NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹102.97
-1.82%
NAV as on 18 Dec 24, 12:00 AM
very high risk
mid cap
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
mid cap
equity
31.76%p.a.
Last 1Y
22.78%p.a.
Last 3Y
25.72%p.a.
Last 5Y
13.24%p.a.
Since Inception
About Baroda BNP Paribas Mid Cap Fund Plan Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Baroda BNP Paribas Mid Cap Fund Plan Growth scheme from Baroda BNP Paribas Asset Management India Pvt. Ltd.. It is a Mid-Cap mutual fund scheme that predominantly invests in Mid-Cap stocks of companies. Launched on May 2006, Baroda BNP Paribas Mid Cap Fund Plan Growth is Mid-Cap fund of its category with 2,144.54 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Mid-Cap funds.
- Baroda BNP Paribas Mid Cap Fund Plan Growth delivered 31.8% annual returns during the last year. It has delivered 13.2% average annual returns since the fund was launched.
- Baroda BNP Paribas Mid Cap Fund Plan Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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 long-term 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.
Top 10 Holdings
PB Fintech Ltd
4.42%
Indian Hotels Co Ltd
2.59%
CRISIL Ltd
2.50%
National Aluminium Co Ltd
2.48%
The Federal Bank Ltd
2.46%
Hitachi Energy India Ltd Ordinary Shares
2.42%
Dixon Technologies (India) Ltd
2.40%
Phoenix Mills Ltd
2.32%
Oracle Financial Services Software Ltd
2.18%
Indian Bank
2.14%
Fund Managers
- Shiv Chanani (Jul 2022 - Present)
- Himanshu Singh (Oct 2024 - Present)
Key Information
View Scheme Document
Baroda BNP Paribas Mid Cap Fund Plan Growth SIP Calculator
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NRI Mutual Fund Tax on Baroda BNP Paribas Mid Cap Fund Plan Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Baroda BNP Paribas Mid Cap Fund Plan Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Baroda BNP Paribas Mid Cap Fund Plan Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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