Baroda Mid-cap Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 07-04-2020

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The primary objective of the Scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Baroda Mid-cap Fund- Plan A - Growth Option -26.48 -23.90 -25.08 -7.31 -4.40 -4.10
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap -24.29 -27.52 -30.55 -8.86 -0.33 15.70
S&P BSE Mid-Cap - TRI -24.17 -27.17 -29.62 -7.87 0.86 5.60

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Baroda Mid-cap Fund- Plan A - Growth Option Oct 04, 2010 Unrated -25.08 -7.31 -4.40 2.64 46.73
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -32.89 -9.19 0.14 1.79 22,754.65
Franklin India Prima Fund-Growth Dec 01, 1993 -31.14 -8.43 -0.27 1.88 7,475.49
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -21.50 -4.92 3.11 1.93 7,458.11
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -28.10 -6.20 -0.18 2.07 7,153.80
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 -26.67 -7.05 1.55 1.88 6,848.32

Fund Holdings as on 29-February-2020

  • City Union Bank Ltd.

  • Astral Poly Technik Ltd.

  • TREPS

  • Aditya Birla Fashion and Retail Ltd.

  • Escorts Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Tata Consumer Products Ltd.

  • Bata India Ltd.

  • Muthoot Finance Ltd.

  • Tube Investments of India Ltd.

  • Fortis Healthcare Ltd.

  • Torrent Power Ltd.

  • Solar Industries India Ltd.

  • Multi Commodity Exchange of India Ltd.

  • DCB Bank Ltd.

  • Alembic Pharmaceuticals Ltd.

  • Varun Beverages Ltd.

  • The Ramco Cements Ltd.

  • Bharat Electronics Ltd.

  • Trent Ltd.

  • Jubilant Foodworks Ltd.

  • Mahanagar Gas Ltd.

  • Indraprastha Gas Ltd.

  • Supreme Industries Ltd.

  • Blue Star Ltd.

  • MindTree Ltd.

  • Can Fin Homes Ltd.

  • Aarti Industries Ltd.

  • Jindal Steel & Power Ltd.

  • IPCA Laboratories Ltd.

  • Gujarat State Petronet Ltd.

  • Alkem Laboratories Ltd.

  • Thermax Ltd.

  • Grindwell Norton Ltd.

  • AU Small Finance Bank Ltd.

  • BEML Ltd.

  • PI Industries Ltd.

  • Emami Ltd.

  • Kansai Nerolac Paints Ltd.

  • Honeywell Automation India Ltd.

  • RBL Bank Ltd.

  • Aarti Surfactants Ltd.

  • Net Receivable / Payable

View More
  • Retailing

  • Bank - Private

  • Finance - NBFC

  • Plastic Products

  • Pharmaceuticals & Drugs

  • Engineering - Industrial Equipments

  • Consumer Food

  • Chemicals

  • Automobiles-Tractors

  • Miscellaneous

  • Tea/Coffee

  • Gas Transmission/Marketing

  • Cycles

  • Hospital & Healthcare Services

  • Power Generation/Distribution

  • Finance - Stock Broking

  • Cement & Construction Materials

  • Industrial Gases & Fuels

  • Air Conditioners

  • IT - Software

  • Finance - Housing

  • Steel/Sponge Iron/Pig Iron

  • Abrasives

  • Pesticides & Agrochemicals

  • Household & Personal Products

  • Paints

  • Consumer Durables - Electronics

  • Unspecified

View More

About Baroda Mid-cap Fund

Scheme Analysis

Baroda Mid-cap Fund is a Equity - Mid Cap Fund fund and belongs to Baroda Mutual Fund. It was launched on 04-Oct-2010 and currently has an AUM of ₹46.73 crore. Baroda Mid-cap Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE Mid-Cap as primary index and S&P BSE Mid-Cap - TRI as secondary index.

The NAV of Baroda Mid-cap Fund ended up ₹0.3(4.46%)yesterday to ₹7.02.

Among its top 3 holdings the fund has exposure to City Union Bank Ltd., and

The Baroda Mid-cap Fund is managed by Dipak Acharya and Sanjay Chawla.

Fund House Contact

501 Titanium, 5th Floor, Western Express Highway, Goregaon(E) Mumbai - 400 063

+91 (22) 3074 1000
info@barodamf.com
+91 (22) 3074 1001

Fund Manager

  • Cash

  • Equity

View More