Baroda Pioneer Midcap Fund (Equity, Mid Cap)

High
8 yrs 11 monthsStarted on:04 Oct 2010
₹ 44.2 Cras on: 22 Aug 2019
Long Term Horizon
2.58%
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 YR2.09

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
Ipca Laboratories Ltd.5.41
The Ramco Cements Ltd.5
City Union Bank Ltd.4.82
Astral Poly Technik Ltd.4.23
Coromandel International Ltd.4.22
AIA Engineering Ltd.4.05
Aarti Industries Ltd.3.81
Tube Investments Of India Ltd.3.53
Gujarat Gas Ltd.3.51
Thermax Ltd.3.48

Top Sectoral Holdings

Sector Name% Assets
Chemicals20.14
Financial17.53
Energy8.86
Healthcare7.3
Engineering6.69
Construction6.46
Services5.8
FMCG5.13
Automobile4.63
Metals4.05

Indicators

LabelValue
Portfolio turnover ratio1.57
Standard Deviation16.42%
Beta0.91%
Sharpe Ratio0.01

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