BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option
Fund House: Baroda BNP Paribas Mutual Fund| Category: Equity: ELSS |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.18% As on (30-09-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 988.18 Cr As on 30-09-2024(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 |
96.6621
0.09 (0.0942%)
12.83%
Benchmark: 12.87%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
-5 Years -1 Months
5 Years 0 Months
8 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 | 01-01-2013 | 44.47 | 29.23 | 15.13 | 19.32 | 14.37 |
| Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option | 05-01-2015 | 66.57 | 43.82 | 25.22 | 25.01 | - |
| SBI Long Term Equity Fund - Regular Plan- Growth | 31-03-1993 | 51.08 | 39.52 | 24.03 | 26.05 | 16.3 |
| ITI ELSS Tax Saver Fund - Regular Plan - Growth Option | 18-10-2019 | 49.77 | 34.59 | 17.5 | 20.4 | - |
| HSBC ELSS Tax saver Fund - Regular Growth | 01-01-2013 | 49.21 | 31.16 | 17.96 | 20.88 | 15.31 |
| JM ELSS Tax Saver Fund (Regular) - Growth option | 31-03-2008 | 47.58 | 34.48 | 18.98 | 22.94 | 17.51 |
| DSP ELSS Tax Saver Fund - Regular Plan - Growth | 05-01-2007 | 45.72 | 31.69 | 18.25 | 22.92 | 17.57 |
| BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth | 25-02-2009 | 44.34 | 31.09 | 17.0 | 26.42 | 17.96 |
| HSBC Tax Saver Equity Fund - Growth | 05-01-2007 | 44.2 | 29.44 | 16.2 | 20.82 | 14.61 |
| Quant ELSS Tax Saver Fund - Growth Option - Regular Plan | 01-04-2000 | 44.18 | 27.36 | 19.72 | 33.72 | 23.26 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.71%
Others
2.81%
Large Cap
56.49%
Mid Cap
27.05%
