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Large & Mid Cap · Equity

Baroda BNP Paribas Large and Mid Cap Fund

Baroda BNP Paribas Asset Management India Private Limited
Benchmark
BSE 250 Large MidCap TRI
Riskometer
Very High
Size
₹1,774 cr
Allotted
4 Sep 2020
Holdings as of
30 Sep 2026

Baroda BNP Paribas Large and Mid Cap Fund is a large & mid cap fund of Baroda BNP Paribas Asset Management India Private Limited with ₹1,774 cr under management. It is ahead of its benchmark (BSE 250 Large MidCap TRI) in 3 of 3 periods. Its direct plan charges 1.08% a year. Kirtan Mehta has managed it for 1.8 years.

Has Baroda BNP Paribas Large and Mid Cap Fund beaten its benchmark?

Ahead of its benchmark, BSE 250 Large MidCap TRI, in 3 of 3 periods in AMFI's figures; −0.42% over the last year against −5.57%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty LargeMidcap 250 TRIAhead
1 month−3.15% −3.99% —
3 months−2.49% −5.53% —
6 months+3.60% −1.71% —
1 year−0.42% −2.77% +2.35 pts
3 years+12.83% +10.63% +2.20 pts
5 years+10.37% +9.76% +0.61 pts
10 years— +14.03% —
Since start
from 11 Sep 2020
+19.01%——
Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (BSE 250 Large MidCap TRI) in 3 of 3 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −0.42%−1.65%−5.57% +5.15 🔒
3y +12.80%+11.38%+8.64% +4.16 🔒
5y +10.36%+8.90%+7.64% +2.72 🔒
10y ——— — —
Ahead in points a year · its rank among Large & Mid Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Sep 2020 to 13 Oct 2026
100150200250300350 202120232025
Fund 287Nifty LargeMidcap 250 TRI 281

₹100 put in at the start of Sep 2020 would be ₹287 on 13 Oct 2026, against ₹281 in the Nifty LargeMidcap 250 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does Baroda BNP Paribas Large and Mid Cap Fund cost?

1.08% a year on the direct plan, 2.30% on the regular plan; 18 of 36 funds in its category charge less.

Direct plan
1.08% a year
Category median 1.07%
Regular plan
2.30% a year
Category median 2.29%
Gap
1.22 points
for the same holdings
18 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Large & Mid Cap Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Baroda BNP Paribas Large and Mid Cap Fund?

Jitendra Sriram, since 1 Jul 2026; Kirtan Mehta, since 1 Jan 2025.

Jitendra Sriram
0.3 years
since 1 Jul 2026
Kirtan Mehta
1.8 years
since 1 Jan 2025
Benchmark as filedBSE 250 Large & Midcap TRI
Exit load
If units are redeemed upto 10% of the units held, on or before 365 days from the date of allotment : Nil. If units are redeemed over and above the 10% limit, on or before 365 days from the date of allotment :1% of the applicable Net Asset Value (NAV). If the units after 365 days from the date of allotment: Nil The above Exit Load will be applicable to all subscription transactions, excluding switch-ins.
From 6 Scheme Summary Documents filed with NSE, first on 14 Apr 2026; as on 14 Sep 2026

What does Baroda BNP Paribas Large and Mid Cap Fund hold?

56 holdings as of 30 Sep 2026; the ten largest are 28.2% of the fund, the largest One 97 Communications Limited at 3.4%.

Mix

Holdings as of 30 Sep 2026
Equity93.1%Debt0.8%Cash5.5%Other0.6%
Holdings
56
51 shares
Top ten
28.2%
of the fund
Effective holdings
44.9
spread, as if equal-weighted
Matched to our table
100%
of the equity

Five largest

% of fund
One 97 Communications Limited3.43%
The Federal Bank Limited3.24%
Radico Khaitan Limited3.12%
Bharat Heavy Electricals Limited2.84%
Navin Fluorine International Limited2.74%

Five largest industries

% of fund
Banks19.9%
Chemicals & Petrochemicals7.20%
Pharmaceuticals & Biotechnology5.30%
Capital Markets5.20%
IT - Software5.00%

By company size

% of equity · SEBI size lists
Large Cap51.1%Mid Cap41.3%Small Cap7.6%

How does Baroda BNP Paribas Large and Mid Cap Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro
Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.
Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro
The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Baroda BNP Paribas Large and Mid Cap Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro
Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker
Nearest to the Nifty 500: 66% of it differs from the index (an active fund is usually above 60%).
Active share 66.3%60%

Funds that hold much the same

% of holdings in common
Baroda BNP Paribas Flexi Cap Fund76.5% the same
39 shared holdings
Baroda BNP Paribas Balanced Advantage Fund66.4% the same
40 shared holdings
Baroda BNP Paribas ELSS Tax Saver Fund58.8% the same
31 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro
How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

Who manages Baroda BNP Paribas Large and Mid Cap Fund?

Jitendra Sriram (manager) since 1 Jul 2026; Kirtan Mehta (manager) since 1 Jan 2025.

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

1.08% a year on the direct plan and 2.30% on the regular plan (expense report, Oct 2026).

How has Baroda BNP Paribas Large and Mid Cap Fund done?

Its direct plan returned +12.80% a year over 3 years against +8.64% for its benchmark, BSE 250 Large MidCap TRI, as of 13 Oct 2026.

Inside the app

See Baroda BNP Paribas Large and Mid Cap Fund beside your own funds in Valarth

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Valarth's Before the Bell edition, with the day's headline, regulator notes and sector moves.
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Baroda BNP Paribas Large and Mid Cap Fund in the app: beside your own funds, with what you own through them

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