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

Baroda Large Cap Direct Fund Growth+0.38%

49.28%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Large Cap Direct Fund Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.75%
NAV₹21.02 (21 Jun 2021)
Fund Started04 Jan 2013
Fund Size44 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
49.3%
13.7%
13.9%
11.8%
Category Average
50.8%
10.2%
12.9%
-
Rank Within Category
55
33
-
-
*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 49.3% returns per annum

Comparison

Data not available
Pros
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
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity9.6%
HDFC Bank Ltd.FinancialEquity8.7%
ICICI Bank Ltd.FinancialEquity7.6%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE5.3%
Axis Bank Ltd.FinancialEquity5.2%
Tata Steel Ltd.MetalsEquity3.2%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity3.1%
Steel Authority Of India Ltd.MetalsEquity2.9%
Lupin Ltd.HealthcareEquity2.8%
Housing Development Finance Corpn. Ltd.FinancialWarrant2.8%
See All

Fund Managers

Dipak Acharya
keyboard_arrow_down
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 ₹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.

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,
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India