8879565333
Category: Equity: ELSS |
Launch Date: 01-01-2013 |
Asset Class: |
Benchmark: NIFTY 500 TRI |
Expense Ratio: 2.21% As on (31-07-2024) |
Status: Open Ended Schemes |
Minimum Investment: 500.0 |
Minimum Topup: 500.0 |
Total Assets: 950.69 Cr As on (31-07-2024) |
Turn over: 89% |
Sanjay Chawla, Pratish Krishnan, Miten Vora
The scheme aims 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.
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.
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
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BARODA BNP PARIBAS ELSS Tax Saver Fund - Regular - Growth Option | 12.77 | 0.92 | 0.38 | 0.94 | - | - |
Equity: ELSS | - | - | - | - | - | - |
Portfolio as on
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