elssVery high risk

BARODA ELSS 96 - Plan B (Direct) - 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 Jan 2013.

Latest price per unit

₹49.1639

▼ 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

₹1.11 L

▲ ₹11.5k gain · 11.5% / year

Invested 3 years ago

₹1.44 L

▲ ₹44.2k gain · 13.0% / year

Invested 5 years ago

₹1.38 L

▲ ₹37.8k gain · 6.6% / 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

22.1%

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

Worst drop ever

-46.77%

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 year11.48%

CAGR — 3 years12.97%

CAGR — 5 years6.63%

CAGR — since launch7.95%

Volatility — 1 year (annualised)19.23%

Volatility — 3 years (annualised)22.06%

Max drawdown — 1 year-15.39%

Max drawdown — 3 years-35.46%

Sharpe ratio — 1 year (rf=6%)0.30

Sharpe ratio — 3 years (rf=6%)0.29

Fund info

Fund house: Baroda Mutual Fund
Category: Equity Scheme - ELSS
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119339
First price on record: 3 Jan 2013 · 2,261 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.