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9 Best Diversified Multicap Mutual Funds to Invest in 2020

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Best Diversified Mutual Funds To Invest In 2020

Updated on July 9, 2020 , 25029 views

Diversified Funds, also known as multi cap funds are a class of Equity Funds. Investors with a high-risk appetite who wish to take an exposure in equities usually incline towards Investing in diversified funds. As, diversified funds invest across market caps such as – large cap, mid cap & small cap.

Diversified-funds

Multi cap, flexi cap or diversified schemes are supposed to invest across stocks in different market capitalisation based on the view of the fund manager. The allocation to each market cap varies from scheme to scheme. Some schemes have a fixed proportion and some change it dynamically depending on the market conditions.

These Mutual Funds adopt a Value investing strategy where they purchase the stocks of companies that are relatively lower in comparison to their past performance, Book Value, earnings, and other value parameters.

By investing in the Best Diversified Equity Funds, investors can earn slightly more stable returns, however, they would still be affected by the volatility of equities during a turbulent market condition. Diversified funds are good for investors who are not willing to take much risk to invest in small stocks, but nevertheless wants a kick of extra high return from emerging stocks. One should invest in diversified equity funds in case person has low to moderate risk profile.

To make the process of selecting a good diversified equity fund easy, we have listed essential parameters, along with some pre-selected top & best diversified equity funds – that investors can take into account during their investing journey.

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9 Best Performing Diversified Funds FY 20 - 21

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2019 (%)
Parag Parikh Long Term Equity Fund Growth ₹28.3163
↓ -0.03
₹2,92524.84.813.210.911.214.4
Canara Robeco Equity Diversified Growth ₹134.77
↓ -0.38
₹1,89713.2-5.81.15.86.812.3
UTI Equity Fund Growth ₹142.389
↓ -0.69
₹9,19315.8-7.53.65.66.811.7
DSP BlackRock Equity Fund Growth ₹39.2
↓ -0.22
₹3,15113.5-9.51.14.17.217
Mirae Asset India Equity Fund  Growth ₹48.382
↓ -0.15
₹15,34717.1-11.4-4.83.78.112.7
Kotak Standard Multicap Fund Growth ₹33.303
↓ -0.12
₹26,04917.3-12.1-5.82.47.612.3
SBI Magnum Multicap Fund Growth ₹44.4343
↓ -0.31
₹7,91213-14-8.60.96.211
Motilal Oswal Multicap 35 Fund Growth ₹24.2692
↓ -0.01
₹10,23717.7-10.3-5.206.37.9
Aditya Birla Sun Life Equity Fund Growth ₹664.66
↓ -3.51
₹9,86115.4-13.7-6-0.16.58.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 20
*Above is list of top diversified/multicap mutual funds with AUM/Net Assets > 500 Crore, sorted on 3 Year CAGR Returns.

1. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 34 in Multi Cap category.  Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (10 Jul 20) ₹28.3163 ↓ -0.03   (-0.10 %)
Net Assets (Cr) ₹2,925 on 30 Apr 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio -0.18
Information Ratio 0.76
Alpha Ratio 7.99
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,429
30 Jun 17₹12,436
30 Jun 18₹14,387
30 Jun 19₹15,215
30 Jun 20₹16,069

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 7.1%
3 Month 24.8%
6 Month 4.8%
1 Year 13.2%
3 Year 10.9%
5 Year 11.2%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.43 Yr.
Rajeev Thakkar24 May 137.11 Yr.
Raunak Onkar24 May 137.11 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Consumer Cyclical24.8%
Financial Services24.39%
Technology15.58%
Communication Services15.53%
Health Care8.91%
Consumer Defensive7.97%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
9%₹283 Cr26,373
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
9%₹278 Cr15,323
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹218 Cr2,285,909
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
7%₹212 Cr124,349
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
6%₹187 Cr792,207
↑ 30,000
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
5%₹173 Cr863,323
↑ 3,228
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
5%₹168 Cr1,955,578
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹163 Cr8,265,842
↑ 1,265,842
Suzuki Motor Corp ADR (Consumer Cyclical)
Equity, Since 31 Dec 17 | SZKMY
5%₹157 Cr142,519
↑ 21,350
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹155 Cr2,958,527
↑ 474,772

2. Canara Robeco Equity Diversified

To generate capital appreciation by investing in equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 68 in Multi Cap category.  Return for 2019 was 12.3% , 2018 was 0.9% and 2017 was 37.8% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (10 Jul 20) ₹134.77 ↓ -0.38   (-0.28 %)
Net Assets (Cr) ₹1,897 on 30 Apr 20
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio -0.21
Information Ratio 0.9
Alpha Ratio 7.26
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹9,598
30 Jun 17₹11,686
30 Jun 18₹13,086
30 Jun 19₹14,454
30 Jun 20₹13,728

