Baroda Large & Mid Cap Fund - Growth - Regular Plan

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  • Net Change on 16-04-2021

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary objective of the Scheme is to seek long term capital growth through investments in both large cap and mid cap stocks. However, there is no assurance that the investment objective of the Scheme will be achieved.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
S&P BSE 250 LargeMidCap 65:35 Index - TRI -1.43 4.72 71.38 11.51 15.46 11.25

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Mirae Asset Emerging Bluechip Fund - Regular Plan - Growth Option Jul 09, 2010 71.68 16.08 20.53 1.81 16,190.41
Canara Robeco Emerging Equities - Regular Plan - GROWTH Mar 11, 2005 62.79 10.62 16.96 1.89 8,179.01
DSP Equity Opportunities Fund-Regular Plan - Growth May 16, 2000 63.27 10.20 14.74 1.91 5,746.92
Kotak Equity Opportunities Fund - Growth Sep 09, 2004 61.53 12.06 15.34 1.94 5,518.22
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth Feb 24, 1995 69.10 8.59 13.23 1.88 5,004.13

Fund Holdings as on 31-March-2021

  • Infosys Ltd.

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • ICICI Bank Ltd.

  • TREPS

  • Jindal Steel & Power Ltd.

  • AU Small Finance Bank Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Bharti Airtel Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Mahindra & Mahindra Ltd.

  • Lupin Ltd.

  • Aarti Industries Ltd.

  • Hindalco Industries Ltd.

  • Tata Power Company Ltd.

  • Dalmia Bharat Ltd.

  • Dabur India Ltd.

  • Axis Bank Ltd.

  • Escorts Ltd.

  • Cummins India Ltd.

  • Mphasis Ltd.

  • Indian Railway Catering & Tourism Corporation Ltd.

  • Can Fin Homes Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Sun TV Network Ltd.

  • Container Corporation of India Ltd.

  • Apollo Hospitals Enterprise Ltd.

  • Persistent Systems Ltd.

  • Housing Development Finance Corporation Ltd.

  • Emami Ltd.

  • Indian Energy Exchange Ltd.

  • Polycab India Ltd.

  • Larsen & Toubro Ltd.

  • Ashok Leyland Ltd.

  • Kalyan Jewellers India Ltd.

  • Bata India Ltd.

  • Coforge Ltd.

  • Page Industries Ltd.

  • Trent Ltd.

  • Sanofi India Ltd.

  • Nestle India Ltd.

  • Maruti Suzuki India Ltd.

  • Ultratech Cement Ltd.

  • Tech Mahindra Ltd.

  • HCL Technologies Ltd.

  • Kotak Mahindra Bank Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • City Union Bank Ltd.

  • Berger Paints India Ltd.

  • Net Receivable / Payable

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  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Power Generation/Distribution

  • Household & Personal Products

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Cement & Construction Materials

  • Retailing

  • Consumer Durables - Domestic Appliances

  • Telecommunication - Service Provider

  • Chemicals

  • Metal - Non Ferrous

  • Automobiles-Tractors

  • Diesel Engines

  • Travel Services

  • Finance - Housing

  • TV Broadcasting & Software Production

  • Logistics

  • Hospital & Healthcare Services

  • Cable

  • Engineering - Construction

  • Automobiles-Trucks/Lcv

  • Diamond & Jewellery

  • Textile

  • Consumer Food

  • Paints

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Fund Manager

  • Education:B.Sc., MBA - Finance
  • Experience:19 Years
  • Basic Details:Mr. Ashwani Kumar has an over 19 Years of experience in Equity Research and more than 5 Years of experience in Managing Equity Portfolioand Fund Management
  • Funds Managed:
  • Baroda Large & Mid Cap Fund
  • Cash

  • Equity

  • Rights

  • Warrants

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About Baroda Large & Mid Cap Fund

Scheme Analysis

Baroda Large & Mid Cap Fund is a Equity - Large & Mid Cap Fund fund and belongs to Baroda Mutual Fund. It was launched on 04-Sep-2020 and currently has an AUM of ₹598.89 crore. Baroda Large & Mid Cap Fund is benchmarked against S&P BSE 250 LargeMidCap 65:35 Index - TRI as primary index.

The NAV of Baroda Large & Mid Cap Fund ended up ₹0.1(0.79%)yesterday to ₹12.76.

Among its top 3 holdings the fund has exposure to Infosys Ltd., and

The Baroda Large & Mid Cap Fund is managed by Ashwani Kumar and Sanjay Chawla.

Fund House Contact

501 Titanium, 5th Floor, Western Express Highway, Goregaon(E) Mumbai - 400 063

+91 (22) 3074 1000
info@barodamf.com
+91 (22) 3074 1001