BNP Paribas Midcap Fund

BNP Paribas Midcap Fund is managed by Shreyas Divalkar. The fund seeks 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. New investors can safely skip this fund. If you have invested in this fund, exit now to invest in a better performing fund in this category.

Where does BNP Paribas Midcap Fund invest your money?

BNP Paribas Midcap Fund is a Midcap Equity fund which means your money will be invested in medium and small sized companies. Large cap companies tend to be stable compared to mid-cap and small cap companies while mid cap companies tend to give kicker returns. This fund has close to 14.82% exposure to large companies, and about 47.42% exposure to medium sized companies and 36.52% exposure to small cap companies.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has BNP Paribas Midcap Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in May 2006, your value of investments would just be around Rs 1.16 lakhs. If you had invested Rs 1 lakh for 5 years, your value of investments would be sadly be Rs 1.08 lakhs. The performance has not been similar to other midcap funds. 

Assume you had invested Rs 10,000 every month in BNP Paribas Midcap Fund through SIP for 5 years today you would have around Rs 8.91 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of BNP Paribas Midcap Fund is 2.76%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year. 

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