BABaroda MFDirect · Growth

Baroda Pioneer Equity Trigger Fund - Series I - Plan B - Growth - Direct Plan

Mid Cap FundEquity - Mid Cap FundBenchmark: BSE Mid-Cap
NAV · 28 Dec 2017₹15.08+0.01%
AUM₹88 Crfrom this fund's primary plan
Expense Ratio1.62%
CAGR
Exit Load
Min SIP
Launched2014

Investment Objective

The investment objective of the Scheme is to provide capital appreciation by investing in a well-diversified portfolio of equity and equity related securities predominantly of mid-cap and small cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

Fund Mandate

Debt, MMI & Cash0%–20%
Equity & Equity related instruments80%–100%
Fund Managers
DA
Dipak Acharya
Fund Manager
Key Information
1.62%
₹5,000
Nil
Inception29 Dec 2014
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
1.62%
Nil
₹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