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Baroda Mid-cap Fund - Direct Plan

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.

Suitability

Capital appreciation over long term.

• Investment predominantly in equity and equity related securities of growth oriented Mid-Cap stocks

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	1.6%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 97
AMC AUM (in Crs.)	₹ 11,320
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	29.16%
HSBC Midcap Fund - Direct Plan	1000	1000	25.35%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	29.16%
Axis Midcap Fund - Direct Plan	100	100	19.71%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	25.24%
DSP Midcap Fund - Direct Plan	500	1000	18.52%

Top 10 Holdings

Company	Holding Type	Asset(%)
Minda Industries Ltd	Equity	5
Persistent Systems Ltd	Equity	4
Fortis Healthcare Ltd	Equity	4
Natco Pharma Ltd	Equity	4
Ipca Laboratories Ltd	Equity	4
Hindustan Petroleum Corp Ltd	Equity	4
NHPC Ltd	Equity	3
Zee Entertainment Enterprises Ltd	Equity	3
Mphasis Ltd	Equity	3
Aditya Birla Fashion and Retail Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Cash	0

Sector Allocation(%)

Sector	Percent
Healthcare	16
Basic Materials	15
Technology	14
Industrials	12
Consumer Cyclical	11

Fund Manager

Sanjay Chawla

5+ years of experience

Pratish Krishnan

0+ years of experience

Baroda Pioneer Mutual Fund

AUM₹11,320 Cr

About

Baroda Pioneer Asset Management Company Limited is a joint venture between two financial companies, which are, Bank of Baroda and Pioneer Investments. The company has presence over 40 locations across the country and aims at creating an operational and servicing platform, which is well suited for its investors.##The venture was formed in 2008 and the asset management company has been providing different schemes across various market capitalization.##It works to create a system wherein the requirement of investors, as well as potential investors will be recognized and the investment will be strategized according to it.##It also aims at creating a high level of corporate governance and compliance and providing investors an easy platform to invest in. Since both companies are trusted brands, they have carved a niche for themselves in the market.

service@barodabnpparibasmf.in

Phone

022 - 30741000

Address

Baroda BNP Paribas Mutual Fund,Crescenzo, 7th Floor, G-Block,,Bandra Kurla Complex, Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m