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Baroda MiD-Cap Fund

Baroda MiD-Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

17.05

as on 03 Aug 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 16,042 today.

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NAV Performance

Baroda MiD-Cap Fund performance graph for last 3 years
Performance of Baroda MiD-Cap Fund for last 3 Years

Fund Information

  • ₹ 15.690

    as on 03 Aug 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 65 Cr.

    as on 03 Aug 2021
  • 2.46%

    since 31 May 2021
  • 02 Jan 2013

  • Equity - Mid Cap Fund

  • S&P BSE MidCap TRI

  • baroda mutual fund

    Show All Funds
  • Baroda Mid-cap Fund - Plan A - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Baroda MiD-Cap Fund is an Open-ended Equity Fund. The fund belongs to Mid Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) baroda mutual fund. You can also view here all other Equity funds offered by baroda mutual fund.

Latest NAV of the fund is ₹ 15.690 as on 03 Aug 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 2.46%. Ideally you shoulds compare this fund with the benchmark S&P BSE MidCap TRI.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund 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.

List of Fund Managers of Baroda MiD-Cap Fund

  • About Sanjay Chawla

    Picture of Sanjay ChawlaMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani. Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.84% 22.22% 42.40% 97.77% 57.68% 26.72% 20.22% 19.87% 96.43% 76.04% 50.75% 29.70% 21.82%
Category Average 5.92% 18.71% 28.02% 76.73% 36.56% 17.54% 16.19% 17.12% 73.70% 52.73% 34.83% 21.42% 19.09%
Baroda MiD-Cap Fund 5.37%₹ 10,537 20.97%₹ 12,097 29.14%₹ 12,913 77.09%₹ 17,708 75.10%₹ 16,446 36.63%₹ 18,700 54.87%₹ 39,057 17.05%₹ 16,042 36.33%₹ 60,163 16.75%₹ 21,701 21.92%₹ 1,03,408 6.63%₹ 19,018 12.85%₹ 2,34,535
DSP Midcap Fund 4.38%₹ 10,437 16.06%₹ 11,606 21.00%₹ 12,099 59.22%₹ 15,922 54.74%₹ 15,307 33.35%₹ 17,811 43.43%₹ 35,697 16.90%₹ 15,980 30.97%₹ 56,070 16.48%₹ 21,450 20.17%₹ 99,110 17.49%₹ 50,174 19.82%₹ 3,41,173
Axis Mid Cap Fund 5.70%₹ 10,570 17.20%₹ 11,720 24.30%₹ 12,430 65.12%₹ 16,512 62.92%₹ 15,769 36.70%₹ 18,718 46.84%₹ 36,687 21.50%₹ 17,946 34.28%₹ 58,572 20.22%₹ 25,120 24.94%₹ 1,11,226 19.80%₹ 60,958 21.42%₹ 3,71,931
Invesco India Midcap Fund 5.32%₹ 10,531 20.16%₹ 12,016 24.13%₹ 12,412 67.69%₹ 16,768 67.61%₹ 16,032 37.40%₹ 18,911 49.69%₹ 37,522 18.69%₹ 16,728 33.93%₹ 58,309 17.88%₹ 22,773 22.52%₹ 1,04,932 18.54%₹ 54,838 20.47%₹ 3,53,316
Kotak Emerging Equity Fund 4.54%₹ 10,454 17.65%₹ 11,765 28.63%₹ 12,862 81.66%₹ 18,165 76.79%₹ 16,539 38.37%₹ 19,180 55.02%₹ 39,102 19.98%₹ 17,280 37.35%₹ 60,967 17.97%₹ 22,856 23.35%₹ 1,07,046 19.87%₹ 61,344 21.82%₹ 3,80,185
PGIM India Midcap Opportunities Fund 8.39%₹ 10,838 21.74%₹ 12,173 35.08%₹ 13,508 97.77%₹ 19,777 96.43%₹ 17,601 57.68%₹ 24,925 76.04%₹ 45,580 26.72%₹ 20,362 50.75%₹ 72,146 20.15%₹ 25,050 29.70%₹ 1,24,571 - -

Portfolio Holdings

Portfolio holdings pattern of Baroda MiD-Cap Fund as on 05 Aug 2021 are listed below:

  • Equity Holdings:

    97.42%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.58%

Top Sector Holdings of Baroda MiD-Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Power 9.84% ₹ 6.39 Cr.
Computers - software 9.23% ₹ 5.99 Cr.
Cement 3.78% ₹ 4.76 Cr.
Pharmaceuticals 6.77% ₹ 4.41 Cr.
Banks 5.92% ₹ 3.86 Cr.
Others 64.46% -

Top Stock Holdings of Baroda MiD-Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Indian Railway Catering and Tourism Corporation Ltd. 4.69% ₹ 3.05 Cr.
Navin Flourine International Ltd. 4.61% ₹ 3.00 Cr.
Torrent Power Ltd. 4.60% ₹ 2.99 Cr.
Polycab India Limited 4.55% ₹ 2.96 Cr.
Sun TV Network Ltd. 4.48% ₹ 2.91 Cr.
Others 77.07% -

Other Holdings

Holding TypeHolding Percentage
TREPS 2.86%
Net Receivables -0.28%