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Best Multicap Equity Mutual Funds To Invest In 2026

Updated on September 3, 2026 , 60983 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.

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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.

Fund Selection Methodology used to find 8 funds

  • Category: Equity
  • Sub-category: Multi%20Cap
  • Sorted On : drat (high to low)
  • Tags: fcpro
  • No Of Funds: 8

Top 8 Best Performing Diversified Multicap Mutual Funds 2026

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Multicap 35 Fund Growth ₹63.6316
↑ 0.05
₹13,94011.315.91.817.411.9-5.6
Kotak Standard Multicap Fund Growth ₹85.079
↓ -0.18
₹56,1192.80.71.611.49.99.5
Mirae Asset India Equity Fund  Growth ₹111.503
↑ 0.07
₹38,7294.31.4-0.88.47.310.2
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
Aditya Birla Sun Life Equity Fund Growth ₹1,963.56
↓ -4.54
₹28,1127.19.610.71511.411.2
Bandhan Focused Equity Fund Growth ₹90.244
↑ 1.77
₹2,0675.38.7514.511.2-1.6
JM Multicap Fund Growth ₹99.7929
↑ 0.25
₹5,18579.7313.714.5-6.8
SBI Magnum Multicap Fund Growth ₹108.693
↑ 0.13
₹22,8974.30.10.78.47.75.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 26

Research Highlights & Commentary of 8 Funds showcased

CommentaryMotilal Oswal Multicap 35 FundKotak Standard Multicap FundMirae Asset India Equity Fund BNP Paribas Multi Cap FundAditya Birla Sun Life Equity FundBandhan Focused Equity FundJM Multicap FundSBI Magnum Multicap Fund
Point 1Lower mid AUM (₹13,940 Cr).Highest AUM (₹56,119 Cr).Top quartile AUM (₹38,729 Cr).Bottom quartile AUM (₹588 Cr).Upper mid AUM (₹28,112 Cr).Bottom quartile AUM (₹2,067 Cr).Lower mid AUM (₹5,185 Cr).Upper mid AUM (₹22,897 Cr).
Point 2Established history (12+ yrs).Established history (16+ yrs).Established history (18+ yrs).Established history (20+ yrs).Oldest track record among peers (28 yrs).Established history (20+ yrs).Established history (17+ yrs).Established history (20+ yrs).
Point 3Top rated.Rating: 5★ (top quartile).Rating: 5★ (upper mid).Rating: 4★ (upper mid).Rating: 4★ (lower mid).Rating: 4★ (lower mid).Rating: 4★ (bottom quartile).Rating: 4★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 11.95% (upper mid).5Y return: 9.93% (lower mid).5Y return: 7.29% (bottom quartile).5Y return: 13.57% (top quartile).5Y return: 11.37% (upper mid).5Y return: 11.21% (lower mid).5Y return: 14.48% (top quartile).5Y return: 7.74% (bottom quartile).
Point 63Y return: 17.45% (top quartile).3Y return: 11.36% (lower mid).3Y return: 8.36% (bottom quartile).3Y return: 17.28% (top quartile).3Y return: 15.03% (upper mid).3Y return: 14.53% (upper mid).3Y return: 13.66% (lower mid).3Y return: 8.41% (bottom quartile).
Point 71Y return: 1.81% (lower mid).1Y return: 1.61% (lower mid).1Y return: -0.75% (bottom quartile).1Y return: 19.34% (top quartile).1Y return: 10.68% (top quartile).1Y return: 4.99% (upper mid).1Y return: 3.00% (upper mid).1Y return: 0.74% (bottom quartile).
Point 8Alpha: -3.79 (bottom quartile).Alpha: -1.96 (lower mid).Alpha: -0.54 (lower mid).Alpha: 0.00 (upper mid).Alpha: 6.21 (top quartile).Alpha: 1.47 (top quartile).Alpha: -0.14 (upper mid).Alpha: -2.51 (bottom quartile).
Point 9Sharpe: -0.26 (bottom quartile).Sharpe: -0.16 (upper mid).Sharpe: -0.19 (lower mid).Sharpe: 2.86 (top quartile).Sharpe: 0.33 (top quartile).Sharpe: -0.25 (bottom quartile).Sharpe: -0.07 (upper mid).Sharpe: -0.22 (lower mid).
Point 10Information ratio: 0.70 (top quartile).Information ratio: 0.00 (lower mid).Information ratio: -0.44 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 1.35 (top quartile).Information ratio: 0.22 (upper mid).Information ratio: 0.40 (upper mid).Information ratio: -1.18 (bottom quartile).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹13,940 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.95% (upper mid).
  • 3Y return: 17.45% (top quartile).
  • 1Y return: 1.81% (lower mid).
  • Alpha: -3.79 (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: 0.70 (top quartile).

