+91-22-48913909What are Diversified Funds (Multi Cap Funds)?
In the game of Investing, where returns are essentially important, somehow risk-adjusted returns is what eventually counts. And to strengthen the risk-adjusted returns if one has a long-term view, diversified equities can prove to be beneficial. Diversified funds have historically proven to come out as a winner in most market conditions given long holding periods. They invest across all spectrums of capitalization, within permitted risk levels. But are these funds for you? Let’s find out.
Diversified Equity Funds, also known as Multi-cap or Flexi cap funds, invest in stocks of companies across market capitalization i.e.,-large cap, mid and small cap stocks. In other words, they have the flexibility to adapt their portfolios according to the market. They typically invest anywhere between 40-60% in large cap stocks, 10-40% in mid-cap stocks and about 10% in small-cap stocks. Sometimes, the exposure to small-caps may be very small or none at all.
Diversified funds do not have any limitations on market caps from an investment point of view. They don’t follow a sectoral approach, instead adopting a growth or Value investing strategy, buying stocks whose price are relatively lower to their historical performance, book value, earnings, cash flow potential and dividend yields.
These funds balance out the risk and reduce the Volatility that usually comes with stock investments by investing across market capitalizations and sectors. Larger companies (large caps) tend to perform better during tough market times than the smaller companies, and they can provide investors with better investment returns. Mid-cap stocks can stabilize Portfolio returns with higher growth potential than the large cap stocks and less risky than the small cap stocks. However, irrespective of the market caps, all stock investments carry a certain level of risk, and investors should closely monitor their investments as business conditions can change daily. Given that the underlying investment is equity, there is a risk of loss of capital that can occur in the short term.
Nevertheless, diversified funds have exceptionally performed well over past 5 years, especially after elections, returning 23% p.a. and 21% p.a. for the last 3-5 years, respectively.
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Why to Invest in Diversified Funds?
As diversified funds or multi-cap funds invest across market caps, they have several benefits compared to funds focused on any one particular market cap. Some of these are discussed below:
The foremost advantage of diversified funds is that it reduces the need to keep a track on multiple funds in the portfolio distinctly. As the monies are invested across market capitalization, the need to maintain separate Large cap funds, mid and Small cap funds is eliminated.
During bull market phases, diversified funds tend to outperform large caps (in the long term) by capturing some of the upside offered by small and mid-cap funds. In the bull market rallies, the large-cap valuations (P/E multiples) run up faster to a point where they appear stretched, in such scenario mid-cap stocks tend to outperform.
Since, diversified funds have all three large cap, mid cap and small cap companies in their portfolio, they have potential to deliver good performance on a consistent basis.
In the bear market phases, small and mid-cap stocks tend to suffer sharp declines and liquidity issues. Also, consequently, they face liquidity constraints when redemption pressures increase during phases of bear markets, especially when investors are exiting investments. On the other hand, diversified funds don’t face liquidity problems as much—as large cap stocks comprise a sustainable portion of the portfolio.
Diversified funds are suitable for investors who start with just one fund and still want to invest across market caps. Also, investors who are not sure of their risk tolerance levels can take advantage of diversified funds.
Fund managers of diversified funds invest in companies of all sizes i.e. large, mid, small cap, based on their long-term growth potential. They also change their portfolio allocations between different sectors from time to time, to maximize fund the performance within defined investment objectives. Investing in diversified or multi-cap funds helps to prevent the tendency of investors to switch between large cap funds and mid-cap/small-cap funds based on short-term performance.
Risk in Diversified Funds
Diversified funds may suffer massively if the moves are extreme, during falls of the markets, diversified funds are affected from than large caps. This is due to the fact that during most declines, the fall in small & mid-caps is much higher. This can lead to higher volatility of returns, causing these funds to have a higher standard deviation, which is one of the important parameters to measure a fund's risk. Larger the standard deviation, higher will be the level of risk.
Who Should Invest in Diversified Mutual Funds?
