BABaroda MFIDCW

Baroda Mid-cap Fund - IDCW

Mid Cap FundEquity - Mid Cap FundBenchmark: BSE 150 MidCap - TRI
NAV · 13 Mar 2022₹16.51-0.01%
AUM₹92 Crfrom this fund's primary plan
Expense Ratio2.74%
CAGR
Exit Load1% on or before 365D, Nil after 365D
Min SIP₹500from this fund's primary plan
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%
Fund Managers
SC
Sanjay Chawla
Fund Manager
Key Information
2.74%
₹500from this fund's primary plan
₹5,000
1% on or before 365D, Nil after 365D
Nil
Inception03 Oct 2010
AMCBaroda MF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

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
₹500from this fund's primary plan
₹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