Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option

Fund House: Baroda BNP Paribas Mutual Fund
Category: Equity: Large and Mid Cap
Launch Date: 04-09-2020
Asset Class: Equity
Benchmark: BSE 250 Large MidCap TRI
TER: 2.09% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,538.44 Cr As on 31-03-2026(Source:AMFI)
Turn over: 88% | Exit Load: If units are redeemed upto 10% of the units held, on or before 365 days from the date of allotment : Nil. If units are redeemed over and above the 10% limit, on or before 365 days from the date of allotment :1% of the applicable Net Asset Value (NAV). If the units after 365 days from the date of allotment: Nil The above Exit Load will be applicable to all subscription transactions, excluding switch-ins.

26.4909

18.98%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY LARGE MIDCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 2 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The primary objective of the Scheme is to seek long term capital growth through investments in both large cap and mid cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.72
Sharpe Ratio 0.49
Alpha -1.12
Beta 0.99
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Baroda BNP Paribas Large and Mid Cap Fund-Regular Plan-Growth Option 04-09-2020 3.43 5.84 17.34 15.71 -
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 17.04 14.87 26.13 21.21 -
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 14.76 10.23 20.94 16.49 -
Helios Large & Mid Cap Fund - Regular Plan - Growth Option 30-10-2024 12.02 - - - -
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth 21-10-2008 11.65 7.39 18.19 15.99 13.89
BANK OF INDIA Large & Mid Cap Fund Regular Plan- Growth 21-10-2008 10.86 6.63 17.37 15.31 13.14
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 10.67 10.47 17.45 17.31 15.23
Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth 22-12-2023 10.61 10.41 - - -
Kotak Large & Midcap Fund - Growth-Regular 05-09-2004 10.32 8.46 18.61 16.24 15.79
Edelweiss Large & Mid Cap Fund - Regular Plan - Growth Option 14-06-2007 10.3 9.46 18.93 15.68 14.9

Scheme Characteristics

Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity & equity related instruments of mid cap stocks - 35% of total assets.

Riskometer

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PORTFOLIO

Market Cap Distribution

Small Cap

9.3%

Others

6.67%

Large Cap

45.37%

Mid Cap

38.66%

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