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Baroda Multi Cap Fund - Plan A - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
(Min ₹500 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
  • (Updated on 30th Sep 2018)
    Crisil Rank
  • (Updated on 30th Jun 2018)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Multi Cap Fund. However fund performance is still below average compared to peers so fresh investments can be avoided. Existing investors can consider switching/changing their investments from this fund.

Returns (NAV as on 22nd October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 15-Oct-19 10187.70 1.88% - 2.27% 47/70
1 Month 20-Sep-19 10161.00 1.61% - 2.40% 52/70
3 Month 22-Jul-19 10219.80 2.20% - 4.51% 54/69
6 Month 22-Apr-19 9988.70 -0.11% - 0.69% 41/68
YTD 01-Jan-19 10512.80 5.13% - -0.28% 38/68
1 Year 22-Oct-18 11079.80 10.80% 10.80% 10.22% 33/67
2 Year 18-Oct-17 9726.70 -2.73% -1.37% 1.19% 33/43
3 Year 21-Oct-16 11366.20 13.66% 4.36% 6.67% 29/35
5 Year 22-Oct-14 13755.70 37.56% 6.58% 8.66% 23/30
10 Year 22-Oct-09 20197.50 101.97% 7.28% 11.16% 22/24
Since Inception 12-Sep-03 97170.00 871.70% 15.15% 7.01% 12/66

SIP Returns (NAV as on 22nd October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 22-Oct-18 12000 12451.35 3.76 % 7.03 %
2 Year 18-Oct-17 24000 24207.4 0.86 % 0.83 %
3 Year 21-Oct-16 36000 37625.15 4.51 % 2.89 %
5 Year 22-Oct-14 60000 68333.02 13.89 % 5.14 %
10 Year 22-Oct-09 120000 185866.48 54.89 % 8.47 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.25% 1.61% 2.20% -0.11% -1.22% 10.80% -1.37% 4.36% 6.58%
Nifty 50 -0.63% 2.79% 2.13% -0.05% -0.31% 13.11% 6.84% 10.05% 7.70%
Benchmark: S&P BSE 200 -0.45% 2.56% 2.70% -0.47% -1.03% 11.54% 4.53% 8.69% 8.26%
Category Average -0.05% 2.40% 4.51% 0.69% -0.28% 10.22% 1.19% 6.67% 8.66%
Category Rank 43/70 52/70 54/69 41/68 38/68 33/67 33/43 29/35 23/30
Best in Category 1.11% 7.41% 12.44% 11.20% 11.21% 24.80% 7.82% 10.88% 14.29%
Worst in Category -1.16% -3.39% -3.93% -14.31% -14.34% -9.63% -7.20% 0.91% 4.47%

Best Quarters

Period This Fund Nifty 50 S&P BSE 200 Category Average
Q2 - 2014 19.97% 13.25% 16.34% 22.19%
Q1 - 2017 15.57% 12.16% 13.44% 15.07%
Q1 - 2017 15.57% 12.16% 13.44% 15.07%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 200 Category Average
Q4 - 2016 -8.70% -6.39% -7.03% -6.46%
Q1 - 2018 -8.00% -2.14% -3.67% -6.8%
Q4 - 2016 -8.70% -6.39% -7.03% -6.46%

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