Baroda Large Cap Direct Fund Dividend+0.35%

1Groww
-8.28%
1 Year Return
Equity
Large Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Large Cap Direct Fund Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.94%
NAV11.4 (23 Aug 2019)
Fund Started02 Jan 2013
Fund Size30 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Large Cap Direct Fund Dividend
-8.3%
5.4%
5.2%
8.7%
Category Average
-2.5%
9.3%
13.3%
-
Rank within category
43
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.7%
    Larsen & Toubro Ltd.ConstructionEquity7.1%
    ICICI Bank Ltd.FinancialEquity7.0%
    State Bank of IndiaFinancialEquity5.8%
    Housing Development Finance Corpn. Ltd.FinancialEquity5.6%
    Reliance Industries Ltd.EnergyEquity3.9%
    Tata Consultancy Services Ltd.TechnologyEquity3.6%
    Titan Company Ltd.Cons DurableEquity3.5%
    Bharat Petroleum Corpn. Ltd.EnergyEquity3.4%
    Axis Bank Ltd.FinancialEquity3.1%
    See All

    Fund Managers

    addDipak Acharya
    Education
    Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
    Experience
    Prior to joining Baroda AMC in 2008 he has worked with BOB.
    Funds Managed
    addSanjay Chawla
    Education
    Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
    Experience
    Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, 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
    Funds Managed

    Other Details

    Baroda Large Cap Direct Fund Dividend is a Equity Mutual Fund Scheme launched by . This scheme was introduced to investors on 02 Jan 2013. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Large Cap Direct Fund Dividend.The fund currently has an Asset Under Management(AUM) of ₹30 Cr and the Latest NAV as of 23 Aug 2019 is ₹11.4.

    The Baroda Large Cap Direct Fund Dividend is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 200000. Exit load of 1% if redeemed within 1 year..

    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.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹200000
    Min for First Investment
    ₹200000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year.
    Exit Load

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    About

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    E-mail
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    Website
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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    + ₹10,000
    ONE TIME
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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