Baroda BNP Paribas NIFTY Midcap 150 Index Fund - Regular Plan - Growth Option

Q: How to check the XIRR of Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Baroda BNP Paribas Nifty Midcap 150 Index Fund - Regular Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Baroda BNP Paribas Mutual Fund

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

Fund3.59%

Cat. Avg.2.09%

FundN/A

Cat. Avg.2.83%

FundN/A

Cat. Avg.10.62%

FundN/A

Cat. Avg.10.82%

10Y

FundN/A

Cat. Avg.11.51%

Fund3.83%

Cat. Avg.6.93%

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	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	BSE Limited	Equity	Listed	Large Cap	Capital Markets	0.40	3.90%
2	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks	0.20	2.01%
3	Multi Commodity Exchange of India Limited	Equity	Listed	Mid Cap	Capital Markets	0.18	1.78%
4	Suzlon Energy Limited	Equity	Listed	Mid Cap	Electrical Equipment	0.18	1.78%
5	Hero MotoCorp Limited	Equity	Listed	Mid Cap	Automobiles	0.15	1.53%
6	IndusInd Bank Limited	Equity	Listed	Mid Cap	Banks	0.15	1.51%
7	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	0.15	1.51%
8	AU Small Finance Bank Limited	Equity	Listed	Mid Cap	Banks	0.15	1.49%
9	Bharat Heavy Electricals Limited	Equity	Listed	Large Cap	Electrical Equipment	0.15	1.49%
10	Laurus Labs Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	0.15	1.46%

Similar Funds

Kotak Arbitrage Fund - Regular Plan - Growth

Kotak Mahindra Mutual Fund

Expense Ratio: 1.05

NAV / Fund Size

₹39.82₹72,361.13 Cr

Incep: 12-09-2005

Arbitrage FundLow RiskHybrid

5.97%

6.39%

6.96%

6.20%

6.76%

Fund Details

Kotak Arbitrage Fund - Regular Plan - Growth

NAV / Fund Size₹39.82₹72,361.13 Cr

Arbitrage FundLow RiskHybrid

5.97%

6.39%

6.96%

6.20%

6.76%

HDFC Small Cap Fund - Growth Option

HDFC Mutual Fund

Expense Ratio: 1.54

NAV / Fund Size

₹140.29₹38,018.02 Cr

Incep: 11-02-2008

Small Cap FundVery High RiskEquity

-2.48%

2.40%

12.67%

15.41%

17.00%

Fund Details

HDFC Small Cap Fund - Growth Option

NAV / Fund Size₹140.29₹38,018.02 Cr

Small Cap FundVery High RiskEquity

-2.48%

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12.67%

15.41%

17.00%

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

Baroda BNP Paribas Mutual Fund

Expense Ratio: 2.5

NAV / Fund Size

₹17.26₹279.04 Cr

Incep: 04-07-2019

Equity SavingsModerately High RiskHybrid

3.85%

5.29%

8.34%

7.70%

8.10%

Fund Details

Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth

NAV / Fund Size₹17.26₹279.04 Cr

Equity SavingsModerately High RiskHybrid

3.85%

5.29%

8.34%

7.70%

8.10%

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	63114	+5.2%	+11.0%
SI	07 Nov, 24	1.05 L.	1.13 L.	+8.1%	+9.3%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.04 L.	+3.6%	+3.6%
SI	06 Nov, 24	1 L.	1.07 L.	+6.6%	+3.8%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.