₹ 12.69
NAV (Feb 26)
Neutral
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Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
Relative Size
569 Cr. Medium within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Consistently poor. The historical performance of the fund has been consistently poor
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Scheme Information
The primary objective of the Scheme is to seek long term capital growth through investments in both large cap and mid cap stocks. However,there is no assurance or guarantee that the investment objective of the Scheme will be realized.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.39 %
Expense Ratio
Sep 04, 2020
Launched (1y ago)
₹ 569
AUM in Crores
INF955L01JS6
ISIN
No Lock-in
Lock-in
S&P BSE 250 LargeMidcap Index TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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About the AMC
Baroda Asset Management India Limited
Baroda Asset Management India Limited manages assets worth 8,491 crores and was set up on 5 November 1992. It's current offering of mutual fund schemes includes 19 equity,58 debt and 14 hybrid funds.
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
5.9%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.4%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.3%
3Y returns
Liquid
Top Ranked
₹ 3,073 Cr
Fund Size
4.4%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Baroda Large & Mid Cap Fund (DP-A) is a diversified equity fund and has delivered an annualised return of 26.9% over a period of 1 years ..The fund is managed by Baroda Asset Management India Limited.The fund managers are Ashwani Agarwalla, Sanjay Chawla
The primary objective of the Scheme is to seek long term capital growth through investments in both large cap and mid cap stocks. However,there is no assurance or guarantee that the investment objective of the Scheme will be realized. However, there is no assurance that the objective of the scheme will be realized.
The Baroda Large & Mid Cap Fund (DP-A) fund was launched on Sep 04, 2020. The NAV (Net Asset Value) of this diversified equity as of 2021-02-26 is ₹ 12.69. The total AUM (Asset Under Management) of the fund as of 2021-02-27 is ₹ 568.245. The category risk of the Baroda Large & Mid Cap Fund (DP-A) fund is Very High Risk. The fund charges 2.39 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 97.8% in this asset class. The top three holdings of the fund are infosys ltd,hdfc bank ltd and reliance industries ltd.
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 250 LargeMidcap Index TR INR
Baroda Large & Mid Cap Fund (DP-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Large & Mid Cap Fund (DP-A) has a score of 3 out of 5. Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.