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: 1.98% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,143.12 Cr As on 31-10-2024(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 |
97.8996
0.09 (0.0871%)
23.04%
Benchmark: 17.95%
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
9 Years 2 Months
9 Years 2 Months
9 Years 2 Months
11 Years 6 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 | 01-01-2013 | 30.95 | 28.17 | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 58.4 | 43.26 | 31.77 | 31.59 | 20.19 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 43.45 | 34.73 | 21.56 | 26.92 | 17.6 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 42.54 | 34.9 | 22.65 | 29.16 | 18.71 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 40.6 | 35.5 | 21.43 | 23.79 | 16.98 |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 38.84 | 33.06 | 19.2 | - | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 37.6 | - | - | - | - |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 37.21 | 33.74 | 21.78 | 24.13 | 15.87 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 37.17 | 31.88 | 18.79 | 22.53 | 15.94 |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 35.95 | 35.38 | 22.23 | 27.29 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.19%
Others
10.21%
Large Cap
11.36%
Mid Cap
73.41%
