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Fincash » Mutual Funds » Best Diversified Multicap Funds

Best Multicap Equity Mutual Funds To Invest In 2023

Updated on September 28, 2023 , 56558 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.

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 ₹60.235
↑ 0.18
₹40,1847.613.114.619.711.35
Motilal Oswal Multicap 35 Fund Growth ₹36.6318
↑ 0.15
₹8,2888.115.811.412.86.2-3
Mirae Asset India Equity Fund  Growth ₹86.522
↑ 0.20
₹35,8807.411.21118.511.41.6
JM Multicap Fund Growth ₹66.421
↑ 0.56
₹47515.721.826.627.815.27.8
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 ₹1,258.75
↑ 4.60
₹17,4069.313.914.520.611.1-1.1
Principal Multi Cap Growth Fund Growth ₹268.992
↑ 1.24
₹2,06811.41613.725.112.7-1.6
IDFC Focused Equity Fund Growth ₹59.464
↑ 0.33
₹1,3397.316.812.815.68-5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 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 13.7% 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 (22 Aug 23) ₹60.235 ↑ 0.18   (0.30 %)
Net Assets (Cr) ₹40,184 on 31 Jul 23
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.35
Sharpe Ratio 1.01
Information Ratio -1.12
Alpha Ratio 1.75
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,875
30 Sep 20₹10,632
30 Sep 21₹16,162
30 Sep 22₹15,914
30 Sep 23₹18,910

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 ₹405,518.
Net Profit of ₹105,518
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 22 Aug 23

DurationReturns
1 Month 0.5%
3 Month 7.6%
6 Month 13.1%
1 Year 14.6%
3 Year 19.7%
5 Year 11.3%
10 Year
15 Year
Since launch 13.7%
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 1211.08 Yr.
Arjun Khanna1 Mar 221.5 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services27.97%
Basic Materials17.97%
Industrials17.84%
Consumer Cyclical11.65%
Technology7.22%
Energy5.38%
Consumer Defensive4.51%
Health Care3.07%
Communication Services1.95%
Utility0.98%
Asset Allocation
Asset ClassValue
Cash0.74%
Equity99.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
8%₹3,164 Cr33,000,000
↓ -800,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹2,054 Cr7,600,000
↓ -200,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
5%₹1,967 Cr13,700,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
5%₹1,929 Cr2,325,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,820 Cr18,700,000
↓ -600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹1,807 Cr11,500,796
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 14 | BEL
4%₹1,772 Cr133,000,000
SRF Ltd (Basic Materials)
Equity, Since 31 Dec 18 | SRF
4%₹1,767 Cr7,500,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
4%₹1,544 Cr27,500,000
↓ -800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
4%₹1,468 Cr6,100,000

2. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% 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 (22 Aug 23) ₹36.6318 ↑ 0.15   (0.40 %)
Net Assets (Cr) ₹8,288 on 31 Jul 23
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.41
Sharpe Ratio 0.67
Information Ratio -1.88
Alpha Ratio -0.42
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,724
30 Sep 20₹10,240
30 Sep 21₹14,565
30 Sep 22₹13,800
30 Sep 23₹15,826

Motilal Oswal Multicap 35 Fund SIP Returns

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

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 0.3%
3 Month 8.1%
6 Month 15.8%
1 Year 11.4%
3 Year 12.8%
5 Year 6.2%
10 Year
15 Year
Since launch 15%
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
Niket Shah1 Jul 221.17 Yr.
Ankush Sood25 Aug 212.02 Yr.
Santosh Singh1 Aug 230.08 Yr.
Rakesh Shetty22 Nov 220.77 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services30.37%
Consumer Cyclical21.26%
Industrials16.62%
Technology15.11%
Basic Materials4.08%
Real Estate2.48%
Health Care0.49%
Asset Allocation
Asset ClassValue
Cash9.59%
Equity90.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
11%₹947 Cr97,000,000
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | -
10%₹835 Cr35,770,728
↑ 35,770,728
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
7%₹623 Cr6,500,000
↓ -1,250,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
7%₹566 Cr3,600,000
↓ -12,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
7%₹564 Cr1,050,000
↓ -50,000
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
6%₹506 Cr925,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA
6%₹499 Cr1,721,048
↓ -678,952
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
5%₹449 Cr4,000,000
↑ 1,950,000
Vaibhav Global Ltd (Consumer Cyclical)
Equity, Since 30 Jun 19 | VAIBHAVGBL
5%₹392 Cr8,873,399
↓ -126,601
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 22 | DEEPAKNTR
4%₹344 Cr1,550,020
↓ -299,980

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.

