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: 2.26% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 880.8 Cr As on (30-04-2024)
Turn over: 79% | Exit Load: Nil

82.3917

12.17%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 -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 -0.64
Beta 0.92
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 38.83 24.51 16.77 17.47 15.33
SBI Long Term Equity Fund - Regular Plan- Growth 31-03-1993 53.3 35.87 26.19 22.36 16.78
Motilal Oswal ELSS Tax Saver Fund - Regular Plan - Growth Option 05-01-2015 52.98 35.64 24.45 21.16 -
Quant ELSS Tax Saver Fund - Growth Option - Regular Plan 01-04-2000 52.84 30.92 25.3 32.35 25.07
ITI ELSS Tax Saver Fund - Regular Plan - Growth Option 18-10-2019 50.42 32.44 18.09 - -
BANK OF INDIA ELSS Tax Saver -Regular Plan- Growth 25-02-2009 48.72 31.72 23.17 25.9 18.71
JM ELSS Tax Saver Fund (Regular) - Growth option 31-03-2008 43.77 28.83 22.12 21.1 17.83
HDFC ELSS Tax saver - Growth Plan 05-03-1996 41.61 29.42 25.58 18.48 14.96
Franklin India ELSS Tax Saver Fund-Growth 05-04-1999 41.4 27.42 21.36 18.41 16.3
Nippon India Tax Saver (ELSS) Fund-Growth Plan-Growth Option 05-09-2005 38.97 25.46 20.39 16.06 14.3

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

19.95%

Others

5.42%

Large Cap

50.71%

Mid Cap

23.92%

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