Arthnivesh Weekly Newsletter – Vol. 4 || Issue 9

Fund in Spotlight: Baroda BNP Paribas Large Cap Fund

• Fund Size: ₹2,348.71 Cr
• NAV: ₹216.17
• Expense Ratio: 2.00%
• Sharpe Ratio: 0.75
• Beta: 0.93
• Alpha: 1.85

Key Analysis:

• The fund has shown consistent performance, tracking the NIFTY 50 TRI.
• Lower Beta (0.93) indicates reduced volatility.
• Sharpe Ratio (0.75) suggests strong risk-adjusted returns.
• Diversified allocation across Financials, Energy, and Technology ensures balanced growth.
• Experienced management supports consistent decision-making.
• Despite short-term fluctuations, it remains a reliable long-term wealth creation option.
• Outperformance against benchmarks highlights its ability to navigate market cycles effectively.