Fund Details
Baroda Large Cap Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.61% |
| NAV | ₹18.39 (21 Jan 2021) |
|---|---|
| Fund Started | 22 Jun 2010 |
| Fund Size | ₹41 Cr |
Fund Overview
Returns
Comparison
1. Risk is lower compared to the benchmark
2. 1Y 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
2. Risk-adjusted returns are lower compared to the category
3. Higher expense ratio
4. 1Y Returns are lower than the benchmark
5. 3Y Returns are lower than the benchmark
6. 5Y Returns are lower than the benchmark
7. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. Higher expense ratio - 2.56%
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns
12. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 9.4% |
| Infosys Ltd. | Technology | Equity | 7.2% |
| ICICI Bank Ltd. | Financial | Equity | 7.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.8% |
| Reliance Industries Ltd. | Energy | Equity | 3.5% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.5% |
| Dabur India Ltd. | FMCG | Equity | 3.1% |
| SBI Life Insurance Company Ltd. | Financial | Equity | 3.1% |
| Bharti Airtel Ltd. | Communication | Equity | 3.0% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.0% |
Fund Managers
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 21 Jan 2021 is ₹18.39.
The Baroda Large Cap 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.
