Baroda Midcap Direct Fund Growth+0.33%

3
-4.14%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Midcap Direct Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio1.83%
NAV9.03 (03 Jul 2020)
Fund Started02 Jan 2013
Fund Size42 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Midcap Direct Fund Growth
-4.1%
-0.0%
0.7%
2.5%
Category Average
-11.2%
-0.2%
NA
-
Rank within category
11
11
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
    0
    with -4.1% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 1.83%
    2. 1Y 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
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consumer Products Ltd.FMCGEquity6.6%
    Escorts Ltd.AutomobileEquity5.4%
    Torrent Power Ltd.EnergyEquity5.0%
    Bata India Ltd.FMCGEquity4.2%
    City Union Bank Ltd.FinancialEquity3.9%
    Jindal Steel & Power Ltd.MetalsEquity3.5%
    Jubilant FoodWorks Ltd.ServicesEquity3.2%
    Navin Fluorine International Ltd.ChemicalsEquity3.0%
    Alkem Laboratories Ltd.HealthcareEquity3.0%
    Ipca Laboratories Ltd.HealthcareEquity2.9%
    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
    Prior to joining Baroda Mutual Fund, 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

    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 ₹42 Cr and the Latest NAV as of 03 Jul 2020 is ₹9.03.

    The Baroda Midcap Direct Fund Growth is rated 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 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)

    ₹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
    NA
    Phone
    NA
    Launch Date
    NA
    E-mail
    NA
    Website
    NA
    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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