Baroda BNP Paribas Multi Cap Fund

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Value Research Rating

Unrated

Analyst’s Choice

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Riskometer

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Very High

₹276.8059 -0.07%

As on 14-Aug-2024

Returns

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Calculate SIP Returns of Baroda BNP Paribas Multi Cap Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Very High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Baroda BNP Paribas Multi Cap Fund

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Baroda BNP Paribas Multi Cap Fund

Assets info

₹2,690 Cr

Exit Load (Days) info

1.00 (365)

Min. Investment (₹)

5,000

Min. Withdrawal (₹)

1

Min. SIP Investment (₹)

500

Min. No of Cheques

6

Investment Strategy

The scheme seeks to generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.

Suitability

When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.

This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Baroda BNP Paribas Multi Cap Fund

Baroda BNP Paribas Multi Cap Fund is mandated to invest at least 25 per cent of its assets each in large, mid and small-cap stocks.

Mutual funds can be bought directly from the website of the fund house. For instance, Baroda BNP Paribas Multi Cap Fund fund can be purchased from the website of Baroda BNP Paribas Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Baroda BNP Paribas Multi Cap Fund is ₹276.8059 as of 15-Aug-2024.

The AUM of Baroda BNP Paribas Multi Cap Fund Fund is ₹2,690 Cr as of 31-Jul-2024

The riskometer level of Baroda BNP Paribas Multi Cap Fund is Very High. See More

As of 31-Jul-2024, Baroda BNP Paribas Multi Cap Fund had invested 98.75% in Equity, 3.41% in Debt and -2.16% in Cash & Cash Eq. See More

Baroda BNP Paribas Multi Cap Fund is 20 years 11 months old. It has delivered 15.99% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
41.80%
20.40%
23.56%
16.37%
15.75%
15.99%

No, There is no lock in period in Baroda BNP Paribas Multi Cap Fund.

The expense ratio of Baroda BNP Paribas Multi Cap Fund is 2.01.

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