Baroda Midcap Fund Growth

Equity
Mid Cap
Very High Risk
+22.49%
3Y annualised
+0.91% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Mar 2022
₹16.51
Rating
4
Min. SIP amount
Not Supported
Fund size
₹92.04Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (42)

NameSectorInstrumentAssets
TechnologyEquity4.06%
HealthcareEquity4.00%
AutomobileEquity3.99%
HealthcareEquity3.78%
ServicesEquity3.74%
HealthcareEquity3.73%
Consumer StaplesEquity3.69%
Capital GoodsEquity3.38%
TechnologyEquity3.38%
Capital GoodsEquity3.30%
EnergyEquity3.27%
EnergyEquity3.27%
ServicesEquity3.06%
ChemicalsEquity3.02%
TechnologyEquity2.96%
AutomobileEquity2.90%
EnergyEquity2.58%
ChemicalsEquity2.54%
TechnologyEquity2.47%
ChemicalsEquity2.34%
FinancialEquity2.32%
Metals & MiningEquity2.31%
AutomobileEquity2.21%
ConstructionEquity2.05%
ChemicalsEquity2.01%
ServicesEquity1.81%
HealthcareEquity1.75%
Capital GoodsEquity1.72%
HealthcareEquity1.70%
ConstructionEquity1.70%
FinancialEquity1.58%
ServicesEquity1.45%
FinancialEquity1.36%
ChemicalsEquity1.35%
TechnologyEquity1.31%
HealthcareEquity1.23%
Consumer StaplesEquity1.16%
ConstructionEquity1.15%
CommunicationEquity1.15%
FinancialEquity0.98%
Consumer StaplesEquity0.11%
TechnologyEquity0.02%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns22.5%15.9%8.1%4.5%
Category average21.6%21.5%16.0%NA
Rank with in category34NANA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
5.8%25.2%92,168.85
5
3.8%25.2%4,075.13
5
-13.3%24.6%38,002.68
5
2.8%24.6%42,041.60
4
0.9%22.0%12,911.38

Expense ratio, exit load and tax

Expense ratio: 2.74%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 Days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund house & investment objective

Fund house contact details

Address
501, Raheja Titanium,Western Express Highway,Goregoan, (E) Mumbai 400063
Phone
+91 22-3074 1000
Launch Date
24 Nov 1994
Baroda Mutual Fund
Asset Management Company
Custodian
NA
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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