BARODA BNP PARIBAS ELSS Tax Saver Fund- Regular - IDCW Option

Fund House: Baroda BNP Paribas Mutual Fund
Category: Equity: ELSS
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.2% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 866.36 Cr As on 31-03-2025(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

21.5272

4.05%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 0 Months
There is no value for 4x
There is no value for 5x
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 - IDCW Option 01-01-2013 -2.63 14.15 6.67 12.38 2.55
DSP ELSS Tax Saver Fund - Regular Plan - Growth 05-01-2007 13.84 28.21 19.3 27.35 15.7
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth 14-10-2022 13.13 28.19 - - -
Parag Parikh ELSS Tax Saver Fund- Regular Growth 07-07-2019 12.6 22.68 18.18 28.25 -
HDFC ELSS Tax saver - Growth Plan 05-03-1996 12.54 28.82 22.64 28.55 13.19
LIC MF ELSS Tax Saver-Regular Plan-Growth 31-03-1997 12.35 21.9 15.42 20.82 11.4
HSBC Tax Saver Equity Fund - Growth 05-01-2007 11.61 26.97 17.49 24.51 12.96
Quantum ELSS Tax Saver Fund - Regular Plan Growth Option 05-04-2017 9.51 24.21 18.09 25.02 -
HSBC ELSS Tax saver Fund - Regular Growth 01-01-2013 8.88 25.48 17.42 23.81 13.04
PGIM India ELSS Tax Saver Fund - Regular Plan - Growth Option 11-12-2015 8.78 16.76 12.37 23.56 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

20.7%

Others

2.71%

Large Cap

58.37%

Mid Cap

18.22%

Feedback
Notification