Baroda Mid-cap Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 20-04-2021

  • 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 -3.57 3.07 65.60 6.60 13.27 2.08
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE Mid-Cap -0.89 3.70 68.37 5.74 12.41 18.69
S&P BSE Mid-Cap - TRI -0.82 4.09 70.20 6.95 13.65 10.30

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 65.60 6.60 13.27 2.58 54.97
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option Jun 25, 2007 Unrated 68.81 6.96 14.02 1.79 26,471.11
Kotak Emerging Equity Scheme - Growth Mar 30, 2007 74.86 11.38 16.28 1.81 10,937.53
DSP Midcap Fund - Regular Plan - Growth Nov 14, 2006 54.80 9.50 15.47 1.83 10,916.39
Axis Midcap Fund - Regular Plan - Growth Feb 18, 2011 54.45 15.29 17.03 1.86 10,431.65
Nippon India Growth Fund-Growth Plan-Growth Option Oct 08, 1995 65.68 10.19 15.11 1.99 9,030.90

Fund Holdings as on 31-March-2021

  • TREPS

  • Torrent Power Ltd.

  • Emami Ltd.

  • Crompton Greaves Consumer Electricals Ltd.

  • Navin Fluorine International Ltd.

  • Polycab India Ltd.

  • Dalmia Bharat Ltd.

  • DCB Bank Ltd.

  • Coromandel International Ltd.

  • Mphasis Ltd.

  • Indian Railway Catering & Tourism Corporation Ltd.

  • Aditya Birla Fashion and Retail Ltd.

  • Radico Khaitan Ltd.

  • Tata Power Company Ltd.

  • Jindal Steel & Power Ltd.

  • Coforge Ltd.

  • Persistent Systems Ltd.

  • Indoco Remedies Ltd.

  • Ashok Leyland Ltd.

  • Bata India Ltd.

  • Cholamandalam Investment & Finance Co. Ltd.

  • Can Fin Homes Ltd.

  • PNC Infratech Ltd.

  • Escorts Ltd.

  • RBL Bank Ltd.

  • Trent Ltd.

  • Indian Energy Exchange Ltd.

  • Aarti Industries Ltd.

  • The Federal Bank Ltd.

  • Cummins India Ltd.

  • AU Small Finance Bank Ltd.

  • Page Industries Ltd.

  • Sun TV Network Ltd.

  • Natco Pharma Ltd.

  • Kalyan Jewellers India Ltd.

  • Nazara Technologies Ltd.

  • Net Receivable / Payable

View More
  • Miscellaneous

  • Power Generation/Distribution

  • Bank - Private

  • IT - Software

  • Retailing

  • Chemicals

  • Household & Personal Products

  • Consumer Durables - Domestic Appliances

  • Cable

  • Cement & Construction Materials

  • Pharmaceuticals & Drugs

  • Fertilizers

  • Travel Services

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Automobiles-Trucks/Lcv

  • Finance - NBFC

  • Finance - Housing

  • Engineering - Construction

  • Automobiles-Tractors

  • Diesel Engines

  • Textile

  • TV Broadcasting & Software Production

  • Diamond & Jewellery

View More
  • Cash

  • Equity

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 ₹54.97 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 ₹0.05(0.4%)yesterday to ₹12.42.

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

The Baroda Mid-cap Fund is managed by 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