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Baroda Multi Cap Fund - Direct Plan

To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.

Suitability

Capital appreciation over long term.

• Investment predominantly in equity and equity related instruments

Fund Info

Scheme Class	Equity
Scheme Category	Multi-Cap
Expense Ratio	1.76%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 914
AMC AUM (in Crs.)	₹ 11,320
Min Addition Subscription	₹ 1,000

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Motilal Oswal Flexicap Fund - Direct Plan	1000	1000	8.48%
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan	1000	1000	12.0%
L&T India Value Fund - Direct Plan	1000	1000	8.98%
Mirae Asset Large Cap Fund - Direct Plan	1000	1000	14.49%
Kotak Flexicap Fund - Direct Plan	1000	1000	13.77%
HDFC Flexi Cap Fund - Direct Plan	1000	1000	11.85%
Aditya Birla Sun Life Flexi Cap Fund - Direct Plan	1000	1000	12.0%
Parag Parikh Flexi Cap Fund - Direct Plan	1000	1000	17.66%
Kotak Flexicap Fund - Direct Plan	1000	1000	13.77%

Top 10 Holdings

Company	Holding Type	Asset(%)
Infosys Ltd	Equity	7
ICICI Bank Ltd Ordinary Shares	Equity	6
Reliance Industries Ltd.	Equity	6
HDFC Bank Ltd	Equity	5
Treps	Cash - Repurchase Agreement	3
Crompton Greaves Consumer Electricals Ltd	Equity	2
Indian Energy Exchange Ltd	Equity	2
Hindalco Industries Ltd Ordinary Shares	Equity	2
City Union Bank Ltd Ordinary Shares	Equity	2
Escorts Ltd Ordinary Shares	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	97
Cash - Repurchase Agreement	3
Equity - Warrants Rights (Call)	2
Cash	1

Sector Allocation(%)

Sector	Percent
Financial Services	24
Basic Materials	15
Technology	15
Consumer Cyclical	9
Healthcare	7

Fund Manager

Sanjay Chawla

5+ years of experience

Baroda Pioneer Mutual Fund

AUM₹11,320 Cr

About

Baroda Pioneer Asset Management Company Limited is a joint venture between two financial companies, which are, Bank of Baroda and Pioneer Investments. The company has presence over 40 locations across the country and aims at creating an operational and servicing platform, which is well suited for its investors.##The venture was formed in 2008 and the asset management company has been providing different schemes across various market capitalization.##It works to create a system wherein the requirement of investors, as well as potential investors will be recognized and the investment will be strategized according to it.##It also aims at creating a high level of corporate governance and compliance and providing investors an easy platform to invest in. Since both companies are trusted brands, they have carved a niche for themselves in the market.

info@barodapioneer.in

Phone

022 - 30741000

Address

Baroda Pioneer Asset Management Company Limited,501 TITANIUM, 5TH Floor,,Western Express Highway,,Goregaon (E), Mumbai - 400 063

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m