BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW 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: 2.01% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,036.71 Cr As on 30-04-2025(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. |
57.2906
0.44 (0.7605%)
8.28%
Benchmark: 17.83%
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
10 Years 8 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 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 | 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 - IDCW Option | 01-01-2013 | -2.74 | 15.61 | 12.93 | - | - |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 22.7 | 35.79 | 30.97 | 31.16 | 18.18 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 17.51 | 33.94 | 30.03 | 34.2 | 18.52 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 17.32 | 32.16 | - | - | - |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 14.65 | 33.75 | 34.07 | 37.15 | 17.99 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 13.78 | 33.53 | 29.91 | 34.09 | 18.51 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 13.66 | 32.76 | 28.88 | 29.99 | 15.81 |
| HDFC Mid-Cap Opportunities Fund - Growth Plan | 25-06-2007 | 12.45 | 30.55 | 31.03 | 33.61 | 18.23 |
| Canara Robeco Mid Cap Fund- Regular Plan- Growth Option | 01-12-2022 | 12.43 | 27.27 | - | - | - |
| Franklin India Prima Fund-Growth | 01-12-1993 | 12.09 | 30.2 | 28.32 | 28.18 | 15.74 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
10.51%
Others
5.95%
Large Cap
6.81%
Mid Cap
76.73%
