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Best Multicap Equity Mutual Funds To Invest In 2025
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
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.
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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.
Top 8 Best Performing Diversified Multicap Mutual Funds 2025
(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 Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (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 Below is the key information for Mirae Asset India Equity Fund Returns up to 1 year are on (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 Below is the key information for Kotak Standard Multicap Fund 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. 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 Below is the key information for BNP Paribas Multi Cap 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. IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a Below is the key information for IDFC 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. 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 Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on (Erstwhile Principal Growth Fund) The primary investment objective of the scheme is to achieve long-term capital appreciation. Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a Below is the key information for Principal Multi Cap Growth Fund Returns up to 1 year are on 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 Below is the key information for SBI Magnum Multicap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹60.1363
↑ 0.13 ₹12,267 9.8 2.8 18 26.1 24.2 45.7 Mirae Asset India Equity Fund Growth ₹111.335
↑ 0.25 ₹37,778 9.6 5.1 13.4 16.3 22.1 12.7 Kotak Standard Multicap Fund Growth ₹83.318
↑ 0.34 ₹49,130 12.9 6.5 11.6 20.7 23.6 16.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 IDFC Focused Equity Fund Growth ₹84.686
↑ 0.40 ₹1,685 7.1 1.3 16.6 21.3 22.6 30.3 Aditya Birla Sun Life Equity Fund Growth ₹1,766.28
↑ 4.26 ₹21,668 11.2 5.3 14.3 20.3 24.9 18.5 Principal Multi Cap Growth Fund Growth ₹370.065
↑ 1.54 ₹2,615 10.6 2.7 9.6 20.4 27.1 19.5 SBI Magnum Multicap Fund Growth ₹106.811
↑ 1.12 ₹21,035 5.5 1.8 8.1 15.8 22.5 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 May 25 1. Motilal Oswal Multicap 35 Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (16 May 25) ₹60.1363 ↑ 0.13 (0.22 %) Net Assets (Cr) ₹12,267 on 31 Mar 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.56 Information Ratio 0.79 Alpha Ratio 11.84 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,099 30 Apr 22 ₹14,698 30 Apr 23 ₹14,918 30 Apr 24 ₹22,918 30 Apr 25 ₹26,106 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 7.9% 3 Month 9.8% 6 Month 2.8% 1 Year 18% 3 Year 26.1% 5 Year 24.2% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.58 Yr. Niket Shah 1 Jul 22 2.83 Yr. Rakesh Shetty 22 Nov 22 2.44 Yr. Atul Mehra 1 Oct 24 0.58 Yr. Sunil Sawant 1 Jul 24 0.83 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Technology 22.21% Industrials 17.67% Consumer Cyclical 13.37% Financial Services 8.49% Communication Services 5.69% Consumer Defensive 3.15% Health Care 1.77% Asset Allocation
Asset Class Value Cash 28.32% Equity 71.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE10% ₹1,260 Cr 1,725,000
↑ 228,975 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT9% ₹1,171 Cr 2,200,000
↑ 207,900 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB9% ₹1,104 Cr 1,999,875
↑ 5,800 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹924 Cr 17,885,620
↑ 380,009 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000936% ₹757 Cr 12,074,170
↑ 416,875 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5002516% ₹722 Cr 1,394,889
↓ -5,611 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901576% ₹707 Cr 4,999,500
↓ -500 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹671 Cr 4,500,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Mar 25 | VBL3% ₹392 Cr 7,500,000
↓ -1,332,625 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK3% ₹357 Cr 2,499,500
↓ -500 2. Mirae Asset India Equity Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 19 in Multi Cap category. Return for 2024 was 12.7% , 2023 was 18.4% and 2022 was 1.6% . Mirae Asset India Equity Fund
