Baroda BNP Paribas Mutual Fund : There are some new schemes in the mutual fund market, which have managed to win the trust of investors in a short time. They have consistently given better returns since their launch. Baroda BNP Paribas Asset Management Company’s mutual fund scheme Baroda BNP Paribas Large & Mid Cap Fund has completed its 4 years. This fund has also proved to be an active wealth creator for investors since its inception and has surpassed its benchmark in giving returns. Investors who made a monthly SIP of Rs 10,000 at the start of this fund, the value of their investment would have become Rs 8.51 lakh by 31 August 2024.
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Comparison of Schemes and Benchmarks
Baroda BNP Paribas Large & Mid Cap
1 Year Return: 49.78%
3 Year Return: 22.04% p.a.
Return since inception: 29.84% p.a.
BSE 250 Large Midcap Total Return Index
1 Year Return: 40.31%
3 Year Return: 18.16% p.a.
Return since inception: 26.271% annualized
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Lump sum investment: Rs 1 lakh becomes Rs 3 lakh in 4 years
Baroda BNP Paribas Large and Mid Cap Fund has given 29.84 percent annualized return in 4 years since its launch. In this sense, the value of Rs 1 lakh investment has increased almost 3 times to Rs 285535 in just 4 years. That is, 186 percent absolute return was received.
SIP: 53% return in 1 year and 32% since launch
Baroda BNP Paribas Large and Mid Cap Fund has given a return of 53% in one year to those who invested through Systematic Investment Plan (SIP). While since the launch of the fund, SIP has given a return of 32.04%. This 4-year-old mutual fund scheme has given a return higher than the category average of its peer group while maintaining a lower beta than the benchmark. This means that this scheme has offered better downside protection during market declines, while it has outperformed the benchmark in terms of returns during bullishness.
NPS: Start investing with Rs 1000 for 1 lakh pension, along with 1.75 crore retirement fund, this is an easy calculation
SIP investment: Earn 8.5 lakhs by depositing Rs 10,000 per month
Those who did SIP in Baroda BNP Paribas Large and Mid Cap Fund have got about 32 percent annualized return in 4 years. In this sense, if someone did a monthly SIP of Rs 10,000 in it, then its value now became about Rs 8.50 lakh.
Higher exposure to large-cap and mid-cap stocks
The scheme strategically invests at least 35% in each category of large-cap and mid-cap stocks, while opportunistically investing the balance in small-cap stocks and cash. The strategy balances investments in strong companies that are well established in the market as well as fast-growing companies.
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What is the investment strategy
Baroda BNP Paribas Large & Mid Cap Fund gives investors exposure to large caps that are market leaders in their respective sectors. At the same time, exposure to fast-growing companies is also provided through this. Fast-growing companies are selected that can become market leaders in the future or can join the large cap category in the future. Since 2006, the market has seen many phases of change. In some phases, large caps perform well, while in some phases, mid-caps shine. The right selection of stocks is the key to getting high returns in the future.
Diversified Portfolio
The 250 companies in the benchmark index are well diversified across sectors, allowing the fund manager to create a risk-adjusted portfolio. This diversification helps balance the fund’s risk across different economic and sectoral cycles, providing investors with a strong investment option.
The fund house adopts a combination of a top-down approach for sectoral calls and a bottom-up approach for stock selection, aiming to build a diversified portfolio of 40-60 stocks. In large caps, the investment team focuses on high-quality stocks at strong valuations, while in mid-caps, the team looks for high-growth and high return opportunities.
(Note: Here we have only given information about the returns of mutual fund schemes. This is not an investment advice. There are risks in the market, so take investment decisions only after consulting an advisor.)
