Baroda BNP Paribas ELSS Tax Saver Fund Regular Plan Growth

• Alpha 2.12%
• Beta 0.82
• Sharpe Ratio0.93
• Std Deviation 13.13%
• Tracking Error 5.66%

The investment objective of the Scheme is 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. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

The Baroda BNP Paribas ELSS Tax Saver Fund Regular Plan Growth has an AUM of 941.44 crores & has delivered CAGR of 14.01% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.22%. The minimum investment in Baroda BNP Paribas ELSS Tax Saver Fund Regular Plan Growth is Rs 500 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Oil & Gas Operations.

Some of the similar funds are Baroda BNP Paribas ELSS Tax Saver Fund Regular Plan Growth, Mahindra Manulife ELSS Tax Saver Fund Regular Plan Growth, LIC MF ELSS Tax Saver Growth, Union ELSS Tax Saver Fund Growth, PGIM India ELSS Tax Saver Fund Regular Growth. Baroda BNP Paribas ELSS Tax Saver Fund Regular Plan Growth has a sharpe ratio of 0.93 & a standard deviation of 13.13%.