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    • Baroda Large Cap Fund Plan A (Growth)

    Formerly Baroda Pioneer Large Cap A Gr

    Baroda Mutual Fund

    Baroda Large Cap Fund Plan A (Growth)

    EquityLarge Cap

    22.57

    NAV (Sep 23)

    13.1%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in large cap.

    Click here to see our recommendations.

    Large cap 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).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    11 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    49 Cr. Negligible within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Relatively moderate. The historical performance of the fund has been OK

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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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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    22.57

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    59.6%
    Last 3Y
    17.7%
    Last 5Y
    13.1%
    Last 10Y
    11.2%
    Since Inception
    7.5%
    6 Month CAGR
    20.2%
    info-icon-blue

    Scheme Information

    Investment Objective

    The primary objective of the Scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of large cap companies. The Scheme may also invest in debt and money market securities. 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
    2.69
    Launched (11y ago)
    Jun 22, 2010
    AUM in Crores
    48.350
    ISIN
    INF955L01633
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty 100 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Sanjay Chawla

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Baroda Asset Management India Limited

    Baroda Asset Management India Limited manages assets worth 11,554 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.

    amc-img

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

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.6%

    top-ranked-badge

    4%

    %

    top-ranked-badge

    4.1%

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

    About Baroda Large Cap Fund Plan A (G)

    About Baroda Large Cap Fund Plan A (G)

    Baroda Large Cap Fund Plan A (G) is a Large Cap Equity fund and has delivered an annualised return of 7.5% over a period of 11 years. The fund was previously known as Baroda Pioneer Large Cap A Gr . The fund is managed by Baroda Asset Management India Limited. The fund manager’s name is Sanjay Chawla

    Baroda Large Cap Fund Plan A (G) Investment Objective

    The primary objective of the Scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of large cap companies. The Scheme may also invest in debt and money market securities. 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 Cap Fund Plan A (G) NAV,AUM,Risk

    The Baroda Large Cap Fund Plan A (G) fund was launched on Jun 22, 2010. The NAV (Net Asset Value) of this Large Cap Equity fund as of 2021-09-23 is ₹22.57. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹48.35. The category risk of the Baroda Large Cap Fund Plan A (G) fund is Very High Risk. The fund charges 2.69 % as expense ratio.

    Baroda Large Cap Fund Plan A (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 95.4% in this asset class. The top three holdings of the fund are , infosys ltd , icici bank ltd , hdfc bank ltd , axis bank ltd , treps , reliance industries ltd. , tata steel ltd , hcl technologies ltd , sun pharmaceuticals industries ltd , ultratech cement ltd , indian railway catering and tourism corp ltd , larsen & toubro ltd , tata consumer products ltd , housing development finance corporation ltd. , sbi cards and payment services ltd ordinary shares , nestle india ltd , tata consultancy services ltd , kotak mahindra bank ltd , hindalco industries ltd , avenue supermarts ltd , lupin ltd , dabur india ltd , polycab india ltd , ashok leyland ltd , state bank of india , muthoot finance ltd , indusind bank ltd , bharti airtel ltd , tech mahindra ltd , siemens ltd , pidilite industries ltd , berger paints india ltd , steel authority of india ltd , bharat petroleum corp ltd , sbi life insurance company limited , divi's laboratories ltd , mahindra & mahindra ltd , hdfc life insurance company limited , net receivable / payable , zomato ltd

    Baroda Large Cap Fund Plan A (G) 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 Cap Fund Plan A (G) 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 IISL Nifty 100 TR INR

    Baroda Large Cap Fund Plan A (G) Review

    Baroda Large Cap Fund Plan A (G) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Baroda Large Cap Fund Plan A (G) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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