Baroda Mid-Cap Fund - Plan B - Dir (G)

Baroda Mid-Cap Fund - Plan B - Dir (G)

AMC Name: Baroda Mutual Fund

Riskometer

High

Investment Objective

Bench Mark S&P BSE Mid-Cap TRI
Fund Manager Dipak Acharya
Fund Horizon OPEN
Inception Date 01-Jan-2013
Scheme AUM(CR) ` 44.01
Minimum SIP/LUMPSUM ` 500/ ` 1000
Increment SIP/LUMPSUM ` 0/ ` 0
SIP Dates 1,10,15,25
Entry Load 1.00% - If redeemed on or before 365 days from the date of allotment of units. Nil - If redeemed above 365 days from the date of allotment of units.
Exit Load 1.00% - If redeemed on or before 365 days from the date of allotment of units. Nil - If redeemed above 365 days from the date of allotment of units.
Expense Ratio 1.82

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.23% 2.44%
3 Month -6.44% -7.57%
6 Month -6.04% -8.98%
1 Year -10.23% -15.59%
3 Year 3.38% 2.45%
5 Year -0.49% 7.65%
Since Inception 2.31% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others