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Baroda Equity Savings Fund(IDCW)

IDCW
HybridEquity Savings
Small-size FundAssets Under Mgmt: ₹ 404 Cr
Moderate RiskPrinciple investment will be at moderate risk
12.500.01 (-0.08%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Hefty expense ratio implies reduced returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

HybridEquity Savings
Small-size FundAssets Under Mgmt: ₹ 404 Cr
Moderate RiskPrinciple investment will be at moderate risk

Key Metrics

Expense RatioExpense Ratio
1.28
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30.51
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1.57
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0.87
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36.86
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2.10

About Equity Savings

Equity saving schemes or ESS invest in a mix of stocks, debt and arbitrage opportunities. They invest 30-35% of total investment corpus in equity assets while the rest is getting invested in debt funds and arbitrages.

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
1% on or before 12M Nil after 12M
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

Exp: 19yrs

 | 

#Funds: 2

Exp:

 | 

#Funds: 23

Exp: 13yrs

 | 

#Funds: 22

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AMC profile

Baroda Asset Management India Limited (“AMC”), investment manager to Baroda Mutual Fund (“Mutual Fund”), is a wholly owned subsidiary of Bank of Baroda and is positioned to serve the varied asset management needs of investors in India through a range of equity, debt and money market offerings.

  • No.of Schemes

    22

  • Total AUM

    ₹ 13,049.64 Cr.