Baroda BNP Paribas Multi Cap Fund
- NAV as on 11 Nov 2026
- ₹299.68+1.09%1 day
- Return since launch
- 15.8%
- 52-week range
- ₹251.70 — ₹302.75
- AUM
- ₹3,297 Cr
Baroda BNP Paribas Multi Cap Fund is a Multi Cap equity fund from Baroda BNP Paribas Mutual Fund with ₹3,297 Cr under management, launched in 2003. Over three years it has returned 6.9% a year, against 13.8% for its category. The expense ratio is 2.24% and the SEBI riskometer reading is Very High.
Performance
Baroda BNP Paribas Multi Cap Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +2.6% against +0.5% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 9.8% | +5.1 pts | 4.7% | 10.0% |
| 2Y | 6.3% | −2.2 pts | 8.5% | 6.0% |
| 3Y | 6.9% | −6.9 pts | 13.8% | 6.1% |
| 5Y | 12.2% | +0.5 pts | 11.7% | 11.6% |
| 7Y | 15.6% | −0.3 pts | 15.9% | 14.5% |
| 10Y | 14.9% | −0.1 pts | 15.0% | 13.7% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 6.6% | +1.0 pts | 5.6% | 6.1% |
| 3M | -1.0% | −1.0 pts | 0.0% | 0.3% |
| 6M | 6.5% | −2.8 pts | 9.3% | 8.5% |
| 1Y | 2.6% | −2.1 pts | 4.7% | 0.5% |
| 2Y | 2.5% | −2.2 pts | 4.8% | 2.5% |
| 3Y | 13.6% | −0.2 pts | 13.8% | 11.9% |
| 5Y | 10.7% | −1.0 pts | 11.7% | 10.7% |
| 7Y | 17.1% | +0.2 pts | 16.9% | 15.1% |
| 10Y | 14.6% | −0.4 pts | 15.0% | 13.5% |
Since launch (14 Aug 2003): 15.8%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | -2.8% | −6.4 pts | 3.6% |
| 2024 | 31.4% | +6.4 pts | 25.0% |
| 2023 | 30.8% | −3.7 pts | 34.5% |
| 2022 | -2.0% | −7.5 pts | 5.5% |
| 2021 | 44.5% | +0.3 pts | 44.2% |
| 2020 | 15.7% | −0.7 pts | 16.4% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.22%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.65%
- Brokerage
- 0.09%
- Transaction charges
- 0.01%
- Statutory levies
- 0.47%
- Exit load
- Exit load of 1%, if redeemed within 12 months.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- Nifty 500 Multicap 50:25:25 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | 3.92 | 6.57 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.92 | 0.95 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.47 | 0.63 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.58 | 0.85 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 16.21 | 16.72 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
Baroda BNP Paribas Multi Cap Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity95.4%
- Debt4.3%
- Other0.3%
Market cap split
- Large42.6%
- Mid27.8%
- Small29.5%
- P/E
- 28.88
- P/B
- 3.63
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 4.56% | ₹152 Cr | +3.14% | +5.56% | +6.70% |
| Navin Fluorine International Ltd. | Chemicals | 2.81% | ₹92.57 Cr | +2.79% | +2.80% | +1.65% |
| Karur Vysya Bank Ltd. | Financial | 2.46% | ₹81.20 Cr | +2.22% | +2.53% | +1.95% |
| Mahindra & Mahindra Ltd. | Automobile | 2.24% | ₹73.75 Cr | +2.30% | +1.76% | +1.68% |
| TVS Motor Company Ltd. | Automobile | 2.24% | ₹73.91 Cr | +2.07% | +2.35% | +2.33% |
| ICICI Bank Ltd. | Financial | 2.22% | ₹73.35 Cr | +1.54% | +1.69% | +3.81% |
| Radico Khaitan Ltd. | Consumer Staples | 2.20% | ₹72.49 Cr | +2.38% | +2.00% | +2.55% |
