Baroda BNP Paribas Midcap Fund

Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Very High

₹90.6707 1.22%

As on 19-Mar-2025

Returns

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Calculate SIP Returns of Baroda BNP Paribas Midcap Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Baroda BNP Paribas Midcap Fund

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
VR Opinion
Risk info
Return (%)
Expense Ratio (%) info
Baroda BNP Paribas Midcap Fund
3 star
unlock fund advisor
Very High
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1.99
5 star
unlock fund advisor
Very High
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1.42
4 star
unlock fund advisor
Very High
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1.47
4 star
unlock fund advisor
Very High
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1.61
5 star
unlock fund advisor
Very High
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1.61

Other details of Baroda BNP Paribas Midcap Fund

Assets

info

₹1,858 Cr

Exit Load (Days)

info

1.00 (365)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

1,000

Min. SIP Investment (₹)

500

Min. No of Cheques

6

BLAHBLAH

Investment Strategy

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.

Suitability

"When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.

This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Baroda BNP Paribas Midcap Fund

Baroda BNP Paribas Midcap Fund is mandated to invest at least 65 per cent of its assets in mid-cap stocks at all times.

Mutual funds can be bought directly from the website of the fund house. For instance, Baroda BNP Paribas Midcap Fund fund can be purchased from the website of Baroda BNP Paribas Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Baroda BNP Paribas Midcap Fund is ₹90.6707 as of 20-Mar-2025.

The AUM of Baroda BNP Paribas Midcap Fund Fund is ₹1,858 Cr as of 28-Feb-2025

The riskometer level of Baroda BNP Paribas Midcap Fund is Very High. See More

As of 28-Feb-2025, Baroda BNP Paribas Midcap Fund had invested 92.37% in Equity, 7.19% in Debt and 0.44% in Cash & Cash Eq. See More

Baroda BNP Paribas Midcap Fund is 18 years 10 months old. It has delivered 12.40% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
11.73%
16.71%
28.85%
15.70%
14.30%
12.40%

No, There is no lock in period in Baroda BNP Paribas Midcap Fund.

The expense ratio of Baroda BNP Paribas Midcap Fund is 1.99.