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Baroda Midcap Direct Fund Growth

Equity
Mid Cap
Very High Risk
29.72%
3Y annualised
+0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Jan 2022₹20.12
Min. SIP amount₹500
Rating4
Fund size₹95.26Cr

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns55.9%29.7%20.8%11.6%
Category average72.8%17.0%15.6%NA
Rank with in category336NA
Understand terms

Holdings (40)

NameSectorInstrumentAssets
HealthcareEquity4.2%
AutomobileEquity4.2%
EngineeringEquity4.1%
HealthcareEquity4.0%
HealthcareEquity3.8%
ServicesEquity3.7%
TechnologyEquity3.5%
EngineeringEquity3.5%
TechnologyEquity3.3%
ChemicalsEquity3.2%
See All

Pros and cons

Category: Equity Mid Cap

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 6.93 The fund has generated returns higher than benchmark - S&P BSE Mid Cap TRI - in the last 3Y
Lower expense ratio: 1.64%
1Y category rank: 3, 3Y category rank: 3

Cons

Lower AUM: 95Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 20.56%

Expense ratio, exit load and tax

Expense ratio: 1.64%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 Days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Sanjay Chawla
Oct 2016 - Present
View details
Pratish Krishnan
Aug 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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