CLOSED
NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
BABaroda MFGrowth

Baroda Large Cap Fund - Growth

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 100 - TRI
NAV · 13 Mar 2022₹20.53-0.01%
AUM₹50 Cr
Expense Ratio2.78%
CAGR—
Exit Load1% on or Before 1Y, Nil after 1Y
Min SIP₹500
Launched2010

Investment 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.

Fund Mandate

Debt, MMI & cash0%–20%
Equity and Equity related instruments including derivatives of Large Cap companies80%–100%
Equity and Equity related instruments including derivatives of Other than Large Cap companies0%–20%
Investment in REITs and InvITs0%–10%
Asset Allocation
Domestic Equity94.7%
Cash & Equivalents4.8%
Other0.5%
Fund Managers
SC
Sanjay Chawla
Fund Manager
Key Information
2.78%
₹500
₹5,000
1% on or Before 1Y, Nil after 1Y
Nil
Inception22 Jun 2010
AMCBaroda MF
Top Holdings
1ICICI Bank Ltd.Banks8.99%
2HDFC Bank Ltd.Banks7.48%
3Reliance Industries Ltd.Petroleum Products7.14%
4Infosys Ltd.Software6.92%
5TREPS4.97%
6Housing Development Finance Corporation Ltd.Finance4.29%
7HCL Technologies Ltd.Software3.98%
8Sun Pharmaceutical Industries Ltd.Pharmaceuticals3.41%
9Axis Bank Ltd.Banks3.15%
10Larsen & Toubro Ltd.Construction Project2.93%
Sector Allocation
Banks24.2%
Software13.1%
Petroleum Products7.1%
Pharmaceuticals5.6%
Other5.0%
Consumer Non Durables5.0%
Finance4.3%
Construction Project2.9%
Non - Ferrous Metals2.5%
Ferrous Metals2.5%
Retailing2.2%
Auto2.2%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.78%
1% on or Before 1Y, Nil after 1Y
Nil
₹500
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme