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

Category: Equity Funds Thematic
Launch Date: 04-10-2010
Asset Class: Equity
Benchmark: S&P BSE Mid Cap
Expense Ratio: 3.08% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 32.59 Cr As on (30-09-2017)
Turn over: 2.10
NAV as on 23-02-2018

9.66

0.15 (1.5528%)

CAGR Since Inception

-0.47%

S&P BSE Mid Cap 21.47%

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

Scheme Performance (%)

Data as on - 23-02-2018

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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 Funds Thematic - - - - - -

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

Period
Data as on - 23-02-2018
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 20.75 25.84 3.47 6.03 0.0
Tata India Consumer Fund-Regular Plan-Growth 28-12-2015 38.78 36.27 0.0 0.0 0.0
Reliance Diversified Power Sector Fund-Growth Plan -Growth Option 08-05-2004 33.03 36.72 15.01 17.26 5.4
Aditya Birla Sun Life India Opportunities Fund - Growth - Regular Plan 02-03-1995 32.38 23.49 13.83 25.57 12.14
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 31.4 30.96 13.46 20.52 0.0
Escorts Power & Energy Fund - Growth Option 23-09-2008 26.44 32.48 16.4 20.96 0.0
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan 01-12-1999 24.21 18.07 9.51 24.32 19.21
UTI - MNC Fund (UGS 10000)-Growth Option 01-08-2005 23.33 19.09 9.35 22.54 17.91
ICICI Prudential Exports and Other Services Fund - Growth 30-11-2005 22.64 18.31 11.14 25.2 11.84
DSP BlackRock Natural Resources And New Energy Fund - Regular - Growth 25-04-2008 22.3 49.25 25.66 23.82 0.0

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

Asset Allocation (%)

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