BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option
Fund House: Baroda BNP Paribas Mutual Fund| Category: Equity: Mid Cap |
| Launch Date: 01-01-2013 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 TRI |
| TER: 2.03% As on (31-05-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,934.5 Cr As on (31-05-2024) |
| Turn over: 71% | Exit Load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. |
99.8727
0.78 (0.7818%)
28.69%
Benchmark: 18.5%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
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
9 Years 2 Months
9 Years 2 Months
9 Years 2 Months
There is no value for 10x
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 | 01-01-2013 | 54.3 | 37.84 | - | - | - |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 72.0 | 46.95 | 32.48 | 34.88 | 20.94 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 70.06 | 46.55 | 24.05 | - | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 69.44 | - | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 64.76 | 49.62 | 39.2 | 30.7 | 21.31 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 63.72 | 41.52 | 24.91 | 23.03 | 19.16 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 62.48 | 45.4 | 27.58 | 28.16 | - |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 62.11 | 39.76 | 25.13 | 24.64 | 18.2 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 59.39 | 43.24 | 27.23 | 28.41 | 20.76 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 58.16 | 43.92 | 30.1 | 27.94 | 19.52 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.36%
Others
5.85%
Large Cap
10.88%
Mid Cap
69.95%
