Baroda BNP Paribas Multi Cap Fund
- NAV as on 25 Sep 2026
- ₹288.95+0.20%1 day
- Return since launch
- 15.8%
- 52-week range
- ₹251.70 — ₹302.75
- AUM
- ₹3,493 Cr
Baroda BNP Paribas Multi Cap Fund is a Multi Cap equity fund from Baroda BNP Paribas Mutual Fund with ₹3,493 Cr under management, launched in 2003. Over three years it has returned 5.8% a year, against 13.6% for its category. The expense ratio is 2.28% 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 +3.3% against +1.7% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.6% | −2.8 pts | 6.4% | 3.9% |
| 2Y | 3.0% | −3.7 pts | 6.7% | 2.9% |
| 3Y | 5.8% | −7.8 pts | 13.6% | 5.1% |
| 5Y | 11.4% | −0.5 pts | 11.9% | 11.0% |
| 7Y | 15.4% | −0.7 pts | 16.1% | 14.3% |
| 10Y | 14.6% | +0.7 pts | 13.9% | 13.4% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -4.2% | −1.3 pts | -2.9% | -3.1% |
| 3M | 0.1% | −1.7 pts | 1.8% | 1.1% |
| 6M | 11.7% | −3.8 pts | 15.5% | 16.6% |
| 1Y | 3.3% | −3.2 pts | 6.4% | 1.6% |
| 2Y | -1.9% | −1.9 pts | 0.1% | -2.4% |
| 3Y | 13.4% | −0.1 pts | 13.6% | 11.2% |
| 5Y | 11.2% | −0.7 pts | 11.9% | 11.1% |
| 7Y | 16.8% | −0.1 pts | 17.0% | 15.2% |
| 10Y | 13.2% | −0.7 pts | 13.9% | 12.3% |
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
2.25%
Expense ratio as on 25 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.65%
- Brokerage
- 0.10%
- Transaction charges
- 0.01%
- Statutory levies
- 0.49%
- 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 | 3.99 | 6.86 | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 0.91 | 0.97 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.61 | 0.76 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.73 | 1.00 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 15.69 | 16.82 | 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 31 Aug 2026
Asset allocation
- Equity98.8%
- Debt1.2%
Market cap split
- Large44.7%
- Mid28.1%
- Small27.3%
- P/E
- 31.07
- P/B
- 3.96
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Navin Fluorine International Ltd. | Chemicals | 2.89% | ₹101 Cr | +2.66% | +2.63% | +1.69% |
| Karur Vysya Bank Ltd. | Financial | 2.49% | ₹86.90 Cr | +2.20% | +2.74% | +2.00% |
| Radico Khaitan Ltd. | Consumer Staples | 2.45% | ₹85.68 Cr | +2.20% | +2.23% | +2.55% |
| Mahindra & Mahindra Ltd. | Automobile | 2.35% | ₹82.05 Cr | +1.72% | +1.87% | +1.42% |
| State Bank of India | Financial | 2.28% | ₹79.50 Cr | +1.47% | — | — |
| TVS Motor Company Ltd. | Automobile | 2.24% | ₹78.14 Cr | +2.04% | +2.50% | +2.24% |
| Bharat Heavy Electricals Ltd. | Capital Goods | 2.19% | ₹76.62 Cr | +2.82% | +2.57% | — |
| Titan Company Ltd. | Consumer Discretionary | 2.19% | ₹76.54 Cr | +2.11% | +2.24% | +1.99% |
| Shriram Finance Ltd | Financial | 2.14% | ₹74.92 Cr | +2.02% | — | — |
