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Baroda Midcap Direct Fund Growth+0.20%

72.42%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Midcap Direct Fund Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio1.55%
NAV₹15.38 (22 Jun 2021)
Fund Started02 Jan 2013
Fund Size60 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
72.4%
15.9%
17.3%
7.8%
Category Average
67.4%
8.2%
13.7%
-
Rank Within Category
17
13
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 72.4% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 1.55%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 5Y Returns are higher than the category average returns
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
Sun TV Network Ltd.ServicesEquity5.0%
Indian Railway Catering & Tourism Corpn. Ltd.ServicesEquity4.8%
Torrent Power Ltd.EnergyEquity4.7%
Navin Fluorine International Ltd.ChemicalsEquity4.3%
Polycab India Ltd.EngineeringEquity4.2%
Emami Ltd.FMCGEquity4.2%
Dalmia Bharat Ltd.ConstructionEquity3.8%
Indian Energy Exchange Ltd.FinancialEquity3.6%
Coromandel International Ltd.ChemicalsEquity3.4%
Federal Bank Ltd.FinancialEquity3.3%
See All

Fund Managers

Dipak Acharya
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Sanjay Chawla
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Baroda Midcap Direct Fund Growth Details

Baroda Midcap Direct Fund Growth is a Equity Mutual Fund Scheme launched by . This scheme was made available to investors on 02 Jan 2013. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Midcap Direct Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹60 Cr and the Latest NAV as of 22 Jun 2021 is ₹15.38.

The Baroda Midcap Direct Fund Growth is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 Days.

Investment Objective

The scheme aims to generate capital appreciation by investing in a diversified portfolio of equity and equity related securities of growth oriented midcap stocks.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Exit load of 1% if redeemed within 365 Days.
Exit Load

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About

Address
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Phone
NA
Launch Date
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E-mail
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Website
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Baroda Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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