An investor who has a moderate-risk appetite and who wishes to have an exposure in equities can park their funds in diversified funds. Also, investors who are not well-versed with the technique of Asset Allocation in respect to investments can also put a part of their funds here.
Investors incline towards investing in these funds as it holds a mix of stocks across market capitalizations. Any high degree of volatility shown by either small cap or mid cap funds can be balanced by the stability provided by large-cap equity funds. However, the returns from such diversified funds are vastly dependent on the fund manager’s knowledge and intelligence as to how he is able to include stocks as per the market conditions. In this situation, there is a probability of fund manager going wrong in his allocation strategy. That is why it is advisable for investors to study the record of the fund manager before investing in diversified funds.
Taxation on Diversified Equity Funds
The short-term and long-term Capital Gains offered by Mutual Funds are taxed at different rates.
| Fund Type | Short-Term Capital Gains | Long-Term Capital Gains |
|---|---|---|
| Equity funds | 15% + cess + surcharge | Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge |
Fund Selection Methodology used to find 10 funds
Best Diversified Funds to Invest in 2026 - 2027
Top performing diversified funds in India are as follows-
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹31.52
↓ -0.15 ₹1,107 -6.9 -2.4 8.3 19.5 13 3.5 Motilal Oswal Multicap 35 Fund Growth ₹52.1974
↑ 0.09 ₹12,890 -14.2 -13.6 -8.5 18.7 10.4 -5.6 Nippon India Multi Cap Fund Growth ₹271.95
↑ 1.16 ₹50,820 -10.2 -9 1.3 18.6 18.9 4.1 Mahindra Badhat Yojana Growth ₹32.7941
↓ -0.09 ₹6,174 -10.1 -5.6 2.7 17.7 15.9 3.4 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 ICICI Prudential Multicap Fund Growth ₹731.27
↓ -0.99 ₹16,315 -10.1 -6.6 -0.5 17.2 15.1 5.7 JM Multicap Fund Growth ₹84.8097
↓ -0.01 ₹5,159 -12.9 -12.9 -6.8 16.2 14.6 -6.8 Bandhan Focused Equity Fund Growth ₹79.676
↑ 0.53 ₹2,018 -10.3 -8.1 0.7 16.2 11.4 -1.6 Aditya Birla Sun Life Equity Fund Growth ₹1,686.05
↓ -3.64 ₹25,207 -11.5 -5.5 2.6 15.7 12.2 11.2 Baroda Pioneer Multi Cap Fund Growth ₹256.52
↓ -1.40 ₹3,096 -11.8 -8.9 -2.3 15.6 14.2 -2.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund Motilal Oswal Multicap 35 Fund Nippon India Multi Cap Fund Mahindra Badhat Yojana BNP Paribas Multi Cap Fund ICICI Prudential Multicap Fund JM Multicap Fund Bandhan Focused Equity Fund Aditya Birla Sun Life Equity Fund Baroda Pioneer Multi Cap Fund Point 1 Bottom quartile AUM (₹1,107 Cr). Upper mid AUM (₹12,890 Cr). Highest AUM (₹50,820 Cr). Upper mid AUM (₹6,174 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹16,315 Cr). Lower mid AUM (₹5,159 Cr). Bottom quartile AUM (₹2,018 Cr). Top quartile AUM (₹25,207 Cr). Lower mid AUM (₹3,096 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Established history (21+ yrs). Established history (8+ yrs). Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (27+ yrs). Established history (22+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (bottom quartile). Not Rated. Rating: 4★ (top quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.98% (lower mid). 5Y return: 10.38% (bottom quartile). 5Y return: 18.93% (top quartile). 5Y return: 15.93% (top quartile). 5Y return: 13.57% (lower mid). 5Y return: 15.10% (upper mid). 5Y return: 14.62% (upper mid). 5Y return: 11.39% (bottom quartile). 5Y return: 12.17% (bottom quartile). 5Y return: 14.17% (upper mid). Point 6 3Y return: 19.52% (top quartile). 3Y return: 18.72% (top quartile). 3Y return: 18.63% (upper mid). 3Y return: 17.71% (upper mid). 3Y return: 17.28% (upper mid). 3Y return: 17.20% (lower mid). 3Y return: 16.23% (lower mid). 3Y return: 16.18% (bottom quartile). 3Y return: 15.70% (bottom quartile). 3Y return: 15.56% (bottom quartile). Point 7 1Y return: 8.28% (top quartile). 1Y return: -8.54% (bottom quartile). 1Y return: 1.30% (upper mid). 1Y return: 2.71% (upper mid). 