- Mutual Funds
- Baroda BNP Paribas Mutual Fund
- Baroda BNP Paribas Mid Cap Fund (Growth)
Formerly BNP Paribas Mid Cap Gr
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
₹ 75.8292
NAV (Nov 30)
Fund Returns
Last 1Y | 24.1% |
Last 3Y | 25.4% |
Last 5Y | 19.9% |
Last 10Y | 19.1% |
Since Inception | 12.2% |
6 Month CAGR | 22.5% |
Scheme Information
The investment objective of 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. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/ indicate any returns.
Expense Ratio | 2.07 |
Launched (17y ago) | May 02, 2006 |
AUM in Crores | 1470.896 |
ISIN | INF251K01AW3 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.7 |
Standard Deviation (5yr) | 18.8 |
Beta (3yr) | 0.83 |
Beta (5yr) | 0.83 |
Sharpe Ratio (3yr) | 1.381 |
Sharpe Ratio (5yr) | 0.756 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Baroda BNP Paribas Mid Cap Fund (Growth) | 12,13,420 | 4,80,808 | 19.9% | |
| 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
treps 01-nov-2023
4.9%indian bank
3.1%the federal bank ltd
2.9%lupin ltd
2.5%sundaram finance ltd
2.4%Allocation by Sector
financial services
21.1%consumer cyclical
17.6%industrials
17%healthcare
10.9%basic materials
7.2%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,531 cr | ||
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
BNP Paribas Asset Management India Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.3% | 13.9% | ||
12% | 13.7% | ||
12% | 13.7% | ||
4.9% | 6.9% | ||
3.7% | 7.5% |
Baroda BNP Paribas Mid Cap Fund (G) Review
Baroda BNP Paribas Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 12.2% over a period of 17 years. The fund was previously known as BNP Paribas Mid Cap Gr. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund managers are Miten Vora, Shiv Chanani.
Nav of Baroda BNP Paribas Mid Cap Fund (G) as of 11/30/2023 is ₹75.83 with the total AUM as of 12/1/2023 is ₹1470.896. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Mid Cap Fund (G) was launched on May 02, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for Baroda BNP Paribas Mid Cap 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 Mid Cap 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 IISL Nifty Midcap 150 TR INR.
Baroda BNP Paribas Mid Cap Fund (G) is rated as a 3 fund in Equity and delivered 24.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas Mid Cap Fund (G).
Frequently Asked Questions
What is Baroda BNP Paribas Mid Cap Fund (G)?
How to invest in Baroda BNP Paribas Mid Cap Fund (G)?
You can invest in Baroda BNP Paribas Mid Cap 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 Mid Cap Fund (G)?
The minimum sip amount for Baroda BNP Paribas Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda BNP Paribas Mid Cap Fund (G) good to invest in?
As per Scripbox experts, Baroda BNP Paribas Mid Cap Fund (G) is a Neutral fund. You can investBaroda BNP Paribas Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Baroda BNP Paribas Mid Cap Fund (G)?
The expense ratio of the Baroda BNP Paribas Mid Cap Fund (G) is 2.07% for regular plan.