Name: Baroda Large & Mid Cap Fund Direct Growth
Brand: Baroda Mutual Fund

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Baroda Large & Mid Cap Fund Direct Growth
Equity
Large & MidCap
Very High Risk
2.93%
1M return
-0.46% 1D
1M
6M
1Y
All
 NAV: 25 Oct 2021₹17.20
Min. SIP amount₹500
RatingNA
Fund size₹641.72 Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns16.5%35.2%66.4%72.0%
Category averageNANA59.0%NA
Rank with in category2310NA
Understand termsinfo
Holdings (46)NameSectorInstrumentAssets
Infosys Ltd.
TechnologyEquity7.2%
ICICI Bank Ltd.
FinancialEquity6.8%
HDFC Bank Ltd.
FinancialEquity6.1%
Reliance Industries Ltd - Partly Paid Equity
EnergyPPE3.5%
Sun Pharmaceutical Industries Ltd.
HealthcareEquity3.4%
Tata Power Company Ltd.
EnergyEquity3.1%
Axis Bank Ltd.
FinancialEquity3.0%
Mphasis Ltd.
TechnologyEquity2.9%
Sona BLW Precision Forgings Ltd.
AutomobileEquity2.9%
Persistent Systems Ltd.
TechnologyEquity2.6%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
30 Sep 2021 - Present
0.93%
31 Aug 2021 - 30 Sep 2021
0.92%
31 Jul 2021 - 31 Aug 2021
0.91%
30 Jun 2021 - 31 Jul 2021
0.91%
31 May 2021 - 30 Jun 2021
0.33%
30 Apr 2021 - 31 May 2021
0.33%
31 Mar 2021 - 30 Apr 2021
0.38%
28 Feb 2021 - 31 Mar 2021
0.32%
31 Jan 2021 - 28 Feb 2021
0.34%
31 Dec 2020 - 31 Jan 2021
0.42%
30 Nov 2020 - 31 Dec 2020
0.40%
31 Oct 2020 - 30 Nov 2020
0.40%
30 Sep 2020 - 31 Oct 2020
0.40%
Expense ratio, exit load and taxExpense ratio: 0.93%Inclusive of GST
Exit loadFor units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand termsinfo
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500
Fund managementAshwani Kumar
Aug 2020 - Present
View details
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Education
Mr. Kumar is a B.Sc and MBA in Finance.
Experience
Prior to joining Reliance Mutual Fund he has worked with Zurich Asset Management Co. Ltd.
Also manages these schemes
Nippon India Vision IDCW
Nippon India Vision Bonus
Nippon India Vision Growth
Nippon India Tax Saver (ELSS) Fund Growth
Nippon India Tax Saver (ELSS) Fund IDCW
Nippon India Vision Institutional IDCW
Nippon India Vision Direct Bonus
Nippon India Vision Direct IDCW
Nippon India Vision Direct Growth
Nippon India Tax Saver (ELSS) Fund Direct IDCW
Nippon India Tax Saver (ELSS) Fund Direct Growth
Nippon India Tax Saver (ELSS) Fund Direct IDCW Yearly
Nippon India Tax Saver (ELSS) Fund IDCW Yearly
Nippon India Capital Builder Fund IV Series B Regular Growth
Nippon India Capital Builder Fund IV Series B Regular IDCW
Nippon India Capital Builder Fund IV Series B Direct Growth
Baroda Large & Mid Cap Fund Regular Growth
Baroda Large & Mid Cap Fund Regular IDCW
Baroda Large & Mid Cap Fund Direct Growth
Baroda Large & Mid Cap Fund Direct IDCW
Sanjay Chawla
Aug 2020 - Present
View details
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Education
Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Experience
Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.
Also manages these schemes
Baroda Equity Linked Saving Scheme 96 IDCW
Baroda Hybrid Equity Fund Growth
Baroda Hybrid Equity Fund IDCW
Baroda Multi Cap Fund Growth
Baroda Multi Cap Fund IDCW
Baroda Conservative Hybrid Fund Growth
Baroda Conservative Hybrid Fund IDCW Monthly
Baroda Conservative Hybrid Fund IDCW Quarterly
Baroda Large Cap Fund Growth
Baroda Large Cap Fund IDCW
Baroda Midcap Fund Growth
Baroda Midcap Fund IDCW
Baroda Banking and Financial Services Fund IDCW
Baroda Banking and Financial Services Fund Growth
Baroda Midcap Direct Fund IDCW
Baroda Hybrid Equity Fund Direct Plan IDCW
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda Banking and Financial Services Direct Growth
Baroda Banking and Financial Services Direct IDCW
Baroda Equity Linked Saving Scheme 96 Direct IDCW
Baroda Multi Cap Fund Direct IDCW
Baroda Multi Cap Fund Direct Growth
Baroda Large Cap Direct Fund IDCW
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Conservative Hybrid Fund Direct IDCW Monthly
Baroda Conservative Hybrid Fund Direct IDCW Quarterly
Baroda Midcap Direct Fund Growth
Baroda Equity Linked Saving Scheme 96 Bonus
Baroda Equity Linked Saving Scheme 96 Direct Bonus
Baroda Hybrid Equity Fund Bonus
Baroda Banking and Financial Services Fund Bonus
Baroda Equity Linked Saving Scheme 96 Growth
Baroda Equity Linked Saving Scheme 96 Direct Growth
Baroda Dynamic Equity Fund Regular Growth
Baroda Dynamic Equity Fund Direct Growth
Baroda Dynamic Equity Fund Direct IDCW
Baroda Large & Mid Cap Fund Regular Growth
Baroda Large & Mid Cap Fund Regular IDCW
Baroda Large & Mid Cap Fund Direct Growth
Baroda Large & Mid Cap Fund Direct IDCW
Pratish Krishnan
Aug 2021 - Present
View details
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Education
Mr. Krishnan has done MMS in Finance
Experience
Prior to joining Baroda Mutual Fund he has worked with Antique Stock Broking as Sr Analyst- IT, Telecom & Media, DSP Merrill Lynch as Vice President- Research, SBI Capital Markets as Sr. research Analyst, Cholamandalam DBS Finance LTD as Research Analyst.
Also manages these schemes
Baroda Gilt Fund Growth
Baroda Gilt Fund IDCW
Baroda Hybrid Equity Fund Growth
Baroda Hybrid Equity Fund IDCW
Baroda Conservative Hybrid Fund Growth
Baroda Conservative Hybrid Fund IDCW Monthly
Baroda Conservative Hybrid Fund IDCW Quarterly
Baroda Treasury Advantage Fund Regular IDCW Daily
Baroda Treasury Advantage Fund Regular IDCW Weekly
Baroda Treasury Advantage Fund Regular IDCW Monthly
Baroda Treasury Advantage Fund Growth
Baroda Treasury Advantage Fund Regular Growth
Baroda Treasury Advantage Fund IDCW Daily
Baroda Treasury Advantage Fund IDCW Weekly
Baroda Treasury Advantage Fund IDCW Quarterly
Baroda Treasury Advantage Fund IDCW Monthly
Baroda Large Cap Fund Growth
Baroda Large Cap Fund IDCW
Baroda Short Term Bond Fund Growth
Baroda Short Term Bond Fund IDCW Monthly
Baroda Midcap Fund Growth
Baroda Midcap Fund IDCW
Baroda Banking and Financial Services Fund IDCW
Baroda Banking and Financial Services Fund Growth
Baroda Dynamic Bond Fund IDCW
Baroda Dynamic Bond Fund Growth
Baroda Treasury Advantage Direct Fund IDCW Daily
Baroda Midcap Direct Fund IDCW
Baroda Hybrid Equity Fund Direct Plan IDCW
Baroda Hybrid Equity Fund Direct Plan Growth
Baroda Banking and Financial Services Direct Growth
Baroda Banking and Financial Services Direct IDCW
Baroda Dynamic Bond Direct IDCW
Baroda Dynamic Bond Direct Growth
Baroda Gilt Direct IDCW
Baroda Gilt Direct Growth
Baroda Large Cap Direct Fund IDCW
Baroda Large Cap Direct Fund Growth
Baroda Conservative Hybrid Fund Direct Growth
Baroda Conservative Hybrid Fund Direct IDCW Monthly
Baroda Conservative Hybrid Fund Direct IDCW Quarterly
Baroda Midcap Direct Fund Growth
Baroda Short Term Bond Direct Fund IDCW Monthly
Baroda Short Term Bond Direct Fund Growth
Baroda Treasury Advantage Direct Fund IDCW Weekly
Baroda Treasury Advantage Direct Fund Growth
Baroda Treasury Advantage Direct Fund IDCW Monthly
Baroda Treasury Advantage Direct Fund IDCW Quarterly
Baroda Hybrid Equity Fund Bonus