1Y return: 19.34% (top quartile). 1Y return: -0.50% (lower mid). 1Y return: -6.79% (bottom quartile). 1Y return: 0.66% (lower mid). 1Y return: 2.63% (upper mid). 1Y return: -2.33% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: -11.42 (bottom quartile). Alpha: 1.47 (upper mid). Alpha: 2.49 (top quartile). Alpha: 0.00 (lower mid). Alpha: 1.34 (upper mid). Alpha: -5.99 (bottom quartile). Alpha: -2.03 (lower mid). Alpha: 2.94 (top quartile). Alpha: -2.16 (bottom quartile). Point 9 Sharpe: 1.35 (top quartile). Sharpe: 0.13 (bottom quartile). Sharpe: 1.02 (lower mid). Sharpe: 1.15 (upper mid). Sharpe: 2.86 (top quartile). Sharpe: 1.05 (upper mid). Sharpe: 0.34 (bottom quartile). Sharpe: 0.70 (bottom quartile). Sharpe: 1.28 (upper mid). Sharpe: 0.74 (lower mid). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.52 (top quartile). Information ratio: 0.39 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.21 (lower mid). Information ratio: 0.42 (upper mid). Information ratio: 0.27 (lower mid). Information ratio: 0.64 (top quartile). Information ratio: -0.34 (bottom quartile). Aditya Birla Sun Life Manufacturing Equity Fund
Motilal Oswal Multicap 35 Fund
Nippon India Multi Cap Fund
Mahindra Badhat Yojana
BNP Paribas Multi Cap Fund
ICICI Prudential Multicap Fund
JM Multicap Fund
Bandhan Focused Equity Fund
Aditya Birla Sun Life Equity Fund
Baroda Pioneer Multi Cap Fund
The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Multicap 35 Fund Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Multi Cap Fund Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for Mahindra Badhat Yojana Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (Erstwhile BNP Paribas Dividend Yield Fund) The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are
defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Multi Cap Fund Below is the key information for BNP Paribas Multi Cap Fund Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. Research Highlights for ICICI Prudential Multicap Fund Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. Research Highlights for JM Multicap Fund Below is the key information for JM Multicap Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized. Research Highlights for Bandhan Focused Equity Fund Below is the key information for Bandhan Focused Equity Fund Returns up to 1 year are on An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Research Highlights for Aditya Birla Sun Life Equity Fund Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Growth Launch Date 31 Jan 15 NAV (02 Apr 26) ₹31.52 ↓ -0.15 (-0.47 %) Net Assets (Cr) ₹1,107 on 28 Feb 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating Risk High Expense Ratio 2.26 Sharpe Ratio 1.35 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,396 31 Mar 23 ₹10,917 31 Mar 24 ₹16,026 31 Mar 25 ₹17,368 31 Mar 26 ₹18,350 Returns for Aditya Birla Sun Life Manufacturing Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -5.6% 3 Month -6.9% 6 Month -2.4% 1 Year 8.3% 3 Year 19.5% 5 Year 13% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.5% 2024 25% 2023 32.5% 2022 -1.4% 2021 22.1% 2020 26.3% 2019 -4% 2018 -12.9% 2017 41.7% 2016 9.2% Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.32 Yr. Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 30.29% Industrials 25.09% Basic Materials 21.26% Health Care 11.76% Energy 4.62% Consumer Defensive 3.84% Technology 1.38% Utility 0.67% Asset Allocation
