Rating : ★ ★ ☆ ☆ ☆

Baroda BNP Paribas Mid Cap Fund Reinvestment Inc Dist cum Cap Wdrl

Equity

  

Mid Cap Fund

NAV

40.2482 +0.8875

(as on 17 May, 2022)

RETURNS

14.45 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

2%

Asset Size

1189.62 Cr.

(As of 30 Apr, 2022)

Benchmark

IISL Nifty Midcap 150 TR INR

Riskometer

Investors understand that their principal will be at Risk.

Objective

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

app screenshotapp screenshot

Google play store download image Apple app store download image

Fund manager

Karthikraj Lakshmanan

Exit load

1 %

(If redeemed within 360 days)

Minimum sip

₹500

Minimum investment

₹5000

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

Jindal Steel & Power Ltd

5.38%

Trent Ltd

5.21%

Voltas Ltd

4.03%

Procter & Gamble Hygiene and Health Care Ltd

2.95%

Sector Allocation

About the Scheme Type

Mid cap funds invest only in mid cap companies – those with a market capitalization of INR 500 – INR 10000 Crores. Mid cap funds can be highly volatile and risky; hence, isn’t recommended for first-time investors as well as investors with low risk appetite. The ideal investment horizon for mid cap funds is 5 -7 years and does offer higher returns than both multi cap and large cap funds. However, the flip side to it is that during economic turmoil and crises, mid cap funds can fall down excessively. So, be careful while picking Mid cap funds.

Ratings

This fund is rated 2 stars by Morning Star Ratings.

★ ★ ☆ ☆ ☆

Overview of BNP Paribas Asset Mgmt India Pvt. Ltd

-