Canara Robeco Equity Diversified SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Canara Robeco Equity Diversified

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.2%
3 Month 13.2%
6 Month -5.8%
1 Year 1.1%
3 Year 5.8%
5 Year 6.8%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.3%
2018 0.9%
2017 37.8%
2016 -2%
2015 0.1%
2014 39.7%
2013 4.3%
2012 31.3%
2011 -15.9%
2010 20.7%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar12 Jul 163.97 Yr.
Miyush Gandhi1 Oct 190.75 Yr.

Data below for Canara Robeco Equity Diversified as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services24.49%
Health Care10.49%
Consumer Defensive9.72%
Technology9.28%
Industrials8.32%
Consumer Cyclical8.27%
Energy8.08%
Basic Materials7.36%
Communication Services4.17%
Utility2.11%
Asset Allocation
Asset ClassValue
Cash7.57%
Equity92.43%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Cblo
CBLO | -
7%₹139 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹132 Cr1,382,340
↑ 65,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
7%₹127 Cr869,400
↑ 20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
5%₹98 Cr2,940,550
↓ -50,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
5%₹93 Cr1,342,188
↑ 80,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹80 Cr1,452,334
↑ 160,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
4%₹70 Cr340,400
↑ 100,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 18 | DIVISLAB
3%₹53 Cr220,624
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹52 Cr310,900
↓ -60,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
2%₹47 Cr237,600

3. UTI Equity Fund

This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.

UTI Equity Fund is a Equity - Multi Cap fund was launched on 18 May 92. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 54 in Multi Cap category.  Return for 2019 was 11.7% , 2018 was 3.5% and 2017 was 30.1% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (10 Jul 20) ₹142.389 ↓ -0.69   (-0.48 %)
Net Assets (Cr) ₹9,193 on 30 Apr 20
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio -0.23
Information Ratio 0.7
Alpha Ratio 7.59
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,261
30 Jun 17₹11,636
30 Jun 18₹13,632
30 Jun 19₹13,979
30 Jun 20₹13,442

UTI Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for UTI Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 6%
3 Month 15.8%
6 Month -7.5%
1 Year 3.6%
3 Year 5.6%
5 Year 6.8%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 11.7%
2018 3.5%
2017 30.1%
2016 1.1%
2015 0.9%
2014 46.8%
2013 7.6%
2012 32.2%
2011 -19.1%
2010 20.5%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 164.47 Yr.

Data below for UTI Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services23.66%
Consumer Cyclical17.25%
Health Care15.67%
Technology13.18%
Basic Materials7.42%
Industrials7.24%
Consumer Defensive7.01%
Communication Services6.08%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹565 Cr5,934,392
↑ 22,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
5%₹442 Cr2,260,870
↑ 37,500
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹400 Cr3,266,786
↑ 185,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹399 Cr2,404,088
↑ 80,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
4%₹372 Cr2,068,100
↓ -40,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 06 | TCS
4%₹340 Cr1,722,194
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹334 Cr4,831,774
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹308 Cr1,146,796
↓ -10,000
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Sep 07 | 500387
3%₹263 Cr125,996
↓ -2,500
Astral Poly Technik Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
3%₹232 Cr2,643,866
↑ 52,488

4. DSP BlackRock Equity Fund

Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities.

DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch.  Ranked 42 in Multi Cap category.  Return for 2019 was 17% , 2018 was -7.5% and 2017 was 40% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (10 Jul 20) ₹39.2 ↓ -0.22   (-0.57 %)
Net Assets (Cr) ₹3,151 on 30 Apr 20
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio -0.19
Information Ratio 0.27
Alpha Ratio 9.1
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,173
30 Jun 17₹12,464
30 Jun 18₹13,497
30 Jun 19₹14,774
30 Jun 20₹14,057

DSP BlackRock Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for DSP BlackRock Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 5.3%
3 Month 13.5%
6 Month -9.5%
1 Year 1.1%
3 Year 4.1%
5 Year 7.2%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
2012 33.3%
2011 -23.9%
2010 19.8%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 164.08 Yr.