| Dr. Lal Pathlabs Ltd. | Healthcare | 2.19% | ₹72.23 Cr | +1.79% | +1.93% | +1.33% |
| Bharat Heavy Electricals Ltd. | Capital Goods | 2.18% | ₹71.92 Cr | +2.52% | +2.57% | — |
| State Bank of India | Financial | 2.18% | ₹71.96 Cr | +2.31% | — | — |
| One 97 Communications Ltd. | Services | 2.14% | ₹70.52 Cr | +1.44% | +1.01% | +2.28% |
| Titan Company Ltd. | Consumer Discretionary | 2.09% | ₹68.81 Cr | +2.24% | +2.21% | +1.82% |
| Shriram Finance Ltd | Financial | 2.01% | ₹66.33 Cr | +2.26% | +0.46% | — |
| Acutaas Chemicals Ltd. | Healthcare | 1.99% | ₹65.59 Cr | +2.11% | +1.79% | — |
| Bharti Airtel Ltd. | Communication | 1.87% | ₹61.50 Cr | +1.94% | +3.27% | +1.68% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.83% | ₹60.36 Cr | — | — | — |
| Reliance Industries Ltd. | Energy | 1.80% | ₹59.35 Cr | +1.94% | +2.58% | +3.09% |
| Delhivery Ltd. | Services | 1.74% | ₹57.36 Cr | +1.98% | +2.04% | — |
| Info Edge (India) Ltd. | Services | 1.74% | ₹57.32 Cr | — | — | — |
| Tech Mahindra Ltd. | Technology | 1.73% | ₹56.91 Cr | +1.57% | +1.94% | +1.89% |
| Multi Commodity Exchange Of India Ltd. | Services | 1.65% | ₹54.46 Cr | +1.74% | +1.50% | — |
| Nippon Life India Asset Management Ltd. | Financial | 1.62% | ₹53.50 Cr | +1.74% | +1.40% | +1.76% |
| Cummins India Ltd. | Capital Goods | 1.44% | ₹47.60 Cr | +2.20% | +1.55% | +1.33% |
| Sterlite Technologies Ltd. | Communication | 1.43% | ₹47.29 Cr | — | — | — |
| BSE Ltd. | Services | 1.41% | ₹46.38 Cr | +1.62% | +1.41% | +0.86% |
| Aditya Birla Capital Ltd. | Financial | 1.39% | ₹45.67 Cr | +1.41% | +0.92% | +1.63% |
| BEML Ltd. | Capital Goods | 1.36% | ₹44.83 Cr | +1.42% | +1.44% | +1.62% |
| SBI Life Insurance Company Ltd. | Insurance | 1.34% | ₹44.11 Cr | +2.11% | +2.17% | +1.67% |
| HDFC Bank Ltd. | Financial | 1.33% | ₹43.94 Cr | +1.91% | +2.68% | +4.08% |
| Timken India Ltd. | Capital Goods | 1.33% | ₹43.90 Cr | +1.46% | +0.35% | — |
| Maruti Suzuki India Ltd. | Automobile | 1.27% | ₹41.88 Cr | +1.48% | +1.51% | +0.68% |
| Eternal Ltd. | Services | 1.26% | ₹41.60 Cr | — | +1.36% | +1.93% |
| NHPC Ltd. | Energy | 1.26% | ₹41.50 Cr | +1.39% | +1.07% | — |
| Linde India Ltd. | Chemicals | 1.25% | ₹41.10 Cr | +1.42% | +1.55% | +1.77% |
| Bajaj Finance Ltd. | Financial | 1.24% | ₹40.77 Cr | +1.28% | +1.89% | +1.93% |
| Indusind Bank Ltd. | Financial | 1.24% | ₹41.01 Cr | +2.84% | +2.70% | — |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.24% | ₹40.87 Cr | +1.25% | +1.54% | — |
| RBL Bank Ltd. | Financial | 1.16% | ₹38.32 Cr | +1.05% | +1.32% | — |
| Fractal Analytics Ltd. | Technology | 1.12% | ₹36.77 Cr | +1.32% | +1.22% | — |
| Infosys Ltd. | Technology | 1.12% | ₹36.78 Cr | +1.20% | +1.57% | +0.98% |
| Axis Bank Ltd. | Financial | 1.10% | ₹36.17 Cr | +2.12% | +1.93% | — |
| Max Financial Services Ltd. | Financial | 1.09% | ₹35.83 Cr | +1.24% | +0.26% | — |
| Shiprocket Ltd. | Technology | 1.08% | ₹35.50 Cr | — | — | — |
| City Union Bank Ltd. | Financial | 1.03% | ₹33.91 Cr | +0.94% | — | — |
| Indian Bank | Financial | 1.03% | ₹33.85 Cr | — | — | — |
