Baroda Large Cap Direct Fund Growth+0.25%

2.70%
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 Ratio1.85%
NAV15.96 (23 Oct 2020)
Fund Started04 Jan 2013
Fund Size34 Cr

Fund Overview

Quick overview of Baroda Large Cap Direct Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Large Cap Direct Fund Growth
2.7%
4.2%
7.0%
9.0%
Category Average
1.9%
5.1%
7.8%
-
Rank within category
38
37
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
    0
    with 2.7% annual returns

    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
    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. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity7.9%
    ICICI Bank Ltd.FinancialEquity7.3%
    Reliance Industries Ltd.EnergyEquity6.5%
    Infosys Ltd.TechnologyEquity5.9%
    Tata Consultancy Services Ltd.TechnologyEquity4.4%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.1%
    Hindustan Unilever Ltd.FMCGEquity3.8%
    SBI Life Insurance Company Ltd.FinancialEquity3.3%
    Bharti Airtel Ltd.CommunicationEquity3.1%
    Tech Mahindra Ltd.TechnologyEquity2.9%
    See All

    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 ₹34 Cr and the Latest NAV as of 23 Oct 2020 is ₹15.96.

    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

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    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,
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