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

94.28
17.45%
4
Capital Appreciation
Long Term Horizon
Moderately High
2.88%
13 yrs 12 months12 Sep 2003
₹ 526.31 Cr21 Aug 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
23.08
3 Month
2.46
1 YR
13.55
2 YR
8.98
3 YR
11.57
TenureReturns (CAGR)
1 YR
17.83
2 YR
17.13
3 YR
12.16
5 YR
15.31
10 YR
11.98

Portfolio

Company Name% Assets
HDFC Bank Ltd.4.92
Maruti Suzuki India Ltd.3.83
Hindalco Industries Ltd.3.38
Axis Bank Ltd.3.21
State Bank of India3.21
Yes Bank Ltd.3.09
ICICI Bank Ltd.3.05
Bank Of Baroda2.92
Motherson Sumi Systems Ltd.2.9
Mahindra & Mahindra Financial Services Ltd.2.74

Top Sectoral Holdings

Sector Name% Assets
Financial36.83
Automobile16.07
Energy8.81
Construction6.88
Metals6.06
Chemicals5.12
FMCG4.95
Cons Durable3.88
Technology2.38
Services2.22

Indicators

Portfolio turnover ratio153
Standard Deviation13.54%
Beta0.97%
Sharpe Ratio0.67

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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