Baroda Mid-cap Fund Plan B (Direct) Growth Option
Baroda Mid-cap Fund Plan B (Direct) Growth Option

Baroda Mid-cap Fund Plan B (Direct) Growth Option

Equity
Direct
Very High Risk
Mid-Cap

NAV: ₹ 19.18 as on 20-10-2021

Fund Overview

Expense ratio
Expense ratio
1.67%
Benchmark
Benchmark
S&P BSE Midcap TR INR
AUM
AUM
₹76 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹5000/₹1500
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
131.7%

Fund Distribution

  • Equity 97.9%
  • Debt & Cash 2.1%
Size breakup
Mid cap
66.05%
Large cap
30.65%
Small cap
3.3%
Sector Allocation
Industrial
20.9%
Basic Materials
13.1%
Tech
13%
Health
12.3%
Financial Services
11%
Cyclical
9.6%
Utilities
9%
Defensive
7.9%
Energy
1.6%
Communication
1.5%

Top Holdings

  • All
  • Equity
  • Debt & Cash
Total Holdings43
Equity Holdings41
Debt Holdings2

Fund Highlights

Fund Manager

Fund Manager

Sanjay Chawla
About the fund

About the fund

This fund has delivered an average annual returns of 11.74% since inception which is less than its category average return of 22.28%
Fund Allocations

Fund Allocations

This fund has an allocation of 97.9% in Equity, 0% in Debt and 2.1% in Cash related instruments
AUM size ₹76 Cr

AUM size ₹76 Cr

This fund has AUM of ₹76 Cr which is less than its category average of ₹ 4880 Cr
Expense Ratio 1.67%

Expense Ratio 1.67%

This fund has an expense ratio of 1.67% which is more than its category average expense ratio of 1.52%

AMC details

Fund House
Baroda Asset Management India Limited
Email
info@barodapioneer.in
Phone
+912230741000
Address
Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E)
We are a SEBI registered investement advisor