October 18, 2024
mayank
Baroda BNP Paribas Nifty Midcap 150 Index Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Past Performance of NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Baroda BNP Paribas Nifty Midcap 150 Index Fund Open Date, Close Date?
NFO opens on October 14, 2024
NFO will close on October 28, 2024
What is the Investment Strategy?
The scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap 150 Total Returns Index before expenses, subject to tracking errors, fees, and expenses
Basic Details
| Fund House | Baroda BNP Paribas Mutual Fund |
| Issue Open | 14 October 2024 |
| Issue Close | 28 October 2024 |
| Type | Open-ended |
| Category | Equity: Mid Cap |
| Min. Investment(Rs) | 1,000 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0.2% for redemption within 7 days |
| Riskometer | Very High |
| Benchmark | NIFTY Midcap 150 TRI |
What is the Benchmark Index of Baroda BNP Paribas Nifty Midcap 150 Index?
Nifty Midcap 150 represents the next 150 companies (companies ranked 101-250) based on full market capitalisation from Nifty 500. This index intends to measure the performance of mid market capitalisation companies.
Nifty Midcap 150 Index is computed using free float market capitalization method, wherein the level of the index reflects the total free float market value of all the stocks in the index relative to particular base market capitalization value.
Nifty Midcap 150 can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty Midcap 150 Total Returns Index
Past Performance of Benchmark Index
| Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 7.10 | 30.65 | 47.36 | 30.42 | 17.25 |
| Total Return | 7.33 | 31.26 | 48.21 | 31.46 | 18.66 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 16.81 | 19.02 | 21.09 |
| Beta (NIFTY 50) | 1.01 | 0.85 | 0.84 |
| Correlation (NIFTY 50) | 0.80 | 0.85 | 0.84 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 45.66 | 5.89 | 0.68 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| Suzlon Energy Ltd. | 2.67 |
| Max Healthcare Institute Ltd. | 2.06 |
| Indian Hotels Co. Ltd. | 1.69 |
| Persistent Systems Ltd | 1.63 |
| Lupin Ltd. | 1.49 |
| Dixon Technologies (India) Ltd. | 1.47 |
| Cummins India Ltd. | 1.45 |
| PB Fintech Ltd. | 1.45 |
| Colgate Palmolive (India) Ltd. | 1.42 |
| BSE Ltd. | 1.41 |
Performance Review of the Fund Manager of Baroda BNP Paribas Nifty Midcap 150 Index?
1) Neeraj Saxena
Education: He is PGDBA finance and Masters in Organic Chemistry
Experience: Prior to joining Baroda BNP Paribas AMC, he has worked with Stratcap Securities, Karvy Stock Broking and Iden Investment Advisors
Past Performance of his Schemes
| Fund | Baroda BNP Paribas Nifty Bank ETF | It’s Benchmark | Baroda BNP Paribas NIFTY 50 Index Fund | It’s Benchmark |
| 1 Year | — | — | — | — |
| 3 Year | — | — | — | — |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 18-10-2024
Which Company Owns Baroda BNP Paribas Nifty Midcap 150 Index?
Baroda BNP Paribas Asset Management (India) Private Ltd.
Address: BNP Paribas House, 7th Floor, G-Block, Bandra Kurla Complex, Bandra Mumbai – 400051
Website: https://www.barodabnpparibasmf.in/
Registrar & Transfer Agent:
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Is it good to invest in Baroda BNP Paribas Nifty Midcap 150 Index NFO?
Guidance for Baroda BNP Paribas Nifty Midcap 150 Index Fund by Paresh Gordhandas, C.A., Research Analyst.
WILL Post SOON
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