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Baroda Large Cap Fund

Baroda Large Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.04

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,448 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

  • ₹ 20.950

    as on 03 Aug 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 44 Cr.

    as on 03 Aug 2021
  • 2.53%

    since 31 May 2021
  • 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 ₹ 20.950 as on 03 Aug 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 2.53%. 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 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 Moderately 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 5.92% 16.43% 16.95% 63.69% 27.89% 16.99% 16.81% 16.31% 55.90% 40.24% 26.98% 20.09% 17.49%
Category Average 3.79% 12.58% 11.82% 49.11% 22.02% 12.73% 13.05% 12.87% 43.97% 33.23% 23.06% 16.17% 14.31%
Baroda Large Cap Fund 5.33%₹ 10,532 13.00%₹ 11,299 12.15%₹ 11,215 48.16%₹ 14,816 44.26%₹ 14,705 23.32%₹ 15,225 33.62%₹ 32,905 13.04%₹ 14,448 23.54%₹ 50,712 13.15%₹ 18,556 15.96%₹ 89,440 9.28%₹ 24,303 12.86%₹ 2,34,681
Canara Robeco Blue Chip Equity Fund 3.44%₹ 10,344 12.08%₹ 11,207 11.38%₹ 11,138 48.96%₹ 14,895 43.26%₹ 14,647 27.89%₹ 16,378 35.97%₹ 33,566 16.99%₹ 16,017 26.99%₹ 53,150 16.51%₹ 21,473 20.09%₹ 98,925 14.25%₹ 37,936 16.10%₹ 2,79,193
Mirae Asset Large Cap Fund 3.36%₹ 10,335 13.45%₹ 11,344 12.37%₹ 11,236 50.30%₹ 15,030 44.59%₹ 14,724 22.89%₹ 15,118 34.76%₹ 33,226 14.54%₹ 15,030 24.22%₹ 51,185 15.83%₹ 20,854 17.86%₹ 93,685 16.31%₹ 45,356 17.49%₹ 3,00,902
Kotak Bluechip Fund 3.37%₹ 10,336 13.16%₹ 11,315 13.94%₹ 11,394 52.06%₹ 15,205 46.56%₹ 14,838 26.04%₹ 15,905 36.78%₹ 33,796 14.59%₹ 15,051 26.00%₹ 52,446 13.90%₹ 19,176 18.03%₹ 94,089 13.37%₹ 35,105 15.19%₹ 2,65,813
Axis Bluechip Fund 3.24%₹ 10,324 11.46%₹ 11,145 10.35%₹ 11,034 45.03%₹ 14,502 38.58%₹ 14,373 22.68%₹ 15,067 30.42%₹ 32,015 14.88%₹ 15,168 23.57%₹ 50,733 16.81%₹ 21,753 19.29%₹ 97,009 14.99%₹ 40,457 16.50%₹ 2,85,230
UTI Mastershare Unit Scheme 3.56%₹ 10,356 12.33%₹ 11,232 12.57%₹ 11,257 53.31%₹ 15,330 46.16%₹ 14,815 24.83%₹ 15,600 36.21%₹ 33,634 13.95%₹ 14,803 25.21%₹ 51,882 14.05%₹ 19,300 17.76%₹ 93,466 13.02%₹ 34,039 14.84%₹ 2,60,891

Portfolio Holdings

Portfolio holdings pattern of Baroda Large Cap Fund as on 04 Aug 2021 are listed below:

  • Equity Holdings:

    94.39%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    5.61%

Top Sector Holdings of Baroda Large Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 25.09% ₹ 11.02 Cr.
Computers - software 13.39% ₹ 5.87 Cr.
Pharmaceuticals 6.81% ₹ 2.99 Cr.
Refineries/marketing 6.42% ₹ 2.82 Cr.
Steel 6.31% ₹ 2.77 Cr.
Others 41.98% -

Top Stock Holdings of Baroda Large Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 9.98% ₹ 4.38 Cr.
HDFC Bank Ltd. 8.54% ₹ 3.75 Cr.
ICICI Bank Ltd. 7.19% ₹ 3.16 Cr.
Axis Bank Ltd. 5.12% ₹ 2.25 Cr.
Reliance Industries Ltd. - Partly Paid 5.09% ₹ 2.23 Cr.
Others 64.08% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.54%
Warrants 2.43%
Net Receivables -0.36%