Asset Class Value Cash 1.08% Equity 98.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO5% ₹55 Cr 600,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE5% ₹51 Cr 366,616 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M4% ₹49 Cr 144,570 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI4% ₹46 Cr 30,843 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | CUMMINSIND4% ₹42 Cr 85,582 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL4% ₹40 Cr 550,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL3% ₹38 Cr 1,795,574 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA3% ₹33 Cr 190,238 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jul 24 | JINDALSTEL3% ₹32 Cr 256,435 Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 15 | BEL3% ₹30 Cr 678,274 2. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (02 Apr 26) ₹52.1974 ↑ 0.09 (0.17 %) Net Assets (Cr) ₹12,890 on 28 Feb 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.13 Information Ratio 0.33 Alpha Ratio -11.42 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,237 31 Mar 23 ₹9,901 31 Mar 24 ₹15,288 31 Mar 25 ₹18,108 31 Mar 26 ₹16,204 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -6.2% 3 Month -14.2% 6 Month -13.6% 1 Year -8.5% 3 Year 18.7% 5 Year 10.4% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -5.6% 2024 45.7% 2023 31% 2022 -3% 2021 15.3% 2020 10.3% 2019 7.9% 2018 -7.8% 2017 43.1% 2016 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.1 Yr. Swapnil Mayekar 18 Nov 25 0.28 Yr. Ajay Khandelwal 1 Oct 24 1.41 Yr. Ankit Agarwal 21 Jan 26 0.1 Yr. Rakesh Shetty 22 Nov 22 3.27 Yr. Atul Mehra 1 Oct 24 1.41 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 27.58% Technology 17.52% Industrials 16.52% Consumer Cyclical 14.45% Communication Services 4.59% Energy 2.13% Health Care 0.49% Consumer Defensive 0.14% Asset Allocation
Asset Class Value Cash 7.65% Equity 92.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty March 2026 Future
- | -9% ₹1,151 Cr 454,090
↑ 454,090 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹934 Cr 22,782,390
↑ 509,414 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER7% ₹909 Cr 12,534,629 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE6% ₹820 Cr 6,911,442
↓ -588,558 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433206% ₹800 Cr 32,498,890 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK6% ₹742 Cr 5,382,830
↓ -975,391 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT6% ₹716 Cr 1,512,841
↓ -401,945 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK5% ₹665 Cr 7,493,754
↓ -1,506,246 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹591 Cr 4,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹590 Cr 3,410,824
↓ -1,940,920 3. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (02 Apr 26) ₹271.95 ↑ 1.16 (0.43 %) Net Assets (Cr) ₹50,820 on 28 Feb 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 1.02 Information Ratio 0.52 Alpha Ratio 1.47 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,437 31 Mar 23 ₹14,464 31 Mar 24 ₹21,718 31 Mar 25 ₹23,904 31 Mar 26 ₹23,567 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -6.9% 3 Month -10.2% 6 Month -9% 1 Year 1.3% 3 Year 18.6% 5 Year 18.9% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 25.8% 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.93 Yr. Kinjal Desai 25 May 18 7.77 Yr. Lokesh Maru 5 Sep 25 0.48 Yr. Divya Sharma 5 Sep 25 0.48 Yr. Data below for Nippon India Multi Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 25.38% Consumer Cyclical 21.18% Industrials 18.03% Health Care 9.43% Utility 6.2% Consumer Defensive 5.56% Basic Materials 5.45% Technology 4.77% Energy 2.21% Communication Services 1.19% Asset Allocation
Asset Class Value Cash 0.6% Equity 99.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,891 Cr 32,569,796
↑ 1,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹2,219 Cr 16,093,364
↑ 1,700,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK4% ₹1,957 Cr 14,140,351 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GVT&D3% ₹1,545 Cr 4,012,397
↓ -83,218 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,292 Cr 9,939,713
