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 |
95.9383
-1.64 (-1.7049%)
20.7%
Benchmark: 17.81%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
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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
15 Years 10 Months
15 Years 10 Months
15 Years 10 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 | 18.19 | 27.68 | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 31.13 | 38.28 | 28.23 | 28.54 | 18.26 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 26.84 | 33.83 | 20.79 | 24.64 | 16.63 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 25.64 | 34.78 | 22.4 | 26.93 | 17.52 |
| Kotak Emerging Equity Scheme - Growth | 30-03-2007 | 22.65 | 28.17 | 19.19 | 23.76 | 17.03 |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 21.58 | 32.27 | 20.71 | 21.01 | 15.48 |
| LIC MF Mid Cap Fund-Regular Plan-Growth | 02-02-2017 | 21.39 | 30.37 | 16.9 | 20.96 | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 20.83 | 30.36 | 19.58 | 20.81 | 14.57 |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | 18-08-2022 | 20.57 | 29.37 | - | - | - |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 19.93 | 35.36 | - | - | - |
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