Data below for DSP BlackRock Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services31.87%
Basic Materials16.38%
Consumer Cyclical11.06%
Health Care6.93%
Consumer Defensive6.5%
Industrials6.46%
Communication Services5.85%
Technology2.51%
Real Estate1.86%
Utility1.49%
Asset Allocation
Asset ClassValue
Cash9.09%
Equity90.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
9%₹268 Cr
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹211 Cr2,220,565
↓ -88,314
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
6%₹191 Cr5,763,481
↓ -24,024
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
6%₹182 Cr3,293,232
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
4%₹127 Cr325,121
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹115 Cr589,620
↓ -2,912
Coromandel International Ltd (Basic Materials)
Equity, Since 31 Jan 20 | 506395
3%₹96 Cr1,494,422
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 19 | 532978
3%₹78 Cr177,834
↑ 18,013
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
3%₹78 Cr396,228
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
2%₹73 Cr597,796
↓ -64,390

5. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Ranked 19 in Multi Cap category.  Return for 2019 was 12.7% , 2018 was -0.6% and 2017 was 38.6% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (10 Jul 20) ₹48.382 ↓ -0.15   (-0.30 %)
Net Assets (Cr) ₹15,347 on 30 Apr 20
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.44
Information Ratio 0.05
Alpha Ratio 0.84
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,451
30 Jun 17₹13,030
30 Jun 18₹14,329
30 Jun 19₹16,066
30 Jun 20₹14,262

Mirae Asset India Equity Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Mirae Asset India Equity Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 7%
3 Month 17.1%
6 Month -11.4%
1 Year -4.8%
3 Year 3.7%
5 Year 8.1%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
2013 8.9%
2012 33.3%
2011 -19.6%
2010 23.1%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Harshad Borawake1 May 173.17 Yr.
Gaurav Misra31 Jan 191.42 Yr.

Data below for Mirae Asset India Equity Fund  as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services33.04%
Energy12.6%
Consumer Defensive11.13%
Technology10.02%
Consumer Cyclical9.27%
Industrials8.39%
Health Care6.72%
Basic Materials3.07%
Utility1.9%
Communication Services0.89%
Asset Allocation
Asset ClassValue
Cash2.86%
Equity97.13%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
10%₹1,509 Cr15,855,486
↑ 936,014
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
9%₹1,427 Cr9,744,492
↓ -425,984
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
6%₹965 Cr13,959,885
↑ 209,941
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
6%₹937 Cr28,220,363
↑ 1,263,602
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹553 Cr5,934,374
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹548 Cr2,777,541
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹515 Cr26,118,817
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹486 Cr866,362
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
3%₹443 Cr11,499,484
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
3%₹423 Cr2,053,767
↑ 656,081

6. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors.

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.8% since its launch.  Ranked 3 in Multi Cap category.  Return for 2019 was 12.3% , 2018 was -0.9% and 2017 was 34.3% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (10 Jul 20) ₹33.303 ↓ -0.12   (-0.36 %)
Net Assets (Cr) ₹26,049 on 30 Apr 20
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.45
Information Ratio -0.31
Alpha Ratio 0.68
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,663
30 Jun 17₹13,228
30 Jun 18₹14,336
30 Jun 19₹15,881
30 Jun 20₹14,129

Kotak Standard Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹367,070.
Net Profit of ₹67,070
Invest Now

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 6%
3 Month 17.3%
6 Month -12.1%
1 Year -5.8%
3 Year 2.4%
5 Year 7.6%
10 Year
15 Year
Since launch 11.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 12.3%
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
2013 6.1%
2012 33.5%
2011 -22.3%
2010 20%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 127.91 Yr.

Data below for Kotak Standard Multicap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services25.34%
Basic Materials13.49%
Energy11.93%
Industrials10.74%
Consumer Defensive8.29%
Consumer Cyclical7.5%
Technology7.2%
Utility3.55%
Health Care2.66%
Asset Allocation
Asset ClassValue
Cash7.13%
Equity92.85%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
The Clearing Corporation Of India Limited
CBLO | -
8%₹2,097 Cr
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
8%₹2,025 Cr14,400,000
↑ 900,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹1,444 Cr43,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹1,370 Cr14,397,500
↓ -232,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
5%₹1,181 Cr3,025,000
↑ 25,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 500696
4%₹1,069 Cr5,196,665
↑ 1,746,665
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹1,063 Cr11,400,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹949 Cr13,730,562
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
3%₹868 Cr4,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
3%₹786 Cr20,416,202

