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: S&P BSE 250 Large MidCap TRI
TER: 2.2% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,172.17 Cr As on (30-04-2024)
Turn over: 94% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.

23.8653

26.77%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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 scheme seeks long term capital growth through investments in both large cap and mid cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.13
Sharpe Ratio 1.16
Alpha 3.86
Beta 0.97
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 41.12 26.98 21.98 - -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 58.83 34.43 26.82 27.03 22.65
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 51.17 33.39 24.54 21.17 16.5
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 48.64 35.48 25.51 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 45.19 28.99 21.0 18.81 16.78
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 44.8 25.3 22.31 - -
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 43.32 30.02 24.95 21.93 14.84
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 42.66 28.28 21.98 19.49 14.96
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 42.03 28.44 21.57 20.08 15.37
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 41.97 29.09 25.65 21.96 16.28

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

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.77%

Others

6.5%

Large Cap

39.93%

Mid Cap

41.8%

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