| One97 Communications Ltd. | Services | 2.07% | ₹72.17 Cr | +1.43% | +1.42% | +2.06% |
| Dr. Lal Pathlabs Ltd. | Healthcare | 2.01% | ₹70.32 Cr | +1.96% | +1.74% | +1.14% |
| ICICI Bank Ltd. | Financial | 1.98% | ₹69.07 Cr | +1.44% | +1.78% | +3.99% |
| Persistent Systems Ltd. | Technology | 1.92% | ₹67.13 Cr | +2.69% | +1.38% | +1.36% |
| Delhivery Ltd. | Services | 1.83% | ₹63.87 Cr | +1.93% | +1.96% | — |
| Reliance Industries Ltd. | Energy | 1.83% | ₹63.85 Cr | +2.21% | +2.48% | +2.97% |
| Bharti Airtel Ltd. | Communication | 1.82% | ₹63.42 Cr | +2.93% | +3.04% | +1.71% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 1.82% | ₹63.71 Cr | — | — | — |
| Acutaas Chemicals Ltd. | Healthcare | 1.81% | ₹63.21 Cr | +2.05% | +1.39% | — |
| Info Edge (India) Ltd. | Services | 1.77% | ₹61.71 Cr | — | — | — |
| Tech Mahindra Ltd. | Technology | 1.74% | ₹60.79 Cr | +1.81% | +1.75% | +2.03% |
| Nippon Life India Asset Management Ltd. | Financial | 1.68% | ₹58.62 Cr | +1.68% | +1.61% | +1.61% |
| Multi Commodity Exchange Of India Ltd. | Services | 1.61% | ₹56.10 Cr | +1.85% | — | — |
| Larsen & Toubro Ltd. | Construction | 1.51% | ₹52.58 Cr | +2.11% | +1.92% | +1.71% |
| Cummins India Ltd. | Capital Goods | 1.46% | ₹51.05 Cr | +2.15% | — | +1.31% |
| Aditya Birla Capital Ltd. | Financial | 1.41% | ₹49.13 Cr | +1.11% | +1.00% | +1.57% |
| Maruti Suzuki India Ltd. | Automobile | 1.36% | ₹47.41 Cr | +1.40% | +1.68% | — |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | 1.35% | ₹47.18 Cr | +1.71% | — | — |
| BSE Ltd. | Services | 1.32% | ₹45.95 Cr | +1.89% | +1.31% | — |
| Indusind Bank Ltd. | Financial | 1.32% | ₹46.26 Cr | +2.86% | +3.17% | — |
| SBI Life Insurance Company Ltd. | Insurance | 1.30% | ₹45.25 Cr | +2.23% | +2.30% | +1.70% |
| Bajaj Finance Ltd. | Financial | 1.29% | ₹44.92 Cr | +1.18% | +2.09% | +1.71% |
| Britannia Industries Ltd. | Consumer Staples | 1.28% | ₹44.63 Cr | +1.59% | +2.15% | +1.99% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.28% | ₹44.66 Cr | +1.37% | +0.56% | — |
| BEML Ltd. | Capital Goods | 1.27% | ₹44.53 Cr | +1.42% | +1.63% | +1.31% |
| HDFC Bank Ltd. | Financial | 1.26% | ₹43.96 Cr | +1.87% | +2.65% | +4.13% |
| Timken India Ltd. | Capital Goods | 1.26% | ₹44.09 Cr | +1.11% | — | — |
| NHPC Ltd. | Energy | 1.25% | ₹43.73 Cr | +1.25% | +0.91% | — |
| Eternal Ltd. | Services | 1.22% | ₹42.65 Cr | — | +1.59% | +1.88% |
| Solar Industries India Ltd. | Chemicals | 1.22% | ₹42.50 Cr | +1.39% | +0.61% | — |
| Fractal Analytics Ltd. | Technology | 1.21% | ₹42.33 Cr | +1.52% | +1.03% | — |
| Infosys Ltd. | Technology | 1.20% | ₹41.95 Cr | +1.41% | +1.64% | +1.01% |
| Linde India Ltd. | Chemicals | 1.19% | ₹41.51 Cr | +1.43% | +1.45% | +1.82% |
| Max Financial Services Ltd. | Financial | 1.17% | ₹41.04 Cr | +1.00% | — | — |
| Axis Bank Ltd. | Financial | 1.10% | ₹38.35 Cr | +2.06% | +0.89% | — |
| National Aluminium Company Ltd. | Metals & Mining | 1.09% | ₹38.15 Cr | +1.62% | +1.15% | — |
| Others | Others | 1.09% | ₹38.77 Cr | +5.26% | +6.92% | +7.34% |
| Indian Bank | Financial | 1.08% | ₹37.75 Cr | — | — | — |
| RBL Bank Ltd. | Financial | 1.03% | ₹36.13 Cr | +1.00% | +1.52% | — |
| The India Cements Ltd. | Materials | 1.02% | ₹35.58 Cr | +1.12% | +1.84% | +1.56% |
| Aditya Birla Sun Life AMC Ltd. | Financial | 0.98% | ₹34.18 Cr | +0.97% | — | — |
| City Union Bank Ltd. | Financial | 0.98% | ₹34.38 Cr | — | — | — |
| Pidilite Industries Ltd. | Chemicals | 0.97% | ₹33.75 Cr | — | — | — |
| company:20795 | Technology | 0.96% | ₹33.70 Cr | — | — | — |
| National Securities Depository Ltd | Financial | 0.93% | ₹32.49 Cr | — | — | — |
| Travel Food Services Ltd. | Services | 0.90% | ₹31.59 Cr | +0.91% | +1.79% | +1.95% |
| company:298 | Automobile | 0.85% | ₹29.86 Cr | — | — | — |
| Bandhan Bank Ltd. | Financial | 0.84% | ₹29.43 Cr | +0.44% | — | — |
| Hindustan Unilever Ltd. | Consumer Staples | 0.83% | ₹29.02 Cr | — | — | — |
| Container Corporation Of India Ltd. | Services | 0.81% | ₹28.15 Cr | — | — | — |
| Mankind Pharma Ltd. | Healthcare | 0.80% | ₹27.82 Cr | — | — | — |
| Schaeffler India Ltd. | Capital Goods | 0.80% | ₹28.10 Cr | — | — | +1.38% |
| Blue Star Ltd. | Consumer Discretionary | 0.78% | ₹27.08 Cr | +0.90% | +1.88% | +1.40% |
| Siemens Energy India Ltd. | Energy | 0.76% | ₹26.47 Cr | — | — | — |
| company:15609 | Capital Goods | 0.73% | ₹25.50 Cr | — | — | — |
| JK Cement Ltd. | Materials | 0.69% | ₹23.97 Cr | — | — | — |
| Amber Enterprises India Ltd. | Consumer Discretionary | 0.65% | ₹22.86 Cr | +1.04% | -0.90% | +1.31% |
| NMDC Ltd. | Metals & Mining | 0.63% | ₹22.05 Cr | +1.88% | +1.85% | +1.18% |
| Oil India Ltd. | Energy | 0.62% | ₹21.74 Cr | — | — | — |
| Marico Ltd. | Consumer Staples | 0.59% | ₹20.50 Cr | — | — | — |
| The Jammu & Kashmir Bank Ltd. | Financial | 0.59% | ₹20.55 Cr | +1.28% | — | — |
| Hitachi Energy India Ltd. | Capital Goods | 0.58% | ₹20.26 Cr | +2.17% | +1.65% | +1.47% |
| Prudent Corporate Advisory Services Ltd. | Financial | 0.57% | ₹19.83 Cr | +0.50% | +1.10% | +1.31% |
| company:20327 | Automobile | 0.57% | ₹19.91 Cr | — | — | — |
| company:5765 | Insurance | 0.55% | ₹19.29 Cr | — | — | — |
| Sagility Ltd. | Services | 0.53% | ₹18.35 Cr | +1.88% | +2.01% | +1.89% |
| Vishal Mega Mart Ltd. | Services | 0.46% | ₹15.99 Cr | — | +1.60% | +1.77% |
| GMR Airports Ltd. | Construction | 0.38% | ₹13.11 Cr | +0.35% | — | — |
| company:5085 | Financial | 0.33% | ₹11.50 Cr | — | — | — |
| company:11622 | Financial | 0.27% | ₹9.47 Cr | — | — | — |
| company:6953 | Financial | 0.20% | ₹6.91 Cr | — | — | — |