↑ 1,000,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | MFSL2% ₹1,261 Cr 6,953,107 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC2% ₹1,137 Cr 29,762,573 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE2% ₹1,125 Cr 8,068,975 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA2% ₹1,026 Cr 1,524,539 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹982 Cr 2,294,471 4. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (02 Apr 26) ₹32.7941 ↓ -0.09 (-0.28 %) Net Assets (Cr) ₹6,174 on 28 Feb 26 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 1.15 Information Ratio 0.39 Alpha Ratio 2.49 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,364 31 Mar 23 ₹13,036 31 Mar 24 ₹19,401 31 Mar 25 ₹20,699 31 Mar 26 ₹20,911 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -7.2% 3 Month -10.1% 6 Month -5.6% 1 Year 2.7% 3 Year 17.7% 5 Year 15.9% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.4% 2024 23.4% 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Fatema Pacha 16 Oct 20 5.37 Yr. Vishal Jajoo 3 Nov 25 0.32 Yr. Data below for Mahindra Badhat Yojana as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 29.75% Industrials 14.57% Health Care 13.5% Basic Materials 11.19% Consumer Cyclical 10.57% Communication Services 5.22% Technology 4.85% Energy 2.9% Consumer Defensive 1.39% Asset Allocation
Asset Class Value Cash 6.05% Equity 93.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK4% ₹235 Cr 1,703,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 25 | GLENMARK3% ₹211 Cr 989,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | INDUSTOWER3% ₹202 Cr 4,430,000
↓ -60,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 25 | LT3% ₹186 Cr 434,228
↑ 225,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹183 Cr 285,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB3% ₹166 Cr 193,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | ULTRACEMCO3% ₹158 Cr 125,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Nov 25 | MCX2% ₹138 Cr 565,000 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN2% ₹133 Cr 764,377 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | LAURUSLABS2% ₹118 Cr 1,100,000 5. BNP Paribas Multi Cap Fund
BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (13 Mar 22) ₹73.5154 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹588 on 31 Jan 22 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 2.86 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -4.4% 3 Month -4.6% 6 Month -2.6% 1 Year 19.3% 3 Year 17.3% 5 Year 13.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (02 Apr 26) ₹731.27 ↓ -0.99 (-0.14 %) Net Assets (Cr) ₹16,315 on 28 Feb 26 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.05 Information Ratio 0.21 Alpha Ratio 1.34 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,315 31 Mar 23 ₹12,706 31 Mar 24 ₹18,830 31 Mar 25 ₹20,530 31 Mar 26 ₹19,990 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -7.4% 3 Month -10.1% 6 Month -6.6% 1 Year -0.5% 3 Year 17.2% 5 Year 15.1% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.7% 2024 20.7% 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Lalit Kumar 29 Sep 25 0.42 Yr. Sharmila D’mello 31 Jul 22 3.58 Yr. Data below for ICICI Prudential Multicap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Basic Materials 27.72% Industrials 21.32% Consumer Cyclical 16.39% Financial Services 16.02% Communication Services 5.25% Health Care 4.2% Real Estate 3.94% Technology 1.53% Consumer Defensive 1.2% Energy 0.27% Utility 0% Asset Allocation
Asset Class Value Cash 2.16% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 25 | VEDL5% ₹816 Cr 11,352,245 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL4% ₹592 Cr 3,149,364
↑ 30,323 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | JINDALSTEL3% ₹473 Cr 3,800,436 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | ULTRACEMCO3% ₹467 Cr 368,008 BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE3% ₹418 Cr 1,543,998
↑ 150,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO2% ₹344 Cr 712,741 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | MOTHERSON2% ₹332 Cr 24,891,842
↑ 1,612,450 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | BHARATFORG2% ₹301 Cr 1,575,011 ABB India Ltd (Industrials)
Equity, Since 31 Aug 25 | ABB2% ₹294 Cr 484,711 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 25 | MCX2% ₹294 Cr 1,204,496
