Baroda Pioneer Mid-Cap Fund - Plan A (Equity, Mid Cap)

High
7 yrs 8 monthsStarted on:04 Oct 2010
₹ 41.27 Cras on: 22 May 2018
Long Term Horizon
3.00%
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 growth oriented midcap stocks.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
3 Month3.05
1 YR14.49
2 YR23.77
3 YR5.99

SIP Returns

TenureReturns (CAGR)
1 YR6.69
2 YR14.91
3 YR13.12
5 YR9.86

Portfolio

Company Name% Assets
Jubilant FoodWorks Ltd.4
Kalpataru Power Transmission Ltd.3.85
Mphasis Ltd.3.77
Symphony Ltd.3.53
Bharat Financial Inclusion Ltd.3.53
Mahindra & Mahindra Financial Services Ltd.3.46
Astral Poly Technik Ltd.3.45
Whirlpool Of India Ltd.3.44
Solar Industries India Ltd.3.35
Carborundum Universal Ltd.3.2

Top Sectoral Holdings

Sector Name% Assets
Services16.13
Cons Durable15.92
Construction13.02
Financial12.38
Chemicals6.8
Energy5.73
FMCG5.24
Metals5.15
Technology4.88
Automobile4.8

Indicators

LabelValue
Portfolio turnover ratio133
Standard Deviation18.29%
Sharpe Ratio0.3

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

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