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Baroda Equity Linked Saving Scheme 96 - Direct Plan

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.

Suitability

Capital growth over long term.

• Investment predominantly in equity and equity-related instruments

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1.75%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 218
AMC AUM (in Crs.)	₹ 11,320
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200 India TR INR

Exit Load

Units locked in for 3 years, No exit load

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Mirae Asset Tax Saver Fund - Direct Plan	500	500	19.2%
Axis Long Term Equity Fund - Direct Plan	500	500	16.67%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	13.09%
L&T Tax Advantage Fund - Direct Plan	500	500	8.03%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	10.33%
Tata India Tax Savings Fund - Direct Plan	500	500	13.56%
Axis Long Term Equity Fund - Direct Plan	500	500	16.67%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	11.62%

Top 10 Holdings

Company	Holding Type	Asset(%)
ICICI Bank Ltd	Equity	7
Infosys Ltd	Equity	6
HDFC Bank Ltd	Equity	6
Reliance Industries Ltd.	Equity	4
Persistent Systems Ltd	Equity	3
Dalmia Bharat Ltd	Equity	3
Sun Pharmaceuticals Industries Ltd	Equity	3
Axis Bank Ltd	Equity	3
Indian Railway Catering And Tourism Corp Ltd	Equity	3
Tata Steel Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	98
Equity - Warrants Rights (Call)	2
Cash - Repurchase Agreement	1
Cash	0

Sector Allocation(%)

Sector	Percent
Financial Services	25
Technology	16
Basic Materials	15
Industrials	12
Healthcare	8

Fund Manager

Sanjay Chawla

5+ years of experience

Baroda Pioneer Mutual Fund

AUM₹11,320 Cr

About

Baroda Pioneer Asset Management Company Limited is a joint venture between two financial companies, which are, Bank of Baroda and Pioneer Investments. The company has presence over 40 locations across the country and aims at creating an operational and servicing platform, which is well suited for its investors.##The venture was formed in 2008 and the asset management company has been providing different schemes across various market capitalization.##It works to create a system wherein the requirement of investors, as well as potential investors will be recognized and the investment will be strategized according to it.##It also aims at creating a high level of corporate governance and compliance and providing investors an easy platform to invest in. Since both companies are trusted brands, they have carved a niche for themselves in the market.

info@barodapioneer.in

Phone

022 - 30741000

Address

Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E), Mumbai - 400 063

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m