Baroda Pioneer Midcap Fund (Equity, Mid Cap)

High
9 yrs 2 monthsStarted on:04 Oct 2010
₹ 46.84 Cras on: 15 Nov 2019
Long Term Horizon
2.59%
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

Similar Funds
DSP Midcap Fund
Current NAV 56.11
Return (CAGR) 14.18%
Value Research
Axis Midcap Fund
Current NAV 39.57
Return (CAGR) 17.03%
Value Research
Motilal Oswal Midcap 30 Fund
Current NAV 26.64
Return (CAGR) 18.66%
Value Research
Franklin India Prima Fund
Current NAV 949.94
Return (CAGR) 19.16%
Value Research
HDFC Mid Cap Opportunities Fund
Current NAV 52.71
Return (CAGR) 14.35%
Value Research
Nippon India growth fund
Current NAV 1110.89
Return (CAGR) 21.57%
Value Research
Aditya Birla SL Mid Cap Fund
Current NAV 268.89
Return (CAGR) 21.19%
Value Research
ICICI Pru Midcap Fund
Current NAV 93.6
Return (CAGR) 16.01%
Value Research
SBI Magnum Midcap Fund
Current NAV 70.36
Return (CAGR) 14.25%
Value Research
UTI Mid Cap Fund
Current NAV 98.53
Return (CAGR) 16.47%
Value Research
Principal Index Fund Midcap
Current NAV 19.58
Return (CAGR) 24.44%
Value Research NA

Tenure

TenureReturns (CAGR)
1 Month1.99
3 Month3.32
1 YR1.99
3 YR6.40

SIP Returns

TenureReturns (CAGR)
1 YR0.26
5 YR1.63

Portfolio

Company Name% Assets
Astral Poly Technik Ltd.6.89
City Union Bank Ltd.4.98
Tata Global Beverages Ltd.4.74
Castrol India Ltd.4.06
Varun Beverages Ltd.3.97
AIA Engineering Ltd.3.89
Tube Investments Of India Ltd.3.83
Aarti Industries Ltd.3.78
DCB Bank Ltd.3.65
Thermax Ltd.3.37

Top Sectoral Holdings

Sector Name% Assets
Financial22.03
Chemicals17.64
Energy11.66
FMCG10.25
Services8.04
Engineering6.86
Construction5.63
Metals3.89
Automobile3.83
Cons Durable2.12

Indicators

LabelValue
Portfolio turnover ratio171
Standard Deviation16.04%
Beta0.88%

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