Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option

• Alpha 4.98%
• Beta 0.85
• Sharpe Ratio1.09
• Std Deviation 13.42%
• Tracking Error 6.43%

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 long-term 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.

The Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option has an AUM of 2312.61 crores & has delivered CAGR of 21.09% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.55%. The minimum investment in Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include GE Vernova T&D India, Indian Bank, Hitachi Energy India & PB Fintech.

The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Biotechnology & Drugs & Software & Programming.

Some of the similar funds are Mahindra Manulife Mid Cap Fund Direct Growth, Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option, Union Midcap Fund Direct Growth, Canara Robeco Mid Cap Fund Direct Growth, Bandhan Midcap Fund Direct Growth. Baroda BNP Paribas Mid Cap Fund Direct Plan Growth Option has a sharpe ratio of 1.09 & a standard deviation of 13.42%.