BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option
Fund House: Baroda BNP Paribas Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 02-05-2006 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 1.99% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,186.47 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: 71% | Exit Load: Upto 10% of Units purchased/switchin - NIL. In excess of 10% units: 1% if redeemed/switched out within 12 months from the date of allotment. NIL if redeemed/ switched out after 12 months from the date of allotment |
95.2246
1.14 (1.1965%)
12.75%
Benchmark: 17.62%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 TRI
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Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
8 Years 4 Months
14 Years 7 Months
15 Years 1 Months
18 Years 2 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 12.5 |
| Sharpe Ratio | 1.3 |
| Alpha | 0.34 |
| Beta | 0.83 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 13.48 | 27.13 | 17.24 | 22.43 | 14.96 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 32.46 | 39.02 | 28.13 | 27.79 | 18.09 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 24.28 | 33.91 | 21.35 | 24.33 | 16.62 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 21.63 | 34.25 | 22.46 | 26.44 | 17.4 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 21.18 | 27.89 | 19.31 | 23.22 | 17.0 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 20.56 | 31.93 | 20.24 | 21.28 | 14.68 |
| Axis Midcap Fund - Regular Plan - Growth | 06-02-2011 | 19.63 | 25.84 | 14.94 | 20.1 | 15.18 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 18.96 | 30.36 | 17.2 | 20.09 | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 18.62 | 32.91 | 21.79 | 21.39 | 14.45 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 18.62 | 28.88 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.81%
Others
9.32%
Large Cap
10.37%
Mid Cap
70.5%
Scheme Documents
There are no scheme documents available
