Suitability:
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains. We believe this flexibility is good for fund investors, but we suggest you also consider multi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
Capital gains
Dividends
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| YTD | 1-Day | 1-W | 1-M | 3-M | 6-M | 1-Y | 3-Y | 5-Y | 7-Y | 10-Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 3.13 | -1.06 | -1.30 | 6.28 | 18.81 | -- | -- | -- | -- | -- | -- |
| S&P BSE Large Mid Cap TRI | 3.01 | -1.37 | -0.63 | 3.72 | 18.06 | -- | -- | -- | -- | -- | -- |
| Equity: Large & MidCap | 2.90 | -1.26 | -1.04 | 6.78 | 20.79 | -- | -- | -- | -- | -- | -- |
| Rank within category | 12 | 6 | 19 | 21 | 22 | -- | -- | -- | -- | -- | -- |
| Number of funds in category | 29 | 29 | 29 | 29 | 29 | 28 | 28 | 21 | 20 | 18 | 18 |
As on 22-Jan-2021
| Fund name | Rating | Launch Date | 1-Year Return | 3-Year Return | 5-Year Return | Expense Ratio | Assets (Cr) |
|---|---|---|---|---|---|---|---|
| Baroda Large & Mid Cap Fund - Regular Plan | Sep-20 | -- | -- | -- | 2.37 | 593 | |
| Mirae Asset Emerging Bluechip Fund - Regular Plan | Invest Online |  |
Jul-10 | 25.47 | 11.22 | 20.22 | 1.70 | 14,302 |
| Canara Robeco Emerging Equities Fund - Regular Plan | Invest Online | |
Mar-05 | 24.80 | 7.91 | 17.10 | 1.90 | 7,313 |
| Kotak Equity Opportunities Fund - Regular Plan | Invest Online |  |
Sep-04 | 16.12 | 8.12 | 15.36 | 1.96 | 4,633 |
| Invesco India Growth Opportunities Fund | Invest Online | |
Aug-07 | 15.94 | 8.16 | 14.88 | 1.91 | 3,472 |
| Best (Period) | Worst (Period) | |
|---|---|---|
| Week | 4.72 (02-Nov-2020 - 09-Nov-2020) | -2.49 (11-Jan-2021 - 18-Jan-2021) |
| Month | 11.47 (30-Oct-2020 - 01-Dec-2020) | 0.30 (01-Oct-2020 - 02-Nov-2020) |
| Quarter | 23.30 (15-Oct-2020 - 14-Jan-2021) | 13.54 (21-Sep-2020 - 21-Dec-2020) |
| Year | -- ( - ) | -- ( - ) |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
| Fund | -- | -- | -- | -- | -- | -- |
| S&P BSE Large Mid Cap TRI* | 10.32 | 22.05 | 0.25 | 0.29 | -- | -- |
| Equity: Large & MidCap* | 7.51 | 23.34 | 0.12 | 0.14 | 1.00 | -3.94 |
| Rank within category | -- | -- | -- | -- | -- | -- |
| Number of funds in category | -- | -- | -- | -- | -- | -- |
The Risk Measures have been calculated using calendar month returns for the last three years.
As on
* As on 31-Dec-2020
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| Number of Stocks | 45 |
| Top 10 Stocks (%) | 35.66 |
| Top 5 Stocks (%) | 22.30 |
| Top 3 Sectors (%) | 47.02 |
| Portfolio P/B Ratio | 3.38 |
| Portfolio P/E Ratio | 32.73 |
| Fund | Category | |
|---|---|---|
| Average Mkt Cap (Rs Cr) | 74,663 | 76,668 |
| Giant (%) | 32.09 | 40.10 |
| Large (%) | 18.55 | 12.78 |
| Mid (%) | 48.07 | 43.62 |
| Small (%) | 1.29 | 5.84 |
| Tiny (%) | -- | 0.48 |
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Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2020
— Sanjay Chawla since 17-Aug-2020
Education: Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Experience: 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.
Interviews:
Funds Managed:
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The scheme seeks long term capital growth through investments in both large cap and mid cap stocks.
| Minimum Investment (₹) | 5,000 |
| Minimum Addl Investment (₹) | 1,000 |
| Minimum SIP Investment (₹) | -- |
| Minimum No of Cheques | -- |
| Minimum Withdrawal (₹) | -- |
| Minimum Balance (₹) | -- |
| Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
| Fund House: | Baroda Mutual Fund |
| Launch Date: | 04-Sep-2020 |
| Return Since Launch: | 21.90% |
| Benchmark: | S&P BSE 250 Large MidCap 65:35 TRI |
| Riskometer: | Very High |
| Type: | Open-ended |
| Assets: | ₹ 593 Cr (As on 31-Dec-2020) |
| Expense: | 2.37% (As on 31-Dec-2020) |
| Risk Grade: | -- |
| Return Grade: | -- |
| Turnover: | -- |
AMC: Baroda Asset Management India Ltd
Address: 501, Raheja Titanium, Western Express Highway, Goregoan, (E) Mumbai - 400063
Phone: +91 22-3074 1000
Fax: +91 22-3074 1001
Email: [email protected]
Website: http://www.barodapioneer.in
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Phone: 040-44857874
Email: [email protected]
Website: www.karvymfs.com
Friday, 29-Jan-2021
12:30 PM - 01:00 PM