Home>Mutual Funds>Baroda Mutual Fund>Baroda Large Cap Direct Fund Growth
shareSHARE

Baroda Large Cap Direct Fund Growth+0.56%

20.66%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Large Cap Direct Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.77%
NAV₹19.62 (20 Jan 2021)
Fund Started04 Jan 2013
Fund Size41 Cr

Fund Overview

Quick overview of Baroda Large Cap Direct Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
20.7%
9.5%
14.3%
11.4%
Category Average
19.8%
9.7%
15.1%
-
Rank Within Category
21
34
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 20.7% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.4%
Infosys Ltd.TechnologyEquity7.2%
ICICI Bank Ltd.FinancialEquity7.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
Reliance Industries Ltd.EnergyEquity3.5%
Hindustan Unilever Ltd.FMCGEquity3.5%
Dabur India Ltd.FMCGEquity3.1%
SBI Life Insurance Company Ltd.FinancialEquity3.1%
Bharti Airtel Ltd.CommunicationEquity3.0%
Kotak Mahindra Bank Ltd.FinancialEquity3.0%
See All

Fund Managers

Sanjay Chawla
keyboard_arrow_down

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 ₹41 Cr and the Latest NAV as of 20 Jan 2021 is ₹19.62.

The Baroda Large Cap Direct Fund Growth is rated Moderately 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.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 1 year.
Exit Load

Compare Funds

Baroda Large Cap Direct Fund Growth
VS
search

About

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,
Similar Funds