7. SBI Magnum Multicap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments.

SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 9 in Multi Cap category.  Return for 2019 was 11% , 2018 was -5.5% and 2017 was 37% .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (10 Jul 20) ₹44.4343 ↓ -0.31   (-0.70 %)
Net Assets (Cr) ₹7,912 on 30 Apr 20
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 2.31
Sharpe Ratio -0.46
Information Ratio -0.14
Alpha Ratio 0.59
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 15₹10,000
30 Jun 16₹11,013
30 Jun 17₹13,109
30 Jun 18₹14,286
30 Jun 19₹15,573
30 Jun 20₹13,398

SBI Magnum Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for SBI Magnum Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 4.2%
3 Month 13%
6 Month -14%
1 Year -8.6%
3 Year 0.9%
5 Year 6.2%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2019 11%
2018 -5.5%
2017 37%
2016 5.8%
2015 9.8%
2014 56%
2013 5.2%
2012 38.4%
2011 -30.7%
2010 9.8%
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure
Anup Upadhyay1 Feb 173.41 Yr.

Data below for SBI Magnum Multicap Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services27.95%
Technology10.04%
Consumer Cyclical9.38%
Consumer Defensive9.34%
Basic Materials9.05%
Health Care6.78%
Utility6.57%
Industrials6.34%
Energy5.06%
Communication Services3.96%
Asset Allocation
Asset ClassValue
Cash5.5%
Equity94.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
9%₹683 Cr7,179,442
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS
6%₹495 Cr2,511,900
↑ 114,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
6%₹469 Cr14,135,935
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | ITC
5%₹394 Cr19,974,217
Treps
CBLO/Reverse Repo | -
4%₹316 Cr
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL
4%₹310 Cr5,611,176
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 19 | HCLTECH
4%₹290 Cr5,273,981
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | KOTAKBANK
3%₹272 Cr2,222,074
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹268 Cr2,875,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
3%₹257 Cr6,674,049

8. Motilal Oswal Multicap 35 Fund

(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.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 5 in Multi Cap category.  Return for 2019 was 7.9% , 2018 was -7.8% and 2017 was 43.1% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (10 Jul 20) ₹24.2692 ↓ -0.01   (-0.04 %)
Net Assets (Cr) ₹10,237 on 30 Apr 20
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio -0.47
Information Ratio -0.45
Alpha Ratio 0.46
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,354
30 Jun 17₹13,503
30 Jun 18₹14,715
30 Jun 19₹15,098
30 Jun 20₹13,088

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 9.1%
3 Month 17.7%
6 Month -10.3%
1 Year -5.2%
3 Year 0%
5 Year 6.3%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
2012
2011
2010
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Abhiroop Mukherjee28 Apr 146.18 Yr.
Akash Singhania17 May 191.13 Yr.
Herin Visaria26 Jul 190.93 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services36.61%
Consumer Cyclical16.1%
Consumer Defensive13.17%
Technology11.48%
Energy9.65%
Communication Services5.79%
Basic Materials4.11%
Health Care1.5%
Asset Allocation
Asset ClassValue
Cash1.59%
Equity98.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
9%₹856 Cr9,000,000
HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540777
8%₹785 Cr15,000,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
6%₹615 Cr4,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL
6%₹569 Cr10,300,000
↑ 10,300,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
6%₹567 Cr8,200,000
↓ -800,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 18 | TCS
6%₹562 Cr2,849,000
↓ -351,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 15 | MARUTI
6%₹561 Cr1,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
6%₹547 Cr3,300,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | 532432
5%₹495 Cr8,325,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | EICHERMOT
5%₹488 Cr295,000

9. Aditya Birla Sun Life Equity Fund

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.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.2% since its launch.  Ranked 16 in Multi Cap category.  Return for 2019 was 8.5% , 2018 was -4.1% and 2017 was 33.5% .

Below is the key information for Aditya Birla Sun Life Equity Fund

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (10 Jul 20) ₹664.66 ↓ -3.51   (-0.53 %)
Net Assets (Cr) ₹9,861 on 30 Apr 20
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.39
Information Ratio 0
Alpha Ratio 0
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.

