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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – BNP Paribas Midcap

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Fund Name: BNP Paribas Midcap (G)

CRISIL Rank: NA

Category: Mid & Small Cap

Expense Ratio: 2.89%

Risk Level: Average

Benchmark: CNX Midcap

Objective: To seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in the middle and small capitalization segment, defined as ‘Future Leaders’. 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.

Returns (Annualized)

1-Year3-Year5-Year
5.06%11.85%25.86%

Our Review

BNP Paribas Midcap (G) has made its inception in the year 2006. Since inception, it has produced annualized returns of 3.57%. It has managed to beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Vardhaman textiles, Bharti Airtel, Repco Home Finance, Page industries and Idea cellular. The fund invests 53.74% of assets into mid caps, 27.16% in small caps and the rest in large caps. The fund has been excellent in picking stocks and hence delivered consistent returns.

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