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Baroda Midcap Fund Growth-0.83%

29.19%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Midcap Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.54%
NAV₹11.95 (21 Jan 2021)
Fund Started03 Oct 2010
Fund Size52 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
29.2%
4.6%
12.4%
2.9%
Category Average
24.1%
5.1%
14.3%
-
Rank Within Category
5
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 29.2% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
2. 1Y Returns are higher than the benchmark
3. 1Y Returns are higher than the category average returns
4. 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. Risk-adjusted returns are lower compared to the category
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
6. Risk-adjusted returns are lower compared to the category
7. 5Y Returns are lower than the category average returns
8. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.4%
City Union Bank Ltd.FinancialEquity4.1%
Dalmia Bharat Ltd.ConstructionEquity4.0%
Navin Fluorine International Ltd.ChemicalsEquity4.0%
Torrent Power Ltd.EnergyEquity3.8%
Aarti Industries Ltd.ChemicalsEquity3.7%
Tata Power Co. Ltd.EnergyEquity3.6%
Metropolis Healthcare Ltd.HealthcareEquity3.3%
Gillette India Ltd.FMCGEquity3.2%
Indraprastha Gas Ltd.EnergyEquity3.2%
See All

Fund Managers

Sanjay Chawla
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Baroda Midcap Fund Growth Details

Baroda Midcap Fund Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹52 Cr and the Latest NAV as of 21 Jan 2021 is ₹11.95.

The Baroda Midcap 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.

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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