Baroda Pioneer Midcap Fund (Equity, Mid Cap)

High
9 yrs 4 monthsStarted on:04 Oct 2010
₹ 46.2 Cras on: 17 Jan 2020
Long Term Horizon
2.62%
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)
YTD5.93
1 Month6.90
3 Month8.02
1 YR5.57
3 YR6.60

SIP Returns

TenureReturns (CAGR)
1 YR13.43
2 YR2.78
3 YR2.2
5 YR4.2

Portfolio

Company Name% Assets
Astral Poly Technik Ltd.7.36
City Union Bank Ltd.5.57
Tata Global Beverages Ltd.4.87
DCB Bank Ltd.4.46
Aditya Birla Fashion and Retail Ltd.4.01
Bata India Ltd.3.79
Aarti Industries Ltd.3.63
Varun Beverages Ltd.3.45
Muthoot Finance Ltd.3.3
Thermax Ltd.3.28

Top Sectoral Holdings

Sector Name% Assets
Financial21.06
Chemicals17.95
FMCG13.12
Services11.75
Energy10.99
Engineering9.68
Automobile3.13
Construction2.87
Healthcare2.85
Cons Durable2.15

Indicators

LabelValue
Portfolio turnover ratio170
Standard Deviation15.2%
Beta0.86%
Sharpe Ratio0.13

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