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Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 62/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.55%
- AUM (15%)₹10 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Baroda BNP Paribas Mutual Fund · Equity · Mid Cap
₹11.2
AUM: ₹10 Cr
NAV updated 26 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.55%
Exit Load
Exit load of 0.20%, if redeemed within 7 days.
Fund Manager
Neeraj Saxena
Inception
Nov 2024
Benchmark
NIFTY Midcap 150 Total Return Index
Sharpe Ratio
0.32
Std Dev (1Y)
16.22%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.52%
3m
+4.5%
6m
+6.4%
1y
+10.01%
3y
—
5y
—
10y
—
since inception
+4.98%
TopFund's Take on Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option sits in the middle of the pack for Mid Cap funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 62/100.
Cost: At 0.55%, the expense ratio is meaningfully cheaper — about 29% below the Mid Cap category average of 0.77% (based on 230 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.32 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.22% is fairly typical for Mid Cap funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option is ₹11.2. NAV is updated every business day after market close by AMFI.
1Y: 10.01%
The expense ratio of Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option is 0.55% per annum. This is the annual fee charged by the fund to manage your investment.
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option is managed by Neeraj Saxena at Baroda BNP Paribas Mutual Fund.
Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Baroda BNP Paribas Nifty Midcap 150 Index Fund - Direct Plan - Growth Option is ₹10 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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