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Baroda BNP Paribas Large and Mid Cap Fund - NAV, Returns, Investment Guide 2025

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Complete guide on Baroda BNP Paribas Large and Mid Cap Fund - latest NAV, performance, AUM, expense ratio, investment objective, fund manager details, and how to invest. Check returns and start SIP investment online.

Investment Objective and Approach

The primary objective of the Scheme is to seek long term capital growth through investments in both large cap and mid cap stocks. This means that it invests in a mix of large-cap and mid-cap stocks, aiming to strike a balance between stable returns and potential growth opportunities.

The fund aims to identify companies with strong growth potential while also maintaining some stability through investments in established larger companies. The fund maintains a diversified portfolio approach, investing across different market capitalizations to optimize risk-adjusted returns for investors seeking long-term capital appreciation.

The investment strategy focuses on fundamental analysis and growth-oriented companies, with an exposure of 96.36% in Equity and 3.64% in Cash & Money Market Securities as of the latest portfolio allocation. The fund actively manages its holdings to capture opportunities across both large-cap stability and mid-cap growth potential.

Fund Managers

The fund is primarily managed by Sanjay Chawla, who serves as the Chief Investment Officer - Equity at Baroda BNP Paribas Asset Management India Private Limited. Mr. Chawla has over 34 years of experience in fund management, equity research and Management Consultancy.

Professional Background:

- Master's degree in Management Studies from BITS Pilani. Before joining Baroda BNP Paribas Mutual Fund, he worked as a Senior Fund Manager with Aditya Birla Sun Life Mutual Fund. Before that, he worked as Head of Research with SBI Capital Markets.

- Previously worked with Baroda Asset Management India Limited as Chief Investment officer, Birla SunLife AMC as Sr. Fund Manager-Equity, managing various schemes with different strategies. He has also worked as Head of Research with SBI Capital Markets and in various capacities in the equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.

The fund is also co-managed by Miten Vora and Kirtan Mehta, bringing additional expertise to the investment management process.

About the Fund House (AMC)

Baroda BNP Paribas Mutual Fund represents a strategic collaboration between two financial powerhouses. Bank of Baroda, one of India's leading public sector banks, has partnered with BNP Paribas Asset Management, the asset management arm of BNP Paribas, a leading financial services group in Europe with global reach, to form Baroda BNP Paribas Mutual Fund.

Key Highlights:

- The collaborative effort between the Bank of Baroda (50.1%) and BNP Paribas Asset Management Asia Ltd (49.9%). The formalisation of this partnership took place on October 11, 2019, when both entities signed binding agreements to merge their Asset Management and Trustee Companies in India. Following the necessary regulatory approvals and completion of formalities, the merger became effective on March 14, 2022.

- Backed by bank of Baroda and BNP Paribas AM, institutions that have more than 100 year of expertise. Touchpoints at more than 121+ Indian cities to service investors and distributors. Serving over a million investor folios and 25,400+ distributors.

- A stellar team of investment experts with 300+ years of cumulative asset management experience. 42 schemes across a wide variety of categories for varied financial needs.

- As of December 2023, the company's Assets Under Management (AUM) amounted to Rs.33176 crores.

Global Expertise:

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, combining local market knowledge with international investment expertise.

Should I Invest in Baroda BNP Paribas Large and Mid Cap Fund?

This fund could be suitable for investors with specific investment profiles and objectives:

Ideal for:

- Long-term investors: The fund was launched on Aug 17 2020. The fund has delivered a CAGR of 24.7 since inception. The fund is designed for investors with a minimum investment horizon of 5-7 years.

- Balanced approach seekers: The Baroda BNP Paribas Large and Mid Cap Fund Direct Plan Growth could be a good fit for investors seeking a balanced approach to investing. The fund provides exposure to both stable large-cap companies and growth-oriented mid-cap stocks.

- Growth-oriented investors: The fund has demonstrated strong performance with a CAGR return of 24.72% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 8.33% and 23.68% respectively.

Key Considerations:

- Risk Profile: The risk level of Baroda BNP Paribas Large and Mid Cap Fund Direct Growth is Very High. Investors should be comfortable with equity market volatility.

- Investment Amount: Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00.

- Expense Management: The expense ratio of Baroda BNP Paribas Large and Mid Cap Fund is 0.83% for the direct plan, which is competitive in the large and mid-cap category.

Performance Metrics:

- The AUM (i.e. assets under management) of Baroda BNP Paribas Large & Mid Cap Fund is ₹1524.30 Cr as of 19th May 2025. The expense ratio of Baroda BNP Paribas Large & Mid Cap Fund Plan is 0.84 as of 19th May 2025.

FAQs

What is today's NAV of Baroda BNP Paribas Large and Mid Cap Fund?

The NAV fluctuates daily based on market conditions. Check the latest NAV on your investment platform or the AMC website for the most current value.

What is the AUM of Baroda BNP Paribas Large and Mid Cap Fund?

The AUM of Baroda BNP Paribas Large and Mid Cap Fund, is ₹1524.3 crore. as of May 2025.

What is the expense ratio of Baroda BNP Paribas Large and Mid Cap Fund?

The expense ratio of Baroda BNP Paribas Large and Mid Cap Fund is 0.83% for the direct plan.

What are the returns of Baroda BNP Paribas Large and Mid Cap Fund since inception?

The fund has delivered a CAGR of 24.7 since inception. The fund was launched in August 2020.

What is the minimum SIP amount to invest in Baroda BNP Paribas Large and Mid Cap Fund?

The minimum SIP amount of Baroda BNP Paribas Large & Mid Cap Fund is ₹500 per month.

How do I invest in Baroda BNP Paribas Large and Mid Cap Fund?

You can invest through Allvest platform or other online investment platforms. Simply create an account, complete your KYC, select the fund, choose between SIP or lump sum, and make the payment.

How to start a SIP in Baroda BNP Paribas Large and Mid Cap Fund?

Log into Allvest, search for the fund, select SIP option, choose your monthly amount (minimum ₹500), select the date, and set up auto-debit instructions for seamless monthly investments.

How do I automate an SIP in Baroda BNP Paribas Large and Mid Cap Fund?

Through Allvest platform, you can set up automatic investments by enabling auto-debit from your bank account, ensuring consistent monthly contributions without manual intervention.

How can I withdraw/redeem my investment in Baroda BNP Paribas Large and Mid Cap Fund?

You can redeem your investment through Allvest by logging into your account, selecting the fund, choosing the redemption amount or units, and submitting the request. The proceeds will be credited to your registered bank account within 3-4 working days.