Baroda Pioneer Growth Fund - Plan A (Equity, Multi Cap)

Moderately High
14 yrs 9 monthsStarted on:12 Sep 2003
₹ 688.22 Cras on: 22 May 2018
Long Term Horizon
2.61%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to capture growth opportunities provided by large cap, mid cap & small cap companies with flexibility & discretion to invest upto 100% into equities while not exceeding 25% in debt and money market instruments.

Exit Load

Scheme Documents

Similar Funds
BSL Special Situations Fund
Return (CAGR) 9.59%
Crisil Ranking NA
Value Research
HDFC Capital Builder Fund
Return (CAGR) 14.83%
Crisil Ranking 2
Value Research
SBI Magnum Multiplier Fund
Return (CAGR) 14.65%
Crisil Ranking 3
Value Research
Franklin India FLEXI CAP FUND
Return (CAGR) 16.90%
Crisil Ranking 3
Value Research
Axis Focused 25 Fund
Return (CAGR) 18.41%
Crisil Ranking 2
Value Research
DSP BlackRock Equity Fund
Return (CAGR) 20.17%
Crisil Ranking 3
Value Research NA
Principal Dividend Yield Fund
Return (CAGR) 12.93%
Crisil Ranking NA
Value Research
RELIANCE EQUITY OPPORTUNITIES FUND
Return (CAGR) 18.21%
Crisil Ranking 4
Value Research
UTI-Bluechip Flexicap Fund
Return (CAGR) 10.81%
Crisil Ranking 4
Value Research
ICICI Prudential Top 100 Fund
Return (CAGR) 18.90%
Crisil Ranking 2
Value Research
Motilal Oswal MOSt Focused Multicap 35 Fund
Return (CAGR) 26.89%
Crisil Ranking 2
Value Research

Tenure

TenureReturns (CAGR)
3 Month0.04
1 YR6.55
2 YR15.86
3 YR7.23

SIP Returns

TenureReturns (CAGR)
2 YR7.88
3 YR9.73
5 YR12.04
10 YR11.54

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.36
Infosys Ltd.4.36
Maruti Suzuki India Ltd.3.84
Mahindra & Mahindra Financial Services Ltd.3.53
ICICI Bank Ltd.3.1
SBI Life Insurance Company Ltd.2.86
Kansai Nerolac Paints Ltd.2.69
Shriram Transport Finance Co. Ltd.2.57
Sun TV Network Ltd.2.56
Indraprastha Gas Ltd.2.51

Top Sectoral Holdings

Sector Name% Assets
Financial24.76
Automobile15.45
Technology12.4
Construction12.06
Energy6.67
Cons Durable6.63
Chemicals6.54
FMCG4.38
Services3.66
Healthcare2.16

Indicators

LabelValue
Portfolio turnover ratio88
Standard Deviation13.66%
Sharpe Ratio0.47

Dipak Acharya,Sanjay Chawla

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMSMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
Prior to joining Baroda AMC in 2008 he has worked with BOB.Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities

Other Funds Managed by Dipak Acharya,Sanjay Chawla

© CRISIL Limited 2017. All Rights Reserved