Baroda Banking and Financial Services Fund Bonus
Baroda Treasury Advantage Fund Bonus
Baroda Treasury Advantage Direct Fund Bonus
Baroda Credit Risk Fund Plan A Growth
Baroda Credit Risk Fund Plan B Direct Growth
Baroda Credit Risk Fund Plan A IDCW Monthly
Baroda Credit Risk Fund Plan A IDCW Quarterly
Baroda Credit Risk Fund Plan B Direct IDCW Monthly
Baroda Credit Risk Fund Plan B Direct IDCW Quarterly
Baroda Credit Risk Fund Plan B Direct Bonus
Baroda Short Term Bond Direct IDCW Quarterly
Baroda Short Term Bond Regular IDCW Quarterly
Baroda Ultra Short Duration Fund Regular Growth
Baroda Ultra Short Duration Fund Regular IDCW Daily
Baroda Ultra Short Duration Fund Direct Growth
Baroda Ultra Short Duration Fund Direct IDCW Daily
Baroda Dynamic Equity Fund Regular Growth
Baroda Dynamic Equity Fund Direct Growth
Baroda Dynamic Equity Fund Direct IDCW
Baroda Equity Savings Fund Regular Growth
Baroda Equity Savings Fund Regular IDCW
Baroda Equity Savings Fund Direct Growth
Baroda Equity Savings Fund Direct IDCW
Baroda Large & Mid Cap Fund Regular Growth
Baroda Large & Mid Cap Fund Regular IDCW
Baroda Large & Mid Cap Fund Direct Growth
Baroda Large & Mid Cap Fund Direct IDCW
Baroda Banking & PSU Bond Fund Regular Growth
Baroda Banking & PSU Bond Fund Regular IDCW Monthly
Baroda Banking & PSU Bond Fund Direct Growth
Baroda Banking & PSU Bond Fund Direct IDCW Monthly
Ashwani Kumar Agarwalla
Aug 2020 - Present
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Education
Mr. Agarwalla is a B. Com (H), MBA Finance & CFA
Experience
Prior to joining the Baroda AMC, he has worked with JM Financial Mutual Fund for 4 years (Aug 2008 to May 2012) as an equity analyst reporting to the Fund Manager, Pioneer Investcorp Ltd (Dec 2006- Aug 2008) as a sell-side equity analyst, Adventity India as an analyst (Mar 2006 to Oct 2006) and CARE Ratings (May 2005- Feb 2006) also as an analyst.
Also manages these schemes
Baroda Large & Mid Cap Fund Regular Growth
Baroda Large & Mid Cap Fund Regular IDCW
Baroda Large & Mid Cap Fund Direct Growth
Baroda Large & Mid Cap Fund Direct IDCW
Baroda Banking & PSU Bond Fund Regular Growth
Baroda Banking & PSU Bond Fund Regular IDCW Monthly
Baroda Banking & PSU Bond Fund Direct Growth
Baroda Banking & PSU Bond Fund Direct IDCW Monthly
Fund house & investment objective
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Baroda Mutual Fund
Rank (total assets)NA
Total AUMNA
Date of IncorporationNA
Baroda Large & Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by NA. This scheme was made available to investors on 26 Oct 2021.
Baroda Large & Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by NA. This scheme was made available to investors on 26 Oct 2021. Ashwani Kumar is the Current Fund Manager of Baroda Large & Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of NA Cr and the Latest NAV as of 25 Oct 2021 is ₹17.20.
The Baroda Large & Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days...Read more
Investment Objective
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
Fund benchmarkS&P BSE 250 Large MidCap 65:35 TRI
descriptionScheme Information Document(SID)
Fund house contact details
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Address
NA
Phone
NA
Launch Date
NA
E-mail
NA
Website
NA
Baroda Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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	3M	6M	1Y	All
Fund returns	16.5%	35.2%	66.4%	72.0%
Category average	NA	NA	59.0%	NA
Rank with in category	2	3	10	NA

Name	Sector	Instrument	Assets
Infosys Ltd.	Technology	Equity	7.2%
ICICI Bank Ltd.	Financial	Equity	6.8%
HDFC Bank Ltd.	Financial	Equity	6.1%
Reliance Industries Ltd - Partly Paid Equity	Energy	PPE	3.5%
Sun Pharmaceutical Industries Ltd.	Healthcare	Equity	3.4%
Tata Power Company Ltd.	Energy	Equity	3.1%
Axis Bank Ltd.	Financial	Equity	3.0%
Mphasis Ltd.	Technology	Equity	2.9%
Sona BLW Precision Forgings Ltd.	Automobile	Equity	2.9%
Persistent Systems Ltd.	Technology	Equity	2.6%

Min. for 1st investment	₹5,000
Min. for 2nd investment onwards	₹5,000

Rating	NA
Fund size	₹641.72 Cr