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
Returns since inception
10.01%p.a.
Very High Risk
Equity
4 Star
NAV as of Mar 13, 2022
₹17.84
-0.01%1D Change
Returns since inception
10.01%p.a.
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
Returns since inception
10.01%p.a.
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
- Age12 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 |
|---|---|---|---|
| Edelweiss Mid Cap Fund Di... | ₹ 11,027 Cr | ₹116.19 | 0.09% | Very High |
| Kotak Midcap Fund Direct ... | ₹ 57,375 Cr | ₹156.11 | -0.04% | Very High |
| Nippon India Growth Mid C... | ₹ 38,581 Cr | ₹4495.74 | -0.12% | Very High |
| ICICI Prudential MidCap F... | ₹ 6,654 Cr | ₹328.55 | 0.00% | Very High |
NAV History
FUND | Baroda Mid-cap Fund Plan B (Direct) Growth Option |
|---|---|
| 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 Option |
|---|---|
| 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% |
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
₹
Estimated value after 3 years
(as per historical returns)
9,457 ₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
