Baroda Pioneer Multi Cap Fund (Equity, Multi Cap)

Moderately High
15 yrs 12 monthsStarted on:12 Sep 2003
₹ 756.39 Cras on: 23 Aug 2019
Long Term Horizon
2.51%
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)
3 YR3.28

SIP Returns

TenureReturns (CAGR)
5 YR2.59
10 YR7.37

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.38
ICICI Bank Ltd.6.46
Housing Development Finance Corpn. Ltd.4.49
Larsen & Toubro Ltd.3.94
Reliance Industries Ltd.3.7
State Bank of India3.29
Tata Consultancy Services Ltd.2.92
Marico Ltd.2.79
Axis Bank Ltd.2.63
The Ramco Cements Ltd.2.53

Top Sectoral Holdings

Sector Name% Assets
Financial34.88
Energy12.88
Technology9.31
Chemicals7.98
Construction7.24
FMCG4.8
Healthcare4.39
Cons Durable4.09
Services2.96
Automobile2.48

Indicators

LabelValue
Portfolio turnover ratio107
Standard Deviation14.08%
Beta1.01%

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