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 Type
Open-ended
Scheme Category
ELSS (Tax Savings)
Benchmark Type
N.A.
Scheme AUM (in Crs.)
₹ 153.91
Expense Ratio
2.13%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 11320
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | ELSS (Tax Savings) |
| Benchmark Type | N.A. |
| Scheme AUM (in Crs.) | ₹ 153.91 |
| Expense Ratio | 2.13% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 11320 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
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(%)
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.
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
Baroda Pioneer Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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