Baroda Pioneer Multi Cap Fund (Equity, Multi Cap)

₹ 99.41
15.25%
Invest
Moderately High
16 yrs 3 monthsStarted on:12 Sep 2003
₹ 819.69 Cras on: 14 Nov 2019
Long Term Horizon
2.54%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to capture growth opportunities provided by large cap, mid cap & small cap companies with flexibility & discretion to invest upto 100% into equities while not exceeding 25% in debt and money market instruments.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD7.74
1 Month4.66
3 Month6.54
1 YR10.05
3 YR7.38

SIP Returns

TenureReturns (CAGR)
1 YR8.77
2 YR2.66
3 YR3.54
5 YR5.53
10 YR8.74

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.46
Housing Development Finance Corpn. Ltd.7.15
ICICI Bank Ltd.7.06
Infosys Ltd.4.18
Reliance Industries Ltd.4.02
Larsen & Toubro Ltd.3.86
Tata Consultancy Services Ltd.3.32
ITC Ltd.3.14
State Bank of India2.95
Bajaj Finance Ltd.2.7

Top Sectoral Holdings

Sector Name% Assets
Financial39.59
Technology12.77
Energy10.43
Construction9.35
Chemicals8.03
FMCG7.9
Services3.32
Healthcare3.01
Automobile1.76
Cons Durable1.62

Indicators

LabelValue
Portfolio turnover ratio108
Standard Deviation14.17%
Beta0.99%
Sharpe Ratio0.04

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.

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