Baroda BNP Paribas Large and Midcap Fund turns Rs 10,000 SIP to nearly Rs 10 lakh in 5 years, crosses Rs 1,500 crore AUM mark

Baroda BNP Paribas Large and Midcap Fund has turned a Rs 10,000 SIP into Rs 9.61 lakh in the last five years since its inception, highlighting its effectiveness as a long-term wealth creation tool, according to a press release by the fund house.

The fund has also achieved a milestone of crossing the Rs 1,500 crore AUM mark in five years, underlining investor confidence in its ability to deliver the brand promise of ‘Together for more’ by creating wealth for investors, the release said.

Also Read | Midcap mutual funds inflows top small caps for 3 consecutive months. Are investors turning selective?


A lumpsum investment of Rs 1 lakh invested at inception would have more than doubled to Rs 2.74 lakh as of October 31, 2025.

The scheme, managed by Sanjay Chawla, Chief Investment Officer – Equity, and Kirtan Mehta, Senior Analyst, has consistently outperformed its benchmark. Over the past three years, the scheme delivered a 17.08% return, compared to 13.9% by the benchmark BSE 250 Large & Midcap TRI. Since inception, the fund has appreciated 21.23%, against the benchmark’s 19.82%, the release said.

The Baroda BNP Paribas Large and Midcap Fund invests at least 35% each in large-cap and mid-cap companies, building a diversified portfolio of 40–60 stocks drawn from the 250 companies in this segment. As of October 2025, the portfolio allocation included a little over 50% in large-cap stocks and 45.4% in mid- and small-cap stocks.

This mix of stocks across market capitalisations helps capture the stability of established leaders while tapping into the growth potential of emerging businesses.

By pairing established large caps with high-growth midcaps, the fund offers investors a portfolio designed for long-term capital appreciation through a combination of resilience and growth.

In October 2025, the key overweight positions were consumer discretionary, information technology, and financials, while key underweight positions were materials, utilities, and consumer staples.

Also Read | Children’s Day 2025: How early should you begin investing in mutual funds for your little champ’s goals?

The fund managers remain positive on the consumer discretionary sector on account of strong demand during the festive season, led by GST rate cuts. The Baroda BNP Paribas Large and Midcap Fund, however, has a cautious view on the materials sector stemming from oversupply pressures triggered by US tariffs, impacting global commodity markets.

With its fifth anniversary, strong track record, and robust AUM growth, Baroda BNP Paribas Large and Midcap Fund reinforces its positioning as a trusted choice for investors seeking balanced equity exposure to India’s multi-decade growth story.