Baroda Midcap Direct Fund Growth

Baroda Midcap Direct Fund Growth

Equity
Mid Cap
Very High Risk
+23.56%
3Y annualised
+0.91% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar '22
₹17.84
Min. SIP amount
Not Supported
Fund size
₹92.04 Cr
Expense ratio
1.55%

Holdings (42)

NameSectorInstrumentsAssets
Persistent Systems Ltd.TechnologyEquity4.06%
Fortis Healthcare Ltd.HealthcareEquity4.00%
Minda Industries Ltd.AutomobileEquity3.99%
Natco Pharma Ltd.HealthcareEquity3.78%
Zee Entertainment Enterprises Ltd.ServicesEquity3.74%
Ipca Laboratories Ltd.HealthcareEquity3.73%
Radico Khaitan Ltd.Consumer StaplesEquity3.69%
Cummins India Ltd.Capital GoodsEquity3.38%
Mphasis Ltd.TechnologyEquity3.38%
Timken India Ltd.Capital GoodsEquity3.30%
NHPC Ltd.EnergyEquity3.27%
Hindustan Petroleum Corporation Ltd.EnergyEquity3.27%
Aditya Birla Fashion and Retail Ltd.ServicesEquity3.06%
Aarti Industries Ltd.ChemicalsEquity3.02%
Coforge Ltd.TechnologyEquity2.96%
Ashok Leyland Ltd.AutomobileEquity2.90%
Torrent Power Ltd.EnergyEquity2.58%
Navin Fluorine International Ltd.ChemicalsEquity2.54%
KPIT Technologies Ltd.TechnologyEquity2.47%
Sudarshan Chemical Industries Ltd.ChemicalsEquity2.34%
Bank Of BarodaFinancialEquity2.32%
Jindal Steel & Power Ltd.Metals & MiningEquity2.31%
Sona BLW Precision Forgings Ltd.AutomobileEquity2.21%
Brigade Enterprises Ltd.ConstructionEquity2.05%
Atul Ltd.ChemicalsEquity2.01%
Trent Ltd.ServicesEquity1.81%
JB Chemicals & Pharmaceuticals Ltd.HealthcareEquity1.75%
Kei Industries Ltd.Capital GoodsEquity1.72%
Indoco Remedies Ltd.HealthcareEquity1.70%
Dalmia Bharat Ltd.ConstructionEquity1.70%
The Federal Bank Ltd.FinancialEquity1.58%
Indian Energy Exchange Ltd.ServicesEquity1.45%
Can Fin Homes Ltd.FinancialEquity1.36%
Coromandel International Ltd.ChemicalsEquity1.35%
Nazara Technologies Ltd.TechnologyEquity1.31%
Medplus Health Services Ltd.HealthcareEquity1.23%
Varun Beverages Ltd.Consumer StaplesEquity1.16%
PNC Infratech Ltd.ConstructionEquity1.15%
Sterlite Technologies Ltd.CommunicationEquity1.15%
AU Small Finance Bank Ltd.FinancialEquity0.98%
Hatsun Agro Products Ltd.Consumer StaplesEquity0.11%
C.E. Info Systems Ltd.TechnologyEquity0.02%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name1Y3Y5YAll
Fund returns+27.5%+23.6%+16.9%+9.9%
Category average (Equity Mid Cap)+2.0%+21.6%+21.5%--
Rank (Equity Mid Cap)346--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 365 Days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
Edelweiss Mid Cap Direct Plan Growth
Edelweiss Mid Cap Direct Plan Growth
+9.05%+27.46%13,650.47
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
+12.02%+27.44%4,447.55
HDFC Mid Cap Fund Direct Growth
HDFC Mid Cap Fund Direct Growth
+12.46%+26.18%92,641.55
Motilal Oswal Midcap Fund Direct Growth
Motilal Oswal Midcap Fund Direct Growth
-3.08%+25.68%36,880.18
JM Midcap Fund Direct Growth
JM Midcap Fund Direct Growth
+2.68%+25.44%1,178.20
Compare

About Baroda Midcap Direct Fund Growth

Baroda Midcap Direct Fund Growth is a Equity Mutual Fund Scheme launched by Baroda Mutual Fund. This scheme was made available to investors on 24 Nov 1994. The fund currently has an Asset Under Management(AUM) of ₹13,075 Cr and the Latest NAV as of 13 Mar 2022 is ₹17.84. The Baroda Midcap Direct Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. 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.
Fund benchmarkBSE 150 MidCap Total Return Index

Fund house

Rank (total assets)#22 in India
Total AUM₹13,074.50 Cr
Date of Incorporation24 Nov 1994
Phone+91 22-3074 1000
Launch Date24 Nov 1994
Address501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
CustodianNA
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,