Baroda Mid-cap Fund - Growth - Regular Plan

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  • Net Change on 01-04-2020

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Fund Overview Growth | Regular Plan

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  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

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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 -24.39 -22.16 -24.39 -6.52 -4.04 -3.90
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap -29.18 -31.06 -33.55 -9.80 -0.77 15.44
S&P BSE Mid-Cap - TRI -29.00 -30.72 -32.65 -8.81 0.41 5.25

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 -24.39 -6.52 -4.04 2.64 46.73
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 -32.12 -8.40 0.55 1.79 22,754.65
Franklin India Prima Fund-Growth Dec 01, 1993 -30.46 -7.65 0.11 1.88 7,475.49
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 -20.66 -4.07 3.57 1.93 7,458.11
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 -27.83 -5.67 0.05 2.07 7,153.80
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 -25.60 -6.23 1.99 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

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  • 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

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About Baroda Mid-cap Fund

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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 down ₹-0.2(-2.84%)yesterday to ₹6.85.

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

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