Baroda ELSS 96 Plan B(Direct)
Scheme Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
N.A.
Scheme AUM (in Crs.)
₹ 132.71
Expense Ratio
1.72%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 12257
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
24 Nov 1994
Sponsor
NA
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
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,817
Portfolio Value
₹-183
Total Returns
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