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Baroda Large Cap Fund

Baroda Large Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.84

as on 21 Oct 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,672 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

  • ₹ 22.850

    as on 21 Oct 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 44 Cr.

    as on 21 Oct 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 ₹ 22.850 as on 21 Oct 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 6.24% 18.06% 34.78% 67.56% 28.29% 24.79% 18.57% 18.37% 60.00% 46.29% 33.23% 22.76% 18.76%
Category Average 3.34% 14.47% 27.34% 52.43% 24.08% 20.59% 14.36% 14.68% 47.83% 41.19% 29.03% 19.36% 15.63%
Baroda Large Cap Fund 2.79%₹ 10,278 14.36%₹ 11,436 26.59%₹ 12,659 50.73%₹ 15,072 46.05%₹ 14,810 24.11%₹ 15,439 39.96%₹ 34,693 20.84%₹ 17,672 28.64%₹ 54,346 12.92%₹ 18,368 18.76%₹ 95,776 11.47%₹ 29,636 14.20%₹ 2,52,083
Canara Robeco Blue Chip Equity Fund 2.31%₹ 10,230 13.33%₹ 11,333 25.50%₹ 12,550 50.23%₹ 15,022 44.84%₹ 14,740 28.29%₹ 16,504 41.63%₹ 35,171 24.79%₹ 19,470 31.85%₹ 56,728 17.47%₹ 22,377 22.76%₹ 1,05,555 15.83%₹ 43,532 17.30%₹ 2,97,753
Mirae Asset Large Cap Fund 3.07%₹ 10,307 14.22%₹ 11,421 27.82%₹ 12,782 51.88%₹ 15,188 48.68%₹ 14,961 25.57%₹ 15,806 42.81%₹ 35,510 21.41%₹ 17,922 30.15%₹ 55,460 16.76%₹ 21,709 20.92%₹ 1,00,945 18.37%₹ 54,091 18.76%₹ 3,22,183
Kotak Bluechip Fund 2.61%₹ 10,260 14.25%₹ 11,425 27.37%₹ 12,736 53.27%₹ 15,326 48.76%₹ 14,966 27.26%₹ 16,237 44.08%₹ 35,876 23.24%₹ 18,748 31.81%₹ 56,693 15.50%₹ 20,562 21.22%₹ 1,01,673 15.22%₹ 41,268 16.56%₹ 2,86,122
Axis Bluechip Fund 1.16%₹ 10,116 14.39%₹ 11,439 27.01%₹ 12,700 49.00%₹ 14,900 43.69%₹ 14,672 23.37%₹ 15,256 38.21%₹ 34,194 24.26%₹ 19,221 29.32%₹ 54,842 18.57%₹ 23,444 22.35%₹ 1,04,509 16.97%₹ 48,016 17.88%₹ 3,07,235
UTI Mastershare Unit Scheme 2.95%₹ 10,294 15.93%₹ 11,593 27.62%₹ 12,761 55.14%₹ 15,513 50.30%₹ 15,055 28.01%₹ 16,429 44.54%₹ 36,010 22.15%₹ 18,254 31.62%₹ 56,557 15.72%₹ 20,756 21.24%₹ 1,01,738 14.85%₹ 39,990 16.38%₹ 2,83,457

Portfolio Holdings

Portfolio holdings pattern of Baroda Large Cap Fund as on 22 Oct 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%