Baroda Mid-cap Fund- Plan B (Direct)

Scheme Type
Open-ended
Scheme Category
Mid-Cap
Benchmark Type
S&P BSE PSU
Scheme AUM (in Crs.)
₹ 43.24
Expense Ratio
1.49%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 12257
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
9.23
(-0.22 %)
NAV as on 2019-01-18
Returns
Fund
Baroda Mid-cap Fund- Plan B (Direct)
1 Year
-14.85%
3 Year
10.24%
5 Year
8.78%
AMC Details
amc launch date
Launch Date
24 Nov 1994
amc sponsor
Sponsor
NA
amc email
Email
info@barodapioneer.in
amc phone
Phone
022 - 30741000
amc address
Address
Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E), Mumbai - 400 063
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
High
Exit Load
Exit load of 1%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The primary objective of the Scheme will be to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.
Suitability
Capital appreciation over long term.
• Investment predominantly in equity and equity related securities of growth oriented Mid-Cap stocks
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,745
Portfolio Value
-255
Total Returns