Baroda Mid-cap Fund Plan B (Direct) Growth Option
Very High Risk
Equity
4 Star
NAV as of Mar 13, 2022
₹17.84
-0.01%1D Change
3Y returns
+85.01% ↑
Very High Risk
Equity
4 Star
NAV as of Mar 13, 2022
₹17.84
-0.01%1D Change
3Y returns
+85.01% ↑
Baroda Mid-cap Fund Plan B (Direct) Growth Option
Very High Risk|Equity|4 Star
NAV as of Mar 13, 2022
₹17.84
-0.01%1D
3Y returns
+85.01% ↑
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- Rating4 Star
- Expense ratio1.6%
- Exit Load1% within 365 days
- AUM (Fund size)₹92.04 Crore
- Lock-in periodNo Lock-in
- Age13 yrs since Jan 01, 2013
- Min. investmentSIP ₹500 & Lump. ₹5000
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
Top Holdings
Top Sectors
| Holding Name | Assets (%) |
|---|---|
| Persistent Systems Ltd | 4.06% |
| Fortis Healthcare Ltd | 4% |
| Minda Industries Ltd | 3.99% |
| Natco Pharma Ltd | 3.78% |
| Zee Entertainment Enterprises Ltd | 3.74% |
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| HSBC Midcap Fund Direct P... | ₹ 13,387 Cr | ₹496.29 | -1.54% | Very High |
| ICICI Prudential MidCap F... | ₹ 7,557 Cr | ₹366.25 | -1.08% | Very High |
| Kotak Midcap Fund Direct ... | ₹ 64,749 Cr | ₹161.13 | -0.85% | Very High |
| Mirae Asset Midcap Fund D... | ₹ 18,388 Cr | ₹40.36 | -1.39% | Very High |
NAV History - Baroda Mid-Cap Fund - Plan B Direct Growth
FUND | Baroda Mid-Cap Fund - Plan B Direct Growth |
|---|---|
| NAV (Mar 13, 2022) | ₹17.84 |
| Class | Equity | Mid Cap |
| Inception Date | Jan 01, 2013 |
| Fund Manager | Sanjay Chawla, Pratish Krishnan |
FUND | Baroda Mid-Cap Fund - Plan B Direct Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹500 and Lump. ₹5000 |
| Exit Load | 1% within 365 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Baroda Mid-Cap | 2.68% | -3.75% | -8.3% | -0.31% | 27.39% | 23.67% |
Frequently Asked Questions
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About Baroda Asset Management India Limited
Baroda Asset Management India Ltd or BAML is a subsidiary of the Bank of Baroda. The fund house positions itself to serve the individuals with various investment products and help them meet their financial requirements. The fund house has several debt and equity-oriented mutual funds on offer.
Baroda Asset Management India Limited Details
- No. of schemes28
- Total AUM₹9,624.44 Crore
- AddressBaroda Pioneer Asset Management Company Limited, 501 TITANIUM, 5TH Floor, Mumbai, Maharashtra, 400 063
- Phone+91 22 30741000
Start your investment
Lumpsum
SIP
Amount
₹5,000
Duration
1Year
Estimated value after 1 year
(as per historical returns)
₹6,183
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.