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This 1-Year Old Large And Mid-Cap Fund Outperformed Benchmark, Delivered 23.23% Returns

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This one year old large and mid-cap mutual fund scheme is from Baroda BNP Paribas mutual fund house. This mutual fund house or Asset mangement Compant (AMC) is a newly formed AMC after the merger of two mutual funds houses, Baroda Mutual Fund and BNP Paribas Mutual Fund. This fund outperforemd its benchmark. Read to know more about the this Large and Mid-Cap Mutual Fund.

 

 Baroda BNP Paribas Large and Mid-Cap Fund - Direct Plan-Growth

Baroda BNP Paribas Large and Mid-Cap Fund - Direct Plan-Growth

As mentioned this is a year old Large and Mid-Cap Fund launched on 04th September 2020. It has Worth Rs 622.44 crore of Asset Under Management or AUM. It is an open-ended medium-sized fund of its category. The Net Asset Value or NAV of this fund declared on 29th April 2022 is Rs 16.2289. The fund has an expense ratio of 1.02%, which is almost equal to its category average expense ratio.

The fund is rated highly risky for investment. The benchmark of this fund is S&P BSE 250 Large Midcap. To start investment in this fund, the minimum investment amount required is Rs 5,000 for a lump-sum payment, whereas, for SIP, it is Rs 500. The Lock-in period is not applicable in this fund. However, 1% exit charge applies to over 10% of the investment within 365 days.

Absolute And Annualised Returns
 

Absolute And Annualised Returns

Lump-Sum Investment Returns

Since its launch, it has delivered 34.12% average annual returns.

TenureAbsolute ReturnsAnnualised Returns
1 Year23.23%23.23%
Since Inception62.29%34.12%

SIP Returns

TenureAbsolute ReturnsAnnualised Returns
1 Year4.17%7.82%
Portfolio

Portfolio

Baroda BNP Paribas Large Cap Fund Direct-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. The fund has the majority of its money invested in the Financial, Technology, Energy, Automobile, and Consumer Staples sectors. It has taken less exposure in the Financial, Technology sectors compared to other funds in the category. The fund's top 5 holdings are in ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., Reliance Industries Ltd., and Axis Bank Ltd.

Disclaimers

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

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