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 (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,857.6 Cr As on 28-02-2025(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 |
92.1295
-0.01 (-0.0128%)
12.45%
Benchmark: 17.27%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Midcap 150 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
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 | 14.84 |
| Sharpe Ratio | 0.63 |
| Alpha | -1.76 |
| Beta | 0.85 |
| 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 | 8.53 | 26.25 | 16.74 | 29.23 | 14.47 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 18.52 | 33.78 | 21.35 | 31.21 | 15.92 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.58 | 32.8 | 21.94 | 34.9 | 16.57 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 16.95 | 36.94 | 27.3 | 36.94 | 16.88 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 16.06 | 30.36 | 20.73 | 29.41 | 14.24 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 15.29 | 26.12 | 18.28 | 31.95 | 16.46 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.75 | 33.47 | 22.52 | 34.8 | 16.55 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 13.39 | 32.55 | - | - | - |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 13.03 | 29.35 | 17.51 | 27.93 | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 12.65 | 32.97 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.33%
Others
7.63%
Large Cap
8.04%
Mid Cap
75.0%
