Fund Details
Baroda Large Cap Direct Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.75% |
| NAV | ₹21.02 (21 Jun 2021) |
|---|---|
| Fund Started | 04 Jan 2013 |
| Fund Size | ₹44 Cr |
Returns
Comparison
1. 1Y Returns are higher than the category average returns
2. 3Y Returns are higher than the category average returns
3. 5Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 9.6% |
| HDFC Bank Ltd. | Financial | Equity | 8.7% |
| ICICI Bank Ltd. | Financial | Equity | 7.6% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 5.3% |
| Axis Bank Ltd. | Financial | Equity | 5.2% |
| Tata Steel Ltd. | Metals | Equity | 3.2% |
| Sun Pharmaceutical Inds. Ltd. | Healthcare | Equity | 3.1% |
| Steel Authority Of India Ltd. | Metals | Equity | 2.9% |
| Lupin Ltd. | Healthcare | Equity | 2.8% |
| Housing Development Finance Corpn. Ltd. | Financial | Warrant | 2.8% |
Fund Managers
Baroda Large Cap Direct Fund Growth Details
Baroda Large Cap Direct Fund Growth is a Equity Mutual Fund Scheme launched by . This scheme was made available to investors on 04 Jan 2013. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Large Cap Direct Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹44 Cr and the Latest NAV as of 21 Jun 2021 is ₹21.02.
The Baroda Large Cap Direct Fund Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year.
Investment Objective
The scheme aims to generate capital appreciation by investing in a diversified portfolio of equity and equity related securities of large cap companies.
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.
