Baroda Large cap Fund - Plan A - Growth Option

Fund Returns

NAV Rs. 15.05 0.47 %
(as on Dec. 11, 2019)
1 yr Return 14.76 %
3 yr. Return 8.61 %
5 yr. Return 5.72 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 15.05 0.47 %
(as on Dec. 11, 2019)
14.76 % 8.61 % 5.72 %

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 29, 2019
Fund Size Rs. 32.97 cr.
Category Equity | Large Cap
Fund Manager Dipak Acharya
AMC Baroda Pioneer Asset Management Company Limited
Fund Benchmark Nifty 100 Index
Risk Profile Moderately Aggressive
Risk Rating 7 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 500.00
Expense Ratio 2.58 %
Exit load 1% on or Before 1Y, Nil after 1Y

Investment Objective

The primary objective of the scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of large cap companies. The scheme may also invest in debt and money market securities. However, there is no assurance or guarantee that the investment objective of the scheme will be realized

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.53 8.96 1.62 14.76 8.61 5.72
Rank Within Category 48 53 None 106 58 57

AMC Contact Information

AMC Baroda Pioneer Asset Management Company Limited
Address 501 Titanium, 5th Floor, Western Express Highway, Goregaon(E), Mumbai - 400 063
Email info@barodapioneer.in
Website http://www.barodamf.com/

Scheme Details

Launch Date Nov. 29, 2019 Fund Size Rs. 32.97 cr.
Category Equity | Large Cap Fund Manager Dipak Acharya
AMC Baroda Pioneer Asset Management Company Limited Fund Benchmark Nifty 100 Index
Risk Profile Moderately Aggressive Risk Rating 7 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 500.00 2.58 % 1% on or Before 1Y, Nil after 1Y

Investment Objective

The primary objective of the scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of large cap companies. The scheme may also invest in debt and money market securities. However, there is no assurance or guarantee that the investment objective of the scheme will be realized

Performance

1M 3M 6M 1Y 3Y 5Y
Fund -0.53 8.96 1.62 14.76 8.61 5.72
Rank Within Category 48 53 None 106 58 57

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Baroda Large cap Fund - Plan A - Growth Option 14.76 8.61 5.72 32.97
SBI Banking & Financial Services Fund - Regular Plan - Growth 22.85 21.08 - 1,196.05
Edelweiss ETF - Nifty Bank 17.81 19.83 - 1.14
Tata Banking And Financial Services Fund-Regular Plan-Growth 24.95 19.82 - 371.97
Reliance ETF Bank BeES 17.62 19.69 11.55 6,880.75
Kotak Banking ETF 20.32 19.15 11.7 8,053.24

AMC Contact Information

AMC Baroda Pioneer Asset Management Company Limited
Address 501 Titanium, 5th Floor, Western Express Highway, Goregaon(E), Mumbai - 400 063
Email info@barodapioneer.in
Website http://www.barodamf.com/