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Baroda Large Cap Fund
Large Cap Fund – An open-ended equity scheme pre-dominantly investing in large cap stocks.
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.
The Scheme has two plans thereunder, viz. Plan A and Plan B (Direct).
Plan B (Direct) is meant for direct investments, i.e. for investors who purchase/subscribe to the units of the Scheme directly with the Fund and is not available for investors who route their investments through a Distributor, while Plan A is meant for investors who route their investments through distributors only.
Both Plans have a common portfolio but Plan B (Direct) has a lower expense ratio on account of absence of brokerage and commission. Hence, both plans have distinct NAVs.
The Scheme(s) offer:
A. Growth Option (default option in case no option specified by investor);
B. Dividend Option
Reinvestment (default sub-option in case no option specified by investor)
If the Dividend under the Payout Option of the Scheme is less than or equal to Rs. 200, it will, by default, be reinvested under the Reinvestment sub-option.
Dividend Reinvestment sub-option shall not be available to investors who transact through the stock exchange in dematerialized mode.
Mr. Sanjay Chawla and Mr. Dipak Acharya since October 1, 2016 (Note: Mr. Dipak Acharya was the sole fund manager of the Scheme since inception till September 30, 2016.)
Entry Load –
Exit Load -
1%, if redeemed on or before 12 months from the date of allotment of Units.
Nil, if redeemed after 12 months from the date of allotment of Units.
Minimum Application Amount
Rs. 5,000/- and in multiples of Re. 1/- thereafter
Rs. 1,000/- and in multiples of Re. 1/- thereafter
Rs. 500 /- and in multiples of Re. 1/- thereafter per installment, where an investor opts for a monthly SIP.
Rs. 1,500/- and in multiples of Re. 1/- thereafter per installment, where an investor opts for a quarterly SIP.
Rs. 1,000/- and in multiples of Re. 1/- thereafter per installment, where an investor opts for a monthly SWP.
Rs. 1,500/- and in multiples of Re. 1/- thereafter per installment, where an investor opts for a quarterly SWP.
Types of Instruments
% of Total Assets
Equity & equity related instruments including derivatives^ of large cap companies
Medium to High
Equity & equity related instruments including derivatives^ of other than large cap companies
20 - 0%
Debt, money market instruments and cash
Low to medium
Investment in REITS and InvITs
10 - 0%
^Investment in equity derivatives may be made up to 50% of the net assets of the scheme.
Directors – Trustee Company
Directors – AMC Ltd
Debt Income Schemes
Latest Factsheet and portfolio
Disclosure of Commission
Debt and Money Market Reports
Disclosure of AUM by Geography
What Is a Mutual Fund
Third Party Payments
List of all Sales Points
List of all Karvy Centers
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Copyright @ 2019 Baroda Asset Management India Ltd. All rights reserved.