Baroda Multi Cap 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: 2.4% As on (31-12-2021)

Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,182.21 Cr As on (31-12-2021)
Turn over: 69.00

NAV as on 28-01-2022

170.9 1.22 (0.7139%)

CAGR Since Inception

16.69%

Nifty 500 Multicap 50:25:25 TRI 16.84%

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

Scheme Performance (%) Data as on - 28-01-2022

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Baroda Multi Cap Fund - Plan A - Growth Option	44.68	23.48	15.69	14.19	16.69
NIFTY500 MULTICAP 50:25:25	53.98	26.26	19.07	17.86	16.84
Equity: Multi Cap	40.71	22.94	16.46	17.15	11.09

Yearly Performance (%)

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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

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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.

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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

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Period

Data as on - 28-01-2022

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	12-09-2003	44.68	29.07	23.48	15.69	14.19
Quant Active Fund-GROWTH OPTION - Regular Plan	21-03-2001	54.98	46.73	34.51	24.8	20.81
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth	05-05-2017	51.39	31.33	26.94	0.0	0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option	25-03-2005	49.87	21.81	17.28	14.85	15.66
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	02-01-2013	44.48	28.15	21.49	16.76	18.23
BNP Paribas Multi Cap Fund-Growth Option	15-09-2005	37.58	20.94	21.05	14.58	16.31
Invesco India Multicap Fund - Growth Option	17-03-2008	36.04	24.34	21.18	14.87	19.17
ICICI Prudential Multicap Fund - Growth	01-10-1994	33.89	20.75	17.58	13.69	15.69
ITI Multi Cap Fund - Regular Plan - Growth Option	05-05-2019	13.47	8.22	0.0	0.0	0.0