- Mutual Funds
- Baroda Large Cap Fund Plan A (Growth)
Formerly Baroda Pioneer Large Cap A Gr
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.5294
NAV (Mar 13)
Fund Returns
Last 1Y | 7% |
Last 3Y | 13.1% |
Last 5Y | 10.4% |
Last 10Y | 9.7% |
Since Inception | 6.3% |
6 Month CAGR | -7.4% |
Scheme Information
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.
Expense Ratio | 2.79 |
Launched (13y ago) | Jun 22, 2010 |
AUM in Crores | 49.550 |
ISIN | INF955L01633 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 100 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 19.5 |
Standard Deviation (5yr) | 17.3 |
Beta (3yr) | 0 |
Beta (5yr) | 0.92 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0.377 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda Large Cap Fund Plan A (Growth) | 9,45,068 | 2,12,456 | 10.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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.
Asset allocation and Holdings
Top Stock Holdings
Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Baroda Asset Management India Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
-9.5% | 3.6% | ||
22.6% | 4.5% | ||
-9.5% | 3.8% | ||
13.1% | 6.3% | ||
16.3% | 8.4% |
Baroda Large Cap Fund Plan A (G) Review
Baroda Large Cap Fund Plan A (G) is a Large Cap Equity fund and has delivered an annualised return of 6.3% over a period of 13 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 null.
Nav of Baroda Large Cap Fund Plan A (G) as of 3/13/2022 is ₹20.53 with the total AUM as of 11/29/2023 is ₹49.55. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda Large Cap Fund Plan A (G) was launched on Jun 22, 2010. The category risk of the fund is Very High Risk.
The minimum SIP amount for Baroda Large Cap Fund Plan A (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Baroda Large Cap Fund Plan A (G) 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) is rated as a 0 fund in Equity and delivered 7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda Large Cap Fund Plan A (G).
Frequently Asked Questions
What is Baroda Large Cap Fund Plan A (G)?
How to invest in Baroda Large Cap Fund Plan A (G)?
You can invest in Baroda Large Cap Fund Plan A (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Baroda Large Cap Fund Plan A (G)?
The minimum sip amount for Baroda Large Cap Fund Plan A (G) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda Large Cap Fund Plan A (G) good to invest in?
As per Scripbox experts, Baroda Large Cap Fund Plan A (G) is a Not Reviewed Yet fund. You can investBaroda Large Cap Fund Plan A (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Baroda Large Cap Fund Plan A (G)?
The expense ratio of the Baroda Large Cap Fund Plan A (G) is 2.79% for regular plan.