Kotak Standard Multicap Fund

  • Highest AUM (₹56,119 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.93% (lower mid).
  • 3Y return: 11.36% (lower mid).
  • 1Y return: 1.61% (lower mid).
  • Alpha: -1.96 (lower mid).
  • Sharpe: -0.16 (upper mid).
  • Information ratio: 0.00 (lower mid).

Mirae Asset India Equity Fund 

  • Top quartile AUM (₹38,729 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.29% (bottom quartile).
  • 3Y return: 8.36% (bottom quartile).
  • 1Y return: -0.75% (bottom quartile).
  • Alpha: -0.54 (lower mid).
  • Sharpe: -0.19 (lower mid).
  • Information ratio: -0.44 (bottom quartile).

BNP Paribas Multi Cap Fund

  • Bottom quartile AUM (₹588 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.57% (top quartile).
  • 3Y return: 17.28% (top quartile).
  • 1Y return: 19.34% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 2.86 (top quartile).
  • Information ratio: 0.00 (lower mid).

Aditya Birla Sun Life Equity Fund

  • Upper mid AUM (₹28,112 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.37% (upper mid).
  • 3Y return: 15.03% (upper mid).
  • 1Y return: 10.68% (top quartile).
  • Alpha: 6.21 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 1.35 (top quartile).

Bandhan Focused Equity Fund

  • Bottom quartile AUM (₹2,067 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.21% (lower mid).
  • 3Y return: 14.53% (upper mid).
  • 1Y return: 4.99% (upper mid).
  • Alpha: 1.47 (top quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: 0.22 (upper mid).

JM Multicap Fund

  • Lower mid AUM (₹5,185 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.48% (top quartile).
  • 3Y return: 13.66% (lower mid).
  • 1Y return: 3.00% (upper mid).
  • Alpha: -0.14 (upper mid).
  • Sharpe: -0.07 (upper mid).
  • Information ratio: 0.40 (upper mid).

SBI Magnum Multicap Fund

  • Upper mid AUM (₹22,897 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 7.74% (bottom quartile).
  • 3Y return: 8.41% (bottom quartile).
  • 1Y return: 0.74% (bottom quartile).
  • Alpha: -2.51 (bottom quartile).
  • Sharpe: -0.22 (lower mid).
  • Information ratio: -1.18 (bottom quartile).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

1. 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.

Research Highlights for Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹13,940 Cr).
  • Established history (12+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.95% (upper mid).
  • 3Y return: 17.45% (top quartile).
  • 1Y return: 1.81% (lower mid).
  • Alpha: -3.79 (bottom quartile).
  • Sharpe: -0.26 (bottom quartile).
  • Information ratio: 0.70 (top quartile).

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (04 Sep 26) ₹63.6316 ↑ 0.05   (0.08 %)
Net Assets (Cr) ₹13,940 on 31 Jul 26
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.26
Information Ratio 0.7
Alpha Ratio -3.79
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

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 ₹405,518.
Net Profit of ₹105,518
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 4 Sep 26

DurationReturns
1 Month 2.2%
3 Month 11.3%
6 Month 15.9%
1 Year 1.8%
3 Year 17.4%
5 Year 11.9%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -5.6%
2023 45.7%
2022 31%
2021 -3%
2020 15.3%
2019 10.3%
2018 7.9%
2017 -7.8%
2016 43.1%
2015 8.5%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure

Data below for Motilal Oswal Multicap 35 Fund as on 31 Jul 26

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

2. 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.

