Baroda BNP Paribas Large Cap Fund

Current Fund Size :

₹ 8.79 Lakh

₹249.81

NAV

15.46% p.a.

Overall Return

-1.01%

1-Day Change

0.76%

Expense Ratio

₹ 2,646 Cr

AUM (Fund Size)

12+ yrs

Fund Age

Investment Policy

Benchmark

NIFTY 100 TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹5000

Exit Load

1.0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

12 yrs 8 m since Jan 01, 2013

Current Value (Example)

₹ 8.79 Lakh

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 HDFC Bank Ltd. Financial Equity 7.96%
2 ICICI Bank Ltd. Financial Equity 7.37%
3 Reliance Industries Ltd. Energy Equity 5.72%
4 Bharti Airtel Ltd. Communication Equity 4.05%
5 Larsen & Toubro Ltd. Construction Equity 3.92%
6 Kotak Mahindra Bank Ltd. Financial Equity 3.67%
7 Hitachi Energy India Ltd. Capital Goods Equity 3.25%
8 Infosys Ltd. Technology Equity 2.90%
9 Tata Consultancy Services Ltd. Technology Equity 2.41%
10 Ultratech Cement Ltd. Construction Equity 2.36%
11 ITC Ltd. Consumer Staples Equity 2.23%
12 NTPC Ltd. Energy Equity 2.12%
13 Bosch Ltd. Automobile Equity 2.04%
14 Tech Mahindra Ltd. Technology Equity 2.02%
15 Hyundai Motor India Ltd. Automobile Equity 2.01%
16 State Bank of India Financial Equity 1.77%
17 Eternal Ltd. Services Equity 1.71%
18 Power Finance Corporation Ltd. Financial Equity 1.68%
19 Divi's Laboratories Ltd. Healthcare Equity 1.67%
20 Dr. Reddy's Laboratories Ltd. Healthcare Equity 1.63%
21 Hindustan Unilever Ltd. Consumer Staples Equity 1.63%
22 Cipla Ltd. Healthcare Equity 1.62%
23 Vedanta Ltd. Metals & Mining Equity 1.60%
24 Nestle India Ltd. Consumer Staples Equity 1.42%
25 Hero Motocorp Ltd. Automobile Equity 1.38%
26 Bajaj Finance Ltd. Financial Equity 1.37%
27 Tata Motors Ltd. Automobile Equity 1.37%
28 Maruti Suzuki India Ltd. Automobile Equity 1.36%
29 Trent Ltd. Services Equity 1.32%
30 Sun Pharmaceutical Industries Ltd. Healthcare Equity 1.30%
31 Bajaj Finserv Ltd. Financial Equity 1.17%
32 Avenue Supermarts Ltd. Services Equity 1.13%
33 Power Grid Corporation Of India Ltd. Energy Equity 1.12%
34 SBI Life Insurance Company Ltd. Insurance Equity 1.11%
35 Varun Beverages Ltd. Consumer Staples Equity 1.08%
36 HDFC Life Insurance Co Ltd. Insurance Equity 1.05%
37 Grasim Industries Ltd. Construction Equity 1.04%
38 Escorts Kubota Ltd. Automobile Equity 1.03%
39 ICICI Lombard General Insurance Company Ltd. Insurance Equity 1.00%
40 Bharat Petroleum Corporation Ltd. Energy Equity 1.00%
41 Bharat Electronics Ltd. Capital Goods Equity 0.94%
42 Bharat Heavy Electricals Ltd. Capital Goods Equity 0.93%
43 Axis Bank Ltd. Financial Equity 0.89%
44 Punjab National Bank Financial Equity 0.89%
45 HDB Financial Services Ltd. Financial Equity 0.85%
46 Persistent Systems Ltd. Technology Equity 0.81%
47 United Spirits Ltd. Consumer Staples Equity 0.80%
48 Oil India Ltd. Energy Equity 0.73%
49 NHPC Ltd. Energy Equity 0.66%
50 Honeywell Automation India Ltd. Capital Goods Equity 0.55%
51 Aegis Vopak Terminals Ltd. Energy Equity 0.54%
52 GMR Airports Ltd. Construction Equity 0.41%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Baroda BNP Paribas Large Cap Fund -7.08% 18.14% 19.85% 12.67 0.98 0.75 1.16 2,646 Cr 12 yrs 8 m 0.76%
2 ICICI Prudential Large Cap Fund -1.49% 20.19% 22.62% 11.74 0.91 0.93 1.65 71,840 Cr 12 yrs 8 m 0.86%
3 Nippon India Large Cap Fund -0.13% 21.58% 26.03% 11.89 0.92 1.06 1.78 45,012 Cr 12 yrs 8 m 0.69%
4 Canara Robeco Large Cap Fund -2.11% 17.51% 19.53% 11.56 0.91 0.77 1.24 16,281 Cr 12 yrs 8 m 0.47%
5 Edelweiss Large Cap Fund -4.94% 18.08% 20.0% 12.17 0.96 0.76 1.21 1,287 Cr 12 yrs 8 m 0.61%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month 0.4% 0.74%
2 3 Months -3.42% -2.65%
3 6 Months 5.08% 6.19%
4 1 Year -7.08% -3.8%
5 2 Years 16.83% 15.65%
6 3 Years 18.14% 16.75%
7 4 Years 12.61% 11.32%
8 5 Years 19.85% 19.55%
9 7 Years 16.22% 14.56%
10 10 Years 14.09% 13.8%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Baroda BNP Paribas Midcap Fund 2,157 Cr -5.48% 25.66% View Detail
2 Baroda BNP Paribas Multi Cap Fund 2,923 Cr -5.25% 24.96% View Detail
3 Baroda BNP Paribas Large & Mid Cap Fund 1,600 Cr -7.52% 22.87% View Detail
4 Baroda BNP Paribas India Consumption Fund 1,512 Cr -6.86% 22.01% View Detail
5 Baroda BNP Paribas ELSS Tax Saver Fund 897 Cr -3.82% 19.82% View Detail

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