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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.4 | 24 |
| 3 mth | 0.2 | 21 |
| 6 mth | -2.8 | 48 |
| 1 year | 10.8 | 48 |
| 2 year | -1.7 | 47 |
| 3 year | -1.5 | 47 |
| 5 year | -0.9 | 37 |
# Moneycontrol Rank within 52 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -11.2 | - | - | - | - |
| 2012 | 14.0 | -1.1 | 7.7 | 2.3 | 25.4 |
| 2011 | -12.8 | -3.3 | -13.0 | -7.0 | -33.2 |
| 2010 | -2.0 | 1.6 | 15.5 | -2.0 | 14.3 |
| 2009 | -5.5 | 51.3 | 19.0 | 2.5 | 79.5 |
| 2008 | -27.6 | -15.5 | -6.8 | -23.1 | -57.8 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.4 | 0.2 | -2.8 | 10.8 | -1.7 | -1.5 | -0.9 |
| Category avg | 3.7 | 2.3 | 4.2 | 21.1 | 5.3 | 5.5 | 3.3 |
| Difference of Fund returns and Category returns | -3.3 | -2.1 | -7.0 | -10.3 | -7.0 | -7.0 | -4.2 |
| Best of category | 4.6 | 5.5 | 7.0 | 26.9 | 12.2 | 13.1 | 12.2 |
| Worst of category | -1.8 | -3.6 | -12.7 | -4.3 | -13.9 | -10.5 | -8.9 |
| Benchmark returns # | 2.6 | 1.8 | 6.3 | 23.4 | 4.6 | 6.1 | 3.4 |
| Difference of Fund returns and Benchmark returns | -2.2 | -1.6 | -9.1 | -12.6 | -6.3 | -7.6 | -4.3 |
Investment Objective
The main objective of the scheme is to provide the investor long term capital growth as also tax benefit under section 80C of the Income Tax Act 1961.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Dec 29, 1995 |
| Benchmark | S&P BSE SENSEX |
| Asset Size (Rs cr) | 26.65 (Mar-30-2013) |
| Minimum Investment | Rs.500 |
| Last Dividend | Rs.1.50 (Feb-04-2013) View Dividend History |
| Bonus | N.A. |
| Fund Manager | Dipak Acharya View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | 105, 10 Floor, Maker Chamber III, Nariman Point, Mumbai, 400021 |
|---|---|
| Tel. No. | 91 22 30741000 |
| Fax No. | 22 30741001 |
| info@barodapioneer.in | |
| Website | http://www.barodapioneer.in |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| SBI Magnum Tax Gain (G) | Rank 3 |
4,578.79 | 3.5 | 5.2 | 22.0 | 6.6 | 5.0 |
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | 0.4 | 3.5 | 15.8 | 5.1 | 9.1 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 3.5 | 7.1 | 25.3 | 7.8 | 5.9 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 4.4 | 3.1 | 17.8 | 8.8 | 9.7 |
| L&T Tax Advantage (G) | Rank 3 |
1,166.81 | 3.1 | 4.1 | 20.4 | 7.4 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ITC | Tobacco | - | 9.55 |
| Reliance | Oil & Gas | - | 8.01 |
| HDFC | Banking/Finance | - | 7.65 |
| ICICI Bank | Banking/Finance | - | 7.31 |
| Infosys | Technology | - | 6.40 |
| HDFC Bank | Banking/Finance | - | 6.29 |
| Larsen | Engineering | - | 5.40 |
| TCS | Technology | - | 4.87 |
| ONGC | Oil & Gas | - | 4.74 |
| SBI | Banking/Finance | - | 4.62 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 28.83 | 28.83 | 24.85 |
| Oil & Gas | 14.13 | 14.19 | 12.20 |
| Technology | 12.65 | 15.96 | 12.65 |
| Tobacco | 9.55 | 9.55 | 6.56 |
| Automotive | 7.20 | 7.61 | 6.68 |
| Engineering | 6.82 | 8.36 | 6.70 |
| Equity | 98.49 |
| Others | 0.00 |
| Debt | 0.01 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.50 |
| Holdings | (%) |
|---|---|
| Top 5 | 38.92 |
| Top 10 | 64.84 |
| Sector | (%) |
|---|---|
| Top 3 | 55.61 |
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