fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
LOG IN
SIGN UP

Fincash » Mutual Funds » Best Diversified Multicap Funds

Best Multicap Equity Mutual Funds To Invest In 2023

Updated on February 2, 2023 , 54638 views

Diversified Multicap funds or more correctly diversified Equity 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 multicap funds. As,

Diversified multicap funds invest across Market caps such as – large cap, mid cap & small cap, they master in balancing the Portfolio. By investing in the best diversified multicap equity funds, investors can earn slightly more stable returns

Multicap Diversified Funds

However, they would still be affected by the Volatility of equities during a turbulent market condition. To make the process of selecting a good diversified multicap equity fund easy, we have listed top 4 best multi-cap equity funds – that investors can take into account during their investing journey.

Who Should Invest in Multi Cap Funds?

Investors who want to invest in equities, but don’t want to take a very high-risk can ideally prefer this fund. Since, this fund invests across the market cap, it gives a good diversification to the portfolio. Also, investors who are not well-versed with the technique of Asset Allocation with respect to investments can also put a part of their funds here. The performance of this fund vastly depends on the fund manager's intelligence and knowledge on how he picks the stock as per the market conditions. Thus, an investor should check on the fund manager's past experiences and the performances of the fund managed by him. Investors who want to invest to begin their investment in equities, can start from the diversified fund.

How to Choose Multi Cap Mutual Fund

Before investing in multi-cap funds it is advisable to look at the qualitative and quantitative factors of the scheme.

a. Qualitative Factors

Qualitative factors like knowing your fund manager and the reputation of the fund house is important. In multi-cap fund, the fund manager’s view determines the fund’s performance. One should check the past record of the fund manager and the fund’s past performances (managed by him), especially in the tough market phase. Choosing a fund from a quality and well-known fund house is important. Look if the fund house has a long track record, large Asset Under Management (AUM), stared funds, etc.

b. Quantitative Factors

Quantitative factors like fund performance, the size of the fund is one of the key factors to be looked at. An investor needs to go for a fund that consistently beats its benchmark for over 4-5 years. The size of the fund should neither be too big nor too small. It’s advisable to go for a fund whose AUM is approximately same as the category.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

Top 8 Best Performing Diversified Multicap Mutual Funds 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Kotak Standard Multicap Fund Growth ₹54.115
↑ 0.43
₹37,418-1.53.91.513.310.35
Mirae Asset India Equity Fund  Growth ₹79.039
↑ 0.81
₹34,194-1.42.2-0.314.710.41.6
Motilal Oswal Multicap 35 Fund Growth ₹32.1141
↑ 0.41
₹8,911-8.1-0.6-6.36.23.7-3
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
JM Multicap Fund Growth ₹54.3435
↑ 0.39
₹250-1.34.23.615.9127.8
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,8843.315.62.214.39
SBI Magnum Multicap Fund Growth ₹75.5006
↑ 0.70
₹16,160-2.71.1-2.314.29.60.7
Aditya Birla Sun Life Equity Fund Growth ₹1,122.72
↑ 10.47
₹16,192-2.42.6-2.413.89.2-1.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Feb 23

1. 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 13.4% since its launch.  Ranked 3 in Multi Cap category.  Return for 2022 was 5% , 2021 was 25.4% and 2020 was 11.8% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (03 Feb 23) ₹54.115 ↑ 0.43   (0.81 %)
Net Assets (Cr) ₹37,418 on 31 Dec 22
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.34
Sharpe Ratio 0.07
Information Ratio -1.03
Alpha Ratio 0.7
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
31 Jan 18₹10,000
31 Jan 19₹9,644
31 Jan 20₹11,099
31 Jan 21₹12,171
31 Jan 22₹15,460
31 Jan 23₹15,735

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 ₹395,578.
Net Profit of ₹95,578
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 3 Feb 23

DurationReturns
1 Month -2.3%
3 Month -1.5%
6 Month 3.9%
1 Year 1.5%
3 Year 13.3%
5 Year 10.3%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5%
2021 25.4%
2020 11.8%
2019 12.3%
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
2013 6.1%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 1210.42 Yr.
Arjun Khanna1 Mar 220.84 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services30.51%
Basic Materials18.64%
Industrials15.65%
Consumer Cyclical9.46%
Technology8.32%
Energy7.58%
Consumer Defensive2.8%
Health Care2.55%
Communication Services2.11%
Utility0.94%
Asset Allocation
Asset ClassValue
Cash1.3%
Equity98.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
9%₹3,528 Cr39,600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹2,267 Cr8,900,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹2,111 Cr14,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
5%₹2,025 Cr33,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,940 Cr9,300,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
5%₹1,879 Cr2,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹1,872 Cr11,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | AXISBANK
5%₹1,849 Cr19,800,000
SRF Ltd (Basic Materials)
Equity, Since 31 Dec 18 | SRF
5%₹1,792 Cr7,825,000
↓ -25,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 14 | BEL
4%₹1,329 Cr133,000,000

