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: S&P BSE 500 TRI |
| Expense Ratio: 2.58% As on (30-11-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 808.28 Cr As on (30-11-2019) |
| Turn over: 103.0 |
102.7
0.07 (0.0682%)
15.3%
S&P BSE 500 TRI 11.68%
PERFORMANCE of BARODA MULTI CAP FUND - Plan A - Growth Option
Scheme Performance (%) Data as on - 17-01-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| BARODA MULTI CAP FUND - Plan A - Growth Option | 10.3 | 8.58 | 5.69 | 7.39 | 15.3 |
| S&P BSE 500 TRI | 11.8 | 13.12 | 9.52 | 10.12 | 11.68 |
| Equity: Multi Cap | 12.65 | 11.46 | 8.12 | 11.27 | 13.59 |
Yearly Performance (%)
Fund Managers
Mr. Dipak Acharya, Mr. 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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
| 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 | 10.3 | -0.93 | 8.58 | 5.69 | 7.39 |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | 22.21 | 5.09 | 14.15 | 9.26 | 11.37 |
| Axis Multicap Fund - Regular Plan - Growth | 05-11-2017 | 20.86 | 13.03 | 0.0 | 0.0 | 0.0 |
| JM Multicap Fund - Growth option | 23-09-2008 | 20.78 | 5.83 | 14.22 | 10.35 | 8.66 |
| BNP PARIBAS MULTI CAP Fund-Growth Option | 15-09-2005 | 18.3 | 1.13 | 11.92 | 9.41 | 12.78 |
| L&T Focused Equity Fund - Regular Plan - Growth Option | 29-10-2018 | 16.72 | 0.0 | 0.0 | 0.0 | 0.0 |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 05-05-2013 | 16.42 | 7.01 | 14.24 | 11.2 | 0.0 |
| PGIM India Diversified Equity Fund - Regular Plan - Growth Option | 25-02-2015 | 16.24 | 2.35 | 11.54 | 0.0 | 0.0 |
| Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 16.24 | 2.57 | 0.0 | 0.0 | 0.0 |
| LIC MF Multicap Fund-Regular Plan-Growth | 15-04-1993 | 15.98 | 2.84 | 9.2 | 4.52 | 7.38 |