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

10
0.00%
NA
NA
Capital Appreciation
Long Term Horizon
High
3.16%
7 yrs 3 months04 Oct 2010
₹ 35.15 Cr11 Dec 2017

Similar Funds

UTI-Mid Cap Fund
  • Return (CAGR) 20.22%
  • Crisil Ranking 4
  • Value Research
HDFC Mid-Cap Opportunities Fund
  • Return (CAGR) 18.24%
  • Crisil Ranking 3
  • Value Research
Franklin India PRIMA FUND
  • Return (CAGR) 20.99%
  • Crisil Ranking 3
  • Value Research
DSP BlackRock Small And Mid Cap Fund
  • Return (CAGR) 16.85%
  • Crisil Ranking 3
  • Value Research
Birla Sun Life Midcap Fund -PLAN
  • Return (CAGR) 25.74%
  • Crisil Ranking 3
  • Value Research
SBI Magnum Global Fund
  • Return (CAGR) 15.47%
  • Crisil Ranking 5
  • Value Research
Axis Mid Cap Fund
  • Return (CAGR) 19.37%
  • Crisil Ranking 4
  • Value Research
ICICI Prudential Indo Asia Equity Fund
  • Return (CAGR) 11.17%
  • Crisil Ranking NA
  • Value Research
RELIANCE GROWTH FUND
  • Return (CAGR) 23.87%
  • Crisil Ranking 3
  • Value Research
Motilal Oswal MOSt Focused Midcap 30 Fund
  • Return (CAGR) 29.95%
  • Crisil Ranking 5
  • Value Research
Principal Index Fund-Midcap
  • Return (CAGR) 24.44%
  • Crisil Ranking NA
  • Value Research NA

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 growth oriented midcap stocks.

Scheme Documents

TenureReturns (CAGR)
YTD
38.70
1 Month
3.84
3 Month
8.11
1 YR
32.60
2 YR
17.42
3 YR
4.19
TenureReturns (CAGR)
1 YR
34.29
2 YR
27.06
3 YR
16.07
5 YR
11.86

Portfolio

Company Name% Assets
Whirlpool Of India Ltd.3.86
BEML Ltd3.68
Carborundum Universal Ltd.3.67
Symphony Ltd.3.58
Cholamandalam Investment & Finance Co. Ltd.3.53
Astral Poly Technik Ltd.3.49
City Union Bank Ltd.3.32
JK Cement Ltd3.31
Mahindra & Mahindra Financial Services Ltd.3.26
Gujarat State Fertilizers & Chemicals Ltd.3.09

Top Sectoral Holdings

Sector Name% Assets
Financial21.23
Cons Durable16.75
Chemicals11.85
Construction11.07
Metals7.91
Engineering7.81
Automobile5.24
Services5.12
Energy4.6
FMCG4.14

Indicators

Portfolio turnover ratio169
Standard Deviation17.93%
Beta1.08%
Sharpe Ratio0.03

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

© CRISIL Limited 2017. All Rights Reserved