| Reserve Bank of India | Financial | 0.14% | ₹4.99 Cr | +1.05% | +1.10% | +0.67% |
| company:19867 | Services | 0.06% | ₹2.01 Cr | — | — | — |
| TVS Motor Company Ltd - Pref. Shares | Automobile | 0.02% | ₹0.85 Cr | +0.03% | +0.03% | +0.03% |
| 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 |
|---|---|---|---|
| Hindustan Petroleum Corporation Ltd. | 1.02% | 0.00% | -1.02% |
| company:20795 | 0.00% | 0.96% | +0.96% |
| company:298 | 0.00% | 0.85% | +0.85% |
| company:15609 | 0.00% | 0.73% | +0.73% |
| Torrent Pharmaceuticals Ltd. | 2.47% | 1.82% | -0.65% |
| company:20327 | 0.00% | 0.57% | +0.57% |
| company:5765 | 0.00% | 0.55% | +0.55% |
| Indian Bank | 0.54% | 1.08% | +0.54% |
| HDFC Bank Ltd. | 1.74% | 1.26% | -0.48% |
| One97 Communications Ltd. | 1.64% | 2.07% | +0.43% |
| company:5085 | 0.00% | 0.33% | +0.33% |
| Cummins India Ltd. | 1.77% | 1.46% | -0.31% |
| Indiqube Spaces Ltd. | 0.31% | 0.00% | -0.31% |
| Sagility Ltd. | 0.81% | 0.53% | -0.28% |
| company:11622 | 0.00% | 0.27% | +0.27% |
| TVS Motor Company Ltd. | 2.51% | 2.24% | -0.27% |
| Axis Bank Ltd. | 1.34% | 1.10% | -0.24% |
| Navin Fluorine International Ltd. | 2.67% | 2.89% | +0.22% |
| Titan Company Ltd. | 2.41% | 2.19% | -0.22% |
| The Jammu & Kashmir Bank Ltd. | 0.81% | 0.59% | -0.22% |
| company:6953 | 0.00% | 0.20% | +0.20% |
| Bharti Airtel Ltd. | 2.01% | 1.82% | -0.19% |
| BSE Ltd. | 1.49% | 1.32% | -0.17% |
| Crompton Greaves Consumer Electricals Ltd. | 1.52% | 1.35% | -0.17% |
| Eternal Ltd. | 1.06% | 1.22% | +0.16% |
| Bharat Heavy Electricals Ltd. | 2.05% | 2.19% | +0.14% |
| Delhivery Ltd. | 1.97% | 1.83% | -0.14% |
| Blue Star Ltd. | 0.91% | 0.78% | -0.13% |
| Mahindra & Mahindra Ltd. | 2.48% | 2.35% | -0.13% |
| SBI Life Insurance Company Ltd. | 1.43% | 1.30% | -0.13% |
| Container Corporation Of India Ltd. | 0.69% | 0.81% | +0.12% |
| Bajaj Finance Ltd. | 1.41% | 1.29% | -0.12% |
| BEML Ltd. | 1.38% | 1.27% | -0.11% |
| Info Edge (India) Ltd. | 1.68% | 1.77% | +0.09% |
| Linde India Ltd. | 1.28% | 1.19% | -0.09% |
| Solar Industries India Ltd. | 1.13% | 1.22% | +0.09% |
| The India Cements Ltd. | 1.11% | 1.02% | -0.09% |
| Maruti Suzuki India Ltd. | 1.45% | 1.36% | -0.09% |
| Others | 1.19% | 1.10% | -0.09% |
| Radico Khaitan Ltd. | 2.54% | 2.45% | -0.09% |
| City Union Bank Ltd. | 0.90% | 0.98% | +0.08% |
| Reliance Industries Ltd. | 1.91% | 1.83% | -0.08% |
| Bandhan Bank Ltd. | 0.91% | 0.84% | -0.07% |
| Hindustan Unilever Ltd. | 0.90% | 0.83% | -0.07% |
| National Aluminium Company Ltd. | 1.02% | 1.09% | +0.07% |
| Shriram Finance Ltd | 2.21% | 2.14% | -0.07% |
| Britannia Industries Ltd. | 1.34% | 1.28% | -0.06% |
| NHPC Ltd. | 1.31% | 1.25% | -0.06% |
| Tech Mahindra Ltd. | 1.80% | 1.74% | -0.06% |
