How to check the XIRR of BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option?

You can track the exact XIRR and portfolio overlapping of BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Baroda BNP Paribas Mid Cap Fund - Direct Plan - Growth Option

Q: How to check portfolio overlap for BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare BARODA BNP PARIBAS Mid Cap Fund - Direct Plan - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Baroda BNP Paribas Mutual Fund

Expense Ratio: 0.55

Risk: Very High

Equity Scheme - Mid Cap Fund

Plan: Direct

Benchmark: Nifty Midcap 150 TRI

Inception: 13-03-2006

Exit Load: Nil

Fund Size:₹2,324.46 Cr

Performance

Fund11.46%

Cat. Avg.6.28%

Fund5.87%

Cat. Avg.4.78%

Fund20.19%

Cat. Avg.19.68%

FundN/A

Cat. Avg.17.06%

10Y

FundN/A

Cat. Avg.16.73%

Fund18.92%

Cat. Avg.19.25%

Fund Facts

Beta

0.83

Std Dev

13.45%

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Bharat Heavy Electricals Limited	Equity	Listed	Large Cap	Electrical Equipment		82.82	3.30%
2	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment		81.58	3.25%
3	Clearing Corporation of India Ltd	CASH	CCIL		CCIL	5.33%	69.13	2.75%
4	Hitachi Energy India Limited	Equity	Listed	Large Cap	Electrical Equipment		66.71	2.65%
5	The Federal Bank Limited	Equity	Listed	Mid Cap	Banks		66.01	2.63%
6	Navin Fluorine International Limited	Equity	Listed	Small Cap	Chemicals & Petrochemicals		65.81	2.62%
7	Indian Bank	Equity	Listed	Large Cap	Banks		60.43	2.40%
8	Acutaas Chemicals Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology		60.11	2.39%
9	BSE Limited	Equity	Listed	Large Cap	Capital Markets		57.98	2.31%
10	PB Fintech Limited	Equity	Listed	Mid Cap	Financial Technology (Fintech)		56.76	2.26%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	64974	+8.3%	+17.7%
2Y	07 Aug, 24	1.20 L.	1.35 L.	+12.1%	+12.1%
3Y	07 Aug, 23	1.80 L.	2.20 L.	+22.3%	+14.1%
SI	07 Apr, 22	2.60 L.	3.79 L.	+45.9%	+18.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	17 Jul, 25	1 L.	1.11 L.	+11.5%	+11.5%
2Y	18 Jul, 24	1 L.	1.13 L.	+13.1%	+6.4%
3Y	17 Jul, 23	1 L.	1.74 L.	+73.6%	+20.2%
SI	14 Mar, 22	1 L.	2.12 L.	+112.3%	+18.9%

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.