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Baroda Mid-cap Fund- Plan A - Growth Option

Category: Equity: Mid Cap
Launch Date: 04-10-2010
Asset Class: Equity
Benchmark: S&P BSE MidCap TRI
Expense Ratio: 2.78% As on (31-10-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 84.71 Cr As on (31-10-2021)
Turn over: 119.00
NAV as on Fri Dec 03 00:00:00 IST 2021

17.61

-0.01 (-0.0568%)

CAGR Since Inception

5.2%

S&P BSE MidCap TRI 10.05%

PERFORMANCE of Baroda Mid-cap Fund- Plan A - Growth Option

Scheme Performance (%) Data as on - 03-12-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Baroda Mid-cap Fund- Plan A - Growth Option 57.23 26.94 19.03 9.48 5.2
S&P BSE MidCap TRI 46.71 12.26 12.25 15.02 10.05
Equity: Mid Cap 49.08 22.89 17.89 19.2 19.19

Yearly Performance (%)

Fund Managers

Sanjay Chawla,Pratish Krishnan

Investment Objective

The scheme offer investors the opportunity to benefit from future growth in PSUs by creating a diversified portfolio to these companies without any sectors or market cap bias. Scheme also aims to generate returns through stock selection rather than holding cash & timing the market.

RETURNS CALCULATOR for Baroda Mid-cap Fund- Plan A - Growth 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.

Riskometer

Key Performance and Risk Statistics of Baroda Mid-cap Fund- Plan A - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda Mid-cap Fund- Plan A - Growth Option 17.75 -0.25 -1.72 0.93 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Baroda Mid-cap Fund- Plan A - Growth Option

Period
Data as on - 03-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Baroda Mid-cap Fund- Plan A - Growth Option 04-10-2010 57.23 42.6 26.94 19.03 9.48
PGIM India Midcap Opportunities Fund - Regular Plan - Growth Option 05-12-2013 65.28 55.2 34.3 22.37 0.0
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 62.4 45.7 28.0 21.83 16.13
SBI Magnum Midcap Fund - Regular Plan - Growth 29-03-2005 58.84 40.4 25.94 16.16 21.48
Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option 24-02-2014 57.31 30.03 23.61 15.32 0.0
Aditya Birla Sun Life MIDCAP Fund-Growth 05-10-2002 55.71 32.17 18.81 14.56 17.44
Union Midcap Fund - Regular Plan - Growth Option 23-03-2020 55.54 0.0 0.0 0.0 0.0
Mahindra Manulife Mid Cap Unnati Yojana - Regular Plan - Growth 05-01-2018 54.88 33.19 23.29 0.0 0.0
Mirae Asset Midcap Fund - Regular Plan 01-07-2019 53.8 37.15 0.0 0.0 0.0
BOI Axa Mid & Small Cap Equity & Debt Fund - Regular Plan Growth 13-07-2016 52.8 39.48 22.84 18.27 0.0

PORTFOLIO ANALYSIS of Baroda Mid-cap Fund- Plan A - Growth Option

Asset Allocation (%)