2. 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 15% since its launch.  Ranked 19 in Multi Cap category.  Return for 2022 was 1.6% , 2021 was 27.7% and 2020 was 13.7% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (03 Feb 23) ₹79.039 ↑ 0.81   (1.03 %)
Net Assets (Cr) ₹34,194 on 31 Dec 22
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.23
Sharpe Ratio -0.17
Information Ratio -0.53
Alpha Ratio -3.34
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
31 Jan 18₹10,000
31 Jan 19₹9,666
31 Jan 20₹10,814
31 Jan 21₹12,291
31 Jan 22₹15,774
31 Jan 23₹15,754

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 ₹395,578.
Net Profit of ₹95,578
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 3 Feb 23

DurationReturns
1 Month -2.1%
3 Month -1.4%
6 Month 2.2%
1 Year -0.3%
3 Year 14.7%
5 Year 10.4%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.6%
2021 27.7%
2020 13.7%
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
2013 8.9%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Gaurav Khandelwal18 Oct 211.21 Yr.
Gaurav Misra31 Jan 193.92 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services37.96%
Technology12.43%
Consumer Cyclical10.58%
Industrials7.8%
Energy7.65%
Consumer Defensive6.37%
Health Care6.2%
Basic Materials5.6%
Communication Services3.76%
Utility1.53%
Asset Allocation
Asset ClassValue
Cash0.12%
Equity99.87%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
11%₹3,671 Cr22,546,579
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹3,132 Cr35,161,348
↓ -635,857
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
7%₹2,417 Cr16,027,333
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
7%₹2,309 Cr9,064,681
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
5%₹1,715 Cr18,364,012
↓ -1,606,573
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹1,295 Cr21,094,839
↓ -1,012,144
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
4%₹1,283 Cr15,913,174
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹983 Cr1,171,056
↑ 169,953
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹981 Cr4,703,308
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
3%₹920 Cr3,487,285
↑ 1,232,499

3. 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 14.2% since its launch.  Ranked 5 in Multi Cap category.  Return for 2022 was -3% , 2021 was 15.3% and 2020 was 10.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (03 Feb 23) ₹32.1141 ↑ 0.41   (1.29 %)
Net Assets (Cr) ₹8,911 on 31 Dec 22
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.39
Sharpe Ratio -0.5
Information Ratio -1.8
Alpha Ratio -7.37
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
31 Jan 18₹10,000
31 Jan 19₹8,894
31 Jan 20₹9,982
31 Jan 21₹10,749
31 Jan 22₹12,371
31 Jan 23₹11,641

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 ₹331,978.
Net Profit of ₹31,978
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 3 Feb 23

DurationReturns
1 Month -4.4%
3 Month -8.1%
6 Month -0.6%
1 Year -6.3%
3 Year 6.2%
5 Year 3.7%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Siddharth Bothra19 May 211.62 Yr.
Niket Shah1 Jul 220.5 Yr.
Ankush Sood25 Aug 211.35 Yr.
Rakesh Shetty22 Nov 220.11 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services36.02%
Consumer Cyclical22.16%
Industrials8.04%
Energy7.15%
Basic Materials5.93%
Health Care4.34%
Technology2.54%
Real Estate2.43%
Utility2.37%
Asset Allocation
Asset ClassValue
Cash9.02%
Equity90.98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
8%₹713 Cr8,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
7%₹637 Cr2,500,000
↑ 220,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
7%₹591 Cr899,346
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 22 | TIINDIA
7%₹583 Cr2,100,000
↑ 100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
6%₹529 Cr3,250,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500425
6%₹524 Cr9,991,200
↓ -1,508,800
State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN
6%₹522 Cr8,500,000
Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Jul 22 | BAJAJFINSV
4%₹387 Cr2,499,980
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
4%₹369 Cr1,400,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | EICHERMOT
4%₹323 Cr1,000,000

4. BNP Paribas Multi Cap Fund

(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.

BNP Paribas Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 18 in Multi Cap category. .

Below is the key information for 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.

