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Baroda BNP Paribas Mid Cap Fund - Direct Plan

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.

Suitability

This product is suitable for investors who are seeking

• Wealth Creation in long term

• Investments in companies in middle and small capitalization segment

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	0.63%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 1,481
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 (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	35.3%
HSBC Midcap Fund - Direct Plan	1000	1000	23.94%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	35.3%
Axis Midcap Fund - Direct Plan	100	100	24.96%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	32.11%
DSP Midcap Fund - Direct Plan	500	1000	20.72%

Top 10 Holdings

Company	Holding Type	Asset(%)
The Federal Bank Ltd	Equity	3
Indian Bank	Equity	3
Treps 01-Sep-2023	Cash - Repurchase Agreement	3
Indian Hotels Co Ltd	Equity	2
AIA Engineering Ltd	Equity	2
Lupin Ltd	Equity	2
NHPC Ltd	Equity	2
Phoenix Mills Ltd	Equity	2
Zydus Lifesciences Ltd	Equity	2
Ashok Leyland Ltd Shs Dematerialised	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Bond - Gov't Treasury	1
Cash - Collateral	0

Sector Allocation(%)

Sector	Percent
Financial Services	22
Industrials	17
Consumer Cyclical	17
Healthcare	10
Basic Materials	8

Fund Manager

Shiv Chanani

1+ years of experience

Miten Vora

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