Growth Launch Date 4 Apr 08 NAV (16 May 25) ₹111.335 ↑ 0.25 (0.23 %) Net Assets (Cr) ₹37,778 on 31 Mar 25 Category Equity - Multi Cap AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.19 Sharpe Ratio 0.17 Information Ratio -0.49 Alpha Ratio 2.2 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,712 30 Apr 22 ₹17,203 30 Apr 23 ₹17,876 30 Apr 24 ₹22,286 30 Apr 25 ₹24,347 Returns for Mirae Asset India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6.4% 3 Month 9.6% 6 Month 5.1% 1 Year 13.4% 3 Year 16.3% 5 Year 22.1% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.7% 2023 18.4% 2022 1.6% 2021 27.7% 2020 13.7% 2019 12.7% 2018 -0.6% 2017 38.6% 2016 8.1% 2015 4.3% Fund Manager information for Mirae Asset India Equity Fund
Name Since Tenure Gaurav Misra 31 Jan 19 6.25 Yr. Data below for Mirae Asset India Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 34.17% Technology 11.38% Consumer Cyclical 10.28% Industrials 9.23% Basic Materials 8.84% Consumer Defensive 7.75% Energy 5.54% Health Care 4.25% Communication Services 4.09% Utility 3.07% Real Estate 0.92% Asset Allocation
Asset Class Value Cash 0.48% Equity 99.52% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK10% ₹3,884 Cr 21,243,200
↓ -200,365 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹2,935 Cr 21,763,754 Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY5% ₹1,980 Cr 12,607,990
↑ 240,347 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE5% ₹1,816 Cr 14,242,518 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322154% ₹1,570 Cr 14,245,836
↓ -523,149 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL4% ₹1,544 Cr 8,906,173 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS4% ₹1,466 Cr 4,064,333
↑ 335,301 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹1,347 Cr 3,856,728 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC3% ₹994 Cr 24,247,560 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK3% ₹981 Cr 4,520,501
↓ -779,025 3. Kotak Standard Multicap Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 3 in Multi Cap category. Return for 2024 was 16.5% , 2023 was 24.2% and 2022 was 5% . Kotak Standard Multicap Fund
Growth Launch Date 11 Sep 09 NAV (16 May 25) ₹83.318 ↑ 0.34 (0.41 %) Net Assets (Cr) ₹49,130 on 31 Mar 25 Category Equity - Multi Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.51 Sharpe Ratio 0.15 Information Ratio 0.09 Alpha Ratio 1.8 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,765 30 Apr 22 ₹16,868 30 Apr 23 ₹18,024 30 Apr 24 ₹24,530 30 Apr 25 ₹26,296 Returns for Kotak Standard Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 7.9% 3 Month 12.9% 6 Month 6.5% 1 Year 11.6% 3 Year 20.7% 5 Year 23.6% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.5% 2023 24.2% 2022 5% 2021 25.4% 2020 11.8% 2019 12.3% 2018 -0.9% 2017 34.3% 2016 9.4% 2015 3% Fund Manager information for Kotak Standard Multicap Fund
Name Since Tenure Harsha Upadhyaya 4 Aug 12 12.75 Yr. Data below for Kotak Standard Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.64% Industrials 21.64% Basic Materials 14.5% Consumer Cyclical 9.39% Technology 8.59% Energy 6.01% Health Care 3.33% Communication Services 3.03% Utility 2.86% Consumer Defensive 2.63% Asset Allocation
Asset Class Value Cash 2.4% Equity 97.6% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK7% ₹3,573 Cr 26,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK6% ₹2,925 Cr 16,000,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 14 | BEL6% ₹2,908 Cr 96,500,000
↓ -500,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹2,014 Cr 1,750,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT4% ₹1,991 Cr 5,700,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY4% ₹1,885 Cr 12,000,000 SRF Ltd (Industrials)
Equity, Since 31 Dec 18 | SRF4% ₹1,837 Cr 6,250,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN4% ₹1,836 Cr 23,800,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5322154% ₹1,763 Cr 16,000,000 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322864% ₹1,733 Cr 19,000,000 4. BNP Paribas Multi Cap Fund
