Baroda Midcap Direct Fund Growth+0.91%

1Groww
-10.60%
1 Year Return
Equity
Mid Cap
1.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Midcap Direct Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.82%
NAV8.86 (13 Sep 2019)
Fund Started02 Jan 2013
Fund Size44 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Midcap Direct Fund Growth
-10.6%
3.2%
-0.5%
2.5%
Category Average
-7.8%
6.3%
NA
-
Rank within category
13
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -10.6% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    Tube Investments Of India Ltd.AutomobileEquity3.5%
    See All

    Fund Managers

    addDipak Acharya
    Education
    Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS
    Experience
    Prior to joining Baroda AMC in 2008 he has worked with BOB.
    Funds Managed
    addSanjay Chawla
    Education
    Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
    Experience
    Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities
    Funds Managed

    Other Details

    Baroda Midcap Direct Fund Growth is a Equity Mutual Fund Scheme launched by . This scheme was introduced to investors on 02 Jan 2013. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Midcap Direct Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹44 Cr and the Latest NAV as of 13 Sep 2019 is ₹8.86.

    The Baroda Midcap Direct Fund Growth is rated High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 200000. Exit load of 1% if redeemed within 365 Days..

    Investment Objective

    The primary objective of the Scheme will be to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks.However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

    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)

    ₹200000
    Min for First Investment
    ₹200000
    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
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    + ₹10,000
    ONE TIME
    MONTHLY SIP
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