Baroda Pioneer Growth Fund - Plan A (Equity, Multi Cap)

102.11
17.70%
3
Capital Appreciation
Long Term Horizon
Moderately High
2.97%
14 yrs 4 months12 Sep 2003
₹ 598.87 Cr11 Dec 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

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.

Scheme Documents

TenureReturns (CAGR)
YTD
33.30
1 Month
1.69
3 Month
3.89
1 YR
29.25
2 YR
18.55
3 YR
11.07
TenureReturns (CAGR)
1 YR
24.7
2 YR
21.84
3 YR
15.73
5 YR
16.76
10 YR
13.08

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.86
Maruti Suzuki India Ltd.4.24
ICICI Bank Ltd.3.54
Mahindra & Mahindra Financial Services Ltd.3.32
Yes Bank Ltd.3.28
Hindalco Industries Ltd.3.2
Kansai Nerolac Paints Ltd.3.02
Petronet LNG Ltd.2.94
Federal Bank Ltd.2.91
Britannia Industries Ltd.2.85

Top Sectoral Holdings

Sector Name% Assets
Financial32.42
Automobile15.92
Energy12
Construction8.11
Metals7.02
Chemicals6.56
FMCG5.83
Cons Durable5.5
Communication2.04
Technology1.95

Indicators

Portfolio turnover ratio125
Standard Deviation13.31%
Beta0.95%
Sharpe Ratio0.42

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.Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, 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

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