elssVery high risk

Baroda ELSS 96 - Plan B (Direct)- Bonus Option

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 Mar 2014.

Latest price per unit

₹75.3119

▼ 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

₹1.19 L

▲ ₹18.7k gain · 18.7% / year

Invested 3 years ago

₹1.61 L

▲ ₹61.0k gain · 17.2% / year

Invested 5 years ago

₹1.80 L

▲ ₹80.4k gain · 12.5% / 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

21.3%

The value swings roughly 21% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-39.02%

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 year18.73%

CAGR — 3 years17.20%

CAGR — 5 years12.52%

CAGR — since launch15.08%

Volatility — 1 year (annualised)17.32%

Volatility — 3 years (annualised)21.30%

Max drawdown — 1 year-15.39%

Max drawdown — 3 years-35.47%

Sharpe ratio — 1 year (rf=6%)0.70

Sharpe ratio — 3 years (rf=6%)0.48

Fund info

Fund house: Baroda Mutual Fund
Category: Equity Scheme - ELSS
Plan: Direct
Option: Bonus
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 125111
First price on record: 3 Mar 2014 · 1,973 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.