CAGR/Annualized return of 12.9% since its launch. Ranked 18 in Multi Cap category. . 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,633 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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 5. IDFC Focused Equity Fund
CAGR/Annualized return of 11.8% since its launch. Ranked 13 in Multi Cap category. Return for 2024 was 30.3% , 2023 was 31.3% and 2022 was -5% . IDFC Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (16 May 25) ₹84.686 ↑ 0.40 (0.48 %) Net Assets (Cr) ₹1,685 on 31 Mar 25 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 0.31 Information Ratio 0.05 Alpha Ratio 5.49 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 30 Apr 20 ₹10,000 30 Apr 21 ₹14,133 30 Apr 22 ₹16,235 30 Apr 23 ₹16,582 30 Apr 24 ₹22,896 30 Apr 25 ₹25,634 Returns for IDFC Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.6% 3 Month 7.1% 6 Month 1.3% 1 Year 16.6% 3 Year 21.3% 5 Year 22.6% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -4.8% Fund Manager information for IDFC Focused Equity Fund
Name Since Tenure Manish Gunwani 2 Dec 24 0.41 Yr. Kirthi Jain 2 Dec 24 0.41 Yr. Ritika Behera 7 Oct 23 1.57 Yr. Gaurav Satra 7 Jun 24 0.9 Yr. Rahul Agarwal 2 Dec 24 0.41 Yr. Data below for IDFC Focused Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.47% Technology 11.49% Health Care 8.46% Real Estate 7.75% Consumer Cyclical 7.4% Consumer Defensive 6.49% Utility 5.84% Industrials 5.02% Energy 4.29% Communication Services 3.91% Basic Materials 3.02% Asset Allocation
Asset Class Value Cash 10.86% Equity 89.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK7% ₹125 Cr 681,364 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹108 Cr 802,078 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 25 | PRESTIGE5% ₹83 Cr 703,890
↑ 12,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE4% ₹72 Cr 566,848 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY4% ₹69 Cr 440,306 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 May 24 | VBL4% ₹68 Cr 1,268,285 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 24 | BHARTIARTL4% ₹66 Cr 380,000 One97 Communications Ltd (Technology)
Equity, Since 31 Dec 24 | 5433964% ₹63 Cr 800,384 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | MANKIND4% ₹60 Cr 249,302 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN4% ₹60 Cr 391,825 6. Aditya Birla Sun Life Equity Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 18.5% , 2023 was 26% and 2022 was -1.1% . Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (16 May 25) ₹1,766.28 ↑ 4.26 (0.24 %) Net Assets (Cr) ₹21,668 on 31 Mar 25 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.28 Information Ratio -0.21 Alpha Ratio 3.82 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,510 30 Apr 22 ₹17,782 30 Apr 23 ₹18,214 30 Apr 24 ₹24,992 30 Apr 25 ₹27,637 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 7.2% 3 Month 11.2% 6 Month 5.3% 1 Year 14.3% 3 Year 20.3% 5 Year 24.9% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.9% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 1.49 Yr. Dhaval Joshi 21 Nov 22 2.44 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.95% Consumer Cyclical 10.88% Industrials 10.44% Basic Materials 10.33% Technology 8.64% Consumer Defensive 7.78% Health Care 6.74% Energy 5.55% Communication Services 3.23% Real Estate 0.55% Asset Allocation
Asset Class Value Cash 1.9% Equity 98.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,820 Cr 13,500,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK5% ₹991 Cr 4,563,682 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK5% ₹988 Cr 5,404,179 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY4% ₹954 Cr 6,073,481
↓ -292,107 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE4% ₹874 Cr 6,851,937
↑ 61,939 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL3% ₹586 Cr 3,382,814 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA3% ₹565 Cr 3,258,094
↓ -106,906 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH3% ₹553 Cr 3,470,608
↓ -129,392 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Apr 14 | RADICO2% ₹484 Cr 1,992,431 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 5322152% ₹477 Cr 4,328,248
