,702 cr

5

₹ 1,396 cr

5

₹ 3,412 cr

5

amc-icon

About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 12,967 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

    4.6%

    7%

    22.5%

    16.7%

    4.6%

    6.6%

    3.8%

    %

    3.9%

    5.3%

    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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    Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) Review

    Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) is a Equity Savings Hybrid fund and has delivered an annualised return of 8.6% over a period of 2 years. The fund was previously known as Baroda Equity Savings Reg DR. The fund is managed by Baroda Asset Management India Limited. The fund managers are Abul Fateh, Alok Sahoo, Dipak Acharya, Pratish Krishnan.

    Nav of Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) as of 24/01/2022 is ₹12.28 with the total AUM as of 25/01/2022 is ₹399.535. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) was launched on Jul 25, 2019. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)?

    How to invest in Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)?

    What is the minimum sip amount of Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)?

    Is Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A) good to invest in?

    What is the expense ratio of the Baroda Equity Savings Fund Reinvst of Inc Dis cum Cap Wdrl (RIDCW-A)?