Baroda ELSS 96 Plan B (Direct) Growth Option
Very High Risk
Elss
3 Star
NAV as of Mar 13, 2022
₹75.31
-0.01%1D Change
Returns since inception
9.37%p.a.
Very High Risk
Elss
3 Star
NAV as of Mar 13, 2022
₹75.31
-0.01%1D Change
Returns since inception
9.37%p.a.
Baroda ELSS 96 Plan B (Direct) Growth Option
Very High Risk|Elss|3 Star
NAV as of Mar 13, 2022
₹75.31
-0.01%1D
Returns since inception
9.37%p.a.
Save up to Rs 46,800 in taxes every year.
Highest returns compared to other 80C investments.
Lowest lock-in of 3 years
| Tax Saving FD | PPF | ELSS | |
|---|---|---|---|
| Average Annualised Returns i | 6% | 8% | 12% |
| Tax rates i | 30% | Not taxable | 10%* |
| Returns after tax i | 4.2% | 8.00% | 10.80% |
| Current rate of Inflation i | 4% | 4% | 4% |
| Real Rate of Return i | 0.2% | 4.00% | 6.80% |
| Lock-in Period i | 5 years | 15 years | 3 years |
*Taxable @ 10% over and above Rs 1 lakh.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating3 Star
- Expense ratio1.73%
- Exit Load0% within 0 days
- AUM (Fund size)₹201.1 Crore
- Lock-in period3 years
- Age10 yrs since Mar 04, 2015
- Min. investmentSIP ₹500 & Lump. ₹500
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| ICICI Bank Ltd | 7.57% |
| Treps | 7.47% |
| Infosys Ltd | 6.82% |
| HDFC Bank Ltd | 4.26% |
| Reliance Industries Ltd | 4.11% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| DSP ELSS Tax Saver Fund D... | ₹ 12,086 Cr | ₹104.46 | 0.83% | Very High |
| Motilal Oswal ELSS Tax Sa... | ₹ 3,897 Cr | ₹58.17 | 0.41% | Very High |
| ICICI Prudential ELSS Tax... | ₹ 14,121 Cr | ₹1014.66 | 0.78% | Very High |
| Mirae Asset ELSS Tax Save... | ₹ 24,774 Cr | ₹53.66 | 0.78% | Very High |
NAV History - Baroda ELSS 96 - Plan B Direct Growth
FUND | Baroda ELSS 96 - Plan B Direct Growth |
|---|---|
| NAV (Mar 13, 2022) | ₹75.31 |
| Class | ELSS | ELSS |
| Inception Date | Mar 04, 2015 |
| Fund Manager | Sanjay Chawla |
FUND | Baroda ELSS 96 - Plan B Direct Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹500 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Baroda ELSS 96 - Pla... | 2.73% | -3.84% | -5.85% | -3.56% | 18.77% | 17.2% |
About Baroda Asset Management India Limited
Baroda Asset Management India Ltd or BAML is a subsidiary of the Bank of Baroda. The fund house positions itself to serve the individuals with various investment products and help them meet their financial requirements. The fund house has several debt and equity-oriented mutual funds on offer.
Baroda Asset Management India Limited Details
- No. of schemes28
- Total AUM₹9,624.44 Crore
- AddressBaroda Pioneer Asset Management Company Limited, 501 TITANIUM, 5TH Floor, Mumbai, Maharashtra, 400 063
- Phone+91 22 30741000
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
8,049 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
