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Baroda BNP Paribas ELSS Fund - Direct Plan

The investment objective of the Scheme is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities along with income tax rebate, as may be prevalent from time to time. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Suitability

This product is suitable for investors who are seeking

• Wealth Creation in long term

• Investments in diversified and actively managed portfolio of equity and equity related securities across market capitalisation along with income tax rebate

Fund Info

Scheme Class	Equity
Scheme Category	ELSS (Tax Savings)
Expense Ratio	1.14%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 724
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	26.07%
Axis Long Term Equity Fund - Direct Plan	500	500	17.55%
ICICI Prudential Long Term Equity Fund ( Tax Saving) - Direct Plan	500	500	25.44%
HSBC ELSS Fund - Direct Plan	500	500	21.66%
Aditya Birla Sun Life Tax Relief 96 - Direct Plan	500	500	14.23%
Tata India Tax Savings Fund - Direct Plan	500	500	25.3%
Axis Long Term Equity Fund - Direct Plan	500	500	17.55%
IDFC Tax Advantage (ELSS) Fund - Direct Plan	500	500	32.65%

Top 10 Holdings

Company	Holding Type	Asset(%)
HDFC Bank Ltd	Equity	8
ICICI Bank Ltd	Equity	7
Reliance Industries Ltd	Equity	5
Larsen & Toubro Ltd	Equity	3
Treps 01-Sep-2023	Cash - Repurchase Agreement	3
UltraTech Cement Ltd	Equity	3
ITC Ltd	Equity	3
Hindustan Unilever Ltd	Equity	2
LTIMindtree Ltd	Equity	2
Infosys Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	28
Consumer Cyclical	14
Technology	12
Industrials	10
Healthcare	8

Fund Manager

Sanjay Chawla

1+ years of experience

Pratish Krishnan

1+ years of experience

Miten Vora

0+ 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.

service@barodabnpparibasmf.in

Phone

022 - 30741000

Address

Baroda BNP Paribas Mutual Fund,Crescenzo, 7th Floor, G-Block,,Bandra Kurla Complex, Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m