DateValue
31 Jan 18₹10,000
31 Jan 19₹8,704
31 Jan 20₹10,272
31 Jan 21₹10,924
31 Jan 22₹15,297

BNP Paribas Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for BNP Paribas Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Feb 23

DurationReturns
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
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for BNP Paribas Multi Cap Fund
NameSinceTenure

Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. JM Multicap Fund

(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.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 16 in Multi Cap category.  Return for 2022 was 7.8% , 2021 was 32.9% and 2020 was 11.4% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (03 Feb 23) ₹54.3435 ↑ 0.39   (0.73 %)
Net Assets (Cr) ₹250 on 31 Dec 22
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 0.25
Information Ratio -0.14
Alpha Ratio 2.81
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.

DateValue
31 Jan 18₹10,000
31 Jan 19₹9,100
31 Jan 20₹11,064
31 Jan 21₹12,075
31 Jan 22₹16,362
31 Jan 23₹17,111

JM 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for JM 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 3 Feb 23

DurationReturns
1 Month -3.1%
3 Month -1.3%
6 Month 4.2%
1 Year 3.6%
3 Year 15.9%
5 Year 12%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
2013 -0.2%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 211.37 Yr.
Chaitanya Choksi31 Dec 211 Yr.

Data below for JM Multicap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services28.84%
Consumer Cyclical17.68%
Basic Materials10.81%
Industrials9.58%
Technology8.34%
Consumer Defensive8.21%
Energy4.58%
Health Care4.12%
Utility1.86%
Communication Services1.54%
Asset Allocation
Asset ClassValue
Cash4.38%
Equity95.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
8%₹21 Cr125,950
↑ 23,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | AXISBANK
5%₹11 Cr122,550
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
4%₹10 Cr110,050
↓ -14,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 21 | ULTRACEMCO
4%₹9 Cr13,300
↑ 1,750
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹9 Cr147,700
↓ -10,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹9 Cr59,400
↓ -8,200
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE
4%₹9 Cr35,066
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹8 Cr40,731
↓ -20,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 30 Jun 22 | BALRAMCHIN
3%₹8 Cr199,467
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | BHARATFORG
3%₹7 Cr75,000
↓ -14,000

6. L&T Equity Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 25 in Multi Cap category. .

Below is the key information for L&T Equity Fund

L&T Equity Fund
Growth
Launch Date 16 May 05
NAV (25 Nov 22) ₹124.542 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹2,884 on 31 Oct 22
Category Equity - Multi Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio -0.16
Information Ratio -1.29
Alpha Ratio -2.7
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
31 Jan 18₹10,000
31 Jan 19₹9,015
31 Jan 20₹9,745
31 Jan 21₹10,762
31 Jan 22₹13,858

L&T 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 L&T 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 3 Feb 23

DurationReturns
1 Month 2.7%
3 Month 3.3%
6 Month 15.6%
1 Year 2.2%
3 Year 14.3%
5 Year 9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for L&T Equity Fund
NameSinceTenure

Data below for L&T Equity Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 2022 was 0.7% , 2021 was 30.8% and 2020 was 13.6% .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (03 Feb 23) ₹75.5006 ↑ 0.70   (0.94 %)
Net Assets (Cr) ₹16,160 on 31 Dec 22
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.25
Information Ratio -0.82
Alpha Ratio -4.15
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
31 Jan 18₹10,000
31 Jan 19₹9,270
31 Jan 20₹10,593
31 Jan 21₹11,903
31 Jan 22₹15,524
31 Jan 23₹15,282

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 ₹385,859.
Net Profit of ₹85,859
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 3 Feb 23

DurationReturns
1 Month -1.8%
3 Month -2.7%
6 Month 1.1%
1 Year -2.3%
3 Year 14.2%
5 Year 9.6%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.7%
2021 30.8%
2020 13.6%
2019 11%
2018 -5.5%
2017 37%
2016 5.8%
2015 9.8%
2014 56%
2013 5.2%
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure
R. Srinivasan1 Jan 221 Yr.
Mohit Jain1 Jan 221 Yr.

