BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Strong capital defense: downside capture of 78% limits losses during market corrections.
- Over 20 years of operational history across different market cycles.
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.10% | +4.07% | +1.03% |
| 3 Months | -2.95% | -1.98% | -0.97% |
| 6 Months | +0.78% | +3.41% | -2.63% |
| 1 Year | +4.98% | +3.63% | +1.35% |
| 3 Years CAGR | +14.56% | +15.02% | -0.46% |
| Since Inception | +15.56% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in BARODA BNP PARIBAS Mid Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +4.87% | +5.43% | -0.56% |
| 2025 | +2.45% | +1.71% | +0.74% |
| 2024 | +28.54% | +29.27% | -0.73% |
| 2023 | +32.57% | +37.88% | -5.31% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -6.83% | +19.32% | +14.13% | +56.24% | 89.6% | 31.2% |
| 3-Year Rolling | +12.74% | +19.38% | +19.62% | +25.85% | 100.0% | 7.8% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-10-01 | 2025-02-28 | -19.1% | 5 months | 11 months |
| 2022-04-11 | 2022-06-20 | -16.2% | 2 months | 3 months |
| 2026-08-26 | 2026-10-23 | -12.2% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & equity related instruments of Mid Cap companies | 65% - 100% Equity & equity related instruments of other than Mid Cap companies#): 0% - 35% Money Market and other liquid instruments^, Gold and Silver instruments (through ETFs) : 0% - 35% Units issued by InvITs: 0 - 10%, Units of Mutual Funds as permitted by SEBI^^- 0% - 10% |
Investment Objective & Strategy
The investment objective of the Scheme seeks to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the mid capitalization segment. The fund will emphasize on companies that appear to offer opportunities for longterm growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial flair. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 2,617 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Mid Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Mid Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Kotak Mid Cap Fund | 5.0 | +14.87% | 1.49% | 93.4% | Rs 68,260 cr | Compare → |
| Union Midcap Fund | 4.6 | +15.14% | 2.35% | 91.4% | Rs 1,996 cr | Compare → |
| Canara Robeco Mid Cap Fund | 5.5 | +15.02% | 2.13% | 86.0% | Rs 5,186 cr | Compare → |
| Mahindra Manulife Mid Cap Fund | 5.0 | +14.83% | 2.05% | 94.5% | Rs 5,256 cr | Compare → |
| ITI Mid Cap Fund | 4.8 | +16.28% | 2.38% | 94.7% | Rs 1,480 cr | Compare → |
Frequently Asked Questions about BARODA BNP PARIBAS Mid Cap Fund
What is the expense ratio of BARODA BNP PARIBAS Mid Cap Fund?
BARODA BNP PARIBAS Mid Cap Fund has a total expense ratio (TER) of 2.2% with a base expense ratio of 1.7%, compared to the Mid Cap category median of 2.11%.
Who manages BARODA BNP PARIBAS Mid Cap Fund?
BARODA BNP PARIBAS Mid Cap Fund is managed by Rohan Korde.
What are the historical returns of BARODA BNP PARIBAS Mid Cap Fund?
BARODA BNP PARIBAS Mid Cap Fund delivered a 3-year CAGR of 14.56%. Its 1-year return stands at +4.98%.
How large is BARODA BNP PARIBAS Mid Cap Fund?
BARODA BNP PARIBAS Mid Cap Fund manages assets of Rs 2,617 cr, placing it in the 'comfortable' size band relative to Mid Cap peers.
How is BARODA BNP PARIBAS Mid Cap Fund scored on MFIQ?
BARODA BNP PARIBAS Mid Cap Fund holds an MFIQ Score of 5.1/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is BARODA BNP PARIBAS Mid Cap Fund?
BARODA BNP PARIBAS Mid Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 15.42% with a maximum historical drawdown of -19.11%.