elssVery high risk

BARODA ELSS 96 - Plan A - IDCW

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From Baroda Mutual Fund. It's been running since 3 Apr 2006.

Latest price per unit

₹38.9383

▼ 0.01% today

As of 13 Mar 2022 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.09 L

▲ ₹8.9k gain · 8.9% / year

Invested 3 years ago

₹1.38 L

▲ ₹37.5k gain · 11.2% / year

Invested 5 years ago

₹1.25 L

▲ ₹25.5k gain · 4.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

22.4%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-64.77%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year8.93%

CAGR — 3 years11.21%

CAGR — 5 years4.64%

CAGR — since launch3.06%

Volatility — 1 year (annualised)19.98%

Volatility — 3 years (annualised)22.38%

Max drawdown — 1 year-15.63%

Max drawdown — 3 years-35.51%

Sharpe ratio — 1 year (rf=6%)0.17

Sharpe ratio — 3 years (rf=6%)0.22

Fund info

Fund house: Baroda Mutual Fund
Category: Equity Scheme - ELSS
Plan: —
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 100068
First price on record: 3 Apr 2006 · 3,918 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.