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: 2.0% As on (30-06-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,213.06 Cr As on 30-06-2025(Source:AMFI) |
| Turn over: 71% | Exit Load: If units of the Scheme are redeemed or switched out up to 10% of the units (the limit) within 12 months from the date of allotment - Nil, If units of the scheme are redeemed or switched out in excess of the limit within 12 months from the date of allotment - 1% of the applicable NAV. If units of scheme are redeemed or switched out after 12 months from the date of allotment - Nil. |
100.7275
-0.76 (-0.7537%)
12.77%
Benchmark: 17.77%
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 investment objective of 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 longterm growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.08 |
| Sharpe Ratio | 1.28 |
| Alpha | -1.23 |
| 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 | -0.74 | 22.71 | 22.19 | 26.47 | 14.42 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 17.36 | 33.73 | 31.2 | 30.53 | 17.77 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 8.42 | 27.89 | - | - | - |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 7.84 | 30.95 | 28.27 | 32.24 | 17.51 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 6.93 | 27.34 | 30.2 | 32.2 | 17.71 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 6.21 | 28.28 | 27.11 | 28.6 | 14.7 |
| Franklin India Mid Cap Fund-Growth | 01-12-1993 | 5.35 | 27.39 | 26.71 | 26.96 | 15.09 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 5.27 | 31.94 | 31.75 | 35.53 | 17.18 |
| Kotak Midcap Fund - Regular Plan - Growth | 30-03-2007 | 5.06 | 26.28 | 25.16 | 29.99 | 17.51 |
| NIPPON INDIA GROWTH MID CAP FUND - Growth Plan-Growth Option | 05-10-1995 | 5.03 | 28.79 | 28.38 | 32.03 | 17.32 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.89%
Others
7.48%
Large Cap
7.7%
Mid Cap
73.93%