| company:19867 | 0.00% | 0.06% | +0.06% |
| GMR Airports Ltd. | 0.43% | 0.38% | -0.05% |
| Prudent Corporate Advisory Services Ltd. | 0.52% | 0.57% | +0.05% |
| Marico Ltd. | 0.63% | 0.59% | -0.04% |
| JK Cement Ltd. | 0.65% | 0.69% | +0.04% |
| Fractal Analytics Ltd. | 1.18% | 1.21% | +0.03% |
| Max Financial Services Ltd. | 1.14% | 1.17% | +0.03% |
| Pidilite Industries Ltd. | 0.94% | 0.97% | +0.03% |
| Mankind Pharma Ltd. | 0.83% | 0.80% | -0.03% |
| Schaeffler India Ltd. | 0.83% | 0.80% | -0.03% |
| State Bank of India | 2.25% | 2.28% | +0.03% |
| Aditya Birla Sun Life AMC Ltd. | 0.96% | 0.98% | +0.02% |
| Indusind Bank Ltd. | 1.34% | 1.32% | -0.02% |
| Infosys Ltd. | 1.22% | 1.20% | -0.02% |
| Larsen & Toubro Ltd. | 1.49% | 1.51% | +0.02% |
| Oil India Ltd. | 0.60% | 0.62% | +0.02% |
| Persistent Systems Ltd. | 1.94% | 1.92% | -0.02% |
| Sun Pharmaceutical Industries Ltd. | 1.30% | 1.28% | -0.02% |
| Timken India Ltd. | 1.28% | 1.26% | -0.02% |
| Travel Food Services Ltd. | 0.92% | 0.90% | -0.02% |
| Hitachi Energy India Ltd. | 0.56% | 0.58% | +0.02% |
| National Securities Depository Ltd | 0.95% | 0.93% | -0.02% |
| Dr. Lal Pathlabs Ltd. | 2.02% | 2.01% | -0.01% |
| ICICI Bank Ltd. | 1.99% | 1.98% | -0.01% |
| NMDC Ltd. | 0.62% | 0.63% | +0.01% |
| Nippon Life India Asset Management Ltd. | 1.69% | 1.68% | -0.01% |
| RBL Bank Ltd. | 1.04% | 1.03% | -0.01% |
| Siemens Energy India Ltd. | 0.77% | 0.76% | -0.01% |
| Vishal Mega Mart Ltd. | 0.45% | 0.46% | +0.01% |
| Amex Carbonates & Chemicals Ltd. | 0.00% | 0.00% | 0.00% |
| Accord Cotsyn Ltd | 0.00% | 0.00% | 0.00% |
| Acutaas Chemicals Ltd. | 1.81% | 1.81% | 0.00% |
| Aditya Birla Capital Ltd. | 1.41% | 1.41% | 0.00% |
| Amber Enterprises India Ltd. | 0.65% | 0.65% | 0.00% |
| DSQ Software Ltd. | 0.00% | 0.00% | 0.00% |
| Karur Vysya Bank Ltd. | 2.49% | 2.49% | 0.00% |
| Multi Commodity Exchange Of India Ltd. | 1.61% | 1.61% | 0.00% |
| Reserve Bank of India | 0.14% | 0.14% | 0.00% |
| Royal Industries Ltd. | 0.00% | 0.00% | 0.00% |
| SIV Industries Ltd. | 0.00% | 0.00% | 0.00% |
| TVS Motor Company Ltd - Pref. Shares | 0.02% | 0.02% | 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 | ₹5,292 Cr | 2.18% | 12.5% | 10.9% | — |
| ₹11,985 Cr | 2.00% | 16.8% | 12.5% | — | |
| ₹6,503 Cr | 2.05% | 12.7% | 10.1% | — | |
| ₹4,385 Cr | 2.22% | 8.1% | 10.4% | — | |
| ₹2,254 Cr | 2.14% | 11.8% | 10.4% | — | |
| ₹1,335 Cr | 2.50% | 13.0% | 11.2% | — |
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 months11.70% absolute | ₹60,000 | ₹67,020 | 11.70% | |
| 1 year3.29% annualised | ₹1,20,000 | ₹1,22,160 | 1.80% | |
| 3 years13.44% annualised | ₹3,60,000 | ₹4,45,339 | 23.71% | |
| 5 years11.20% annualised | ₹6,00,000 | ₹8,06,888 | 34.48% |
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.