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ELSS Tax Saver📊 NIFTY 500 TRI(SEBI default)

Baroda BNP Paribas ELSS Tax Saver Fund · Regular · Growth

Baroda BNP Paribas Mutual Fund

#4 of 39 (1Y)

NAV

₹97.6436

as of 17 Jun 2026

Expense Ratio

2.22%

AUM

₹899 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+4.05%
3Y
+15.85%
5Y
+12.43%
Since Inception
+11.79%

SIP returns (XIRR)

1Y
+4.28%
3Y
+9.41%
5Y
+12.39%
Since Inception
+12.84%

Returns calculated from 06 January 2006 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,22,500

Invested

₹5,13,609

Value today

12.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹9,350

Value today

11.6%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹12,25,000

Withdrawn

₹42,14,329

Corpus left

+₹44,39,329 net gain — withdrew ₹12,25,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹47,20,627

Value today

-15.9%

vs lumpsum

Direct lumpsum would have beaten STP by 15.9% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,16,267

Value today

3.2×

Multiple

Staying invested through that crash turned ₹1L into ₹3,16,267 — a 3.2× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

-0.22

Sharpe Ratio

-0.02

Alpha

0.51

Beta

-0.21

Sortino

15.07%

Std Dev

-15.66%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 30 Apr 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseBaroda BNP Paribas Mutual Fund
CategoryELSS Tax Saver
BenchmarkNIFTY 500 TRI ✓
Launch Date05 Jan 2006
AMFI Code150156
Transaction facts
Min. Lumpsum₹500
Min. SIP₹500
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 30 Apr 2026

portfolio shared with BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - IDCW Option

Holding% NAV

Investment Objective

Baroda BNP Paribas ELSS Tax Saver Fund · Regular · Growth is a tax-saving equity fund (ELSS) that offers tax deduction under Section 80C of the Income Tax Act, with a mandatory 3-year lock-in period. The fund aims to generate long-term capital appreciation while providing tax benefits of up to ₹46,800 per year.

About This Fund

Baroda BNP Paribas ELSS Tax Saver Fund · Regular · Growth is a ELSS Tax Saver mutual fund offered by Baroda BNP Paribas Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹899 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.22%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Salaried individuals and taxpayers seeking to save tax under Section 80C
  • SIP investors who can benefit from rupee cost averaging during market fluctuations