| Larsen & Toubro Ltd. | Construction | 1.03% | ₹33.84 Cr | +2.36% | +1.47% | +1.72% |
| National Aluminium Company Ltd. | Metals & Mining | 1.03% | ₹34.10 Cr | +1.02% | +1.69% | — |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.98% | ₹32.35 Cr | +1.12% | +0.31% | — |
| Bandhan Bank Ltd. | Financial | 0.97% | ₹32.08 Cr | +1.10% | — | — |
| Blue Star Ltd. | Consumer Discretionary | 0.97% | ₹31.88 Cr | +0.90% | +1.55% | +1.34% |
| National Securities Depository Ltd | Financial | 0.92% | ₹30.30 Cr | +1.02% | — | — |
| Pidilite Industries Ltd. | Chemicals | 0.89% | ₹29.30 Cr | +0.95% | — | — |
| Travel Food Services Ltd. | Services | 0.89% | ₹29.18 Cr | +0.96% | +1.11% | +2.04% |
| Persistent Systems Ltd. | Technology | 0.88% | ₹29.03 Cr | +1.55% | +2.56% | +1.22% |
| The India Cements Ltd. | Materials | 0.88% | ₹28.98 Cr | +1.08% | +1.67% | +1.55% |
| Mankind Pharma Ltd. | Healthcare | 0.87% | ₹28.79 Cr | +0.88% | — | — |
| Hindustan Unilever Ltd. | Consumer Staples | 0.84% | ₹27.71 Cr | — | — | — |
| Schaeffler India Ltd. | Capital Goods | 0.83% | ₹27.28 Cr | — | — | +1.49% |
| Ashok Leyland Ltd. | Automobile | 0.80% | ₹26.21 Cr | — | — | — |
| Siemens Energy India Ltd. | Energy | 0.80% | ₹26.23 Cr | — | — | — |
| CreditAccess Grameen Ltd. | Financial | 0.79% | ₹25.89 Cr | — | — | — |
| Container Corporation Of India Ltd. | Services | 0.75% | ₹24.61 Cr | — | — | — |
| JK Cement Ltd. | Materials | 0.72% | ₹23.70 Cr | — | — | — |
| Polycab India Ltd. | Capital Goods | 0.66% | ₹21.67 Cr | — | — | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.61% | ₹20.02 Cr | +0.68% | +1.95% | +1.44% |
| Oil India Ltd. | Energy | 0.61% | ₹20.19 Cr | — | — | — |
| Marico Ltd. | Consumer Staples | 0.60% | ₹19.65 Cr | — | — | — |
| The Jammu & Kashmir Bank Ltd. | Financial | 0.59% | ₹19.29 Cr | +1.39% | — | — |
| NMDC Ltd. | Metals & Mining | 0.58% | ₹19.14 Cr | +1.28% | +1.87% | +1.29% |
| Tenneco Clean Air India Ltd | Automobile | 0.58% | ₹19.11 Cr | — | — | — |
| Manipal Payment and Identity Solutions Ltd. | Services | 0.57% | ₹18.84 Cr | — | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 0.56% | ₹18.38 Cr | +1.78% | +1.69% | +1.37% |
| Life Insurance Corporation of India | Insurance | 0.55% | ₹18.23 Cr | — | — | — |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.51% | ₹16.88 Cr | +0.48% | +0.82% | +1.19% |
| Vishal Mega Mart Ltd. | Services | 0.44% | ₹14.59 Cr | — | +1.55% | +1.87% |
| GMR Airports Ltd. | Construction | 0.40% | ₹13.32 Cr | +0.47% | +0.34% | — |
| HDB Financial Services Ltd. | Financial | 0.36% | ₹11.73 Cr | — | — | — |
| Sundaram Finance Ltd. | Financial | 0.33% | ₹11.03 Cr | — | — | — |
| PNB Housing Finance Ltd. | Financial | 0.20% | ₹6.73 Cr | — | — | — |
| Amex Carbonates & Chemicals Ltd. | Services | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| Accord Cotsyn Ltd | Textiles | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| DSQ Software Ltd. | Technology | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| Royal Industries Ltd. | Textiles | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| SIV Industries Ltd. | Textiles | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
| Western Paques (India) Ltd. | Energy | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Others | 1.10% | 4.26% | +3.16% |
| Sterlite Technologies Ltd. | 0.00% | 1.43% | +1.43% |
| Crompton Greaves Consumer Electricals Ltd. | 1.35% | 0.00% | -1.35% |
| Britannia Industries Ltd. | 1.28% | 0.00% | -1.28% |
| Solar Industries India Ltd. | 1.22% | 0.00% | -1.22% |
| Persistent Systems Ltd. | 1.92% | 0.88% | -1.04% |
| CreditAccess Grameen Ltd. | 0.00% | 0.79% | +0.79% |
| Manipal Payment and Identity Solutions Ltd. | 0.00% | 0.57% | +0.57% |
| Sagility Ltd. | 0.53% | 0.00% | -0.53% |
| Larsen & Toubro Ltd. | 1.51% | 1.03% | -0.48% |
| Radico Khaitan Ltd. | 2.45% | 2.20% | -0.25% |
| ICICI Bank Ltd. | 1.98% | 2.22% | +0.24% |
| Blue Star Ltd. | 0.78% | 0.97% | +0.19% |
| Dr. Lal Pathlabs Ltd. | 2.01% | 2.19% | +0.18% |
| Acutaas Chemicals Ltd. | 1.81% | 1.99% | +0.18% |
| The India Cements Ltd. | 1.02% | 0.88% | -0.14% |
| company:10198 | 0.14% | 0.00% | -0.14% |
| Shriram Finance Ltd | 2.14% | 2.01% | -0.13% |
| Bandhan Bank Ltd. | 0.84% | 0.97% | +0.13% |
| RBL Bank Ltd. | 1.03% | 1.16% | +0.13% |
| Shiprocket Ltd. | 0.96% | 1.08% | +0.12% |
| Mahindra & Mahindra Ltd. | 2.35% | 2.24% | -0.11% |
| Titan Company Ltd. | 2.19% | 2.09% | -0.10% |
| State Bank of India | 2.28% | 2.18% | -0.10% |
| BEML Ltd. | 1.27% | 1.36% | +0.09% |
| Delhivery Ltd. | 1.83% | 1.74% | -0.09% |
| Maruti Suzuki India Ltd. | 1.36% | 1.27% | -0.09% |
| HDB Financial Services Ltd. | 0.27% | 0.36% | +0.09% |
| BSE Ltd. | 1.32% | 1.41% | +0.09% |
| Fractal Analytics Ltd. | 1.21% | 1.12% | -0.09% |
| Indusind Bank Ltd. | 1.32% | 1.24% | -0.08% |
| Navin Fluorine International Ltd. | 2.89% | 2.81% | -0.08% |
| Pidilite Industries Ltd. | 0.97% | 0.89% | -0.08% |
| Infosys Ltd. | 1.20% | 1.12% | -0.08% |
| Max Financial Services Ltd. | 1.17% | 1.09% | -0.08% |
| One 97 Communications Ltd. | 2.07% | 2.14% | +0.07% |
| HDFC Bank Ltd. | 1.26% | 1.33% | +0.07% |
| Timken India Ltd. | 1.26% | 1.33% | +0.07% |
| Mankind Pharma Ltd. | 0.80% | 0.87% | +0.07% |
| Polycab India Ltd. | 0.73% | 0.66% | -0.07% |
| Container Corporation Of India Ltd. | 0.81% | 0.75% | -0.06% |
| Linde India Ltd. | 1.19% | 1.25% | +0.06% |
| National Aluminium Company Ltd. | 1.09% | 1.03% | -0.06% |
| Leela Palaces Hotels & Resorts Ltd. | 0.06% | 0.00% | -0.06% |
| Prudent Corporate Advisory Services Ltd. | 0.57% | 0.51% | -0.06% |
| Nippon Life India Asset Management Ltd. | 1.68% | 1.62% | -0.06% |
| Bajaj Finance Ltd. | 1.29% | 1.24% | -0.05% |
| Bharti Airtel Ltd. | 1.82% | 1.87% | +0.05% |
| City Union Bank Ltd. | 0.98% | 1.03% | +0.05% |
| Indian Bank | 1.08% | 1.03% | -0.05% |
| NMDC Ltd. | 0.63% | 0.58% | -0.05% |
| Ashok Leyland Ltd. | 0.85% | 0.80% | -0.05% |
| Amber Enterprises India Ltd. | 0.65% | 0.61% | -0.04% |
| Eternal Ltd. | 1.22% | 1.26% | +0.04% |
| SBI Life Insurance Company Ltd. | 1.30% | 1.34% | +0.04% |
| Siemens Energy India Ltd. | 0.76% | 0.80% | +0.04% |
