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

8.88
-1.71%
NA
NA
Capital Appreciation
Long Term Horizon
High
3.04%
6 yrs 11 months04 Oct 2010
₹ 33.75 Cr21 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 growth oriented midcap stocks.

Scheme Documents

TenureReturns (CAGR)
YTD
23.16
3 Month
2.78
1 YR
15.68
2 YR
5.68
3 YR
0.80
TenureReturns (CAGR)
1 YR
17.92
2 YR
16.78
3 YR
7.92
5 YR
7.6

Portfolio

Company Name% Assets
National Buildings Construction Corporation Ltd.3.72
BEML Ltd3.58
Cholamandalam Investment & Finance Co. Ltd.3.55
Bata India Ltd.3.49
City Union Bank Ltd.3.45
Symphony Ltd.3.43
Balkrishna Industries Ltd.3.37
Essel Propack Ltd.3.28
Mcleod Russel (India) Ltd.3.13
Whirlpool Of India Ltd.3.12

Top Sectoral Holdings

Sector Name% Assets
Financial23.23
Cons Durable12.74
Construction9.6
Energy9.37
FMCG8.8
Chemicals7.73
Automobile7.54
Engineering7.52
Metals5.59
Textiles3.05

Indicators

Portfolio turnover ratio242
Standard Deviation17.75%
Beta1.07%

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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