Baroda Pioneer ELSS 96 - Plan A (Equity, Tax Planning)

46.42
13.36%
NA
NA
Capital Appreciation
Long Term Horizon
Moderately High
3.01%
21 yrs 6 months31 Mar 1996
₹ 108.94 Cr21 Sep 2017

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Minimum Investment

  • ₹ 500.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
29.11
1 Month
4.75
3 Month
6.08
1 YR
19.32
2 YR
15.16
3 YR
11.38
TenureReturns (CAGR)
1 YR
26.6
2 YR
22.15
3 YR
15.3
5 YR
17.29
10 YR
13.21

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.54
Yes Bank Ltd.4.18
Maruti Suzuki India Ltd.4.06
Hindalco Industries Ltd.3.6
Mahindra & Mahindra Financial Services Ltd.3.53
Kansai Nerolac Paints Ltd.3.36
Petronet LNG Ltd.3.13
Bata India Ltd.3.12
ITC Ltd.3.11
Cholamandalam Investment & Finance Co. Ltd.3.1

Top Sectoral Holdings

Sector Name% Assets
Financial33
Automobile14.42
Metals11.35
FMCG9.88
Energy7.15
Cons Durable5.56
Construction5.35
Chemicals5.28
Technology4.09
Services2.71

Indicators

Portfolio turnover ratio172
Standard Deviation14.11%
Beta1%
Sharpe Ratio0.56

Dipak Acharya,Sanjay Chawla

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMSMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Prior to joining Baroda AMC in 2008 he has worked with BOB.Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities

Other Funds Managed by Dipak Acharya,Sanjay Chawla

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