Baroda BNP Paribas Multi Cap Fund

Current Fund Size :

₹ 9.51 Lakh

₹314.58

NAV

15.35% p.a.

Overall Return

-1.64%

1-Day Change

0.94%

Expense Ratio

₹ 2,923 Cr

AUM (Fund Size)

12+ yrs

Fund Age

Investment Policy

Benchmark

Nifty 500 Multicap 50:25:25 TRI

Risk Level

High Risk

Min. Investment

SIP: ₹500 & Lumpsum: ₹5000

Exit Load

1.0%

Lock-in Period

Nil

Capital Gains Tax Rules (Equity)

STCG (Before 1 Year)

Returns taxed at 20% if you redeem before 1 year

LTCG (After 1 Year)

After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Age of Fund

12 yrs 8 m since Jan 01, 2013

Current Value (Example)

₹ 9.51 Lakh

Returns Ratio

N/A

Holdings Lists

# Company Name Sector Instrument % of Assets
1 HDFC Bank Ltd. Financial Equity 4.13%
2 ICICI Bank Ltd. Financial Equity 3.99%
3 Reliance Industries Ltd. Energy Equity 2.97%
4 Radico Khaitan Ltd. Consumer Staples Equity 2.55%
5 TVS Motor Company Ltd. Automobile Equity 2.24%
6 One97 Communications Ltd. Services Equity 2.06%
7 Tech Mahindra Ltd. Technology Equity 2.03%
8 Interglobe Aviation Ltd. Services Equity 2.01%
9 Karur Vysya Bank Ltd. Financial Equity 2.00%
10 Britannia Industries Ltd. Consumer Staples Equity 1.99%
11 Titan Company Ltd. Consumer Discretionary Equity 1.99%
12 Travel Food Services Ltd. Services Equity 1.95%
13 Rainbow Children's Medicare Ltd. Healthcare Equity 1.92%
14 Sagility Ltd. Services Equity 1.89%
15 Eternal Ltd. Services Equity 1.88%
16 Linde India Ltd. Chemicals Equity 1.82%
17 Vishal Mega Mart Ltd. Services Equity 1.77%
18 Tega Industries Ltd. Metals & Mining Equity 1.77%
19 Bajaj Finance Ltd. Financial Equity 1.71%
20 Larsen & Toubro Ltd. Construction Equity 1.71%
21 Bharti Airtel Ltd. Communication Equity 1.71%
22 Avenue Supermarts Ltd. Services Equity 1.71%
23 SBI Life Insurance Company Ltd. Insurance Equity 1.70%
24 Navin Fluorine International Ltd. Chemicals Equity 1.69%
25 PB Fintech Ltd. Services Equity 1.67%
26 Nippon Life India Asset Management Ltd. Financial Equity 1.61%
27 Aditya Birla Capital Ltd. Financial Equity 1.57%
28 The India Cements Ltd. Construction Equity 1.56%
29 Lemon Tree Hotels Ltd. Services Equity 1.53%
30 Concord Biotech Ltd. Healthcare Equity 1.49%
31 Hitachi Energy India Ltd. Capital Goods Equity 1.47%
32 Indiqube Spaces Ltd. Services Equity 1.47%
33 Swiggy Ltd. Services Equity 1.46%
34 Punjab National Bank Financial Equity 1.46%
35 Mahindra & Mahindra Ltd. Automobile Equity 1.42%
36 Blue Star Ltd. Consumer Discretionary Equity 1.40%
37 Max Healthcare Institute Ltd. Healthcare Equity 1.38%
38 Schaeffler India Ltd. Capital Goods Equity 1.38%
39 Persistent Systems Ltd. Technology Equity 1.36%
40 Central Depository Services (India) Ltd. Financial Equity 1.34%
41 Divi's Laboratories Ltd. Healthcare Equity 1.34%
42 Dixon Technologies (India) Ltd. Capital Goods Equity 1.33%
43 Prudent Corporate Advisory Services Ltd. Financial Equity 1.31%
44 Cummins India Ltd. Capital Goods Equity 1.31%
45 Amber Enterprises India Ltd. Consumer Discretionary Equity 1.31%
46 BEML Ltd. Capital Goods Equity 1.31%
47 Hexaware Technologies Ltd. Technology Equity 1.27%
48 Archean Chemical Industries Ltd. Chemicals Equity 1.23%
49 Mahanagar Gas Ltd. Energy Equity 1.20%
50 NMDC Ltd. Metals & Mining Equity 1.18%
51 Muthoot Finance Ltd. Financial Equity 1.17%
52 Jyoti CNC Automation Ltd. Capital Goods Equity 1.15%
53 Crisil Ltd. Services Equity 1.15%
54 Dr. Lal Pathlabs Ltd. Healthcare Equity 1.14%
55 Infosys Ltd. Technology Equity 1.01%
56 Aditya Birla Real Estate Ltd. Consumer Staples Equity 0.99%
57 KPIT Technologies Ltd. Technology Equity 0.87%
58 Sundaram - Clayton Dcd Ltd. Financial Equity 0.71%
59 SIV Industries Ltd. Textiles Equity 0.00%
60 DSQ Software Ltd. Technology Equity 0.00%

Peer Comparison: Returns & Risk Ratios

# Fund Name Annualized Returns Risk Ratios Other Details
1 Year 3 Year 5 Year Std. Deviation Beta Sharpe Ratio Sortino Ratio AUM Fund Age Expense Ratio
1 Baroda BNP Paribas Multi Cap Fund -5.25% 20.71% 24.96% 13.63 0.88 0.92 1.13 2,923 Cr 12 yrs 8 m 0.94%
2 Nippon India Multi Cap Fund -2.21% 23.88% 31.18% 13.03 0.84 1.21 1.76 46,216 Cr 12 yrs 8 m 0.73%
3 ICICI Prudential Multicap Fund -5.48% 21.56% 25.36% 12.61 0.83 1.03 1.76 15,281 Cr 12 yrs 8 m 0.94%
4 Mahindra Manulife Multi Cap Fund -5.52% 21.43% 26.91% 14.73 0.96 0.90 1.27 5,622 Cr 8 yrs 5 m 0.42%
5 ITI Multi Cap Fund -7.44% 21.64% 21.59% 15.04 1.00 0.90 1.17 1,261 Cr 6 yrs 5 m 0.66%

Trailing Returns vs. Category Average

# Period Fund Return Category Average
1 1 Month -0.01% 0.85%
2 3 Months -2.44% -2.45%
3 6 Months 6.95% 8.97%
4 1 Year -5.25% -3.81%
5 2 Years 19.74% 18.64%
6 3 Years 20.71% 20.69%
7 4 Years 14.54% 15.09%
8 5 Years 24.96% 25.55%
9 7 Years 18.21% 18.43%
10 10 Years 15.09% 16.1%

Related Funds

# Fund Name AUM Return 1y Return 5y url
1 Baroda BNP Paribas Midcap Fund 2,157 Cr -5.48% 25.66% View Detail
2 Baroda BNP Paribas Large & Mid Cap Fund 1,600 Cr -7.52% 22.87% View Detail
3 Baroda BNP Paribas India Consumption Fund 1,512 Cr -6.86% 22.01% View Detail
4 Baroda BNP Paribas Large Cap Fund 2,646 Cr -7.08% 19.85% View Detail
5 Baroda BNP Paribas ELSS Tax Saver Fund 897 Cr -3.82% 19.82% View Detail

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