Fund Details
Baroda Multi Cap Fund Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.50% |
| NAV | ₹112.17 (27 Nov 2020) |
|---|---|
| Fund Started | 12 Sep 2003 |
| Fund Size | ₹827 Cr |
Returns
as per Historical Returns
Comparison
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. Age is more than 10 years
4. 1Y Returns are higher than the category average returns
1. Risk-adjusted returns are lower compared to the category
2. 1Y Returns are lower than the benchmark
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Risk-adjusted returns are lower compared to the category
7. 3Y Returns are lower than the category average returns
8. 5Y Returns are lower than the category average returns
9. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 8.3% |
| Infosys Ltd. | Technology | Equity | 6.7% |
| HDFC Bank Ltd. | Financial | Equity | 6.4% |
| Reliance Industries Ltd. | Energy | Equity | 5.7% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.4% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.0% |
| Aarti Industries Ltd. | Chemicals | Equity | 2.7% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.7% |
| Escorts Ltd. | Automobile | Equity | 2.5% |
| Bharti Airtel Ltd. | Communication | Equity | 2.5% |
Fund Managers
Baroda Multi Cap Fund Growth Details
Baroda Multi Cap Fund Growth is a Equity Mutual Fund Scheme launched by . This scheme was made available to investors on 12 Sep 2003. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Multi Cap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹827 Cr and the Latest NAV as of 27 Nov 2020 is ₹112.17.
The Baroda Multi Cap Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months
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.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
