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Baroda Equity Savings Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Equity Savings

Returns (NAV as on 03rd December, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 26-Nov-21 10024.60 0.25% - 0.27% 13/24
1 Month 03-Nov-21 9918.90 -0.81% - -0.97% 9/24
3 Month 03-Sep-21 10016.40 0.16% - 0.71% 20/24
6 Month 03-Jun-21 10355.60 3.56% - 5.34% 22/24
YTD 01-Jan-21 10552.20 5.52% - 11.83% 24/24
1 Year 03-Dec-20 10690.60 6.91% 6.91% 14.57% 24/24
2 Year 03-Dec-19 11862.30 18.62% 8.90% 10.99% 20/24
Since Inception 29-Jul-19 12230.00 22.30% 8.94% 8.32% 4/26

SIP Returns (NAV as on 03rd December, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 03-Dec-20 12000 12390.65 3.26 % 6.07 %
2 Year 03-Dec-19 24000 26264.23 9.43 % 8.91 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.33% -0.81% 0.16% 3.56% 5.52% 6.91% 8.90% 0.00% 0.00%
Nifty 50 -1.18% -3.55% -0.73% 9.60% 22.99% 30.93% 19.71% 16.46% 16.27%
Benchmark: Nifty 50 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Category Average -0.29% -0.97% 0.71% 5.34% 11.83% 14.57% 10.99% 9.50% 8.42%
Category Rank 14/24 9/24 20/24 22/24 24/24 24/24 20/24 0/0 0/0
Best in Category -0.03% 0.04% 3.12% 9.39% 17.96% 20.95% 16.48% 12.79% 11.62%
Worst in Category -0.45% -2.32% -1.65% 3.52% 5.52% 6.91% 2.39% -0.66% 2.76%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2020 8.03% 24.82% 24.78% 8.06%
Q2 - 2020 6.73% 24.82% 24.78% 8.06%
Q3 - 2020 4.33% 7.84% 7.42% 4.23%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2020 -3.77% -29.43% -28.89% -10.86%
Q4 - 2021 -0.08% -0.74% -0.58% 0.05%
Q1 - 2020 -3.77% -29.43% -28.89% -10.86%

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