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  • Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

Formerly Baroda Large & Mid Cap Reg DP

Baroda Mutual Fund

Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

EquityDiversified

17.04

NAV (Oct 21)

60.4%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in diversified.

Click here to see our recommendations.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

642 Cr. Medium within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

17.04

NAV (Oct 21)

Fund Returns

Last 1Y
66.1%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
60.4%
6 Month CAGR
35.6%
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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

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Very High Risk

Expense Ratio
2.53
Launched (1y ago)
Sep 04, 2020
AUM in Crores
641.718
ISIN
INF955L01JS6
Lock-in
No Lock-in
Benchmark
S&P BSE 250 Large Mid Cap 65:35 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Ashwani Agarwalla

Fund Manager

user-avatar

Sanjay Chawla

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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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.

  • Inflation beating returns
    Inflation beating returns
  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record

SBI Focused Equity Fund (G)

recommended-badge

₹ 20,371 cr

5

recommended-badge

₹ 5,357 cr

5

recommended-badge

₹ 5,218 cr

5

recommended-badge

₹ 3,953 cr

5

recommended-badge

₹ 3,346 cr

5

amc-icon

About the AMC

Baroda Asset Management India Limited

Baroda Asset Management India Limited manages assets worth 13,326 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.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    info@barodamf.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.6%

    top-ranked-badge

    4%

    %

    top-ranked-badge

    4%

    5.3%

    top-ranked-badge

    4%

    3.8%

    growth

    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.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    About Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A)

    Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 60.4% over a period of 1 years. The fund was previously known as Baroda Large & Mid Cap Reg DP . The fund is managed by Baroda Asset Management India Limited. The fund managers are Ashwani Agarwalla, Sanjay Chawla

    Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) NAV,AUM,Risk

    The Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund was launched on Sep 04, 2020. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-21 is ₹17.04. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹641.718. The category risk of the Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 2.53 % as expense ratio.

    Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.7% in this asset class. The top three holdings of the fund are , infosys ltd , icici bank ltd , hdfc bank ltd , reliance industries ltd. , sun pharmaceuticals industries ltd , tata power co ltd , axis bank ltd , mphasis ltd , sona blw precision forgings ltd , persistent systems ltd , sbi cards and payment services ltd ordinary shares , hindalco industries ltd , hcl technologies ltd , indian railway catering and tourism corp ltd , dalmia bharat ltd , dabur india ltd , larsen & toubro ltd , bharat electronics ltd , aarti industries ltd , aditya birla fashion and retail ltd , ipca laboratories ltd , can fin homes ltd , tata steel ltd , indian energy exchange ltd , treps , coforge ltd , bharti airtel ltd , ashok leyland ltd , zydus wellness ltd , polycab india ltd , nestle india ltd , j.b. chemicals & pharmaceuticals ltd , housing development finance corporation ltd. , trent ltd , cummins india ltd , tech mahindra ltd , container corporation of india ltd , ultratech cement ltd , sterlite technologies ltd , state bank of india , voltas ltd , fortis healthcare ltd , emami ltd , minda industries ltd , indusind bank ltd , hindustan petroleum corp ltd , nazara technologies ltd , net receivable / payable

    Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) 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 Large Mid Cap 65:35 TR INR

    Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) Review

    Baroda Large & Mid Cap Fund Pyt of Inc Dis cum Cap Wdrl (PIDCW-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 Pyt of Inc Dis cum Cap Wdrl (PIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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