1. Advisorkhoj
  2. Baroda Pioneer Mid-cap Fund- Plan A - Growth Option

Baroda Pioneer Mid-cap Fund- Plan A - Growth Option

Category: Equity: Mid Cap
Launch Date: 04-10-2010
Asset Class: Equity
Benchmark: S&P BSE Mid Cap TRI
Expense Ratio: 2.93% As on (11-08-2018)
Status: Open Ended Schemes(Equity Scheme - Mid Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 48.26 Cr As on (31-08-2018)
Turn over: 129%
NAV as on 19-10-2018

8.31

-0.11 (-1.3237%)

CAGR Since Inception

-2.27%

S&P BSE Mid Cap TRI 9.19%

PERFORMANCE of Baroda Pioneer Mid-cap Fund- Plan A - Growth Option

Scheme Performance (%)

Data as on - 19-10-2018

Yearly Performance (%)

Fund Managers

Mr. Dipak Acharya, Mr. Sanjay Chawla

Mr.Acharya is M.Com., AICWA, CAIIB & PGPMS Prior to joining Baroda AMC in 2008 he has worked with BOB.

Investment Objective

The scheme offer investors the opportunity to benefit from future growth in PSUs by creating a diversified portfolio to these companies without any sectors or market cap bias. Scheme also aims to generate returns through stock selection rather than holding cash & timing the market.

RETURNS CALCULATOR for Baroda Pioneer Mid-cap Fund- Plan A - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Baroda Pioneer Mid-cap Fund- Plan A - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda Pioneer Mid-cap Fund- Plan A - Growth Option 17.75 -0.25 -1.72 0.93 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Baroda Pioneer Mid-cap Fund- Plan A - Growth Option

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Baroda Pioneer Mid-cap Fund- Plan A - Growth Option 04-10-2010 -11.22 1.6 2.49 7.46 0.0
Axis Midcap Fund - Growth 18-02-2011 2.58 9.33 8.09 21.67 0.0
Mahindra Unnati Emerging Business Yojana - Regular Plan - Growth 05-01-2018 0.0 0.0 0.0 0.0 0.0
Invesco India Midcap Fund - Growth Option 19-04-2007 -2.7 6.58 8.91 22.68 21.65
Taurus Discovery (Midcap) Fund - Regular Plan - Growth Option 05-09-1994 -6.73 6.5 9.04 21.08 14.49
Franklin India Prima Fund-Growth 01-12-1993 -7.39 4.14 9.04 22.36 21.0
ICICI Prudential MidCap Fund - Growth 28-10-2004 -8.81 5.08 7.64 23.62 18.42
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option 03-06-2007 -8.85 3.67 9.3 23.07 22.18
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 -9.09 0.0 0.0 0.0 0.0
Reliance Growth Fund-Growth Plan-Growth Option 08-10-1995 -9.7 3.35 6.65 17.21 16.08

PORTFOLIO ANALYSIS of Baroda Pioneer Mid-cap Fund- Plan A - Growth Option

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback