Baroda BNP Paribas Large and Mid Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl

Baroda BNP Paribas Large and Mid Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl is an equity fund. This fund was started on 4 September, 2020. The fund is managed by Kirtan Mehta, Sanjay Chawla. The fund could potentially beat inflation in the long-run.

1. Baroda BNP Paribas Large and Mid Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl has ₹1620 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.8.
   

Baroda BNP Paribas Large and Mid Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl has given a CAGR return of 27.40% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -2.00% and 18.21% respectively.

Baroda BNP Paribas Large and Mid Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Health, Tech, Energy, Communication, Basic Materials, Consumer Defensive, Real Estate, Utilities. Its top holdings are HDFC Bank Ltd, ICICI Bank Ltd, Bharti Airtel Ltd, The Federal Bank Ltd, Kotak Mahindra Bank Ltd

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The primary objective of the Scheme is to seek long term capital growth through investments in both large cap and mid cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 250.00. Baroda BNP Paribas Large and Mid Cap Fund Direct Pyt of Inc Dis cum Cap Wdrl has no lock in period.