April 30, 2025
mayank
Baroda BNP Paribas Nifty Midcap 150 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 9.6353
Suitable For Which Investors?
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.
Fund’s 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
Fund Manager:
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
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0.2% for redemption within 7 days |
Basic Details of Baroda BNP Paribas Nifty Midcap 150 Index Fund
| Fund House | Baroda BNP Paribas Mutual Fund |
| Launch Date | 04-Nov-24 |
| Return Since Launch | -3.65% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 8 Cr |
| (As on 31-Mar-2025) | |
| Expense | 0.39% |
| (As on 31-Mar-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 59.00% |
Trailing Returns (%) of Baroda BNP Paribas Nifty Midcap 150 Index Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Baroda BNP Paribas Nifty Midcap 150 Index Dir | -5.27 | 0.21 | 4.65 | 2.80 | — | — | — | — | — | — |
| BSE 150 MidCap TRI | -5.87 | 0.26 | 4.04 | 2.64 | — | — | — | — | — | — |
| Equity: Mid Cap | -6.85 | 0.29 | 3.87 | 2.17 | — | — | — | — | — | — |
| Rank within category | 10 | 31 | 7 | 8 | — | — | — | — | — | — |
| Number of funds in category | 48 | 51 | 51 | 48 | 46 | 41 | 32 | 25 | 21 | 19 |
Peer Comparison of Baroda BNP Paribas Nifty Midcap 150 Index Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Baroda BNP Paribas Nifty Midcap 150 Index Dir | Unrated | — | — | — | 0.39 | 8 | -3.65 | 0.20 (7) | 5M | 59.00 |
| Motilal Oswal Nifty Midcap 150 Dir | 3 star | 6.55 | 21.86 | 31.92 | 0.30 | 1,987 | 25.50 | 1.00 (15) | 5Y 7M | 33.00 |
| Nippon India Nifty Midcap150 Dir | 3 star | 6.28 | 21.61 | — | 0.30 | 1,545 | 22.07 | — | 4Y 2M | 37.00 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Dir | Unrated | 2.70 | — | — | 0.45 | 802 | 25.11 | 0.50 (30) | 2Y 5M | 107.00 |
| Tata Nifty Midcap 150 Momentum 50 Index Dir | Unrated | 1.96 | — | — | 0.40 | 753 | 23.79 | 0.25 (90) | 2Y 6M | 101.20 |
Portfolio Analysis of Baroda BNP Paribas Nifty Midcap 150 Index Fund
| No. of Stocks | 150 |
| Top 10 Stocks | 18.09% |
| Top 5 Stocks | 10.45% |
| Top 3 Sectors | 38.95% |
| Portfolio P/B Ratio | 4.24 |
| Portfolio P/E Ratio | 31.84 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 54,892 | 54,845 |
| Giant (%) | 0.55 | 3.59 |
| Large (%) | 34.12 | 34.52 |
| Mid (%) | 65.33 | 60.25 |
| Small (%) | — | 4.94 |
| Tiny (%) | — | 0.42 |
Chanakya’s Mutual Fund Guidance For Baroda BNP Paribas Nifty Midcap 150
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