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Baroda MiD-Cap Fund

Baroda MiD-Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

27.10

as on 06 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 20,543 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

  • ₹ 17.380

    as on 06 Dec 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 65 Cr.

    as on 06 Dec 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 ₹ 17.380 as on 06 Dec 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 -0.51% 11.84% 26.07% 62.15% 54.22% 34.81% 22.68% 21.57% 52.01% 63.06% 49.16% 29.87% 21.37%
Category Average -3.59% 3.18% 14.45% 45.93% 33.34% 23.21% 17.41% 18.84% 32.92% 44.61% 33.49% 21.34% 18.71%
Baroda MiD-Cap Fund -0.69%₹ 9,931 9.65%₹ 10,965 25.67%₹ 12,566 54.76%₹ 15,476 49.00%₹ 14,980 41.84%₹ 20,139 54.39%₹ 38,917 27.10%₹ 20,543 39.90%₹ 63,009 18.55%₹ 23,423 24.28%₹ 1,09,506 9.28%₹ 24,307 14.37%₹ 2,54,373
Kotak Emerging Equity Fund -1.61%₹ 9,838 3.25%₹ 10,324 13.34%₹ 11,334 47.33%₹ 14,732 32.86%₹ 14,036 33.80%₹ 17,916 46.55%₹ 36,605 25.73%₹ 19,888 35.55%₹ 59,565 19.03%₹ 23,904 22.89%₹ 1,05,879 21.42%₹ 69,799 21.37%₹ 3,71,033
Axis Mid Cap Fund -3.61%₹ 9,638 1.41%₹ 10,140 15.83%₹ 11,583 41.82%₹ 14,182 32.35%₹ 14,005 32.01%₹ 17,440 40.84%₹ 34,954 26.43%₹ 20,221 33.35%₹ 57,870 22.68%₹ 27,799 24.77%₹ 1,10,796 21.57%₹ 70,661 21.23%₹ 3,68,224
Invesco India Midcap Fund -2.84%₹ 9,716 5.88%₹ 10,587 15.62%₹ 11,562 43.71%₹ 14,370 33.26%₹ 14,060 32.66%₹ 17,612 42.18%₹ 35,339 23.66%₹ 18,919 32.91%₹ 57,539 19.15%₹ 24,028 22.19%₹ 1,04,123 20.50%₹ 64,679 20.16%₹ 3,47,550
Edelweiss Mid Cap Fund -4.19%₹ 9,581 2.75%₹ 10,275 14.09%₹ 11,408 49.29%₹ 14,929 33.42%₹ 14,069 36.84%₹ 18,739 48.12%₹ 37,064 25.97%₹ 20,002 36.57%₹ 60,360 19.45%₹ 24,326 23.14%₹ 1,06,537 - -
PGIM India Midcap Opportunities Fund -4.30%₹ 9,569 3.24%₹ 10,324 18.63%₹ 11,862 62.15%₹ 16,215 44.52%₹ 14,721 54.22%₹ 23,813 63.06%₹ 41,539 34.81%₹ 24,521 49.16%₹ 70,772 21.85%₹ 26,873 29.87%₹ 1,25,110 - -

Portfolio Holdings

Portfolio holdings pattern of Baroda MiD-Cap Fund as on 08 Dec 2021 are listed below:

  • Equity Holdings:

    92.76%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    7.24%

Top Sector Holdings of Baroda MiD-Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 9.59% ₹ 8.13 Cr.
Pharmaceuticals 9.40% ₹ 7.97 Cr.
Power 8.03% ₹ 6.80 Cr.
Auto ancillaries 5.22% ₹ 4.42 Cr.
Banks 5.11% ₹ 4.32 Cr.
Others 62.65% -

Top Stock Holdings of Baroda MiD-Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Mphasis Ltd. 3.82% ₹ 3.24 Cr.
Bharat Electronics Ltd. 3.66% ₹ 3.10 Cr.
Fortis Healthcare Ltd. 3.60% ₹ 3.05 Cr.
Zee Entertainment Enterprises Ltd. 3.55% ₹ 3.01 Cr.
Persistent Systems Ltd. 3.47% ₹ 2.94 Cr.
Others 81.90% -

Other Holdings

Holding TypeHolding Percentage
TREPS 12.75%
Net Receivables -5.51%