Baroda Pioneer ELSS 96 - Plan A (Equity, Equity Tax Saving)

Moderately High
22 yrs 2 monthsStarted on:31 Mar 1996
₹ 140.85 Cras on: 22 May 2018
Long Term Horizon
2.74%
Capital Appreciation

Minimum Investment

  • ₹ 500.00 for Lumpsum

Investment Objective

The scheme seeks to achieve long-term capital growth as also tax benefits. The funds will be invested in equities. The scheme went open-ended from March 2000.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR6.41
2 YR15.93
3 YR7.46

SIP Returns

TenureReturns (CAGR)
2 YR8
3 YR10.04
5 YR12.26
10 YR12.17

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.21
Mahindra & Mahindra Financial Services Ltd.3.75
Maruti Suzuki India Ltd.3.6
Infosys Ltd.3.41
Mphasis Ltd.2.94
Bharat Financial Inclusion Ltd.2.89
Kansai Nerolac Paints Ltd.2.85
Indraprastha Gas Ltd.2.76
Whirlpool Of India Ltd.2.7
Carborundum Universal Ltd.2.68

Top Sectoral Holdings

Sector Name% Assets
Financial28.32
Technology11.52
Automobile10.19
Cons Durable7.57
Services7.01
Energy6.17
Construction5.79
Chemicals5.09
FMCG4.95
Metals4.69

Indicators

LabelValue
Portfolio turnover ratio103
Standard Deviation14.44%
Sharpe Ratio0.45

Dipak Acharya,Sanjay Chawla

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMSMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Prior to joining Baroda AMC in 2008 he has worked with BOB.Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities

Other Funds Managed by Dipak Acharya,Sanjay Chawla

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