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  • BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option

BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option

Category: Equity: Mid Cap
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.99% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,981.66 Cr As on (31-03-2025)
Turn over: 71
NAV (₹): 53.1026 ₹ -1.03 ( -1.9411%)
as on 25-04-2025
CAGR Since Inception - 6.01%
NIFTY Midcap 150 TRI - 17.52%

Fund Managers

Shiv Chanani, Miten Vora


Investment Objective

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.

PERFORMANCE of BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option

Scheme Performance (%) Data as on - 25-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option -3.58 7.45 - - 6.01
NIFTY MIDCAP 150 TRI 9.31 21.88 33.94 18.1 17.52
Equity: Mid Cap 7.04 19.19 29.54 15.4 17.69

RETURNS CALCULATOR for BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option 12.5 1.3 0.34 0.83 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
BARODA BNP PARIBAS Mid Cap Fund IDCW 01-01-2013 -3.58 14.74 7.45 0.0 0.0
Invesco India MidCap Gr 19-04-2007 16.43 33.25 22.91 30.42 16.58
Edelweiss MidCap Reg Gr 26-12-2007 14.64 33.38 23.07 33.58 17.38
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 12.98 36.11 26.6 37.24 17.54
Franklin India Prima Fund Gr 01-12-1993 12.87 30.67 21.76 28.33 14.71
Sundaram MidCap Gr 01-07-2002 11.49 31.54 22.21 29.64 14.69
Kotak Emerging Equity Sch Gr 30-03-2007 11.32 25.7 18.7 30.39 16.8
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 11.28 31.87 0.0 0.0 0.0
Nippon India Growth Fund Gr Gr 05-10-1995 11.26 33.24 23.64 33.49 17.33
HDFC Mid-Cap Opportunities Gr 25-06-2007 9.74 31.43 24.78 33.48 17.09

Asset Allocation (%)

PORTFOLIO ANALYSIS of BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)