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

High
7 yrs 12 monthsStarted on:04 Oct 2010
₹ 48.26 Cras on: 19 Sep 2018
Long Term Horizon
3.14%
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)
2 YR8.58
3 YR7.77

SIP Returns

TenureReturns (CAGR)
2 YR3.89
3 YR8.32
5 YR6.31

Portfolio

Company Name% Assets
RBL Bank Ltd.4.55
Divi's Laboratories Ltd.4.06
Torrent Pharmaceuticals Ltd.3.76
Wabco India Ltd.3.71
Indian Hotels Co. Ltd.3.7
Bharat Financial Inclusion Ltd.3.61
Balkrishna Industries Ltd.3.52
Astral Poly Technik Ltd.3.44
Whirlpool Of India Ltd.3.31
CESC Ltd.3.3

Top Sectoral Holdings

Sector Name% Assets
Financial23.92
Services10.9
Healthcare10.45
Cons Durable9.27
Chemicals8.73
Automobile7.62
Technology6.93
Energy5.77
Metals3.28
FMCG2.93

Indicators

LabelValue
Portfolio turnover ratio122
Standard Deviation17.83%
Beta0.97%
Sharpe Ratio0.22

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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