| Sun Pharmaceutical Industries Ltd. | 1.28% | 1.24% | -0.04% |
| Multi Commodity Exchange Of India Ltd. | 1.61% | 1.65% | +0.04% |
| Karur Vysya Bank Ltd. | 2.49% | 2.46% | -0.03% |
| Info Edge (India) Ltd. | 1.77% | 1.74% | -0.03% |
| JK Cement Ltd. | 0.69% | 0.72% | +0.03% |
| Reliance Industries Ltd. | 1.83% | 1.80% | -0.03% |
| Schaeffler India Ltd. | 0.80% | 0.83% | +0.03% |
| Aditya Birla Capital Ltd. | 1.41% | 1.39% | -0.02% |
| Cummins India Ltd. | 1.46% | 1.44% | -0.02% |
| GMR Airports Ltd. | 0.38% | 0.40% | +0.02% |
| Vishal Mega Mart Ltd. | 0.46% | 0.44% | -0.02% |
| company:20133 | 0.02% | 0.00% | -0.02% |
| Hitachi Energy India Ltd. | 0.58% | 0.56% | -0.02% |
| Hindustan Unilever Ltd. | 0.83% | 0.84% | +0.01% |
| Marico Ltd. | 0.59% | 0.60% | +0.01% |
| NHPC Ltd. | 1.25% | 1.26% | +0.01% |
| National Securities Depository Ltd | 0.93% | 0.92% | -0.01% |
| Oil India Ltd. | 0.62% | 0.61% | -0.01% |
| Tech Mahindra Ltd. | 1.74% | 1.73% | -0.01% |
| Tenneco Clean Air India Ltd | 0.57% | 0.58% | +0.01% |
| Torrent Pharmaceuticals Ltd. | 1.82% | 1.83% | +0.01% |
| Travel Food Services Ltd. | 0.90% | 0.89% | -0.01% |
| Bharat Heavy Electricals Ltd. | 2.19% | 2.18% | -0.01% |
| Amex Carbonates & Chemicals Ltd. | 0.00% | 0.00% | 0.00% |
| Accord Cotsyn Ltd | 0.00% | 0.00% | 0.00% |
| Aditya Birla Sun Life AMC Ltd. | 0.98% | 0.98% | 0.00% |
| Axis Bank Ltd. | 1.10% | 1.10% | 0.00% |
| DSQ Software Ltd. | 0.00% | 0.00% | 0.00% |
| Life Insurance Corporation of India | 0.55% | 0.55% | 0.00% |
| PNB Housing Finance Ltd. | 0.20% | 0.20% | 0.00% |
| Royal Industries Ltd. | 0.00% | 0.00% | 0.00% |
| SIV Industries Ltd. | 0.00% | 0.00% | 0.00% |
| Sundaram Finance Ltd. | 0.33% | 0.33% | 0.00% |
| TVS Motor Company Ltd. | 2.24% | 2.24% | 0.00% |
| The Jammu & Kashmir Bank Ltd. | 0.59% | 0.59% | 0.00% |
| Western Paques (India) Ltd. | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹5,544 Cr | 2.19% | 16.9% | 11.7% | 15.3% |
| ₹12,234 Cr | 1.97% | 21.5% | 13.1% | — | |
| ₹7,340 Cr | 2.18% | 16.9% | 11.2% | 15.3% | |
| ₹4,610 Cr | 2.21% | 12.9% | 11.1% | — | |
| ₹2,180 Cr | 2.15% | 15.7% | 11.1% | — | |
| ₹1,357 Cr | 2.45% | 17.3% | 12.0% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.
Fund managers
- Himanshu SinghMMS (Finance) , B.Com (Honours)Prior to joining the Baroda BNP Paribas Asset management Ltd. He has worked with IDBI capital market & securities , Prabhudas Lilladher Pvt Ltd, Crisil Ltd and HSBC Global market.
- Paresh JainPost graduate Programme in Management, International Management Institute, New Delhi, B.Sc. (Statistics), University of Delhi.Prior to joining the Baroda BNP Paribas AMC, he was associated with Bajaj Life Insurance Limited, Max Life Insurance and Angel Broking Limited.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months6.50% absolute | ₹60,000 | ₹63,900 | 6.50% | |
| 1 year2.65% annualised | ₹1,20,000 | ₹1,21,737 | 1.45% | |
| 3 years13.63% annualised | ₹3,60,000 | ₹4,46,716 | 24.09% | |
| 5 years10.73% annualised | ₹6,00,000 | ₹7,96,553 | 32.76% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.