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Baroda Multi Cap Fund

Baroda Multi Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.28

as on 03 Oct 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,410 today.

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NAV Performance

Baroda Multi Cap Fund performance graph for last 3 years
Performance of Baroda Multi Cap Fund for last 3 Years

Fund Information

  • ₹ 165.676

    as on 03 Oct 2022
  • Regular - Growth

  • 4 / 10

  • ₹ 5,000

  • ₹ 1,129 Cr.

    as on 31 Dec 2021
  • 2.48%

  • 02 Jan 2013

  • Equity - Multi Cap Fund

  • Nifty 50

  • Baroda Mutual Fund

    Show All Funds
  • Baroda Multi Cap Fund - Plan A - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Baroda Multi Cap Fund is an Open-ended Equity Fund. The fund belongs to Multi Cap Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) Baroda Mutual Fund. You can also view here all other Equity funds offered by Baroda Mutual Fund.

Latest NAV of the fund is ₹ 165.676 as on 03 Oct 2022.

This fund has 9 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.48%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate long-term capital appreciation from an actively managed portfolio of equity related instruments.

List of Fund Managers of Baroda Multi Cap Fund

  • About Sanjay Chawla

    Picture of Sanjay ChawlaMr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani. Prior to joining Baroda Mutual Fund, he worked as Senior Fund Manager with BSL AMC. Before joining Birla, he worked as Head of Research with SBI Capital Markets and has worked in various capacities in equity research space in Motilal Oswal Securities, IDBI Capital Markets, SMIFS Securities, IIT Invest Trust & Lloyds Securities.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 3.05% 16.56% 12.46% 37.41% 41.75% 34.08% 21.48% 20.01% 17.13% 27.43% 33.69% 26.72% 21.62%
Category Average -1.61% 9.44% 0.58% 6.20% 30.21% 20.07% 13.48% 15.73% 3.32% 15.46% 22.26% 18.04% 15.66%
Baroda Multi Cap Fund -1.95%₹ 9,805 10.39%₹ 11,038 -5.75%₹ 9,424 -2.09%₹ 9,791 -2.33%₹ 11,848 30.01%₹ 16,926 13.24%₹ 27,381 20.28%₹ 17,410 21.02%₹ 48,963 11.39%₹ 17,156 16.27%₹ 90,108 13.07%₹ 34,167 13.46%₹ 2,42,263
Quant Active Fund -1.93%₹ 9,806 14.36%₹ 11,436 -1.71%₹ 9,828 5.37%₹ 10,536 6.13%₹ 12,394 37.70%₹ 18,995 21.68%₹ 29,620 34.08%₹ 24,125 33.69%₹ 58,105 21.48%₹ 26,472 26.72%₹ 1,16,043 20.01%₹ 62,020 21.62%₹ 3,75,928
Principal Multi Cap Growth Fund -3.10%₹ 9,690 11.16%₹ 11,115 -1.64%₹ 9,836 1.83%₹ 10,183 1.49%₹ 12,096 30.59%₹ 17,078 15.85%₹ 28,067 20.73%₹ 17,608 22.27%₹ 49,819 11.77%₹ 17,447 16.19%₹ 89,932 16.04%₹ 44,292 15.36%₹ 2,68,232
Invesco India Multicap Fund -1.18%₹ 9,881 12.57%₹ 11,256 0.10%₹ 10,010 -2.73%₹ 9,726 1.09%₹ 12,070 26.43%₹ 16,004 11.82%₹ 27,012 18.96%₹ 16,841 19.06%₹ 47,643 10.61%₹ 16,559 14.59%₹ 86,462 17.00%₹ 48,093 14.88%₹ 2,61,399
BNP Paribas Multi Cap Fund -4.39%₹ 9,561 -4.55%₹ 9,544 -2.58%₹ 9,742 - - - - - - - - - -
Nippon India Multi Cap Fund -0.10%₹ 9,989 16.56%₹ 11,655 5.50%₹ 10,550 11.49%₹ 11,149 17.13%₹ 13,084 41.75%₹ 20,130 27.43%₹ 31,179 20.63%₹ 17,562 29.53%₹ 54,991 13.43%₹ 18,782 19.15%₹ 96,686 14.41%₹ 38,453 14.90%₹ 2,61,731

Portfolio Holdings

Portfolio holdings pattern of Baroda Multi Cap Fund as on 04 Oct 2022 are listed below:

  • Equity Holdings:

    97.39%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.61%

Top Sector Holdings of Baroda Multi Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 16.70% ₹ 197.30 Cr.
Banks 16.07% ₹ 190.03 Cr.
Pharmaceuticals 8.34% ₹ 98.60 Cr.
Auto ancillaries 4.63% ₹ 54.76 Cr.
Refineries/Marketing 4.00% ₹ 47.29 Cr.
Others 50.26% -

Top Stock Holdings of Baroda Multi Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.19% ₹ 84.95 Cr.
ICICI Bank Ltd. 6.26% ₹ 74.02 Cr.
HDFC Bank Ltd. 4.88% ₹ 57.70 Cr.
Radico Khaitan Ltd. 3.79% ₹ 44.75 Cr.
Persistent Systems Ltd. 3.73% ₹ 44.14 Cr.
Others 74.15% -

Other Holdings

Holding TypeHolding Percentage
TREPS 1.70%
Warrants 1.52%
Net Receivables -0.61%