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 15.1% 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 (22 Aug 23) ₹86.522 ↑ 0.20   (0.23 %)
Net Assets (Cr) ₹35,880 on 31 Jul 23
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.21
Sharpe Ratio 0.71
Information Ratio -0.42
Alpha Ratio 0.94
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,723
30 Sep 20₹10,831
30 Sep 21₹16,714
30 Sep 22₹16,223
30 Sep 23₹18,485

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 ₹405,518.
Net Profit of ₹105,518
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 22 Aug 23

DurationReturns
1 Month -0.4%
3 Month 7.4%
6 Month 11.2%
1 Year 11%
3 Year 18.5%
5 Year 11.4%
10 Year
15 Year
Since launch 15.1%
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 211.87 Yr.
Gaurav Misra31 Jan 194.59 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services38.38%
Technology14.25%
Consumer Cyclical9.66%
Industrials7.69%
Energy7.18%
Consumer Defensive6.73%
Health Care5.08%
Basic Materials5.04%
Communication Services3.73%
Utility1.65%
Asset Allocation
Asset ClassValue
Cash0.61%
Equity99.38%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
12%₹4,339 Cr27,612,961
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹3,271 Cr34,112,984
↑ 1,787,511
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
7%₹2,614 Cr18,213,609
↓ -387,998
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
7%₹2,533 Cr10,525,409
↓ -142,905
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,838 Cr18,881,095
↑ 1,283,853
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
4%₹1,318 Cr15,391,524
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹1,251 Cr4,627,663
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
3%₹1,172 Cr20,871,555
↑ 1,168,204
HCL Technologies Ltd (Technology)
Equity, Since 31 May 21 | HCLTECH
3%₹979 Cr8,349,203
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹913 Cr912,541

4. 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 13.5% 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 (22 Aug 23) ₹66.421 ↑ 0.56   (0.86 %)
Net Assets (Cr) ₹475 on 31 Jul 23
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 1.59
Information Ratio 0.71
Alpha Ratio 8.93
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
30 Sep 18₹10,000
30 Sep 19₹11,575
30 Sep 20₹10,422
30 Sep 21₹17,723
30 Sep 22₹17,852
30 Sep 23₹23,402

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 ₹447,579.
Net Profit of ₹147,579
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 22 Aug 23

DurationReturns
1 Month 3.8%
3 Month 15.7%
6 Month 21.8%
1 Year 26.6%
3 Year 27.8%
5 Year 15.2%
10 Year
15 Year
Since launch 13.5%
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 212.03 Yr.
Gurvinder Wasan1 Dec 220.75 Yr.
Chaitanya Choksi31 Dec 211.67 Yr.

Data below for JM Multicap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services19.44%
Consumer Cyclical18.93%
Industrials17.55%
Technology12.26%
Health Care8.52%
Basic Materials7.46%
Consumer Defensive6.29%
Real Estate3.31%
Energy2.7%
Asset Allocation
Asset ClassValue
Cash3.53%
Equity96.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532955
5%₹27 Cr1,117,500
↓ -173,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹26 Cr96,731
↓ -7,500
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
3%₹16 Cr114,250
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
3%₹16 Cr187,150
↑ 66,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
3%₹16 Cr100,300
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 21 | ULTRACEMCO
3%₹15 Cr18,050
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE
3%₹15 Cr61,216
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | ITC
3%₹15 Cr332,500
↑ 43,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MARUTI
3%₹14 Cr14,475
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
3%₹14 Cr142,800

5. 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
30 Sep 18₹10,000
30 Sep 19₹10,813
30 Sep 20₹10,360
30 Sep 21₹17,303

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 22 Aug 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

6. 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 21.4% 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 (22 Aug 23) ₹1,258.75 ↑ 4.60   (0.37 %)
Net Assets (Cr) ₹17,406 on 31 Jul 23
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 0.96
Information Ratio -0.55
Alpha Ratio 1.26
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 18₹10,000
30 Sep 19₹10,533
30 Sep 20₹10,497
30 Sep 21₹17,180
30 Sep 22₹16,176
30 Sep 23₹19,187

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 22 Aug 23

DurationReturns
1 Month -0.2%
3 Month 9.3%
6 Month 13.9%
1 Year 14.5%
3 Year 20.6%
5 Year 11.1%
10 Year
15 Year
Since launch 21.4%
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 1210.92 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services34%
Technology12.86%
Basic Materials12.36%
Health Care11.19%
Consumer Cyclical8.38%
Consumer Defensive6.56%
Communication Services5.5%
Industrials3.97%
Energy3.27%
Real Estate0.56%
Utility0.31%
Asset Allocation
Asset ClassValue
Cash1.03%
Equity98.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹1,626 Cr16,961,302
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹1,324 Cr8,424,306
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹948 Cr6,603,615
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹732 Cr8,548,456
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
4%₹696 Cr6,265,583
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
4%₹693 Cr5,916,256
Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 16 | TATASTEEL
3%₹553 Cr44,993,880
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 22 | APOLLOHOSP
3%₹541 Cr1,123,654
↑ 1,158
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532215
3%₹475 Cr4,880,687
↓ -200,000
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 14 | MCDOWELL-N
3%₹460 Cr4,566,492
↓ -388,952

