- Mutual Funds
- Baroda BNP Paribas Mutual Fund
- Baroda BNP Paribas Midcap Fund (G)
Mid Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 101.1912
NAV (Oct 30)
Fund Returns
Last 1Y | 44% |
Last 3Y | 19.7% |
Last 5Y | 26.1% |
Last 10Y | 17.2% |
Since Inception | 13.3% |
6 Month CAGR | 13.2% |
Scheme Information
The Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair.
Expense Ratio | 1.98% |
Launched 18Y ago | 2006-05-02 |
AUM in Crores | 2247.4 |
ISIN | INF251K01AW3 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.6 |
Beta | 0.8 |
Sharpe Ratio | 1.2 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda BNP Paribas Midcap Fund (G) | 14,41,818 | 7,09,206 | 26.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
PB Fintech Ltd.
3.34%Hitachi Energy India Ltd.
3.11%Trent Ltd.
3.09%KPIT Technologies Ltd.
2.8%Thermax Ltd.
2.57%Allocation by Sector
Services
15.43%Healthcare
12.47%Financial
12.12%Capital Goods
11.03%Automobile
10.89%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
About the AMC
Baroda BNP Paribas Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.7% | 6.3% | ||
12.6% | 15.2% | ||
6.2% | 6.9% | ||
6% | 7.5% | ||
6.6% | 7.9% |
Baroda BNP Paribas Midcap Fund (G) Review
Baroda BNP Paribas Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 13.34% over 18 years. The fund has grown over a period of 18 years. The fund is managed by Baroda BNP Paribas Mutual Fund. The fund managers are Himanshu Singh, Miten Vora, Shiv Chanani.
Nav of Baroda BNP Paribas Midcap Fund (G) as of 10/30/2024 is ₹101.19 with the total AUM as of 10/31/2024 is ₹2247.38. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Midcap Fund (G) was launched on 2006-05-02. The category risk of the fund is Very High.
The minimum SIP amount for Baroda BNP Paribas Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Baroda BNP Paribas Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Midcap 150 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas Midcap Fund (G).
Frequently Asked Questions
What is Baroda BNP Paribas Midcap Fund (G)?
How to invest in Baroda BNP Paribas Midcap Fund (G)?
You can invest in Baroda BNP Paribas Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Baroda BNP Paribas Midcap Fund (G)?
The minimum sip amount for Baroda BNP Paribas Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda BNP Paribas Midcap Fund (G) good to invest in?
According to Scripbox opinion, it is a 2-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Baroda BNP Paribas Midcap Fund (G)?
The expense ratio of the Baroda BNP Paribas Midcap Fund (G) is 1.98% for regular plan.
What is the NAV of Baroda BNP Paribas Midcap Fund (G)?
Today's Baroda BNP Paribas Midcap Fund (G) NAV is ₹101.19.