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: 2.11% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,330.83 Cr As on 28-02-2025(Source:AMFI)
Turn over: 88% | Exit Load: Upto 10% of Units purchased - NIL. In excess of 10% units: 1% if redeemed/switched out within 365 days from the date of allotment. NIL if redeemed/ switched out after 365 days from the date of allotment

24.5968

21.81%

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 scheme seeks long term capital growth through investments in both large cap and mid cap stocks.

Current Asset Allocation (%)

Indicators

Standard Deviation 15.61
Sharpe Ratio 0.53
Alpha -0.81
Beta 0.98
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 3.37 23.82 14.06 - -
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 13.01 27.6 18.45 28.48 14.31
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 12.45 25.33 13.48 24.84 13.61
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 12.29 30.65 18.9 26.9 13.64
SBI Large & MIDCap Fund- Regular Plan -Growth 28-02-1993 11.2 21.9 16.0 28.31 13.9
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 10.46 30.04 21.94 30.28 -
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 10.21 28.1 18.6 31.61 12.31
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 9.56 27.01 19.24 32.5 14.23
BANDHAN Core Equity Fund - Regular Plan - Growth 09-08-2005 9.25 30.02 20.41 31.16 13.95
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 9.04 27.14 17.17 29.14 11.31

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

10.12%

Others

6.62%

Large Cap

43.73%

Mid Cap

39.53%

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