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Baroda Large Cap Fund

Baroda Large Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.11

as on 13 Mar 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,477 today.

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NAV Performance

Baroda Large Cap Fund performance graph for last 3 years
Performance of Baroda Large Cap Fund for last 3 Years

Fund Information

  • ₹ 20.529

    as on 13 Mar 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 49 Cr.

    as on 31 Dec 2021
  • 2.79%

  • 04 Jan 2013

  • Equity - Large Cap Fund

  • Nifty 100 TRI

  • Baroda Mutual Fund

    Show All Funds
  • Baroda Large Cap Fund - Plan A - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Baroda Large Cap Fund is an Open-ended Equity Fund. The fund belongs to Large Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 04 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Baroda Mutual Fund. You can also view here all other Equity funds offered by Baroda Mutual Fund.

Latest NAV of the fund is ₹ 20.529 as on 13 Mar 2022.

This fund has 9 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.79%. Ideally you shoulds compare this fund with the benchmark Nifty 100 TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The primary objective of the Scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of large cap companies. The Scheme may also invest in debt and money market securities. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

List of Fund Managers of Baroda Large Cap Fund

  • About Pratish Krishnan

    Picture of Pratish KrishnanMr. Krishnan has done MMS in Finance Prior to joining Baroda Mutual Fund he has worked with Antique Stock Broking as Sr Analyst- IT, Telecom & Media, DSP Merrill Lynch as Vice President- Research, SBI Capital Markets as Sr. research Analyst, Cholamandalam DBS Finance LTD as Research Analyst.
  • About Sanjay Chawla

    Picture of Sanjay ChawlaMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani. Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 2.94% 4.40% 17.24% 11.93% 24.80% 17.80% 14.08% 16.05% 20.90% 18.80% 24.30% 17.19% 15.26%
Category Average 1.50% 2.02% 11.42% 3.79% 17.08% 14.90% 10.86% 12.78% 12.86% 11.19% 17.50% 14.48% 12.99%
Baroda Large Cap Fund -4.91%₹ 9,508 -5.18%₹ 9,482 -7.40%₹ 9,259 - - - - - - - - - -
UTI Mastershare Unit Scheme 1.46%₹ 10,146 1.54%₹ 10,153 11.62%₹ 11,162 0.46%₹ 10,046 8.99%₹ 12,576 16.28%₹ 13,521 9.52%₹ 26,419 16.61%₹ 15,862 17.28%₹ 46,465 12.03%₹ 17,658 14.92%₹ 87,169 13.19%₹ 34,581 13.33%₹ 2,40,591
Canara Robeco Blue Chip Equity Fund 1.13%₹ 10,113 2.85%₹ 10,285 11.92%₹ 11,192 2.68%₹ 10,268 11.58%₹ 12,739 15.46%₹ 13,331 9.75%₹ 26,478 17.02%₹ 16,031 16.69%₹ 46,078 14.08%₹ 19,333 16.03%₹ 89,592 13.66%₹ 36,020 14.36%₹ 2,54,280
Kotak Bluechip Fund 1.72%₹ 10,172 2.21%₹ 10,221 12.48%₹ 11,248 3.56%₹ 10,355 12.71%₹ 12,809 17.32%₹ 13,762 11.18%₹ 26,849 16.34%₹ 15,752 18.33%₹ 47,155 12.22%₹ 17,811 15.73%₹ 88,942 13.51%₹ 35,572 13.76%₹ 2,46,146
Mirae Asset Large Cap Fund 1.96%₹ 10,195 3.03%₹ 10,302 11.74%₹ 11,174 3.62%₹ 10,362 12.14%₹ 12,774 16.77%₹ 13,634 11.00%₹ 26,801 15.47%₹ 15,401 17.75%₹ 46,772 11.77%₹ 17,450 15.01%₹ 87,372 16.05%₹ 44,375 15.26%₹ 2,66,756
ICICI Prudential Bluechip Fund 2.22%₹ 10,221 4.40%₹ 10,439 13.51%₹ 11,351 8.22%₹ 10,821 16.52%₹ 13,047 20.22%₹ 14,453 15.05%₹ 27,860 17.71%₹ 16,317 21.17%₹ 49,069 12.15%₹ 17,753 16.61%₹ 90,876 14.44%₹ 38,597 14.52%₹ 2,56,480

Portfolio Holdings

Portfolio holdings pattern of Baroda Large Cap Fund as on 10 Dec 2022 are listed below:

  • Equity Holdings:

    95.43%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.63%

Top Sector Holdings of Baroda Large Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 24.64% ₹ 12.55 Cr.
Computers - Software 14.14% ₹ 7.21 Cr.
Refineries/Marketing 8.49% ₹ 4.32 Cr.
Pharmaceuticals 4.33% ₹ 2.21 Cr.
NBFC 3.40% ₹ 1.73 Cr.
Others 45.00% -

Top Stock Holdings of Baroda Large Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.41% ₹ 3.78 Cr.
ICICI Bank Ltd. 7.27% ₹ 3.70 Cr.
HDFC Bank Ltd. 7.26% ₹ 3.70 Cr.
Reliance Industries Ltd. 6.98% ₹ 3.55 Cr.
HCL Technologies Limited 4.53% ₹ 2.31 Cr.
Others 66.55% -

Other Holdings

Holding TypeHolding Percentage
Warrants 2.30%
TREPS 1.85%
Net Receivables 0.48%