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Baroda Midcap Fund Growth-4.98%

67.90%
1 Year Return
Equity
Mid Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Baroda Midcap Fund Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio2.58%
NAV₹12.50 (13 Apr 2021)
Fund Started03 Oct 2010
Fund Size55 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
67.9%
6.8%
13.5%
2.9%
Category Average
72.4%
8.8%
14.5%
-
Rank Within Category
18
14
-
-
*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 67.9% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Torrent Power Ltd.EnergyEquity5.0%
Emami Ltd.FMCGEquity4.4%
Crompton Greaves Consumer Electricals Ltd.Cons DurableEquity4.3%
Navin Fluorine International Ltd.ChemicalsEquity4.0%
Dalmia Bharat Ltd.ConstructionEquity3.8%
Polycab India Ltd.EngineeringEquity3.8%
DCB Bank Ltd.FinancialEquity3.7%
Coromandel International Ltd.ChemicalsEquity3.5%
Mphasis Ltd.TechnologyEquity3.2%
Indian Railway Catering & Tourism Corpn. Ltd.ServicesEquity3.2%
See All

Fund Managers

Dipak Acharya
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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 ₹55 Cr and the Latest NAV as of 13 Apr 2021 is ₹12.50.

The Baroda Midcap Fund Growth 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
NA
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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