Pros | ![]() Lower volatility within category. ![]() Beats FD returns for both 3Y & 5Y. | ![]() Lower probablity of downside risk. ![]() Recovers losses quickly. ![]() Larger AUM within category. | ||
Cons | - | - |
INDMoney rank | 8/19 | 1/19 | ||
Category,Subcateogry | Equity,Mid-Cap | Equity,Mid-Cap | ||
Fund Age | 12 Years | 12 Years | ||
Fund Size | 2137 Cr | 79718 Cr | ||
Min Investment | SIP ₹500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 0.57% | 0.77% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | Nifty Midcap 150 TR INR | Nifty Midcap 150 TR INR |
No of Holdings | 66 | 79 | ||
Top 5 Holdings | Hitachi Energy India Ltd Ordinary Shares (2.71%) GE Vernova T&D India Ltd (2.62%) PB Fintech Ltd (2.47%) The Federal Bank Ltd (2.36%) Phoenix Mills Ltd (2.34%) | Max Financial Services Ltd (4.81%) The Federal Bank Ltd (3.24%) Coforge Ltd (3.22%) Balkrishna Industries Ltd (2.94%) Ipca Laboratories Ltd (2.91%) | ||
No of Sectors | 11 | 10 | ||
Top 3 Sectors | Financial Services (20.24%) Health (17.15%) Industrial (14.22%) | Financial Services (27.1%) Consumer Cyclical (19.17%) Tech (11.62%) | ||
Equity % | 91.51% | 91.77% | ||
Debt % | 0.91% | - | ||
P/E | 25.74 | 24.7 | ||
P/B | 4.35 | 3.38 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | 2.59% | 3.62% | ||
3-Month Return | 9.8% | 12.09% | ||
6-Month Return | 0.16% | 3.22% | ||
1-Year Return | 3.77% | 9.99% | ||
3-Year Return | 26.45% | 33.01% | ||
5-Year Return | 29.1% | 33.01% |
Sharpe | 1.12 | 1.39 | ||
Alpha | 0.77 | 4.77 | ||
Beta | 0.82 | 0.87 | ||
Standard Deviation | 14.41 | 15.11 | ||
Information Ratio | -0.58 | 0.86 |
Description | Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Mid Cap Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | - | Chirag Setalvad |