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What are Diversified Funds? - Fincash

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What are Diversified Funds (Multi Cap Funds)?

Updated on June 20, 2024 , 5541 views

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

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 2024 - 2025

Top performing diversified funds in India are as follows-

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Multi Cap Fund Growth ₹284.476
↓ -1.16
₹31,96318.426.951.132.323.738.1
JM Multicap Fund Growth ₹101.548
↑ 0.16
₹2,47221.933.363.731.326.440
HDFC Equity Fund Growth ₹1,785.37
↑ 1.27
₹54,69212.821.144.126.42130.6
Baroda Pioneer Multi Cap Fund Growth ₹274.349
↓ -0.82
₹2,45916.224.345.624.222.730.8
Mahindra Badhat Yojana Growth ₹33.5995
↓ -0.06
₹3,67013.621.547.123.725.234.2
ICICI Prudential Multicap Fund Growth ₹742.91
↓ -1.20
₹12,04812.120.245.123.320.235.4
Franklin India Equity Fund Growth ₹1,533.97
↓ -2.10
₹15,46811.818.944.122.521.430.8
Edelweiss Multi Cap Fund  Growth ₹36.382
↓ -0.03
₹1,86016.123.744.221.419.829.3
Principal Multi Cap Growth Fund Growth ₹358.171
↑ 0.83
₹2,56714.316.940.821.420.531.1
Parag Parikh Long Term Equity Fund Growth ₹75.1831
↑ 0.30
₹63,9341017.636.821.324.436.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Jun 24

1. Nippon India Multi Cap Fund

(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 CAGR/Annualized return of 19% since its launch.  Ranked 63 in Multi Cap category.  Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (21 Jun 24) ₹284.476 ↓ -1.16   (-0.40 %)
Net Assets (Cr) ₹31,963 on 31 May 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3.37
Information Ratio 1.93
Alpha Ratio 11.33
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.

DateValue
31 May 19₹10,000
31 May 20₹6,532
31 May 21₹11,857
31 May 22₹14,086
31 May 23₹17,625
31 May 24₹26,423

Nippon India 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 ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Nippon India 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 21 Jun 24

DurationReturns
1 Month 5%
3 Month 18.4%
6 Month 26.9%
1 Year 51.1%
3 Year 32.3%
5 Year 23.7%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.1%
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%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0519.1 Yr.
Ashutosh Bhargava1 Sep 212.67 Yr.
Kinjal Desai25 May 185.94 Yr.

Data below for Nippon India Multi Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services29%
Consumer Cyclical21.12%
Industrials18.89%
Health Care6.96%
Basic Materials5.23%
Utility5.1%
Consumer Defensive3.85%
Technology3.52%
Energy2.79%
Communication Services2.55%
Asset Allocation
Asset ClassValue
Cash0.99%
Equity99.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹1,855 Cr12,200,448
↑ 1,700,000
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
4%₹1,353 Cr1,638,368
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
4%₹1,178 Cr24,618,691
↓ -1,859,929
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,116 Cr9,699,315
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹968 Cr8,300,121
↑ 300,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹851 Cr2,900,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹760 Cr9,200,000
GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
2%₹751 Cr6,568,006
Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | VESUVIUS
2%₹737 Cr1,622,088
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
2%₹708 Cr7,000,000

2. 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 15.9% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (21 Jun 24) ₹101.548 ↑ 0.16   (0.16 %)
Net Assets (Cr) ₹2,472 on 31 May 24
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 3.69
Information Ratio 2.15
Alpha Ratio 20.62
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹8,811
31 May 21₹13,912
31 May 22₹15,341
31 May 23₹18,567
31 May 24₹29,913

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 ₹584,107.
Net Profit of ₹284,107
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 21 Jun 24

DurationReturns
1 Month 5.9%
3 Month 21.9%
6 Month 33.3%
1 Year 63.7%
3 Year 31.3%
5 Year 26.4%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
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%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.7 Yr.
Gurvinder Wasan1 Dec 221.41 Yr.
Chaitanya Choksi31 Dec 212.33 Yr.

Data below for JM Multicap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials19.31%
Consumer Cyclical18.98%
Financial Services18.25%
Basic Materials9.79%
Technology8.06%
Health Care6.02%
Consumer Defensive5.49%
Communication Services4.41%
Utility4.33%
Energy2.31%
Real Estate2.27%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
4%₹83 Cr725,800
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
4%₹76 Cr500,500
↓ -185,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹73 Cr202,731
↓ -8,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹70 Cr848,700
↑ 60,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹61 Cr465,000
↑ 80,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M
3%₹59 Cr275,000
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532955
3%₹56 Cr1,108,063
↑ 350,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | SCHAEFFLER
3%₹55 Cr149,927
↑ 51,669
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | 540530
3%₹54 Cr2,388,484
↑ 440,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC
3%₹53 Cr1,210,000

3. HDFC Equity Fund

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 CAGR/Annualized return of 19.2% since its launch.  Ranked 34 in Multi Cap category.  Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (21 Jun 24) ₹1,785.37 ↑ 1.27   (0.07 %)
Net Assets (Cr) ₹54,692 on 31 May 24
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.92
Information Ratio 1.31
Alpha Ratio 6.79
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.

DateValue
31 May 19₹10,000
31 May 20₹7,173
31 May 21₹12,576
31 May 22₹14,324
31 May 23₹17,174
31 May 24₹24,311

HDFC 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for HDFC 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 21 Jun 24

DurationReturns
1 Month 5.9%
3 Month 12.8%
6 Month 21.1%
1 Year 44.1%
3 Year 26.4%
5 Year 21%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.6%
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%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 221.76 Yr.
Dhruv Muchhal22 Jun 230.86 Yr.

Data below for HDFC Equity Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services39.22%
Health Care12.54%
Industrials8.42%
Consumer Cyclical8.2%
Technology7.01%
Communication Services4.99%
Real Estate3.6%
Utility3.26%
Energy1.56%
Consumer Defensive0.98%
Basic Materials0.19%
Asset Allocation
Asset ClassValue
Cash8.43%
Equity89.34%
Debt2.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹5,062 Cr44,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹4,971 Cr32,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
8%₹4,081 Cr35,000,000
↑ 3,500,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
5%₹2,836 Cr7,200,000
↓ -1,000,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
5%₹2,660 Cr19,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
5%₹2,522 Cr30,525,000
↓ -2,475,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
5%₹2,380 Cr18,000,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹2,069 Cr14,400,000
↑ 400,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP
4%₹1,933 Cr3,250,000
↓ -50,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹1,889 Cr13,820,000

4. Baroda Pioneer Multi Cap Fund

(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 CAGR/Annualized return of 17.3% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (21 Jun 24) ₹274.349 ↓ -0.82   (-0.30 %)
Net Assets (Cr) ₹2,459 on 31 May 24
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 2.77
Information Ratio 0.36
Alpha Ratio 4.02
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.

DateValue
31 May 19₹10,000
31 May 20₹8,245
31 May 21₹13,948
31 May 22₹15,611
31 May 23₹18,043
31 May 24₹25,881

Baroda Pioneer 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Baroda Pioneer 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 21 Jun 24

DurationReturns
1 Month 4.7%
3 Month 16.2%
6 Month 24.3%
1 Year 45.6%
3 Year 24.2%
5 Year 22.7%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.8%
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%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 158.5 Yr.
Sandeep Jain14 Mar 222.13 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services24.03%
Consumer Cyclical13.43%
Industrials12.68%
Technology12.68%
Health Care8.78%
Basic Materials5.81%
Energy5.12%
Consumer Defensive4.78%
Utility3.26%
Real Estate3.2%
Communication Services2.99%
Asset Allocation
Asset ClassValue
Cash3.23%
Equity96.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹92 Cr799,815
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
3%₹81 Cr4,173,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹74 Cr252,500
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 22 | POWERINDIA
3%₹71 Cr73,988
↓ -10,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
3%₹68 Cr449,736
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT
2%₹57 Cr158,897
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 500103
2%₹56 Cr2,000,000
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | RATNAMANI
2%₹55 Cr174,865
NHPC Ltd (Utilities)
Equity, Since 31 May 22 | NHPC
2%₹53 Cr5,500,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹51 Cr340,000

5. Mahindra Badhat Yojana

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 CAGR/Annualized return of 18.6% since its launch.  Return for 2023 was 34.2% , 2022 was 1.6% and 2021 was 50.8% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (21 Jun 24) ₹33.5995 ↓ -0.06   (-0.18 %)
Net Assets (Cr) ₹3,670 on 31 May 24
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.72
Information Ratio 0.39
Alpha Ratio 4.28
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.

DateValue
31 May 19₹10,000
31 May 20₹8,844
31 May 21₹15,582
31 May 22₹17,450
31 May 23₹19,619
31 May 24₹28,827

Mahindra Badhat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Jun 24

DurationReturns
1 Month 4.2%
3 Month 13.6%
6 Month 21.5%
1 Year 47.1%
3 Year 23.7%
5 Year 25.2%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.2%
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 203.36 Yr.
Fatema Pacha16 Oct 203.54 Yr.

Data below for Mahindra Badhat Yojana as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services18.91%
Industrials18.64%
Energy11.5%
Consumer Cyclical10.48%
Basic Materials10.43%
Technology8.89%
Communication Services6.38%
Utility5.65%
Health Care4.64%
Consumer Defensive2.38%
Asset Allocation
Asset ClassValue
Cash2.09%
Equity97.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Canara Bank (Financial Services)
Equity, Since 30 Sep 23 | 532483
4%₹151 Cr2,425,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
4%₹138 Cr1,040,000
↑ 300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS
4%₹124 Cr325,643
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
4%₹123 Cr2,700,000
↓ -380,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
3%₹116 Cr395,000
↑ 30,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | HINDPETRO
3%₹112 Cr2,270,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Nov 23 | 500400
3%₹103 Cr2,300,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 24 | SBIN
3%₹100 Cr1,215,000
↑ 365,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Dec 23 | TATAMTRDVR
3%₹98 Cr1,442,947
NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 532555
3%₹93 Cr2,570,000

6. ICICI Prudential Multicap Fund

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 CAGR/Annualized return of 15.6% since its launch.  Ranked 49 in Multi Cap category.  Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (21 Jun 24) ₹742.91 ↓ -1.20   (-0.16 %)
Net Assets (Cr) ₹12,048 on 31 May 24
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.86
Information Ratio 0.13
Alpha Ratio 3.47
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.

DateValue
31 May 19₹10,000
31 May 20₹7,717
31 May 21₹13,030
31 May 22₹13,933
31 May 23₹16,328
31 May 24₹23,379

ICICI Prudential 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 ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for ICICI Prudential 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 21 Jun 24

DurationReturns
1 Month 4.6%
3 Month 12.1%
6 Month 20.2%
1 Year 45.1%
3 Year 23.3%
5 Year 20.2%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.4%
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%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Sankaran Naren1 Jul 221.84 Yr.
Anand Sharma1 Jul 221.84 Yr.
Sharmila D’mello31 Jul 221.75 Yr.

Data below for ICICI Prudential Multicap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services21.15%
Consumer Cyclical12.85%
Industrials12.24%
Health Care9.2%
Communication Services7.49%
Consumer Defensive6.99%
Energy6.88%
Technology6.35%
Basic Materials6.02%
Utility2.66%
Real Estate2.01%
Asset Allocation
Asset ClassValue
Cash5.8%
Equity94.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹732 Cr6,359,285
↑ 559,135
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
4%₹461 Cr3,243,238
↑ 799,492
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹379 Cr1,291,764
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹378 Cr2,489,486
↑ 174,236
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
3%₹356 Cr2,694,294
↓ -126,318
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
3%₹346 Cr2,303,001
↑ 795,358
Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | 500480
2%₹271 Cr827,830
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
2%₹257 Cr5,891,308
↓ -1,960,000
Syngene International Ltd (Healthcare)
Equity, Since 31 Aug 23 | 539268
2%₹221 Cr3,204,492
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | 540376
2%₹195 Cr424,516

7. Franklin India Equity Fund

(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 CAGR/Annualized return of 18.4% since its launch.  Ranked 50 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (21 Jun 24) ₹1,533.97 ↓ -2.10   (-0.14 %)
Net Assets (Cr) ₹15,468 on 31 May 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.96
Information Ratio 0.83
Alpha Ratio 6.97
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,905
31 May 21₹13,759
31 May 22₹15,213
31 May 23₹17,309
31 May 24₹24,464

Franklin 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Franklin 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 21 Jun 24

DurationReturns
1 Month 4.9%
3 Month 11.8%
6 Month 18.9%
1 Year 44.1%
3 Year 22.5%
5 Year 21.4%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.8%
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%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.25 Yr.
Sandeep Manam18 Oct 212.54 Yr.
Rajasa Kakulavarapu1 Dec 230.42 Yr.

Data below for Franklin India Equity Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services26.89%
Industrials15.51%
Consumer Cyclical11.7%
Technology8.55%
Consumer Defensive7.08%
Basic Materials5.73%
Utility5.24%
Communication Services5.2%
Energy4.6%
Health Care4.37%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash4.09%
Equity95.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,208 Cr10,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹1,078 Cr7,093,618
↑ 293,618
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹793 Cr6,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹793 Cr2,206,575
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹657 Cr4,627,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹633 Cr7,663,341
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹619 Cr5,311,448
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹501 Cr13,791,570
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹499 Cr1,702,201
↑ 189,213
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹443 Cr3,243,000

8. Edelweiss Multi Cap Fund 

(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 CAGR/Annualized return of 14.8% since its launch.  Return for 2023 was 29.3% , 2022 was 0.7% and 2021 was 34.7% .

Below is the key information for Edelweiss Multi Cap Fund 

Edelweiss Multi Cap Fund 
Growth
Launch Date 3 Feb 15
NAV (21 Jun 24) ₹36.382 ↓ -0.03   (-0.09 %)
Net Assets (Cr) ₹1,860 on 31 May 24
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.24
Sharpe Ratio 2.52
Information Ratio 0.41
Alpha Ratio 3.2
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.

DateValue
31 May 19₹10,000
31 May 20₹7,987
31 May 21₹13,227
31 May 22₹14,193
31 May 23₹16,261
31 May 24₹22,685

Edelweiss 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Edelweiss 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 21 Jun 24

DurationReturns
1 Month 7.1%
3 Month 16.1%
6 Month 23.7%
1 Year 44.2%
3 Year 21.4%
5 Year 19.8%
10 Year
15 Year
Since launch 14.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.3%
2022 0.7%
2021 34.7%
2020 14.4%
2019 8.4%
2018 -4.9%
2017 47.4%
2016 0.4%
2015
2014
Fund Manager information for Edelweiss Multi Cap Fund 
NameSinceTenure
Ashwani Agarwalla15 Jun 221.88 Yr.
Trideep Bhattacharya1 Oct 212.58 Yr.

Data below for Edelweiss Multi Cap Fund  as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services27.1%
Industrials18.43%
Consumer Cyclical14.57%
Technology9.9%
Energy6.15%
Basic Materials6.14%
Utility4.72%
Consumer Defensive4.19%
Health Care3.88%
Communication Services2.58%
Real Estate1.66%
Asset Allocation
Asset ClassValue
Cash0.67%
Equity99.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
6%₹106 Cr696,011
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
5%₹96 Cr838,640
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
5%₹89 Cr248,743
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE
4%₹67 Cr230,044
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 532555
3%₹51 Cr1,407,951
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
2%₹44 Cr530,151
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 500480
2%₹42 Cr129,684
Coal India Ltd (Energy)
Equity, Since 30 Sep 23 | COALINDIA
2%₹42 Cr929,009
ABB India Ltd (Industrials)
Equity, Since 31 Jan 22 | ABB
2%₹41 Cr62,870
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO
2%₹39 Cr39,455

9. 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 16.3% since its launch.  Ranked 12 in Multi Cap category.  Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (21 Jun 24) ₹358.171 ↑ 0.83   (0.23 %)
Net Assets (Cr) ₹2,567 on 31 May 24
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 2.47
Information Ratio -0.02
Alpha Ratio -0.6
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
31 May 19₹10,000
31 May 20₹7,938
31 May 21₹13,337
31 May 22₹15,157
31 May 23₹16,837
31 May 24₹23,588

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 ₹505,644.
Net Profit of ₹205,644
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 21 Jun 24

DurationReturns
1 Month 4.6%
3 Month 14.3%
6 Month 16.9%
1 Year 40.8%
3 Year 21.4%
5 Year 20.5%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.1%
2022 -1.6%
2021 46.3%
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
2014 49.4%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 222.33 Yr.
Sudhir Kedia1 Jan 222.33 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services24.39%
Industrials17.2%
Consumer Cyclical13.15%
Technology7.88%
Health Care6.69%
Energy6.12%
Basic Materials5.25%
Consumer Defensive4.77%
Communication Services4.31%
Utility2.84%
Real Estate2.23%
Asset Allocation
Asset ClassValue
Cash4.93%
Equity95.06%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
5%₹127 Cr433,206
↑ 18,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹112 Cr972,712
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹104 Cr682,220
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹86 Cr1,938,905
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532215
3%₹86 Cr734,102
KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB
3%₹82 Cr182,842
↓ -679
Sundaram Liquid Dir Gr
Investment Fund | -
3%₹75 Cr350,993
↑ 186,451
NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 532555
3%₹71 Cr1,955,077
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
3%₹69 Cr1,265,515
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
3%₹66 Cr464,761
↑ 66,092

10. Parag Parikh Long Term Equity Fund

(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 CAGR/Annualized return of 20% since its launch.  Ranked 34 in Multi Cap category.  Return for 2023 was 36.6% , 2022 was -7.2% and 2021 was 45.5% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (20 Jun 24) ₹75.1831 ↑ 0.30   (0.40 %)
Net Assets (Cr) ₹63,934 on 30 Apr 24
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 3.39
Information Ratio 0.1
Alpha Ratio 8.6
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.

DateValue
31 May 19₹10,000
31 May 20₹10,024
31 May 21₹16,654
31 May 22₹18,605
31 May 23₹21,699
31 May 24₹28,709

Parag Parikh Long Term 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 ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Parag Parikh Long Term 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 21 Jun 24

DurationReturns
1 Month 4%
3 Month 10%
6 Month 17.6%
1 Year 36.8%
3 Year 21.3%
5 Year 24.4%
10 Year
15 Year
Since launch 20%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.6%
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%
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 168.26 Yr.
Rajeev Thakkar24 May 1310.94 Yr.
Raunak Onkar24 May 1310.94 Yr.
Rukun Tarachandani16 May 221.96 Yr.
Mansi Kariya22 Dec 230.36 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services34.54%
Consumer Cyclical10.4%
Technology9.52%
Communication Services7.44%
Utility7.38%
Consumer Defensive5.02%
Energy4.95%
Health Care3.85%
Basic Materials2.1%
Industrials0%
Asset Allocation
Asset ClassValue
Cash13.79%
Equity84.38%
Debt1.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹5,154 Cr33,904,470
↑ 199,778
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
6%₹4,104 Cr135,966,902
↑ 1,008,385
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
6%₹3,965 Cr4,884,755
↑ 112,326
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
6%₹3,541 Cr2,762,479
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹3,362 Cr29,224,540
↑ 480,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹3,204 Cr73,539,750
↑ 390,463
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹3,150 Cr69,326,793
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
4%₹2,757 Cr23,645,558
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
4%₹2,556 Cr18,706,973
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
4%₹2,545 Cr1,874,107
↑ 800

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.

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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