BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option
Category: Equity: Mid Cap |
Launch Date: 01-01-2013 |
Asset Class: |
Benchmark: NIFTY Midcap 150 TRI |
Expense Ratio: 2.0% As on ( 30-06-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 2,213.06 Cr As on ( 30-06-2025) |
Turn over: 71 |
Fund Managers
Mr. Shiv Chanani, Mr. Himanshu Singh
Investment Objective
The investment objective of the Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for longterm growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
PERFORMANCE of BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option
Scheme Performance (%) Data as on - 11-07-2025
1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
---|---|---|---|---|---|
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option | -10.38 | 12.17 | - | - | 7.89 |
NIFTY MIDCAP 150 TRI | 2.07 | 27.73 | 31.06 | 18.38 | 17.73 |
Equity: Mid Cap | 1.76 | 24.72 | 28.22 | 15.89 | 18.95 |
RETURNS CALCULATOR for BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.
Key Performance and Risk Statistics of BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option
Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
---|---|---|---|---|---|---|
BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option | 12.5 | 1.3 | 0.34 | 0.83 | - | - |
Equity: Mid Cap | - | - | - | - | - | - |
PEER COMPARISION
Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
---|---|---|---|---|---|---|
BARODA BNP PARIBAS Mid Cap Fund IDCW | 01-01-2013 | -10.38 | 12.52 | 12.17 | 0.0 | 0.0 |
Invesco India MidCap Gr | 19-04-2007 | 15.35 | 33.45 | 31.02 | 30.27 | 17.86 |
WhiteOak Capital Mid Cap Fund Reg Gr | 07-09-2022 | 7.58 | 28.38 | 0.0 | 0.0 | 0.0 |
HDFC Mid Cap Fund Gr | 25-06-2007 | 6.39 | 27.25 | 30.58 | 32.09 | 17.97 |
Edelweiss MidCap Reg Gr | 26-12-2007 | 6.31 | 31.37 | 28.73 | 32.21 | 17.76 |
Motilal Oswal Midcap Fund Reg Gr | 02-02-2014 | 5.54 | 32.41 | 31.7 | 35.31 | 17.5 |
Sundaram MidCap Gr | 01-07-2002 | 4.98 | 28.48 | 27.66 | 28.41 | 14.87 |
Franklin India Mid Cap Fund Gr | 01-12-1993 | 4.77 | 27.42 | 26.81 | 26.87 | 15.31 |
Kotak Midcap Fund Reg Gr | 30-03-2007 | 3.97 | 26.72 | 25.34 | 29.9 | 17.79 |
NIPPON INDIA GROWTH MID CAP FUND Gr Gr | 05-10-1995 | 3.79 | 28.58 | 28.48 | 32.07 | 17.6 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - IDCW Option
Portfolio as on