Baroda Multi Cap Fund - Plan A - Growth Option

(Erstwhile Baroda Pioneer Growth Fund - Plan A - Growth Option)

Category: Equity: Multi Cap
Launch Date: 12-09-2003
Asset Class: Equity
Benchmark: Nifty 500 Multicap 50:25:25 TRI
Expense Ratio: 2.48% As on (2021-10-31)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1170.6370000000002 Cr As on (2021-10-31)
Turn over: 82.00
NAV as on Fri Dec 03 00:00:00 IST 2021

171.19

-0.62 (-0.3622%)

CAGR Since Inception

16.85%

PERFORMANCE of Baroda Multi Cap Fund - Plan A - Growth Option

Scheme Performance (%) Data as on - 03-12-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Baroda Multi Cap Fund - Plan A - Growth Option 50.09 23.26 17.23 14.49 16.85
Benchmark - - - - -
Equity: Multi Cap 48.07 21.71 17.93 17.54 15.67

Yearly Performance (%)

Fund Managers

Dipak Acharya,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 aims to capture growth opportunities provided by large cap, mid cap & small cap companies with flexibility & discretion to invest upto 100% into equities while not exceeding 25% in debt and money market instruments.

RETURNS CALCULATOR for Baroda Multi 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

Key Performance and Risk Statistics of Baroda Multi Cap Fund - Plan A - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Baroda Multi Cap Fund - Plan A - Growth Option 13.54 0.36 -3.89 0.98 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Baroda Multi Cap Fund - Plan A - Growth Option

Period
Data as on - 03-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Baroda Multi Cap Fund - Plan A - Growth Option Fri Sep 12 00:00:00 IST 2003 50.09 31.44 23.26 17.23 14.49
Quant Active Fund-GROWTH OPTION - Regular Plan Wed Mar 21 00:00:00 IST 2001 67.23 47.5 32.69 26.0 21.82
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth Fri May 05 00:00:00 IST 2017 57.29 33.27 26.07 0.0 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option Fri Mar 25 00:00:00 IST 2005 55.7 22.71 15.9 15.83 16.05
Principal Multi Cap Growth Fund-Growth Option Wed Oct 25 00:00:00 IST 2000 52.08 28.99 19.82 18.52 18.34
Invesco India Multicap Fund - Growth Option Mon Mar 17 00:00:00 IST 2008 46.01 28.51 19.87 16.73 19.53
BNP PARIBAS MULTI CAP Fund-Growth Option Thu Sep 15 00:00:00 IST 2005 44.19 24.33 19.98 16.44 16.41
Sundaram Equity Fund Regular Plan - Growth Sun Sep 01 00:00:00 IST 2019 41.36 23.7 0.0 0.0 0.0
ICICI Prudential Multicap Fund - Growth Sat Oct 01 00:00:00 IST 1994 41.32 22.23 16.11 14.77 16.15
ITI Multi Cap Fund - Regular Plan - Growth Option Sun May 05 00:00:00 IST 2019 25.45 11.36 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Baroda Multi Cap Fund - Plan A - Growth Option

Asset Allocation (%)