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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 about 8 years) Pratish Krishnan (Since over 3 years)
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
Motilal
Motilal Oswal Midcap Direct Growth
125.628 60.13% 22,898 cr 0.54% Above Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
206.060 50.21% 5,863 cr 0.58% Average
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
116.160 45.05% 8,280 cr 0.39% Average
Kotak
Kotak Emerging Equity Scheme Direct Growth
153.579 38.46% 52,049 cr 0.36% Below Average
Mahindra manulife investment management logo cmyk
Mahindra Manulife Mid Cap Fund Direct Growth
37.334 37.28% 3,461 cr 0.48% Above Average
Quant
Quant Mid Cap Fund Growth Option Direct Plan
242.154 23.80% 8,941 cr 0.58% High
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
206.698 32.62% 76,061 cr 0.74% Below Average
Best Mid Cap Funds
NAME LATEST
NAV		 RETURNS
1y     		FUND
ASSETS		 Expense
RATIO		 RISK
Motilal
Motilal Oswal Midcap Direct Growth
125.628 60.13% 22,898 cr 0.54% Above Average
Religare invesco mutual fund
Invesco India Mid Cap Fund Direct Plan Growth Option
206.060 50.21% 5,863 cr 0.58% Average
L t mutual fund
HSBC Midcap Fund Direct Plan Growth
456.906 45.89% 11,912 cr 0.67% Low
Edelweiss mutual fund
Edelweiss Mid Cap Fund Direct Plan Growth Option
116.160 45.05% 8,280 cr 0.39% Average
Hdfc
HDFC Mid-Cap Opportunities Fund -Direct Plan - Growth Option
206.698 32.62% 76,061 cr 0.74% Below Average
Reliance
Nippon India Growth Fund - Direct Plan - Growth
4416.208 32.46% 34,584 cr 0.79% Average
Baroda and pioneer
Baroda Mid-cap Fund Plan B (Direct) Growth Option
17.835 27.39% 92 cr 1.6% Below Average


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