Baroda Mid-cap Fund - Growth - Regular Plan

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Fund Overview Growth | Regular Plan

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  • Minimum Addl Investment (₹)

  • Exit Load (%)

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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 7.64 23.34 10.32 0.87 1.50 -0.73
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap 5.05 24.51 5.26 -3.04 4.23 17.23
S&P BSE Mid-Cap - TRI 5.16 24.95 6.47 -2.04 5.39 7.88

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 10.32 0.87 1.50 2.52 45.22
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 3.89 -1.64 5.13 1.92 19,938.83
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 14.43 3.02 8.00 1.93 6,962.36
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 8.33 1.37 6.85 1.93 6,449.34
Franklin India Prima Fund-Growth Dec 01, 1993 -0.86 -1.65 4.74 2.18 6,192.55
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 6.52 0.80 5.06 1.90 6,111.02

Fund Holdings as on 30-June-2020

  • TREPS

  • Tata Consumer Products Ltd.

  • Torrent Power Ltd.

  • Jindal Steel & Power Ltd.

  • Escorts Ltd.

  • Bata India Ltd.

  • Alkem Laboratories Ltd.

  • City Union Bank Ltd.

  • SRF Ltd.

  • Aarti Industries Ltd.

  • Jubilant Foodworks Ltd.

  • IPCA Laboratories Ltd.

  • Solar Industries India Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Navin Fluorine International Ltd.

  • Alembic Pharmaceuticals Ltd.

  • Coromandel International Ltd.

  • Rallis India Ltd.

  • Mahanagar Gas Ltd.

  • Varun Beverages Ltd.

  • Balkrishna Industries Ltd.

  • Biocon Ltd.

  • The Ramco Cements Ltd.

  • Muthoot Finance Ltd.

  • PI Industries Ltd.

  • AU Small Finance Bank Ltd.

  • Sanofi India Ltd.

  • Akzo Nobel India Ltd.

  • Net Receivable / Payable

  • Gujarat State Petronet Ltd.

  • Gujarat Gas Ltd.

  • Dixon Technologies (India) Ltd.

  • Trent Ltd.

  • RBL Bank Ltd.

  • DCB Bank Ltd.

  • Astral Poly Technik Ltd.

  • MindTree Ltd.

  • Honeywell Automation India Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Dhanuka Agritech Ltd.

  • Aarti Surfactants Ltd.

  • Aditya Birla Fashion and Retail Ltd.

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  • Pharmaceuticals & Drugs

  • Chemicals

  • Bank - Private

  • Miscellaneous

  • Retailing

  • Consumer Food

  • Pesticides & Agrochemicals

  • Finance - NBFC

  • Tea/Coffee

  • Power Generation/Distribution

  • Steel/Sponge Iron/Pig Iron

  • Automobiles-Tractors

  • Gas Transmission/Marketing

  • Diversified

  • Consumer Durables - Domestic Appliances

  • Fertilizers

  • Consumer Durables - Electronics

  • Tyres & Allied

  • Cement & Construction Materials

  • Paints

  • Trading

  • Plastic Products

  • IT - Software

  • Unspecified

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Fund Manager

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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 ₹45.22 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 ₹0.15(1.64%)yesterday to ₹9.3.

Among its top 3 holdings the fund has exposure to TREPS, 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