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Baroda Pioneer ELSS 96 Fund - Plan A- Bonus Option

Category: Equity Linked Savings Schemes (ELSS)
Launch Date: 18-10-2013
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 2.98% As on (31-07-2017)
Status: Open Ended Schemes(ELSS) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 106.92 Cr As on (31-07-2017)
Turn over: 180.0
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 200 13.94%

PERFORMANCE of Baroda Pioneer ELSS 96 Fund - Plan A- Bonus Option

Scheme Performance (%)

Data as on - 18-04-2018

Yearly Performance (%)

Fund Managers

Mr. Dipak Acharya, Mr. Sanjay Chawla

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS Prior to joining Baroda AMC in 2008 he has worked with BOB.

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.

RETURNS CALCULATOR for Baroda Pioneer ELSS 96 Fund - Plan A- Bonus Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Baroda Pioneer ELSS 96 Fund - Plan A- Bonus Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda Pioneer ELSS 96 Fund - Plan A- Bonus Option 14.23 0.73 -4.23 1.2 - -
Equity Linked Savings Schemes (ELSS)

PEER COMPARISION of Baroda Pioneer ELSS 96 Fund - Plan A- Bonus Option

Period
Data as on - 18-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Baroda Pioneer ELSS 96 Fund - Plan A- Bonus Option

Asset Allocation (%)

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