Baroda Pioneer Large Cap Fund (Equity, Large Cap)

High
9 yrs 8 monthsStarted on:22 Jun 2010
₹ 32.9 Cras on: 17 Jan 2020
Long Term Horizon
2.63%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to generate capital appreciation by investing in a diversified portfolio of equity and equity related securities of large cap companies.

Exit Load

Scheme Documents

Similar Funds
Nippon India focused large cap fund
Current NAV 29.9
Return (CAGR) 9.48%
Value Research NA
Mirae Asset India Equity Fund
Current NAV 55.17
Return (CAGR) 15.58%
Value Research
Axis Bluechip Fund
Current NAV 32.66
Return (CAGR) 12.51%
Value Research
Motilal Oswal Focused 25 Fund
Current NAV 24.53
Return (CAGR) 14.36%
Value Research
ICICI Pru Bluechip Fund
Current NAV 45.21
Return (CAGR) 13.81%
Value Research
Kotak Bluechip Fund
Current NAV 257.75
Return (CAGR) 18.36%
Value Research
TATA Index Fund Nifty
Current NAV 74.84
Return (CAGR) 15.92%
Value Research
SBI Nifty Index Fund
Current NAV 106.21
Return (CAGR) 14.02%
Value Research
UTI Mastershare Fund
Current NAV 131.79
Return (CAGR) 17.52%
Value Research
Aditya Birla SL Index Fund
Current NAV 121.25
Return (CAGR) 15.47%
Value Research
HDFC Top 100 Fund
Current NAV 503.84
Return (CAGR) 19.39%
Value Research
DSP Top 100 Equity Fund
Current NAV 229.68
Return (CAGR) 20.42%
Value Research

Tenure

TenureReturns (CAGR)
YTD2.16
1 Month2.09
3 Month6.33
1 YR13.27
2 YR4.11
3 YR9.28

SIP Returns

TenureReturns (CAGR)
1 YR16.11
2 YR10.36
3 YR8.15
5 YR8.35

Portfolio

Company Name% Assets
Reliance Industries Ltd.8.98
HDFC Bank Ltd.8.89
ICICI Bank Ltd.7.37
Housing Development Finance Corpn. Ltd.7.33
Infosys Ltd.5
State Bank of India4.57
Ultratech Cement Ltd.3.69
Bajaj Finance Ltd.3.22
Siemens Ltd.2.96
Larsen & Toubro Ltd.2.86

Top Sectoral Holdings

Sector Name% Assets
Financial38.69
Technology12.28
Energy10.59
Engineering7.29
Construction6.55
Chemicals4.97
FMCG4.75
Communication2.77
Healthcare2.62
Services1.67

Indicators

LabelValue
Portfolio turnover ratio147
Standard Deviation13.08%
Beta1.01%
Sharpe Ratio0.35

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.Prior to joining Baroda Mutual Fund, 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