7. Principal Multi Cap Growth Fund

(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 CAGR/Annualized return of 15.5% since its launch.  Ranked 12 in Multi Cap category.  Return for 2022 was -1.6% , 2021 was 46.3% and 2020 was 15% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (22 Aug 23) ₹268.992 ↑ 1.24   (0.46 %)
Net Assets (Cr) ₹2,068 on 31 Jul 23
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.83
Information Ratio -0.76
Alpha Ratio -2.82
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
30 Sep 18₹10,000
30 Sep 19₹9,906
30 Sep 20₹9,951
30 Sep 21₹16,855
30 Sep 22₹17,332
30 Sep 23₹20,303

Principal Multi Cap Growth 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 Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Aug 23

DurationReturns
1 Month 1.8%
3 Month 11.4%
6 Month 16%
1 Year 13.7%
3 Year 25.1%
5 Year 12.7%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.6%
2021 46.3%
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
2014 49.4%
2013 8.3%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 221.67 Yr.
Sudhir Kedia1 Jan 221.67 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services26.74%
Industrials16.9%
Consumer Cyclical12.16%
Basic Materials8.91%
Health Care8.51%
Technology5.64%
Consumer Defensive5.42%
Energy3.54%
Communication Services3.53%
Utility3.18%
Real Estate1.38%
Asset Allocation
Asset ClassValue
Cash4.07%
Equity95.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
6%₹118 Cr748,743
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹113 Cr1,174,228
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
4%₹75 Cr1,332,380
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
4%₹74 Cr308,999
KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB
3%₹57 Cr203,234
↑ 3,782
Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB
3%₹54 Cr105,415
↓ -8,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Mar 23 | 532555
3%₹54 Cr2,433,441
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 20 | KEI
2%₹52 Cr190,288
↓ -15,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
2%₹49 Cr344,069
AAVAS Financiers Ltd (Financial Services)
Equity, Since 31 Dec 22 | AAVAS
2%₹47 Cr288,041

8. IDFC 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.

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 CAGR/Annualized return of 10.8% since its launch.  Ranked 13 in Multi Cap category.  Return for 2022 was -5% , 2021 was 24.6% and 2020 was 14.9% .

Below is the key information for IDFC Focused Equity Fund

IDFC Focused Equity Fund
Growth
Launch Date 16 Mar 06
NAV (22 Aug 23) ₹59.464 ↑ 0.33   (0.56 %)
Net Assets (Cr) ₹1,339 on 31 Jul 23
Category Equity - Multi Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 0.67
Information Ratio -1.34
Alpha Ratio -0.92
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
30 Sep 18₹10,000
30 Sep 19₹9,792
30 Sep 20₹10,661
30 Sep 21₹14,519
30 Sep 22₹14,359
30 Sep 23₹16,362

IDFC 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for IDFC 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 22 Aug 23

DurationReturns
1 Month -0.2%
3 Month 7.3%
6 Month 16.8%
1 Year 12.8%
3 Year 15.6%
5 Year 8%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -5%
2021 24.6%
2020 14.9%
2019 8.9%
2018 -12.7%
2017 54.4%
2016 1.8%
2015 -4.8%
2014 32.2%
2013 2.9%
Fund Manager information for IDFC Focused Equity Fund
NameSinceTenure
Sumit Agrawal20 Oct 166.87 Yr.
Nishita Shah31 Jul 230.09 Yr.

Data below for IDFC Focused Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services35.89%
Technology14.05%
Consumer Cyclical14.02%
Industrials12.19%
Consumer Defensive7.41%
Health Care5.85%
Energy2.95%
Real Estate2.76%
Basic Materials2.57%
Asset Allocation
Asset ClassValue
Cash2.31%
Equity97.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK
10%₹130 Cr828,770
↑ 81,525
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
10%₹129 Cr1,347,316
↑ 344,653
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | INDUSINDBK
6%₹78 Cr564,052
↓ -51,643
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
5%₹72 Cr503,076
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN
5%₹70 Cr622,669
↑ 57,311
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | ITC
4%₹58 Cr1,315,008
LTIMindtree Ltd (Technology)
Equity, Since 31 Dec 21 | LTIM
3%₹42 Cr80,950
Prataap Snacks Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | DIAMONDYD
3%₹41 Cr438,207
L&T Technology Services Ltd (Technology)
Equity, Since 31 Aug 21 | LTTS
3%₹40 Cr91,111
↑ 8,501
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | TATAMOTORS
3%₹40 Cr667,226
↑ 94,405

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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