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Latest NAV & returns of BARODA PIONEER ASSET MANAGEMENT CO.LTD

Baroda Mid-cap Fund-Plan B (Direct) Reinvestment of Income Dist cum Cap Wdrl

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previously known as Baroda Mid-cap B Dir DR until

17.835 (-0.007%)
NAV on March 13, 2022
Category Equity:
Mid-Cap
Investment StyleBox
Mid Growth
Total Assets 92 cr
Turnover Ratio 131.70%
Expense Ratio 1.60%
Exit Load 1.00%if redeemed within
365 Days0.00%if redeemed after 365 Days
Returns
  • 1M: -3.75%
  • 1Y: 27.39%
  • 3M: -8.30%
  • 3Y: 23.67%
  • 6M: -0.31%
  • 5Y: 16.96%
Min Investment 5,000
ADDITIONAL INFO
Fund Manager Sanjay Chawla (Since over 6 years) Pratish Krishnan (Since over 1 year)
ISIN INF955L01AU1
Fund Family Baroda Pioneer
P/E Ratio 21.44
P/B Ratio 3.17
Launch Date May 22, 2014
Benchmark S&P BSE Midcap 150 TR INR
ASSET ALLOCATION
EQUITY DISTRIBUTION
RISK MEASURES (3 yrs)
vs S&P BSE Midcap 150 TR INR

Alpha -
Beta -
R-Squared -
Info Ratio -
Tracking Err -
Sortino 1.407
Sharpe 0.961
Std Dev 21.452
Risk Below Average
SECTOR WEIGHTINGS (%)
Financial 7.86%
Industrial 12.72%
Technology 14.35%
Basic Materials 15.59%
Consumer Cyclical 11.31%
Utilities Services 5.98%
Healthcare Services 16.55%
Energy Services 3.34%
Communication Services 5.15%
Consumer Defensive 5.06%
Real Estate 2.10%
INVESTMENT OBJECTIVE

The primary objective of the Scheme is to generate capital appreciation by investing predominantly in a diversified portfolio of equity and equity related securities of growth oriented mid cap stocks.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

View Factsheet
Top Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y       		FUND
ASSETS 		EXPENSE
RATIO		 RISK
Pgim india
PGIM India Midcap Opportunities Fund Direct Growth
47.790 0.21% 7,558 cr 0.44% Above Average
Axis
Axis Midcap Fund Direct Plan Growth
73.110 -2.93% 19,144 cr 0.53% Low
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
109.786 12.78% 35,731 cr 0.94% Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
109.786 12.78% 35,731 cr 0.94% Average
Motilal
Motilal Oswal Midcap 30 Direct Growth
55.591 12.05% 3,627 cr 0.87% High
Sbi
SBI Magnum Midcap Fund Direct Growth
155.126 2.95% 8,436 cr 0.98% High
Pgim india
PGIM India Midcap Opportunities Fund Direct Growth
47.790 0.21% 7,558 cr 0.44% Above Average


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