| Category: Equity: Multi Cap |
| Launch Date: 12-09-2003 |
| Asset Class: Equity |
| Benchmark: Nifty 500 Multicap 50:25:25 TRI |
| Expense Ratio: 2.5% As on (28-02-2021) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 971.52 Cr As on (31-03-2021) |
| Turn over: 113.00 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| BARODA MULTI CAP FUND - Plan A - Growth Option | 61.46 | 8.85 | 12.27 | 9.28 | 15.65 |
| Benchmark | - | - | - | - | - |
| Equity: Multi Cap | 62.82 | 8.91 | 12.73 | 12.18 | 14.49 |
Dipak Acharya,Sanjay Chawla
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.
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.
| 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 | - | - | - | - | - | - |
| 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 | 61.46 | 14.66 | 8.85 | 12.27 | 9.28 |
| quant Active Fund-GROWTH OPTION - Regular Plan | 21-03-2001 | 101.59 | 29.99 | 20.37 | 19.86 | 15.47 |
| Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 66.8 | 19.25 | 12.27 | 0.0 | 0.0 |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 63.27 | 5.28 | 6.1 | 10.24 | 11.83 |
| Principal Multi Cap Growth Fund-Growth Option | 25-10-2000 | 61.03 | 10.7 | 6.55 | 13.88 | 12.98 |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 59.91 | 14.01 | 6.36 | 12.54 | 15.66 |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 59.73 | 8.72 | 8.63 | 12.52 | 11.73 |
| Sundaram Equity Fund Regular Plan - Growth | 01-09-2019 | 59.15 | 0.0 | 0.0 | 0.0 | 0.0 |
| BNP PARIBAS MULTI CAP Fund-Growth Option | 15-09-2005 | 54.84 | 13.3 | 7.64 | 12.2 | 12.7 |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 05-05-2019 | 52.42 | 0.0 | 0.0 | 0.0 | 0.0 |