Pioneer Client Associates Pvt Ltd • Equity
CA MFM Mid Cap is an equity portfolio management service (PMS) strategy run by Pioneer Client Associates Pvt Ltd, launched on 17 Apr 2022. As of 30 Sep 2026, it is benchmarked against the BSE 500 TRI. Its reported trailing returns are -10.02% over 1 year and -18.52% over 3 years (-9.62% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 27.72 percentage points behind of its benchmark. Its 3-year return ranks 474th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Nitin Aggarwal.
Ranked nearby on 3-year return: BMW Multi Cap Fund (-1.63%), Principal Value Strategy (-4.25%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Year | -10.02% |
| 3 Years | -18.52% |
| Since Inception | -9.62% |
| management fee | Fixed Fees: Fee option for distribution model - 1.50% p.a. Fee Option for RIA model - 1.00% p.a. |
| performance fee | Variable Fees: For distribution model: AMC - 1.00% p.a. Hurdle - 10% Profit sharing - 20% without catch up For RIA model: AMC - 0.50% Hurdle - 10% Profit sharing - 20% without catch up |
| exit load | NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callCA MFM Mid Cap has a 1-year return of -10.02%, a 3-year return of -18.52% and -9.62% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, CA MFM Mid Cap returned -18.52% against +9.20% for the BSE 500 TRI, 27.72 percentage points behind. Over 1 year it returned -10.02% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, CA MFM Mid Cap's 3-year return of -18.52% ranks 474th as of 30 Sep 2026.
CA MFM Mid Cap is managed by Nitin Aggarwal at Pioneer Client Associates.
The fee structure for CA MFM Mid Cap includes: management fee: Fixed Fees: Fee option for distribution model - 1.50% p.a. Fee Option for RIA model - 1.00% p.a.; performance fee: Variable Fees: For distribution model: AMC - 1.00% p.a. Hurdle - 10% Profit sharing - 20% without catch up For RIA model: AMC - 0.50% Hurdle - 10% Profit sharing - 20% without catch up; exit load: NIL.
The minimum investment for CA MFM Mid Cap is ₹50 Lakhs.
CA MFM Mid Cap was launched on 17 Apr 2022. It has a 4-year track record.
Description
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