Baroda ELSS 96 Plan B(Direct)
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) |
| Benchmark Type | N.A. |
| Expense Ratio | 2.13% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 154 |
| AMC AUM (in Crs.) | ₹ 11,320 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 18.35% | |
| 500 | 500 | 10.87% | |
| 500 | 500 | 13.0% | |
| 500 | 500 | 10.72% | |
| 500 | 500 | 12.98% | |
ICICI Prudential Long Term Equity Fund (Tax Saving) Direct Plan | 500 | 500 | 10.69% |
| 500 | 500 | 10.33% | |
| 500 | 500 | 10.72% | |
| 500 | 500 | 12.83% | |
| 500 | 500 | 12.98% | |
| 500 | 500 | 13.0% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| HDFC Bank Ltd | Equity | 9 |
| ICICI Bank Ltd | Equity | 7 |
| Axis Bank Ltd | Equity | 4 |
| Indraprastha Gas Ltd | Equity | 3 |
| Marico Ltd | Equity | 3 |
| State Bank of India | Equity | 3 |
| Shriram Transport Finance Co Ltd | Equity | 3 |
| Tata Consultancy Services Ltd | Equity | 3 |
| Reliance Industries Ltd | Equity | 3 |
| Havells India Ltd | Equity | 3 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 97 |
| Cash - Collateral | 3 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 27 |
| Information Technology Services | 12 |
| Diversified Industrials | 8 |
| Specialty Chemicals | 7 |
| Household & Personal Products | 5 |
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.
Email
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
Baroda Pioneer Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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