BABaroda MF

Baroda Equity Linked Saving Scheme 96 - Bonus

elssEquity - ELSS - Tax Saver FundBenchmark: BSE 500 - TRI
NAV · 13 Mar 2022₹68.66-0.01%
AUM₹201 Crfrom this fund's primary plan
Expense Ratio2.57%
CAGR
Exit LoadNil
Min SIP₹500from this fund's primary plan
Launched2014

Investment Objective

To provide the investor long term capital growth as also tax benefit under section 80C of the income Tax Act, 1961

Fund Mandate

Debt0%–20%
Equity80%–100%
MMI0%–20%
Others0%–20%
Fund Managers
SC
Sanjay Chawla
Fund Manager
Key Information
2.57%
₹500from this fund's primary plan
₹500
Nil
3 years
Inception09 Jan 2014
AMCBaroda MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.57%
Nil
3 years
₹500from this fund's primary plan
₹500
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme