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What are Diversified Funds (Multi Cap Funds)?
In the game of Investing, where returns are essentially important, somehow risk-adjusted returns is what eventually counts. And to strengthen the risk-adjusted returns if one has a long-term view, diversified equities can prove to be beneficial. Diversified funds have historically proven to come out as a winner in most Market conditions given long holding periods. They invest across all spectrums of capitalization, within permitted risk levels. But are these funds for you? Let’s find out.
Diversified Equity Funds, also known as Multi-cap or Flexi cap funds, invest in stocks of companies across market capitalization i.e.,-large cap, mid and small cap stocks. In other words, they have the flexibility to adapt their portfolios according to the market. They typically invest anywhere between 40-60% in large cap stocks, 10-40% in mid-cap stocks and about 10% in small-cap stocks. Sometimes, the exposure to small-caps may be very small or none at all.
Diversified funds do not have any limitations on market caps from an investment point of view. They don’t follow a sectoral approach, instead adopting a growth or Value investing strategy, buying stocks whose price are relatively lower to their historical performance, Book Value, Earnings, cash flow potential and dividend yields.
These funds balance out the risk and reduce the Volatility that usually comes with stock investments by investing across market capitalizations and sectors. Larger companies (large caps) tend to perform better during tough market times than the smaller companies, and they can provide investors with better investment returns. Mid-cap stocks can stabilize Portfolio returns with higher growth potential than the large cap stocks and less risky than the small cap stocks. However, irrespective of the market caps, all stock investments carry a certain level of risk, and investors should closely monitor their investments as business conditions can change daily. Given that the Underlying investment is equity, there is a risk of loss of Capital that can occur in the short term.
Nevertheless, diversified funds have exceptionally performed well over past 5 years, especially after elections, returning 23% p.a. and 21% p.a. for the last 3-5 years, respectively.
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Why to Invest in Diversified Funds?
As diversified funds or multi-cap funds invest across market caps, they have several benefits compared to funds focused on any one particular market cap. Some of these are discussed below:
The foremost advantage of diversified funds is that it reduces the need to keep a track on multiple funds in the portfolio distinctly. As the monies are invested across market capitalization, the need to maintain separate Large cap funds, mid and Small cap funds is eliminated.
During bull market phases, diversified funds tend to outperform large caps (in the long term) by capturing some of the upside offered by small and mid-cap funds. In the bull market rallies, the large-cap valuations (P/E multiples) run up faster to a point where they appear stretched, in such scenario mid-cap stocks tend to outperform.
Since, diversified funds have all three large cap, mid cap and small cap companies in their portfolio, they have potential to deliver good performance on a consistent Basis.
In the Bear Market phases, small and mid-cap stocks tend to suffer sharp declines and liquidity issues. Also, consequently, they face liquidity constraints when Redemption pressures increase during phases of bear markets, especially when investors are exiting investments. On the other hand, diversified funds don’t face liquidity problems as much—as large cap stocks comprise a sustainable portion of the portfolio.
Diversified funds are suitable for investors who start with just one fund and still want to invest across market caps. Also, investors who are not sure of their risk tolerance levels can take advantage of diversified funds.
Fund managers of diversified funds invest in companies of all sizes i.e. large, mid, small cap, based on their long-term growth potential. They also change their portfolio allocations between different sectors from time to time, to maximize fund the performance within defined investment objectives. Investing in diversified or multi-cap funds helps to prevent the tendency of investors to switch between large cap funds and mid-cap/small-cap funds based on short-term performance.
Risk in Diversified Funds
Diversified funds may suffer massively if the moves are extreme, during falls of the markets, diversified funds are affected from than large caps. This is due to the fact that during most declines, the fall in small & mid-caps is much higher. This can lead to higher volatility of returns, causing these funds to have a higher Standard Deviation, which is one of the important parameters to measure a fund's risk. Larger the standard deviation, higher will be the level of risk.
Who Should Invest in Diversified Mutual Funds?
An investor who has a moderate-risk appetite and who wishes to have an exposure in equities can park their funds in diversified funds. Also, investors who are not well-versed with the technique of Asset Allocation in respect to investments can also put a part of their funds here.
Investors incline towards investing in these funds as it holds a mix of stocks across market capitalizations. Any high degree of volatility shown by either small cap or mid cap funds can be balanced by the stability provided by large-cap equity funds. However, the returns from such diversified funds are vastly dependent on the fund manager’s knowledge and intelligence as to how he is able to include stocks as per the market conditions. In this situation, there is a probability of fund manager going wrong in his allocation strategy. That is why it is advisable for investors to study the record of the fund manager before investing in diversified funds.
Taxation on Diversified Equity Funds
The short-term and long-term Capital Gains offered by Mutual Funds are taxed at different rates.
| Fund Type | Short-Term Capital Gains | Long-Term Capital Gains |
|---|---|---|
| Equity funds | 15% + cess + surcharge | Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge |
Best Diversified Funds to Invest in 2023 - 2024
Top performing diversified funds in India are as follows-
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Nippon India Multi Cap Fund Growth ₹182.507
↓ -1.03 ₹15,088 9.6 6.7 28.7 35.4 15.1 14.1 HDFC Equity Fund Growth ₹1,216.06
↓ -3.28 ₹33,222 6.3 2.9 22.7 31.3 14.8 18.3 Mahindra Badhat Yojana Growth ₹22.0298
↓ -0.18 ₹1,633 7.1 1.6 15.6 28.8 15.6 1.6 Baroda Pioneer Multi Cap Fund Growth ₹183.623
↓ -1.42 ₹1,678 7.1 3.7 18.7 28.5 13.3 -3 PGIM India Diversified Equity Fund Growth ₹26.57
↓ -0.18 ₹5,457 6.6 1.2 14.7 27.3 15.1 -6.4 Parag Parikh Long Term Equity Fund Growth ₹54.1218
↓ -0.60 ₹33,616 9 10.7 18.2 27.2 17.8 -7.2 Franklin India Equity Fund Growth ₹1,046.14
↓ -4.87 ₹10,370 6.1 0 17.7 27 12.4 5.3 Principal Multi Cap Growth Fund Growth ₹248.803
↓ -0.94 ₹1,851 6.5 1.3 14.2 26.9 11.7 -1.6 ICICI Prudential Multicap Fund Growth ₹498.93
↓ -2.40 ₹7,173 7.4 3.9 21.2 26.3 12.6 4.7 Edelweiss Multi Cap Fund Growth ₹24.755
↓ -0.13 ₹1,118 6.5 2.6 18.8 25.5 12.1 0.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Jun 23
(Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Equity Fund Returns up to 1 year are on The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives. PGIM India Diversified Equity Fund is a Equity - Multi Cap fund was launched on 4 Mar 15. It is a fund with Moderately High risk and has given a Below is the key information for PGIM India Diversified Equity Fund Returns up to 1 year are on (Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India 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 generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (Erstwhile Edelweiss Economic Resurgence Fund ) The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation.
However, there can be no assurance that the investment objective of the Scheme will be realised. Edelweiss Multi Cap Fund is a Equity - Multi Cap fund was launched on 3 Feb 15. It is a fund with High risk and has given a Below is the key information for Edelweiss Multi Cap Fund Returns up to 1 year are on 1. Nippon India Multi Cap Fund
CAGR/Annualized return of 17.3% since its launch. Ranked 63 in Multi Cap category. Return for 2022 was 14.1% , 2021 was 48.9% and 2020 was 0% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (08 Jun 23) ₹182.507 ↓ -1.03 (-0.56 %) Net Assets (Cr) ₹15,088 on 30 Apr 23 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 0.49 Information Ratio 0.53 Alpha Ratio 8.23 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹11,178 31 May 20 ₹7,302 31 May 21 ₹13,254 31 May 22 ₹15,746 31 May 23 ₹19,701 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 5.2% 3 Month 9.6% 6 Month 6.7% 1 Year 28.7% 3 Year 35.4% 5 Year 15.1% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% 2014 59.7% 2013 4.6% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 18.1 Yr. Ashutosh Bhargava 1 Sep 21 1.66 Yr. Kinjal Desai 25 May 18 4.94 Yr. Akshay Sharma 1 Dec 22 0.41 Yr. Data below for Nippon India Multi Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 29.14% Industrials 20.38% Consumer Cyclical 19.18% Health Care 7.72% Basic Materials 6.35% Technology 5.9% Energy 3.53% Consumer Defensive 2.99% Communication Services 2.7% Utility 0.59% Asset Allocation
Asset Class Value Cash 1.3% Equity 98.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA5% ₹707 Cr 1,774,811 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹642 Cr 7,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK4% ₹608 Cr 3,600,448 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹533 Cr 2,200,000
↑ 500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹516 Cr 6,000,121 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | INDHOTEL3% ₹509 Cr 15,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT3% ₹473 Cr 2,000,000 EIH Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 14 | EIHOTEL3% ₹469 Cr 24,869,918 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN3% ₹463 Cr 8,000,000
↑ 2,000,000 Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | KENNAMET3% ₹462 Cr 2,026,242 2. HDFC Equity Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 34 in Multi Cap category. Return for 2022 was 18.3% , 2021 was 36.2% and 2020 was 6.4% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (08 Jun 23) ₹1,216.06 ↓ -3.28 (-0.27 %) Net Assets (Cr) ₹33,222 on 30 Apr 23 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.55 Information Ratio 0.75 Alpha Ratio 8.67 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹11,374 31 May 20 ₹8,158 31 May 21 ₹14,304 31 May 22 ₹16,292 31 May 23 ₹19,534 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 3.7% 3 Month 6.3% 6 Month 2.9% 1 Year 22.7% 3 Year 31.3% 5 Year 14.8% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% 2014 53.8% 2013 3.8% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 0.76 Yr. Priya Ranjan 1 May 22 1 Yr. Data below for HDFC Equity Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 37.04% Industrials 10.9% Technology 10.65% Health Care 9.12% Consumer Cyclical 6.4% Utility 6.32% Energy 5.86% Communication Services 5.57% Real Estate 0.84% Consumer Defensive 0.67% Basic Materials 0.57% Asset Allocation
Asset Class Value Cash 6.07% Equity 93.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹3,239 Cr 35,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK6% ₹2,025 Cr 12,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN6% ₹1,937 Cr 33,500,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY5% ₹1,541 Cr 12,300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL5% ₹1,529 Cr 19,125,000 NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Nov 16 | NTPC4% ₹1,465 Cr 85,200,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹1,437 Cr 13,500,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL4% ₹1,372 Cr 4,700,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | M&M4% ₹1,352 Cr 11,015,879
↑ 15,879 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFC4% ₹1,249 Cr 4,500,000 3. Mahindra Badhat Yojana
CAGR/Annualized return of 13.9% since its launch. Return for 2022 was 1.6% , 2021 was 50.8% and 2020 was 16.6% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (08 Jun 23) ₹22.0298 ↓ -0.18 (-0.83 %) Net Assets (Cr) ₹1,633 on 30 Apr 23 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 2.39 Sharpe Ratio -0.22 Information Ratio -0.47 Alpha Ratio -2.62 Min Investment 1,000 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 31 May 18 ₹10,000 31 May 19 ₹10,329 31 May 20 ₹9,135 31 May 21 ₹16,094 31 May 22 ₹18,024 31 May 23 ₹20,264 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 5.5% 3 Month 7.1% 6 Month 1.6% 1 Year 15.6% 3 Year 28.8% 5 Year 15.6% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 2015 2014 2013 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 2.36 Yr. Fatema Pacha 16 Oct 20 2.54 Yr. Data below for Mahindra Badhat Yojana as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 23.46% Industrials 21.82% Technology 12.52% Consumer Cyclical 11.4% Basic Materials 7.18% Energy 6.97% Health Care 6.42% Communication Services 5.31% Real Estate 1.36% Utility 0.95% Asset Allocation
Asset Class Value Cash 2.61% Equity 97.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFCBANK8% ₹138 Cr 818,400
↑ 30,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 23 | RELIANCE5% ₹89 Cr 368,000 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY4% ₹66 Cr 527,850 LTIMindtree Ltd (Technology)
Equity, Since 30 Nov 22 | LTIM3% ₹48 Cr 109,035 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | BHARATFORG3% ₹41 Cr 513,000 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 30 Apr 23 | TATAMTRDVR2% ₹37 Cr 1,487,613
↑ 1,487,613 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | INDUSINDBK2% ₹37 Cr 319,500 Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 21 | TECHM2% ₹36 Cr 351,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Aug 22 | KIRLOSENG2% ₹35 Cr 900,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES2% ₹35 Cr 351,000 4. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 37 in Multi Cap category. Return for 2022 was -3% , 2021 was 47.9% and 2020 was 19.5% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (08 Jun 23) ₹183.623 ↓ -1.42 (-0.77 %) Net Assets (Cr) ₹1,678 on 30 Apr 23 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.06 Information Ratio -0.44 Alpha Ratio -0.16 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,192 31 May 20 ₹8,404 31 May 21 ₹14,216 31 May 22 ₹15,911 31 May 23 ₹18,390 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 4.1% 3 Month 7.1% 6 Month 3.7% 1 Year 18.7% 3 Year 28.5% 5 Year 13.3% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% 2014 46.5% 2013 3.6% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 7.5 Yr. Sandeep Jain 14 Mar 22 1.13 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 19.31% Consumer Cyclical 13.95% Basic Materials 12.02% Health Care 11.03% Industrials 10.69% Technology 8.56% Consumer Defensive 6.07% Energy 3.97% Utility 3.26% Real Estate 2.79% Communication Services 2.58% Asset Allocation
Asset Class Value Cash 4.96% Equity 95.04% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK5% ₹80 Cr 475,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK5% ₹79 Cr 864,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE4% ₹67 Cr 275,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA3% ₹48 Cr 490,000 J.B. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)
Equity, Since 30 Jun 21 | JBCHEPHARM3% ₹47 Cr 219,384 Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 23 | TCS3% ₹46 Cr 143,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | INDHOTEL2% ₹41 Cr 1,200,000 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Sep 20 | DALBHARAT2% ₹36 Cr 181,000 Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 30 Apr 22 | 5435242% ₹36 Cr 455,345
↑ 5,439 State Bank of India (Financial Services)
Equity, Since 31 May 22 | SBIN2% ₹35 Cr 600,000 5. PGIM India Diversified Equity Fund
CAGR/Annualized return of 12.6% since its launch. Return for 2022 was -6.4% , 2021 was 43.5% and 2020 was 35.9% . PGIM India Diversified Equity Fund
Growth Launch Date 4 Mar 15 NAV (08 Jun 23) ₹26.57 ↓ -0.18 (-0.67 %) Net Assets (Cr) ₹5,457 on 30 Apr 23 Category Equity - Multi Cap AMC Pramerica Asset Managers Private Limited Rating Risk Moderately High Expense Ratio 2.23 Sharpe Ratio -0.29 Information Ratio 0.3 Alpha Ratio -3.51 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,375 31 May 20 ₹9,257 31 May 21 ₹16,974 31 May 22 ₹17,785 31 May 23 ₹19,895 Returns for PGIM India Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 4% 3 Month 6.6% 6 Month 1.2% 1 Year 14.7% 3 Year 27.3% 5 Year 15.1% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 -6.4% 2021 43.5% 2020 35.9% 2019 10% 2018 -7.9% 2017 36.6% 2016 -0.6% 2015 2014 2013 Fund Manager information for PGIM India Diversified Equity Fund
Name Since Tenure Vinay Paharia 1 Apr 23 0.08 Yr. Puneet Pal 1 Apr 23 0.08 Yr. A. Anandha Padmanabhan 1 Jun 21 1.92 Yr. Ojasvi Khicha 1 Apr 23 0.08 Yr. Data below for PGIM India Diversified Equity Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 30.78% Consumer Cyclical 11.62% Industrials 10.89% Energy 7.63% Consumer Defensive 7.21% Technology 7.01% Basic Materials 6.29% Health Care 6.27% Utility 5.44% Asset Allocation
Asset Class Value Cash 6.86% Equity 93.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE8% ₹416 Cr 1,720,000
↑ 770,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFC7% ₹407 Cr 1,465,300
↑ 840,300 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹396 Cr 4,311,000
↓ -1,244,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK5% ₹272 Cr 1,609,500
↑ 535,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY5% ₹267 Cr 2,134,043
↑ 955,300 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | VBL3% ₹180 Cr 1,242,500 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | HINDUNILVR3% ₹160 Cr 650,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 22 | MAXHEALTH3% ₹159 Cr 3,453,663 NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Aug 22 | NTPC3% ₹151 Cr 8,750,000 ABB India Ltd (Industrials)
Equity, Since 31 May 22 | ABB2% ₹115 Cr 336,351
↓ -249,300 6. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 18.3% since its launch. Ranked 34 in Multi Cap category. Return for 2022 was -7.2% , 2021 was 45.5% and 2020 was 32.3% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (08 Jun 23) ₹54.1218 ↓ -0.60 (-1.10 %) Net Assets (Cr) ₹33,616 on 30 Apr 23 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.31 Information Ratio 0.46 Alpha Ratio 4.35 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,586 31 May 20 ₹10,611 31 May 21 ₹17,630 31 May 22 ₹19,695 31 May 23 ₹22,970 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 3.4% 3 Month 9% 6 Month 10.7% 1 Year 18.2% 3 Year 27.2% 5 Year 17.8% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 -7.2% 2021 45.5% 2020 32.3% 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% 2013 Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 7.26 Yr. Rajeev Thakkar 24 May 13 9.94 Yr. Raunak Onkar 24 May 13 9.94 Yr. Rukun Tarachandani 16 May 22 0.96 Yr. Data below for Parag Parikh Long Term Equity Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 34.92% Technology 11.81% Communication Services 8.35% Consumer Defensive 7.78% Consumer Cyclical 7.54% Energy 5.31% Utility 4.5% Health Care 3.82% Basic Materials 1.17% Industrials 0.04% Asset Allocation
Asset Class Value Cash 14.43% Equity 85.25% Debt 0.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC8% ₹2,671 Cr 9,622,504 ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC8% ₹2,583 Cr 60,698,959 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG7% ₹2,480 Cr 3,621,934
↑ 13,266 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK6% ₹1,992 Cr 21,705,898 Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSF5% ₹1,802 Cr 722,279
↑ 6,930 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | AXISBANK5% ₹1,679 Cr 19,524,011 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH5% ₹1,640 Cr 15,414,083
↑ 565,000 Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL5% ₹1,622 Cr 1,841,837
↑ 38,270 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID5% ₹1,513 Cr 63,775,637 Coal India Ltd (Energy)
Equity, Since 31 May 22 | 5332784% ₹1,478 Cr 63,419,428
↓ -5,040,000 7. Franklin India Equity Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 50 in Multi Cap category. Return for 2022 was 5.3% , 2021 was 40.3% and 2020 was 16% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (08 Jun 23) ₹1,046.14 ↓ -4.87 (-0.46 %) Net Assets (Cr) ₹10,370 on 30 Apr 23 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.11 Information Ratio 0.59 Alpha Ratio 2.23 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 31 May 18 ₹10,000 31 May 19 ₹10,303 31 May 20 ₹8,145 31 May 21 ₹14,176 31 May 22 ₹15,673 31 May 23 ₹17,833 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 3.6% 3 Month 6.1% 6 Month 0% 1 Year 17.7% 3 Year 27% 5 Year 12.4% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% 2014 56.8% 2013 5.5% Fund Manager information for Franklin India Equity Fund
Name Since Tenure Anand Radhakrishnan 1 Feb 11 12.25 Yr. R. Janakiraman 1 Feb 11 12.25 Yr. Sandeep Manam 18 Oct 21 1.53 Yr. Data below for Franklin India Equity Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 32.14% Industrials 12.42% Consumer Cyclical 10.79% Technology 9.55% Consumer Defensive 8.43% Basic Materials 6.19% Utility 5.18% Communication Services 5.16% Energy 4.02% Health Care 1.24% Asset Allocation
Asset Class Value Cash 4.9% Equity 95.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹928 Cr 5,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹918 Cr 10,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT6% ₹591 Cr 2,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹536 Cr 6,700,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹526 Cr 4,200,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK5% ₹516 Cr 6,000,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹367 Cr 6,350,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹298 Cr 2,800,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM3% ₹296 Cr 1,720,000 United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N3% ₹272 Cr 3,500,000 8. Principal Multi Cap Growth Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 12 in Multi Cap category. Return for 2022 was -1.6% , 2021 was 46.3% and 2020 was 15% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (08 Jun 23) ₹248.803 ↓ -0.94 (-0.38 %) Net Assets (Cr) ₹1,851 on 30 Apr 23 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.33 Sharpe Ratio -0.26 Information Ratio -0.87 Alpha Ratio -2.96 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 31 May 18 ₹10,000 31 May 19 ₹10,089 31 May 20 ₹8,009 31 May 21 ₹13,456 31 May 22 ₹15,292 31 May 23 ₹16,987 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 3.5% 3 Month 6.5% 6 Month 1.3% 1 Year 14.2% 3 Year 26.9% 5 Year 11.7% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 1 Jan 22 1.33 Yr. Sudhir Kedia 1 Jan 22 1.33 Yr. Data below for Principal Multi Cap Growth Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 28.69% Industrials 17.77% Consumer Cyclical 11.67% Basic Materials 10.49% Health Care 7.39% Technology 5.9% Consumer Defensive 4.73% Energy 4.04% Communication Services 3.71% Utility 2.26% Real Estate 1.84% Asset Allocation
Asset Class Value Cash 1.48% Equity 98.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹108 Cr 1,174,228 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹89 Cr 530,246 State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN4% ₹78 Cr 1,357,380 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE4% ₹75 Cr 308,999
↓ -113,956 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY4% ₹75 Cr 596,069
↑ 72,614 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | AXISBANK3% ₹52 Cr 610,098 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 31 Dec 21 | NAVINFLUOR3% ₹51 Cr 105,931
↑ 10,211 KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB2% ₹45 Cr 199,452 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | HINDUNILVR2% ₹42 Cr 172,869 NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Mar 23 | NTPC2% ₹42 Cr 2,433,441
↑ 1,749,441 9. ICICI Prudential Multicap Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 49 in Multi Cap category. Return for 2022 was 4.7% , 2021 was 36.4% and 2020 was 9.2% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (08 Jun 23) ₹498.93 ↓ -2.40 (-0.48 %) Net Assets (Cr) ₹7,173 on 30 Apr 23 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.12 Information Ratio -0.66 Alpha Ratio 2.36 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,946 31 May 20 ₹8,446 31 May 21 ₹14,262 31 May 22 ₹15,250 31 May 23 ₹17,871 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 4.8% 3 Month 7.4% 6 Month 3.9% 1 Year 21.2% 3 Year 26.3% 5 Year 12.6% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% 2015 3.1% 2014 49.8% 2013 6.4% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Sankaran Naren 1 Jul 22 0.83 Yr. Anand Sharma 1 Jul 22 0.83 Yr. Sharmila D’mello 31 Jul 22 0.75 Yr. Data below for ICICI Prudential Multicap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 23.63% Consumer Cyclical 18.22% Industrials 15.38% Communication Services 6.93% Energy 6.07% Technology 5.58% Health Care 5.32% Utility 3.66% Basic Materials 3.53% Consumer Defensive 3.48% Real Estate 1.09% Asset Allocation
Asset Class Value Cash 6.27% Equity 93.72% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹462 Cr 5,033,684
↓ -265,300 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹267 Cr 1,102,284 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY3% ₹241 Cr 1,922,766
↑ 118,320 NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Oct 22 | NTPC2% ₹172 Cr 10,004,099
↑ 632,738 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA2% ₹153 Cr 1,545,977
↓ -208,390 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL2% ₹147 Cr 1,842,016
↓ -190,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK2% ₹141 Cr 834,602
↓ -469,816 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI2% ₹141 Cr 163,731 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 19 | UNOMINDA2% ₹138 Cr 2,655,799 Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | CUMMINSIND2% ₹138 Cr 874,727
↑ 93,130 10. Edelweiss Multi Cap Fund
CAGR/Annualized return of 11.5% since its launch. Return for 2022 was 0.7% , 2021 was 34.7% and 2020 was 14.4% . Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (08 Jun 23) ₹24.755 ↓ -0.13 (-0.50 %) Net Assets (Cr) ₹1,118 on 30 Apr 23 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 2.29 Sharpe Ratio 0.08 Information Ratio -0.33 Alpha Ratio 1.73 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 18 ₹10,000 31 May 19 ₹10,576 31 May 20 ₹8,447 31 May 21 ₹13,989 31 May 22 ₹15,010 31 May 23 ₹17,198 Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Jun 23 Duration Returns 1 Month 3.8% 3 Month 6.5% 6 Month 2.6% 1 Year 18.8% 3 Year 25.5% 5 Year 12.1% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2022 0.7% 2021 34.7% 2020 14.4% 2019 8.4% 2018 -4.9% 2017 47.4% 2016 0.4% 2015 2014 2013 Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Ashwani Agarwalla 15 Jun 22 0.87 Yr. Trideep Bhattacharya 1 Oct 21 1.58 Yr. Data below for Edelweiss Multi Cap Fund as on 30 Apr 23
Equity Sector Allocation
Sector Value Financial Services 32.94% Industrials 18.16% Technology 9.3% Consumer Defensive 7% Consumer Cyclical 6.87% Basic Materials 6.49% Energy 5.26% Health Care 4.83% Communication Services 2.2% Real Estate 1.68% Utility 1.01% Asset Allocation
Asset Class Value Cash 4.24% Equity 95.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK9% ₹100 Cr 1,088,070 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK7% ₹76 Cr 452,715 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT6% ₹62 Cr 262,996 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE5% ₹59 Cr 243,079 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY5% ₹56 Cr 444,314
↓ -111,680 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN5% ₹54 Cr 933,050 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322154% ₹46 Cr 535,175 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC4% ₹44 Cr 156,855
↑ 64,231 ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC3% ₹37 Cr 862,816 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO3% ₹35 Cr 45,812
Conclusion
When making a long-term investment, investors are advised to take into account their risk appetite. Investors who wish to invest in equity funds should smartly allocate funds to their portfolio. However, there are no hard and fast rules, investors should see the level of risk they can take and then decide the funds to invest. Investors could thoroughly study these funds and invest according to their investment objectives by adding the Best diversified funds to their portfolio.
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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