Baroda Multi Cap Fund Direct Growth-1.51%

2Groww
-10.52%
1 Year Return
Equity
Multi Cap
2.0 star
1Y
3Y
5Y
All

Fund Details

Baroda Multi Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.77%
NAV102.72 (08 Jul 2019)
Fund Started01 Jan 2013
Fund Size760 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Baroda Multi Cap Fund Direct Growth
-10.5%
4.1%
6.7%
10.1%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -10.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 5Y Returns are higher than the benchmark
    Cons
    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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity9.3%
    Infosys Ltd.ITEquity6.5%
    ICICI Bank Ltd. Financial ServicesEquity5.2%
    ITC Ltd.Consumer GoodsEquity4.2%
    Reliance Industries Ltd.EnergyEquity3.7%
    Britannia Industries Ltd.Consumer GoodsEquity3.1%
    Larsen & Toubro Ltd.ConstructionEquity3.0%
    Tech Mahindra Ltd.ITEquity3.0%
    Divis Laboratories Ltd.PharmaEquity2.9%
    Sun Pharmaceuticals Industries Ltd.PharmaEquity2.9%
    See All

    Fund Managers

    addSanjay Chawla
    Education
    Mr. Sanjay Chawla holds a Masters degree in Management Studies from BITS, Pilani.
    Experience
    Mr. Sanjay has 23 years of experience in financial services sector and over 18 years of experience in equity research. Prior to this, 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
    Funds Managed

    Other Details

    Baroda Multi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by . This scheme was introduced to investors on 01 Jan 2013. Deepak Acharya, Sanjay Chawla is the Current Fund Manager of Baroda Multi Cap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹760 Cr and the Latest NAV as of 08 Jul 2019 is ₹102.72.

    The Baroda Multi Cap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 12 months.

    Investment Objective

    To generate long term capital appreciation from equity related instruments.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 12 months
    Exit Load

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    About

    Address
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    Phone
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    Launch Date
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    E-mail
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    Website
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    Baroda Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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