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Baroda Large & Mid Cap Fund (Growth)

Other

Other

₹ 10.11

NAV (OCT 30)

Scripbox Opinion

Not Reviewed Yet

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Our analysis of this fund Learn how we rate funds ->

Track Record

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Relative Size

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Category View

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Consistency Of Performance

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Historical NAV

10.11

NAV (OCT 30)

SIP Calculator

Investing Duration 5 years

Total Investment

Wealth Gained

Total Corpus Created

With assumed returns of 11.25%
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Scheme Information

Investment Objective

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

Moderately Low

Moderate

Moderately High

High

Moderately High risk

2.53%

Expense Ratio

4th Sep, 2020

Launched (0y ago)

₹ 553

AUM in Crores

INF955L01JR8

No Lock-in

S&P BSE 250 LargeMidcap Index TR INR

Benchmark

₹ 1000

SIP Minimum

₹ 5000

Lumpsum Min.

Fund Managers

Ashwani Kumar

Fund Manager

Sanjay Chawla

Fund Manager

Returns Calculator Comparison

of

for

Instrument Returns Total Corpus Gains Annualised %
Mutual Fund 70% 11.25%
EPF 70%
Property 70%
PPF 70%
Bank FD 70%
Gold 70%
Savings Bank 70%

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.

Asset allocation and Holdings

Last updated on 31st October 2020

Top Stock Holdings

Treps

34%

Net Receivable / Payable

7%

Tata Consultancy Services Ltd

5%

Hdfc Bank Ltd

4%

Icici Bank Ltd

3%
See all holdings
allocation by market cap

Allocation by Sector

Financial Services

14%

Healthcare

12%

Technology

11%

Consumer Cyclical

9%

Basic Materials

8%
See all sectors

Comparison with Other Funds

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have

  • Indicative returns of annually
  • Recommended Duration
  • No Lock-in
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  • Zero fees for all your investments

SIP Calculator

Investment Duration 5 years

₹12,37,295

Total Investment

₹12,37,295

Wealth Gained

₹12,37,295

Total Corpus Created

With assumed returns of 11.25%
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We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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Track Record

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Relative Size

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Impact of Interest Rates

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About Baroda Large & Mid Cap Fund (Growth)

About Baroda Large & Mid Cap Fund (Growth)

Baroda Large & Mid Cap Fund (Growth) is a Other Other fund and has delivered an annualised return of 1.1% over a period of 0 years. The fund is managed by Baroda Asset Management India Limited. The fund managers are Ashwani Kumar, Sanjay Chawla.

Baroda Large & Mid Cap Fund (Growth) Investment Objective

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.

Baroda Large & Mid Cap Fund (Growth) NAV, AUM and Risk

The fund was launched on 2020-09-04. The NAV of the fund as of 2020-10-30 is ₹ 10.11. The total AUM of the fund as of 2020-10-30 is ₹ 553 Cr. The category risk of the fund is Moderately High risk

The fund charges 2.53 % as expense ratio.

Baroda Large & Mid Cap Fund (Growth) Holdings

The fund’s highest allocation is towards equity and has invested 73.16% in this asset class. The top three holdings of the fund are treps, net receivable / payable and tata consultancy services ltd.

Baroda Large & Mid Cap Fund (Growth) SIP

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.

Baroda Large & Mid Cap Fund (Growth) Investment volatility and Horizon

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.