Fund Details
Baroda Large Cap Fund Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.53% |
| NAV | ₹20.27 (23 Jul 2021) |
|---|---|
| Fund Started | 22 Jun 2010 |
| Fund Size | ₹44 Cr |
Returns
Comparison
1. Age is more than 10 years
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Higher expense ratio - 2.53%
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 10.0% |
| HDFC Bank Ltd. | Financial | Equity | 8.5% |
| ICICI Bank Ltd. | Financial | Equity | 7.2% |
| Axis Bank Ltd. | Financial | Equity | 5.1% |
| Reliance Industries Ltd - Partly Paid Equity | Energy | PPE | 5.1% |
| Tata Steel Ltd. | Metals | Equity | 3.3% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 3.1% |
| Steel Authority Of India Ltd. | Metals | Equity | 3.0% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.7% |
| Ultratech Cement Ltd. | Construction | Equity | 2.7% |
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 ₹44 Cr and the Latest NAV as of 23 Jul 2021 is ₹20.27.
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.