↑ 79,734 7. Principal Multi Cap Growth Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 12 in Multi Cap category. Return for 2024 was 19.5% , 2023 was 31.1% and 2022 was -1.6% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (16 May 25) ₹370.065 ↑ 1.54 (0.42 %) Net Assets (Cr) ₹2,615 on 31 Mar 25 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio 0.22 Information Ratio -0.68 Alpha Ratio 2.54 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 30 Apr 20 ₹10,000 30 Apr 21 ₹15,172 30 Apr 22 ₹19,608 30 Apr 23 ₹19,831 30 Apr 24 ₹28,088 30 Apr 25 ₹29,898 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 6.2% 3 Month 10.6% 6 Month 2.7% 1 Year 9.6% 3 Year 20.4% 5 Year 27.1% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 31.1% 2022 -1.6% 2021 46.3% 2020 15% 2019 3.9% 2018 -8.7% 2017 48.7% 2016 6.4% 2015 2.8% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.33 Yr. Sudhir Kedia 1 Jan 22 3.33 Yr. Data below for Principal Multi Cap Growth Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 20.27% Industrials 19.2% Consumer Cyclical 14.09% Technology 7.4% Energy 7.31% Health Care 7.04% Basic Materials 6.12% Communication Services 6.01% Consumer Defensive 4.66% Utility 2.65% Asset Allocation
Asset Class Value Cash 5.21% Equity 94.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹141 Cr 773,245
↓ -5,749 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹122 Cr 903,967 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE4% ₹107 Cr 836,759 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT3% ₹90 Cr 256,848 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5322153% ₹85 Cr 772,466 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK3% ₹85 Cr 391,704 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL2% ₹64 Cr 371,388
↑ 15,727 Affle India Ltd (Communication Services)
Equity, Since 31 May 22 | AFFLE2% ₹60 Cr 373,348 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 5328142% ₹59 Cr 1,089,849
↓ -107,193 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | AMBER2% ₹58 Cr 79,949 8. SBI Magnum Multicap Fund
CAGR/Annualized return of since its launch. Ranked 9 in Multi Cap category. Return for 2024 was 14.2% , 2023 was 22.8% and 2022 was 0.7% . SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (15 May 25) ₹106.811 ↑ 1.12 (1.06 %) Net Assets (Cr) ₹21,035 on 31 Mar 25 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.06 Information Ratio -1 Alpha Ratio -1.21 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.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹15,092 30 Apr 22 ₹17,772 30 Apr 23 ₹18,503 30 Apr 24 ₹23,938 30 Apr 25 ₹24,971 Returns for SBI Magnum Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 May 25 Duration Returns 1 Month 5.6% 3 Month 5.5% 6 Month 1.8% 1 Year 8.1% 3 Year 15.8% 5 Year 22.5% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 14.2% 2023 22.8% 2022 0.7% 2021 30.8% 2020 13.6% 2019 11% 2018 -5.5% 2017 37% 2016 5.8% 2015 9.8% Fund Manager information for SBI Magnum Multicap Fund
Name Since Tenure Anup Upadhyay 1 Dec 24 0.41 Yr. Dinesh Balachandran 1 Dec 24 0.41 Yr. Data below for SBI Magnum Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 38.84% Consumer Cyclical 14.03% Industrials 8.5% Basic Materials 7.58% Communication Services 6.63% Energy 6.09% Technology 4.54% Consumer Defensive 2.94% Utility 2.1% Health Care 2.03% Asset Allocation
Asset Class Value Cash 6.72% Equity 93.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK10% ₹2,133 Cr 14,944,355
↓ -360,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK8% ₹1,808 Cr 9,389,654
↑ 3,673,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK7% ₹1,599 Cr 7,239,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE6% ₹1,319 Cr 9,384,540
↑ 1,568,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL4% ₹834 Cr 4,470,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI4% ₹826 Cr 674,058 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M3% ₹744 Cr 2,540,154 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000343% ₹709 Cr 821,585 Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5333983% ₹672 Cr 3,095,044 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 25 | INDIGO3% ₹566 Cr 1,078,166
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.
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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