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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 28 Feb 2022
  • 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 10 years of track record. Since 31 Jan 2022 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 Low 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 3.64% 10.05% 22.55% 20.89% 24.80% 29.98% 14.35% 17.04% 29.96% 22.23% 22.98% 20.55% 15.52%
Category Average 1.73% 5.15% 14.75% 11.76% 8.13% 20.14% 11.93% 13.68% 19.40% 12.90% 13.91% 15.25% 12.73%
Baroda Large Cap Fund -4.91%₹ 9,508 -5.18%₹ 9,482 -7.40%₹ 9,259 - - - - - - - - - -
ICICI Prudential Bluechip Fund 2.94%₹ 10,293 7.78%₹ 10,778 18.45%₹ 11,844 17.62%₹ 11,762 24.01%₹ 13,511 10.97%₹ 12,314 16.66%₹ 28,292 24.62%₹ 19,352 17.84%₹ 46,835 13.70%₹ 19,009 18.17%₹ 94,417 15.30%₹ 41,568 14.55%₹ 2,56,854
Canara Robeco Blue Chip Equity Fund 1.40%₹ 10,139 4.93%₹ 10,492 15.44%₹ 11,544 11.72%₹ 11,172 17.37%₹ 13,100 5.12%₹ 11,049 11.60%₹ 26,959 19.74%₹ 17,167 12.64%₹ 43,482 14.35%₹ 19,561 15.82%₹ 89,123 14.47%₹ 38,683 13.99%₹ 2,49,205
Kotak Bluechip Fund 1.94%₹ 10,194 6.00%₹ 10,600 15.92%₹ 11,592 12.69%₹ 11,269 18.97%₹ 13,199 6.04%₹ 11,244 12.71%₹ 27,249 21.33%₹ 17,861 13.93%₹ 44,296 13.39%₹ 18,756 16.29%₹ 90,177 14.62%₹ 39,209 13.46%₹ 2,42,306
Nippon India Large Cap Fund 1.97%₹ 10,197 8.77%₹ 10,877 22.56%₹ 12,255 20.89%₹ 12,089 29.96%₹ 13,867 14.69%₹ 13,153 22.23%₹ 29,780 29.98%₹ 21,961 22.98%₹ 50,319 14.27%₹ 19,500 20.55%₹ 1,00,057 17.04%₹ 48,329 15.52%₹ 2,70,644
IDBI India Top 100 Equity Fund 3.64%₹ 10,364 10.05%₹ 11,005 12.38%₹ 11,238 - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of Baroda Large Cap Fund as on 23 Sep 2023 are listed below:

  • Equity Holdings:

    95.13%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.87%

Top Sector Holdings of Baroda Large Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 26.12% ₹ 12.96 Cr.
Computers - Software 13.05% ₹ 6.47 Cr.
Refineries/Marketing 7.14% ₹ 4.33 Cr.
Housing Finance 4.29% ₹ 3.22 Cr.
Pharmaceuticals 5.56% ₹ 2.76 Cr.
Others 43.84% -

Top Stock Holdings of Baroda Large Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 8.99% ₹ 4.46 Cr.
HDFC Bank Ltd. 7.48% ₹ 3.71 Cr.
Reliance Industries Ltd. 7.14% ₹ 3.54 Cr.
Infosys Ltd. 6.92% ₹ 3.43 Cr.
Housing Development Finance Corporation Ltd. 4.29% ₹ 2.13 Cr.
Others 65.18% -

Other Holdings

Holding TypeHolding Percentage
TREPS 4.97%
Net Receivables -0.10%