Research Highlights for Kotak Standard Multicap Fund

  • Highest AUM (₹56,119 Cr).
  • Established history (16+ yrs).
  • Rating: 5★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.93% (lower mid).
  • 3Y return: 11.36% (lower mid).
  • 1Y return: 1.61% (lower mid).
  • Alpha: -1.96 (lower mid).
  • Sharpe: -0.16 (upper mid).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (04 Sep 26) ₹85.079 ↓ -0.18   (-0.21 %)
Net Assets (Cr) ₹56,119 on 31 Jul 26
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.47
Sharpe Ratio -0.16
Information Ratio 0
Alpha Ratio -1.96
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

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 ₹385,859.
Net Profit of ₹85,859
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 4 Sep 26

DurationReturns
1 Month -1.8%
3 Month 2.8%
6 Month 0.7%
1 Year 1.6%
3 Year 11.4%
5 Year 9.9%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 9.5%
2023 16.5%
2022 24.2%
2021 5%
2020 25.4%
2019 11.8%
2018 12.3%
2017 -0.9%
2016 34.3%
2015 9.4%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure

Data below for Kotak Standard Multicap Fund as on 31 Jul 26

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

3. 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.

Research Highlights for Mirae Asset India Equity Fund 

  • Top quartile AUM (₹38,729 Cr).
  • Established history (18+ yrs).
  • Rating: 5★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 7.29% (bottom quartile).
  • 3Y return: 8.36% (bottom quartile).
  • 1Y return: -0.75% (bottom quartile).
  • Alpha: -0.54 (lower mid).
  • Sharpe: -0.19 (lower mid).
  • Information ratio: -0.44 (bottom quartile).

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (04 Sep 26) ₹111.503 ↑ 0.07   (0.06 %)
Net Assets (Cr) ₹38,729 on 31 Jul 26
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.15
Sharpe Ratio -0.19
Information Ratio -0.44
Alpha Ratio -0.54
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

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 ₹367,070.
Net Profit of ₹67,070
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 4 Sep 26

DurationReturns
1 Month -2.6%
3 Month 4.3%
6 Month 1.4%
1 Year -0.8%
3 Year 8.4%
5 Year 7.3%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.2%
2023 12.7%
2022 18.4%
2021 1.6%
2020 27.7%
2019 13.7%
2018 12.7%
2017 -0.6%
2016 38.6%
2015 8.1%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure

Data below for Mirae Asset India Equity Fund  as on 31 Jul 26

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

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.

Research Highlights for BNP Paribas Multi Cap Fund

  • Bottom quartile AUM (₹588 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.57% (top quartile).
  • 3Y return: 17.28% (top quartile).
  • 1Y return: 19.34% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 2.86 (top quartile).
  • Information ratio: 0.00 (lower mid).

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

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 4 Sep 26

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
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. 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.

Research Highlights for Aditya Birla Sun Life Equity Fund

  • Upper mid AUM (₹28,112 Cr).
  • Oldest track record among peers (28 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.37% (upper mid).
  • 3Y return: 15.03% (upper mid).
  • 1Y return: 10.68% (top quartile).
  • Alpha: 6.21 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: 1.35 (top quartile).

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 (04 Sep 26) ₹1,963.56 ↓ -4.54   (-0.23 %)
Net Assets (Cr) ₹28,112 on 31 Jul 26
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 0.33
Information Ratio 1.35
Alpha Ratio 6.21
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

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 ₹405,518.
Net Profit of ₹105,518
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 4 Sep 26

DurationReturns
1 Month -0.9%
3 Month 7.1%
6 Month 9.6%
1 Year 10.7%
3 Year 15%
5 Year 11.4%
10 Year
15 Year
Since launch 20.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.2%
2023 18.5%
2022 26%
2021 -1.1%
2020 30.3%
2019 16.1%
2018 8.5%
2017 -4.1%
2016 33.5%
2015 15.2%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure

Data below for Aditya Birla Sun Life Equity Fund as on 31 Jul 26

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

6. Bandhan Focused Equity Fund

The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized.

