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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,452.8 Cr As on 31-03-2025(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

26.096

23.07%

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 15.79
Sharpe Ratio 0.5
Alpha -1.28
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 9.32 26.37 17.52 - -
Invesco India Large & Mid Cap Fund - Growth 09-08-2007 19.86 34.26 22.0 26.09 14.89
DSP Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 15.56 29.72 20.61 26.65 15.19
Canara Robeco Emerging Equities - Regular Plan - Growth Option 05-03-2005 14.78 25.19 16.0 25.22 15.47
UTI Large & Mid Cap Fund - Regular Plan - Growth Option 01-08-2005 14.48 29.97 21.34 29.6 13.34
Nippon India Vision Fund-Growth Plan-Growth Option 05-10-1995 14.37 29.99 20.24 28.0 12.29
Motilal Oswal Large and Midcap Fund - Regular Plan Growth 01-10-2019 14.28 33.74 24.85 29.65 -
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 14.09 29.5 21.45 30.56 14.93
Sundaram Large and Midcap Fund Regular Plan - Growth 10-02-2007 13.6 27.33 18.64 26.82 15.28
LIC MF Large & Mid Cap Fund-Regular Plan-Growth 05-02-2015 13.25 26.35 15.29 23.74 14.12

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

12.06%

Others

3.65%

Large Cap

44.35%

Mid Cap

39.94%

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