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Baroda Multi Cap Fund

Baroda Multi Cap Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

23.75

as on 06 Dec 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 18,961 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

  • ₹ 168.420

    as on 06 Dec 2021
  • Regular - Growth

  • 4 / 10

  • ₹ 5,000

  • ₹ 1,044 Cr.

    as on 06 Dec 2021
  • 2.29%

    since 31 May 2021
  • 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 ₹ 168.420 as on 06 Dec 2021.

This fund has 8 years of track record. Since 31 May 2021 expense ratio of this fund is 2.29%. 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 -2.11% 5.57% 18.93% 63.21% 47.49% 33.59% 25.41% 21.61% 44.46% 61.00% 46.52% 31.09% 23.43%
Category Average -4.68% 2.25% 12.58% 44.63% 26.78% 22.10% 17.39% 17.35% 30.75% 40.27% 31.85% 20.44% 17.35%
Baroda Multi Cap Fund -4.14%₹ 9,585 4.69%₹ 10,468 18.93%₹ 11,893 46.31%₹ 14,631 36.98%₹ 14,280 30.69%₹ 17,093 44.07%₹ 35,883 23.75%₹ 18,961 32.51%₹ 57,230 16.64%₹ 21,595 20.69%₹ 1,00,409 14.31%₹ 38,138 15.75%₹ 2,73,921
Invesco India Multicap Fund -4.78%₹ 9,522 1.05%₹ 10,104 11.30%₹ 11,129 42.35%₹ 14,234 29.12%₹ 13,812 27.39%₹ 16,237 39.02%₹ 34,434 20.13%₹ 17,344 29.55%₹ 55,021 16.19%₹ 21,187 18.81%₹ 95,910 19.31%₹ 58,560 18.05%₹ 3,10,037
ICICI Prudential Multicap Fund -6.10%₹ 9,389 0.24%₹ 10,023 9.05%₹ 10,904 37.50%₹ 13,749 23.44%₹ 13,469 21.66%₹ 14,808 35.01%₹ 33,299 16.64%₹ 15,874 24.75%₹ 51,562 14.31%₹ 19,521 16.67%₹ 91,012 15.98%₹ 44,127 15.52%₹ 2,70,525
Quant Active Fund -2.11%₹ 9,789 5.57%₹ 10,556 14.02%₹ 11,401 63.21%₹ 16,321 44.46%₹ 14,718 47.49%₹ 21,777 61.00%₹ 40,910 33.59%₹ 23,862 46.52%₹ 68,495 25.41%₹ 31,043 31.09%₹ 1,28,769 21.61%₹ 70,877 23.43%₹ 4,14,894
Principal Multi Cap Growth Fund -2.55%₹ 9,744 4.15%₹ 10,415 18.86%₹ 11,885 49.13%₹ 14,913 39.75%₹ 14,442 28.34%₹ 16,482 43.66%₹ 35,766 20.35%₹ 17,442 31.26%₹ 56,296 18.00%₹ 22,891 20.04%₹ 98,829 18.21%₹ 53,388 17.87%₹ 3,07,066
BNP Paribas Multi Cap Fund -5.39%₹ 9,460 0.94%₹ 10,094 13.19%₹ 11,318 40.66%₹ 14,066 28.75%₹ 13,790 23.37%₹ 15,229 35.85%₹ 33,534 20.12%₹ 17,340 27.09%₹ 53,232 15.85%₹ 20,877 17.91%₹ 93,829 16.17%₹ 44,839 15.95%₹ 2,76,938

Portfolio Holdings

Portfolio holdings pattern of Baroda Multi Cap Fund as on 08 Dec 2021 are listed below:

  • Equity Holdings:

    95.16%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    4.84%

Top Sector Holdings of Baroda Multi Cap Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.01% ₹ 199.24 Cr.
Computers - Software 13.56% ₹ 158.75 Cr.
Pharmaceuticals 7.61% ₹ 89.04 Cr.
Refineries/Marketing 4.32% ₹ 88.01 Cr.
Cement 4.02% ₹ 47.08 Cr.
Others 53.48% -

Top Stock Holdings of Baroda Multi Cap Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.85% ₹ 80.21 Cr.
Infosys Ltd. 6.41% ₹ 75.05 Cr.
HDFC Bank Ltd. 5.27% ₹ 61.73 Cr.
Reliance Industries Ltd. 3.79% ₹ 44.38 Cr.
Radico Khaitan Ltd. 3.46% ₹ 40.52 Cr.
Others 74.22% -

Other Holdings

Holding TypeHolding Percentage
TREPS 3.02%
Warrants 1.67%
Net Receivables 0.15%