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

Baroda Large Cap Fund Growth+0.44%

50.49%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Large Cap Fund Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.64%
NAV₹18.33 (15 Apr 2021)
Fund Started22 Jun 2010
Fund Size41 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
50.5%
10.4%
12.2%
7.0%
Category Average
58.1%
11.0%
13.4%
-
Rank Within Category
87
60
-
-
*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 50.5% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.63%
3. 1Y Returns are lower than the category average returns
4. 3Y Returns are lower than the category average returns
5. 5Y Returns are lower than the category average returns
6. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity10.0%
HDFC Bank Ltd.FinancialEquity9.1%
ICICI Bank Ltd.FinancialEquity7.1%
Reliance Industries Ltd - Partly Paid EquityEnergyPPE6.7%
Axis Bank Ltd.FinancialEquity3.4%
Sun Pharmaceutical Inds. Ltd.HealthcareEquity2.9%
Ultratech Cement Ltd.ConstructionEquity2.9%
Housing Development Finance Corpn. Ltd.FinancialWarrant2.7%
Kotak Mahindra Bank Ltd.FinancialEquity2.6%
Bharti Airtel Ltd.CommunicationEquity2.5%
See All

Fund Managers

Dipak Acharya
keyboard_arrow_down
Sanjay Chawla
keyboard_arrow_down

Baroda Large Cap Fund Growth Details

Baroda Large Cap Fund Growth is a Equity Mutual Fund Scheme launched by . This scheme was made available to investors on 22 Jun 2010. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Large Cap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹41 Cr and the Latest NAV as of 15 Apr 2021 is ₹18.33.

The Baroda Large Cap 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 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...
Similar Funds
ⓒ 2016-2021 Groww. All rights reserved, Built with in India