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BABaroda MFGrowth

Baroda Mid-cap Fund - Growth

Mid Cap FundEquity - Mid Cap FundBenchmark: BSE 150 MidCap - TRI
NAV · 13 Mar 2022₹16.51-0.01%
AUM₹92 Cr
Expense Ratio2.74%
CAGR—
Exit Load1% on or before 365D, Nil after 365D
Min SIP₹500
Launched2010

Investment Objective

The primary objective of the Scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks.

Fund Mandate

Debt, MMI & Cash0%–35%
Equity & Equity related instruments including derivatives of Mid-Cap companies65%–100%
Equity and Equity related instruments including derivatives of large cap / small cap companies0%–35%
Investment in REITs and InvITs0%–10%
Asset Allocation
Domestic Equity97.9%
Cash & Equivalents2.1%
Fund Managers
SC
Sanjay Chawla
Fund Manager
Key Information
2.74%
₹500
₹5,000
1% on or before 365D, Nil after 365D
Nil
Inception04 Oct 2010
AMCBaroda MF
Top Holdings
1Persistent Systems Ltd.IT4.06%
2Fortis Healthcare Ltd.Healthcare4.00%
3UNO Minda Ltd.Automobile & Ancillaries3.99%
4Natco Pharma Ltd.Healthcare3.78%
5Zee Entertainment Enterprises Ltd.Media & Entertainment3.74%
6Ipca Laboratories Ltd.Healthcare3.73%
7Radico Khaitan Ltd.Alcohol3.69%
8Cummins India Ltd.Automobile & Ancillaries3.38%
9Mphasis Ltd.IT3.38%
10Timken India Ltd.Automobile & Ancillaries3.30%
Sector Allocation
Automobile & Ancillaries15.8%
Healthcare15.0%
IT14.2%
Chemicals11.2%
Power7.3%
Retailing6.1%
Bank4.9%
Alcohol3.7%
Media & Entertainment3.7%
Crude Oil3.3%
Electricals2.9%
Miscellaneous2.6%
Iron & Steel2.3%
Realty2.1%
Construction Materials1.7%
Finance1.4%
FMCG1.3%
Infrastructure1.1%
On This Page
NAV growthAsset allocationTop holdings
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Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.74%
1% on or before 365D, Nil after 365D
Nil
₹500
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme