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 (30-04-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,890.74 Cr As on (30-04-2024) |
| Turn over: 71% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 12 months |
91.4631
1.18 (1.2864%)
25.29%
Benchmark: 18.06%
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 | 12.6 |
| Sharpe Ratio | 1.37 |
| Alpha | 0.15 |
| Beta | 0.82 |
| 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 | 49.01 | 31.36 | - | - | - |
| Quant Mid Cap Fund - Growth Option - Regular Plan | 26-02-2001 | 72.5 | 41.36 | 33.17 | 34.74 | 20.72 |
| JM Midcap Fund (Regular) - Growth | 21-11-2022 | 71.1 | - | - | - | - |
| ITI Mid Cap Fund - Regular Plan - Growth Option | 05-03-2021 | 66.52 | 40.27 | 24.92 | - | - |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | 05-01-2018 | 62.73 | 37.93 | 28.51 | 27.54 | - |
| HSBC Midcap Fund - Regular Growth | 09-08-2004 | 60.31 | 35.32 | 24.46 | 22.05 | 20.25 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 24-02-2014 | 57.18 | 39.67 | 37.05 | 28.32 | 21.93 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 56.22 | 37.2 | 30.28 | 26.86 | 19.93 |
| ICICI Prudential MidCap Fund - Growth | 10-10-2004 | 55.17 | 34.13 | 25.84 | 23.24 | 19.07 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 54.47 | 40.01 | 29.82 | 26.08 | 20.92 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.28%
Others
5.23%
Large Cap
10.72%
Mid Cap
70.77%