↑ 594,041 7. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (02 Apr 26) ₹84.8097 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹5,159 on 28 Feb 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.34 Information Ratio 0.42 Alpha Ratio -5.99 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,102 31 Mar 23 ₹12,709 31 Mar 24 ₹19,958 31 Mar 25 ₹21,420 31 Mar 26 ₹19,608 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -8.6% 3 Month -12.9% 6 Month -12.9% 1 Year -6.8% 3 Year 16.2% 5 Year 14.6% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.8% 2024 33.3% 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.53 Yr. Asit Bhandarkar 1 Oct 24 1.41 Yr. Ruchi Fozdar 4 Oct 24 1.4 Yr. Deepak Gupta 11 Apr 25 0.89 Yr. Data below for JM Multicap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 30.79% Consumer Cyclical 17.92% Industrials 9.26% Technology 8.98% Basic Materials 8.81% Health Care 7.62% Energy 5.13% Consumer Defensive 4.73% Communication Services 2.52% Utility 1.63% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹195 Cr 1,415,062
↓ -592,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK4% ₹187 Cr 2,107,760
↓ -650,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹181 Cr 1,502,196
↓ -300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹154 Cr 360,668 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 25 | DRREDDY3% ₹154 Cr 1,196,532 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹148 Cr 700,000
↓ -28,802 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI3% ₹141 Cr 95,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 25 | RELIANCE3% ₹139 Cr 1,000,000
↓ -300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | AXISBANK3% ₹131 Cr 945,000
↑ 345,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹130 Cr 692,200
↓ -225,000 8. Bandhan Focused Equity Fund
Bandhan Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (02 Apr 26) ₹79.676 ↑ 0.53 (0.67 %) Net Assets (Cr) ₹2,018 on 28 Feb 26 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.7 Information Ratio 0.27 Alpha Ratio -2.03 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,626 31 Mar 23 ₹11,077 31 Mar 24 ₹15,488 31 Mar 25 ₹17,273 31 Mar 26 ₹16,826 Returns for Bandhan Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -5.6% 3 Month -10.3% 6 Month -8.1% 1 Year 0.7% 3 Year 16.2% 5 Year 11.4% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.6% 2024 30.3% 2023 31.3% 2022 -5% 2021 24.6% 2020 14.9% 2019 8.9% 2018 -12.7% 2017 54.4% 2016 1.8% Fund Manager information for Bandhan Focused Equity Fund
Name Since Tenure Manish Gunwani 2 Dec 24 1.24 Yr. Kirthi Jain 2 Dec 24 1.24 Yr. Ritika Behera 7 Oct 23 2.4 Yr. Gaurav Satra 7 Jun 24 1.73 Yr. Rahul Agarwal 2 Dec 24 1.24 Yr. Data below for Bandhan Focused Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 34.68% Consumer Defensive 16.59% Health Care 14.65% Real Estate 6.5% Technology 6.13% Consumer Cyclical 4.33% Energy 2.47% Utility 2.36% Basic Materials 2.14% Communication Services 2.14% Industrials 1.91% Asset Allocation
Asset Class Value Cash 6.11% Equity 93.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 25 | PFC9% ₹172 Cr 4,150,723
↓ -495,000 LT Foods Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 5327838% ₹163 Cr 4,055,261
↑ 28,633 State Bank of India (Financial Services)
Equity, Since 31 Jul 25 | SBIN7% ₹132 Cr 1,102,050
↓ -60,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK6% ₹116 Cr 1,302,728 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹98 Cr 710,586 Jubilant Pharmova Ltd (Healthcare)
Equity, Since 31 Jul 25 | JUBLPHARMA4% ₹88 Cr 1,021,101
↑ 39,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | GLENMARK4% ₹85 Cr 397,894
↓ -45,000 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 May 25 | CHOLAHLDNG4% ₹79 Cr 481,455
