BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option
Fund House: Baroda BNP Paribas Mutual Fund| Category: Equity: ELSS |
| Launch Date: 05-01-2006 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.2% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 951.23 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 89% | Exit Load: Nil,Eligible for availing tax benefits under Sec.80C of I.T.Act1961 subject to the limits and conditions specified in Sec.80C read with sec.80CCE of Act under ELSS, 2005-notifications dt.03.11.2005and13.12.2005.Investement is subject to lo |
90.552
1.41 (1.5592%)
12.23%
Benchmark: 12.46%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 10 Months
12 Years 0 Months
15 Years 0 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme aims 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.77 |
| Sharpe Ratio | 0.92 |
| Alpha | 0.38 |
| Beta | 0.94 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 05-01-2006 | 15.45 | 25.06 | 14.08 | 16.49 | 11.86 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 22.13 | 33.08 | 20.71 | 19.88 | 16.68 |
| LIC MF ELSS Tax Saver-Regular Plan-Growth | 31-03-1997 | 20.91 | 23.11 | 14.18 | 15.04 | 11.17 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 20.24 | 27.0 | 15.69 | 17.99 | 12.45 |
| WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth | 14-10-2022 | 19.92 | 28.16 | - | - | - |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 19.26 | 26.36 | 16.21 | 17.65 | 12.77 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 17.63 | 27.95 | 17.28 | 19.63 | 14.66 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 16.63 | 25.55 | 16.5 | 20.23 | 15.1 |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 16.26 | 32.6 | 22.69 | 23.34 | 13.82 |
| Quantum ELSS Tax Saver Fund - Regular Plan Growth Option | 05-04-2017 | 16.24 | 23.23 | 17.18 | 18.63 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
20.07%
Others
4.11%
Large Cap
50.93%
Mid Cap
24.89%
Scheme Documents
There are no scheme documents available