DateValue
30 Jun 15₹10,000
30 Jun 16₹10,676
30 Jun 17₹13,808
30 Jun 18₹14,694
30 Jun 19₹15,343
30 Jun 20₹13,527

Aditya Birla Sun Life Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹357,992.
Net Profit of ₹57,992
Invest Now

Returns for Aditya Birla Sun Life Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 20

DurationReturns
1 Month 4.7%
3 Month 15.4%
6 Month -13.7%
1 Year -6%
3 Year -0.1%
5 Year 6.5%
10 Year
15 Year
Since launch 21.2%
Historical performance (Yearly) on absolute basis
YearReturns
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
2014 56.6%
2013 7.1%
2012 35.7%
2011 -29.4%
2010 14.2%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Anil Shah3 Oct 127.75 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 30 Apr 20

Equity Sector Allocation
SectorValue
Financial Services31.53%
Health Care14.73%
Basic Materials12.38%
Technology9.85%
Communication Services9.39%
Consumer Cyclical6.49%
Consumer Defensive5.93%
Energy2.4%
Industrials1.78%
Utility0.87%
Asset Allocation
Asset ClassValue
Cash4.63%
Equity95.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
9%₹843 Cr8,858,574
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹748 Cr22,540,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
7%₹673 Cr12,171,721
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 15 | 500124
5%₹452 Cr1,109,911
↑ 150,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
5%₹451 Cr9,518,246
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹441 Cr6,386,252
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
3%₹273 Cr2,097,716
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
3%₹255 Cr4,637,156
↑ 250,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE
2%₹232 Cr1,581,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532215
2%₹222 Cr5,756,416

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Smart Tips to Choose Best Diversified Mutual Funds

An ideal diversified fund should pass through the below mentioned parameters:

1. Compare Returns across Diversified Funds within the Same Category

One of the most basic forms of benchmarking involves comparing a fund within the similar category. When evaluating a Large cap fund, you should compare its returns with other matching large cap diversified equity funds. Comparing it with mid-cap diversified equity funds will not give an accurate result as the risk and reward relation between both large cap & mid cap funds are not comparable. Diversified funds, as the same goes invest across market caps and hence one should compare them with funds with a similar mandate.

An additional factor in evaluating a diversified fund is the timeframe. As equities are equipped to deliver returns over longer time frames (above 5 years), investments in diversified funds should be made for a long-term period. Evaluating a diversified fund over a longer time frame will help you to gauge its performance during a boom-and-bust cycle. Investors can analyze the consistency of the returns of a diversified fund by reviewing its performances during different market phases along with the category average. Having said this, establishing the correct peer group is important, this forms the basis for comparison for returns, volatility and thus helps in final funds selection.

2. Check Diversified Fund Returns against the Benchmark Index

It is compulsory for every diversified fund to mention a benchmark index in its offer document. This benchmark index is an indicator to judge if the diversified fund has performed well. While evaluating the performance of a diversified fund, investors should take into account longer time cycles of 3 years, 5 years or even 10 years. Those funds that outperform their benchmark indices constantly, should be considered for investment.

3. Weigh the Consistency of the Fund

Apart from the benchmark index evaluation, investors should also evaluate the historical performance of a fund. In the long term, many diversified funds tend to plunge during the market downturn and even below their benchmark indices and category average. Only a few tend to sustain their performances in all market conditions. Picking a fund that performs well in upturns and downturns well is important, else you will end up with a fund that may do well, but only to see later that all returns get wiped out in a downturn.Thus, an investor should make sure that they include the most consistent performers in their portfolio.

4. Be Aware of the Risks in a Fund

Before investing, one must do a risk-return analysis of a diversified fund. To do so, one must look at some of the important ratios, such as:

a. Alpha

Alpha is a measure of diversified fund’s performance on a risk-adjusted basis. It measures on how much the fund or stock has performed in the general market on a risk adjusted basis. A positive alpha of 1 means that the fund has outperformed its benchmark index by 1%, while a negative alpha of -1 would indicate that the fund has produced 1% lower returns than its market benchmark. So, basically, an investor’s strategy should be to buy securities or mutual funds with positive alpha.

b. Beta

Beta measures volatility of a diversified fund compared to its benchmark index. Beta is denoted in positive or negative figures. A beta of 1 signifies that the stock’s price or mutual fund NAV moves in line with the market. A beta of a greater than 1 designates that the stock is riskier than the market, and a beta of less than 1 means that the stock is less risky than the market. So, lower beta is better in a falling market. In a rising market, high-beta is better.

c. Standard Deviation (SD)

SD is a statistical measure representing the volatility or risk in a fund. The higher the SD, higher will be the fluctuations in the returns. Ideally, investors look for funds with a lower Standard Deviation.

d. Sharpe Ratio (SR)

Sharpe Ratio measures returns (both negative & positive) with respect to the risk taken. Here the risk is defined by the Standard Deviation. A higher Sharpe ratio means, a higher return without too much risk. Thus, while investing, investors should choose a diversified fund that shows a higher Sharpe Ratio. Again, it is advisable for an investor to evaluate the SD and SR of a diversified fund on a historical basis so as to pick the most consistent performers.

Disclaimer:
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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