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Baroda Midcap Fund IDCW+0.26%

75.11%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Midcap Fund IDCW

RiskVery High
Min SIP Amount₹500
Expense Ratio2.52%
NAV₹15.48 (23 Jul 2021)
Fund Started03 Oct 2010
Fund Size65 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
75.1%
17.9%
16.5%
2.9%
Category Average
72.8%
17.0%
15.6%
-
Rank Within Category
15
12
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 75.1% returns per annum

Comparison

Data not available
Pros
1. 1Y Returns are higher than the category average returns
2. 5Y Returns are higher than the category average returns
3. 3Y 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. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Indian Railway Catering & Tourism Corporation Ltd.ServicesEquity4.7%
Navin Fluorine International Ltd.ChemicalsEquity4.6%
Torrent Power Ltd.EnergyEquity4.6%
Polycab India Ltd.EngineeringEquity4.5%
Sun TV Network Ltd.ServicesEquity4.5%
Dalmia Bharat Ltd.ConstructionEquity3.8%
Aditya Birla Fashion and Retail Ltd.ServicesEquity3.5%
Indian Energy Exchange Ltd.ServicesEquity3.5%
Persistent Systems Ltd.TechnologyEquity3.4%
Mphasis Ltd.TechnologyEquity3.3%
See All

Fund Managers

Dipak Acharya
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Sanjay Chawla
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Baroda Midcap Fund IDCW Details

Baroda Midcap Fund IDCW is a Equity Mutual Fund Scheme launched by . This scheme was made available to investors on 03 Oct 2010. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Midcap Fund IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹65 Cr and the Latest NAV as of 23 Jul 2021 is ₹15.48.

The Baroda Midcap Fund IDCW is rated Very 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.

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
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Phone
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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
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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