| Category: Equity: Mid Cap |
| Launch Date: 02-05-2006 |
| Asset Class: |
| Benchmark: NIFTY Midcap 150 TRI |
| Expense Ratio: 2.01% As on ( 31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,138.05 Cr As on ( 30-05-2025) |
| Turn over: 71 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 1.0 | 24.54 | 27.16 | 14.98 | 12.84 |
| NIFTY MIDCAP 150 TRI | 4.93 | 30.44 | 32.2 | 18.61 | 17.84 |
| Equity: Mid Cap | 4.75 | 27.33 | 29.51 | 16.23 | 19.97 |
Mr. Shiv Chanani, Mr. Himanshu Singh
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.
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 Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 12.5 | 1.06 | -0.84 | 0.82 | - | - |
| Equity: Mid Cap | - | - | - | - | - | - |
Small Cap
10.44%
Others
8.49%
Large Cap
5.65%
Mid Cap
75.42%
| Scheme Name | Launch Date |
1-Year Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | 02-05-2006 | 1.0 | 24.54 | 27.16 | 14.98 |
| Invesco India Midcap Fund - Growth Option | 19-04-2007 | 16.87 | 33.07 | 30.86 | 17.85 |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | 07-09-2022 | 11.75 | 0.0 | 0.0 | 0.0 |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | 26-12-2007 | 10.35 | 31.78 | 33.47 | 18.0 |
| Motilal Oswal Midcap Fund-Regular Plan-Growth Option | 02-02-2014 | 10.02 | 35.55 | 36.9 | 17.72 |
| HDFC Mid Cap Fund - Growth Plan | 25-06-2007 | 8.87 | 32.77 | 32.58 | 17.99 |
| Sundaram Mid Cap Fund Regular Plan - Growth | 01-07-2002 | 8.07 | 29.91 | 28.93 | 15.04 |
| Nippon India Growth Fund-Growth Plan-Growth Option | 05-10-1995 | 8.03 | 31.27 | 33.12 | 17.86 |
| Franklin India Prima Fund-Growth | 01-12-1993 | 7.27 | 29.45 | 27.42 | 15.37 |
| Kotak Midcap Fund - Growth | 30-03-2007 | 6.58 | 27.51 | 30.62 | 17.94 |