Baroda Pioneer Large Cap Fund - Plan A (Equity, Large Cap)

13.45
4.23%
NA
NA
Capital Appreciation
Long Term Horizon
High
3.09%
7 yrs 2 months 22 Jun 2010
₹ 27.39 Cr 17 Aug 2017

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Minimum Investment

  • ₹ 5000.00 for Lumpsum

Exit Load

Investment Objective

The scheme aims to generate capital appreciation by investing in a diversified portfolio of equity and equity related securities of large cap companies.
Tenure Returns (CAGR)
YTD
16.55
3 Month
0.90
1 YR
15.85
2 YR
6.08
3 YR
8.06
Tenure Returns (CAGR)
1 YR
13.94
2 YR
16.21
3 YR
10.31
5 YR
13.75

Portfolio

Company Name % Assets
State Bank of India 5.99
Axis Bank Ltd. 5.69
Maruti Suzuki India Ltd. 5.66
HDFC Bank Ltd. 5.54
Larsen & Toubro Ltd. 5.23
Hindalco Industries Ltd. 5.21
ITC Ltd. 4.17
GAIL (India) Ltd. 3.85
Adani Ports and Special Economic Zone Ltd. 3.61
Hindustan Unilever Ltd. 3.59

Top Sectoral Holdings

Sector Name % Assets
Financial 31.69
Automobile 13.24
FMCG 11.78
Construction 10.11
Energy 8.46
Metals 7.36
Services 5.79
Engineering 4.46
Technology 1.63
Healthcare 1.02

Indicators

Portfolio turnover ratio 220
Standard Deviation 15.71%
Beta 1.05%
Sharpe Ratio 0.32

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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