Baroda BNP Paribas NIFTY Midcap 150 Index Fund - Regular Plan - Growth Option
Expense Ratio: 1.08
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 14-10-2024
Exit Load: Nil
Fund Size:₹9.47 Cr
Performance
1Y
Fund-1.63%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund0.30%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE Limited | 0.40 | 3.90% |
| 2 | The Federal Bank Limited | 0.20 | 2.01% |
| 3 | Multi Commodity Exchange of India Limited | 0.18 | 1.78% |
| 4 | Suzlon Energy Limited | 0.18 | 1.78% |
| 5 | Hero MotoCorp Limited | 0.15 | 1.53% |
| 6 | IndusInd Bank Limited | 0.15 | 1.51% |
| 7 | GE Vernova T&D India Limited | 0.15 | 1.51% |
| 8 | AU Small Finance Bank Limited | 0.15 | 1.49% |
| 9 | Bharat Heavy Electricals Limited | 0.15 | 1.49% |
| 10 | Laurus Labs Limited | 0.15 | 1.46% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58761 | -2.1% | -4.3% |
| SI | 07 Nov, 24 | 1.20 L. | 1.21 L. | +1.2% | +1.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 98375 | -1.6% | -1.6% |
| SI | 06 Nov, 24 | 1 L. | 1.01 L. | +0.6% | +0.3% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.