Research Highlights for Bandhan Focused Equity Fund

  • Bottom quartile AUM (₹2,067 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 11.21% (lower mid).
  • 3Y return: 14.53% (upper mid).
  • 1Y return: 4.99% (upper mid).
  • Alpha: 1.47 (top quartile).
  • Sharpe: -0.25 (bottom quartile).
  • Information ratio: 0.22 (upper mid).

Below is the key information for Bandhan Focused Equity Fund

Bandhan Focused Equity Fund
Growth
Launch Date 16 Mar 06
NAV (04 Sep 26) ₹90.244 ↑ 1.77   (2.00 %)
Net Assets (Cr) ₹2,067 on 30 Jun 26
Category Equity - Multi Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.1
Sharpe Ratio -0.25
Information Ratio 0.22
Alpha Ratio 1.47
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.

DateValue

Bandhan Focused 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 Bandhan Focused 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 4 Sep 26

DurationReturns
1 Month 1.5%
3 Month 5.3%
6 Month 8.7%
1 Year 5%
3 Year 14.5%
5 Year 11.2%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -1.6%
2023 30.3%
2022 31.3%
2021 -5%
2020 24.6%
2019 14.9%
2018 8.9%
2017 -12.7%
2016 54.4%
2015 1.8%
Fund Manager information for Bandhan Focused Equity Fund
NameSinceTenure

Data below for Bandhan Focused Equity Fund as on 30 Jun 26

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

7. 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.

Research Highlights for JM Multicap Fund

  • Lower mid AUM (₹5,185 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.48% (top quartile).
  • 3Y return: 13.66% (lower mid).
  • 1Y return: 3.00% (upper mid).
  • Alpha: -0.14 (upper mid).
  • Sharpe: -0.07 (upper mid).
  • Information ratio: 0.40 (upper mid).

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (04 Sep 26) ₹99.7929 ↑ 0.25   (0.25 %)
Net Assets (Cr) ₹5,185 on 31 Jul 26
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.8
Sharpe Ratio -0.07
Information Ratio 0.4
Alpha Ratio -0.14
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

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 ₹436,710.
Net Profit of ₹136,710
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 4 Sep 26

DurationReturns
1 Month -0.7%
3 Month 7%
6 Month 9.7%
1 Year 3%
3 Year 13.7%
5 Year 14.5%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -6.8%
2023 33.3%
2022 40%
2021 7.8%
2020 32.9%
2019 11.4%
2018 16.6%
2017 -5.4%
2016 39.5%
2015 10.5%
Fund Manager information for JM Multicap Fund
NameSinceTenure

Data below for JM Multicap Fund as on 31 Jul 26

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

8. 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.

Research Highlights for SBI Magnum Multicap Fund

  • Upper mid AUM (₹22,897 Cr).
  • Established history (20+ yrs).
  • Rating: 4★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 7.74% (bottom quartile).
  • 3Y return: 8.41% (bottom quartile).
  • 1Y return: 0.74% (bottom quartile).
  • Alpha: -2.51 (bottom quartile).
  • Sharpe: -0.22 (lower mid).
  • Information ratio: -1.18 (bottom quartile).

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (03 Sep 26) ₹108.693 ↑ 0.13   (0.12 %)
Net Assets (Cr) ₹22,897 on 31 Jul 26
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.67
Sharpe Ratio -0.22
Information Ratio -1.18
Alpha Ratio -2.51
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

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 ₹367,070.
Net Profit of ₹67,070
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 4 Sep 26

DurationReturns
1 Month -1%
3 Month 4.3%
6 Month 0.1%
1 Year 0.7%
3 Year 8.4%
5 Year 7.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.5%
2023 14.2%
2022 22.8%
2021 0.7%
2020 30.8%
2019 13.6%
2018 11%
2017 -5.5%
2016 37%
2015 5.8%
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure

Data below for SBI Magnum Multicap Fund as on 31 Jul 26

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

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.
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