Fund Details
Baroda Midcap Direct Fund Growth
| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.66% |
| NAV | ₹12.46 (25 Jan 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹52 Cr |
Returns
Comparison
1. Lower expense ratio - 1.8%
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
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 category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Crompton Greaves Consumer Electricals Ltd. | Cons Durable | Equity | 5.7% |
| Tata Power Co. Ltd. | Energy | Equity | 4.4% |
| Aarti Industries Ltd. | Chemicals | Equity | 4.2% |
| City Union Bank Ltd. | Financial | Equity | 4.2% |
| Dalmia Bharat Ltd. | Construction | Equity | 4.2% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 4.0% |
| Torrent Power Ltd. | Energy | Equity | 4.0% |
| DCB Bank Ltd. | Financial | Equity | 3.4% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 3.4% |
| Gillette India Ltd. | FMCG | Equity | 3.3% |
Fund Managers
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 ₹52 Cr and the Latest NAV as of 25 Jan 2021 is ₹12.46.
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 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.
