Baroda Midcap Fund Growth-0.68%

3Groww
3.16%
1 Year Return
Equity
Mid Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Midcap Fund Growth

RiskHigh
Min SIP Amount₹500
Expense Ratio2.59%
NAV8.77 (08 Nov 2019)
Fund Started03 Oct 2010
Fund Size47 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Midcap Fund Growth
3.2%
3.6%
-0.5%
-1.4%
Category Average
0.6%
6.3%
NA
-
Rank within category
14
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
    0
    with 3.2% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y 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. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Astral Poly Technik Ltd.ChemicalsEquity7.1%
    The Ramco Cements Ltd.ConstructionEquity5.7%
    City Union Bank Ltd.FinancialEquity5.2%
    Ipca Laboratories Ltd.HealthcareEquity4.9%
    Varun Beverages Ltd.FMCGEquity4.0%
    AIA Engineering Ltd.MetalsEquity4.0%
    Tube Investments Of India Ltd.AutomobileEquity3.7%
    Castrol India Ltd.EnergyEquity3.7%
    Federal Bank Ltd.FinancialEquity3.5%
    Aarti Industries Ltd.ChemicalsEquity3.5%
    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
    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

    Other Details

    Baroda Midcap Fund Growth is a Equity Mutual Fund Scheme launched by . This scheme was introduced to investors on 03 Oct 2010. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Midcap Fund Growth.The fund currently has an Asset Under Management(AUM) of ₹47 Cr and the Latest NAV as of 08 Nov 2019 is ₹8.77.

    The Baroda Midcap Fund Growth is rated High risk. Minimum SIP Investment is 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

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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,
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