↑ 45,736 Tilaknagar Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | TI4% ₹75 Cr 1,662,932 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 25 | PRESTIGE4% ₹73 Cr 524,887 9. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (02 Apr 26) ₹1,686.05 ↓ -3.64 (-0.22 %) Net Assets (Cr) ₹25,207 on 28 Feb 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 1.28 Information Ratio 0.64 Alpha Ratio 2.94 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,128 31 Mar 23 ₹11,624 31 Mar 24 ₹15,961 31 Mar 25 ₹17,640 31 Mar 26 ₹17,716 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -7.6% 3 Month -11.5% 6 Month -5.5% 1 Year 2.6% 3 Year 15.7% 5 Year 12.2% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.2% 2024 18.5% 2023 26% 2022 -1.1% 2021 30.3% 2020 16.1% 2019 8.5% 2018 -4.1% 2017 33.5% 2016 15.2% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.32 Yr. Dhaval Joshi 21 Nov 22 3.27 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 31.66% Consumer Cyclical 14.47% Industrials 10.64% Basic Materials 10.35% Technology 8.76% Health Care 7.65% Consumer Defensive 7.23% Energy 4.36% Communication Services 2.32% Real Estate 0.54% Asset Allocation
Asset Class Value Cash 2.03% Equity 97.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹1,634 Cr 11,849,171 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK4% ₹981 Cr 11,055,796 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹959 Cr 23,096,430 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY3% ₹801 Cr 6,161,817 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE3% ₹795 Cr 5,706,067 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹757 Cr 6,300,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH2% ₹570 Cr 4,103,703 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 30 Jun 17 | BHARATFORG2% ₹540 Cr 2,825,424 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO2% ₹520 Cr 5,628,825 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | GODREJCP2% ₹517 Cr 4,250,000 10. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (02 Apr 26) ₹256.52 ↓ -1.40 (-0.54 %) Net Assets (Cr) ₹3,096 on 28 Feb 26 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.74 Information Ratio -0.34 Alpha Ratio -2.16 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,403 31 Mar 23 ₹12,762 31 Mar 24 ₹18,620 31 Mar 25 ₹20,184 31 Mar 26 ₹19,453 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 26 Duration Returns 1 Month -6.9% 3 Month -11.8% 6 Month -8.9% 1 Year -2.3% 3 Year 15.6% 5 Year 14.2% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.8% 2024 31.7% 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 10.33 Yr. Kirtan Mehta 29 Nov 25 0.25 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 25.77% Consumer Cyclical 15.58% Industrials 12.59% Basic Materials 10.91% Health Care 9.04% Technology 8.25% Consumer Defensive 4.38% Energy 3.78% Communication Services 3.04% Real Estate 1.18% Utility 0.91% Asset Allocation
Asset Class Value Cash 4.37% Equity 94.51% Debt 1.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | INDUSINDBK3% ₹98 Cr 1,025,000
↑ 175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹94 Cr 500,000
↑ 100,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KARURVYSYA3% ₹85 Cr 2,600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹82 Cr 925,000
↓ -344,472 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR3% ₹81 Cr 130,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | BHEL3% ₹79 Cr 3,000,000
↑ 750,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSMOTOR2% ₹77 Cr 200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE2% ₹77 Cr 550,000
↓ -150,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 25 | AMBER2% ₹72 Cr 90,000
↓ -12,500 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | SBILIFE2% ₹71 Cr 350,000
↑ 50,000
Conclusion
When making a long-term investment, investors are advised to take into account their risk appetite. Investors who wish to invest in equity funds should smartly allocate funds to their portfolio. However, there are no hard and fast rules, investors should see the level of risk they can take and then decide the funds to invest. Investors could thoroughly study these funds and invest according to their investment objectives by adding the Best diversified funds to their portfolio.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Aditya Birla Sun Life Manufacturing Equity Fund