Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.83 | 54.53 | 2.48 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.34 | 49.01 | 2.26 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
BSE 250 LargeMidCap Index - TRI |
Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Baroda BNP Paribas Large & Mid Cap Fund | 49.68% | 20.86% | 30.49% |
Mirae Asset Large & Midcap Fund | 36.87% | 16.51% | 23.59% |
SBI Large & Midcap Fund | 37.51% | 21.23% | 18.69% |
Kotak Equity Opp Fund | 43.22% | 22.02% | 18.96% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
4.04 %
Holdings
3.97 %
Holdings
2.82 %
BNP Paribas Asset Management is a leading, global asset management enterprise that offers a comprehensive range of active, passive and quantitative investment solutions. Bank of Baroda, one of India's leading public sector banks, has partnered with BNP Paribas Asset Management to form Baroda BNP Paribas Mutual Fund
No.of Schemes
37
Total AUM
₹ 45,485.05 Cr.
Sanjay Chawla
AUM: ₹11,393.46 Cr.
|
Exp: 22yrs
MMS
Mr.Sanjay Chawla has overall experience of 22 years with over 15 years experience in Equity Research. Prior to this, worked with SBI Capital Markets.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category