Baroda Large Cap Fund Growth+0.21%

-2.26%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Large Cap Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.57%
NAV14.28 (30 Sep 2020)
Fund Started22 Jun 2010
Fund Size35 Cr

Fund Overview

Quick overview of Baroda Large Cap Fund Growth

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Large Cap Fund Growth
-2.3%
2.6%
5.7%
3.5%
Category Average
-9.0%
-0.0%
7.2%
-
Rank within category
81
68
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 -2.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    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. 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

    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity9.0%
    HDFC Bank Ltd.FinancialEquity7.9%
    Housing Development Finance Corpn. Ltd.FinancialEquity6.5%
    Reliance Industries Ltd.EnergyEquity5.9%
    Infosys Ltd.TechnologyEquity5.3%
    Hindustan Unilever Ltd.FMCGEquity3.8%
    Bharti Airtel Ltd.CommunicationEquity3.6%
    SBI Life Insurance Company Ltd.FinancialEquity3.3%
    ITC Ltd.FMCGEquity3.3%
    Reliance Industries Ltd - Partly Paid EquityEnergyPPE3.1%
    See All

    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 ₹35 Cr and the Latest NAV as of 30 Sep 2020 is ₹14.28.

    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.

    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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