Baroda BNP Paribas Large and Mid Cap Fund-Regular plan-IDCW 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: 1,108.1 Cr As on (31-03-2024)
Turn over: 94% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.

18.8735

26.6%

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 5 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
Sharpe Ratio
Alpha
Beta
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-IDCW Option 04-09-2020 45.4 21.11 23.2 - -
Quant Large & Mid Cap Fund - Growth Option 11-12-2006 63.54 28.35 30.27 25.97 22.51
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 57.13 29.02 26.49 20.43 16.6
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 05-10-2019 56.88 30.58 27.4 - -
Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth 30-12-2019 53.61 20.99 25.03 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 50.75 23.14 22.15 17.84 16.76
HDFC Large and Mid Cap Fund - Growth Option 18-02-1994 49.98 25.4 27.27 21.22 14.92
HSBC Large & Mid Cap Fund - Regular Growth 03-03-2019 48.92 22.12 22.05 18.37 -
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 48.06 23.35 23.63 18.3 15.16
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 47.88 24.98 24.38 19.33 15.38

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

10.35%

Others

6.64%

Large Cap

42.06%

Mid Cap

40.95%

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