Data below for SBI Magnum Multicap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services31.02%
Consumer Cyclical14.76%
Industrials10.92%
Basic Materials7.12%
Consumer Defensive6.41%
Energy6.29%
Technology5.85%
Health Care5.57%
Communication Services5.25%
Utility3.49%
Asset Allocation
Asset ClassValue
Cash3.33%
Equity96.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
7%₹1,178 Cr7,235,354
↑ 1,615,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
6%₹990 Cr16,138,901
↓ -4,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
6%₹962 Cr10,795,055
↓ -495,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | ITC
5%₹867 Cr26,140,000
↓ -1,450,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | AXISBANK
4%₹683 Cr7,315,706
↑ 1,521,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹672 Cr2,638,270
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
4%₹615 Cr4,080,000
↓ -580,000
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 22 | BANKBARODA
3%₹436 Cr23,455,000
↑ 23,455,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 21 | GOOGL
2%₹366 Cr500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
2%₹359 Cr1,720,000

8. 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 21.3% since its launch.  Ranked 16 in Multi Cap category.  Return for 2022 was -1.1% , 2021 was 30.3% and 2020 was 16.1% .

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 (03 Feb 23) ₹1,122.72 ↑ 10.47   (0.94 %)
Net Assets (Cr) ₹16,192 on 31 Dec 22
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.31
Information Ratio -0.75
Alpha Ratio -5.31
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
31 Jan 18₹10,000
31 Jan 19₹9,285
31 Jan 20₹10,530
31 Jan 21₹11,781
31 Jan 22₹15,314
31 Jan 23₹15,037

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 ₹385,859.
Net Profit of ₹85,859
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 3 Feb 23

DurationReturns
1 Month -2.5%
3 Month -2.4%
6 Month 2.6%
1 Year -2.4%
3 Year 13.8%
5 Year 9.2%
10 Year
15 Year
Since launch 21.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.1%
2021 30.3%
2020 16.1%
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
2014 56.6%
2013 7.1%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Anil Shah3 Oct 1210.25 Yr.
Vinod Bhat30 Jan 211.92 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services35.28%
Health Care12.64%
Technology12.34%
Basic Materials11.43%
Consumer Cyclical7.4%
Communication Services6.49%
Consumer Defensive5.8%
Industrials3.67%
Energy2.77%
Utility0.41%
Real Estate0.13%
Asset Allocation
Asset ClassValue
Cash1.27%
Equity98.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
10%₹1,582 Cr17,761,302
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹1,158 Cr7,112,008
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹996 Cr6,603,615
↓ -500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
5%₹778 Cr9,648,456
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
4%₹680 Cr6,542,699
↓ -56,760
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
4%₹654 Cr6,532,388
↑ 500,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | AXISBANK
4%₹613 Cr6,560,812
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 22 | APOLLOHOSP
3%₹546 Cr1,220,472
↑ 40,348
Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 16 | 500470
3%₹449 Cr39,883,880
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
3%₹419 Cr637,953

Things to consider as an investor

1. Fund Objectives

Multi cap funds aim to achieve wealth accumulation by investing in stocks of companies which offer the best combination of high growth, risk, and value. The stock picking is based on investing style which can be Value investing or growth investing. Additionally, the fund manager may consider other quantitative measures like P/E (Price / Earning) ratio, P/B (Price / Book) Ratio, EPS and Enterprise Value to ensure that the portfolio is composed of only quality stocks.

2. Risk

Like other equity funds, multi cap funds also face the market risk wherein an overall rise or fall in the value of the index leads to a fluctuation in the fund value. Such volatility is higher than that experienced by Large cap funds but lower than small cap/mid cap funds. The fund manager is skilled at regularly modifying the asset allocation in order to take advantage of market movements.

3. Cost

Multi cap funds charge an expense ratio to manage your money. Till now SEBI had mandated the upper limit of expense ratio to be 2.50% (Might Change time to time as per regulation). As these funds are actively-managed to harness gains from market opportunities, it might have a higher turnover ratio and associated transaction costs. Compared to pure large caps/small caps, multi cap funds may have a higher expense ratio. However, the quantum of gains made by multi caps are good enough to compensate for high costs.

4. Investment Horizon

Multi cap fund are basically suitable for individuals who have a medium to long-term investment horizon. Usually, the fund experiences a lot of fluctuations during the short-run which averages out over the long-run. Those who choose multi cap funds need to be prepared to stick around at least for the said period to enable the fund to realise its full potential.

5. Financial Goals

Multi cap funds can be ideal wealth creators as compared to plain large cap funds. Because of a dynamic investment strategy, these funds may accumulate larger wealth for achieving long-term Financial goals like children’s higher education or Retirement planning. Being a high risk-high return haven, these funds are capable of generating enough wealth which may help you to retire early and pursue your passion in life.

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.
How helpful was this page ?
Rated 4.4, based on 219 reviews.
POST A COMMENT