+91-22-48913909What 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 |
Fund Selection Methodology used to find 10 funds
Best Diversified Funds to Invest in 2026 - 2027
Top performing diversified funds in India are as follows-
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹37.02
↓ -0.35 ₹1,386 -2.9 4.9 9.6 18.7 13.2 3.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹60.3496
↓ -0.49 ₹13,446 -1.4 8.4 -4.6 15.8 11.5 -5.6 Mahindra Badhat Yojana Growth ₹36.8673
↓ -0.27 ₹7,457 -3.9 2.3 1.5 14.3 12 3.4 Aditya Birla Sun Life Equity Fund Growth ₹1,877.3
↓ -0.22 ₹27,982 -3.6 2.9 0.3 14.2 9.9 11.2 Bandhan Focused Equity Fund Growth ₹84.595
↓ -0.89 ₹2,087 -3.9 -3.2 -6.7 12.9 9.2 -1.6 ICICI Prudential Multicap Fund Growth ₹779.41
↓ -9.85 ₹18,717 -8.5 -4.5 -3.9 12.5 11.5 5.7 Baroda Pioneer Multi Cap Fund Growth ₹277.204
↓ -1.39 ₹3,297 -6.1 -1.6 -5.1 12.4 9.7 -2.8 Edelweiss Multi Cap Fund Growth ₹36.779
↓ -0.07 ₹3,509 -5.6 -2.8 -6.8 12.3 9.8 5.4 JM Multicap Fund Growth ₹93.4744
↓ -1.06 ₹5,036 -4.7 0.5 -6.4 11.6 12.6 -6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Aditya Birla Sun Life Equity Fund Bandhan Focused Equity Fund ICICI Prudential Multicap Fund Baroda Pioneer Multi Cap Fund Edelweiss Multi Cap Fund JM Multicap Fund Point 1 Bottom quartile AUM (₹1,386 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹13,446 Cr). Upper mid AUM (₹7,457 Cr). Highest AUM (₹27,982 Cr). Bottom quartile AUM (₹2,087 Cr). Top quartile AUM (₹18,717 Cr). Lower mid AUM (₹3,297 Cr). Lower mid AUM (₹3,509 Cr). Upper mid AUM (₹5,036 Cr). Point 2 Established history (11+ yrs). Established history (21+ yrs). Established history (12+ yrs). Established history (9+ yrs). Established history (28+ yrs). Established history (20+ yrs). Oldest track record among peers (32 yrs). Established history (23+ yrs). Established history (11+ yrs). Established history (18+ yrs). Point 3 Not Rated. Rating: 4★ (top quartile). Top rated. Not Rated. Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower mid). Not Rated. Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 13.18% (top quartile). 5Y return: 13.57% (top quartile). 5Y return: 11.50% (upper mid). 5Y return: 12.02% (upper mid). 5Y return: 9.89% (lower mid). 5Y return: 9.16% (bottom quartile). 5Y return: 11.50% (lower mid). 5Y return: 9.72% (bottom quartile). 5Y return: 9.81% (bottom quartile). 5Y return: 12.58% (upper mid). Point 6 3Y return: 18.71% (top quartile). 3Y return: 17.28% (top quartile). 3Y return: 15.85% (upper mid). 3Y return: 14.35% (upper mid). 3Y return: 14.25% (upper mid). 3Y return: 12.88% (lower mid). 3Y return: 12.47% (lower mid). 3Y return: 12.36% (bottom quartile). 3Y return: 12.29% (bottom quartile). 3Y return: 11.56% (bottom quartile). Point 7 1Y return: 9.59% (top quartile). 1Y return: 19.34% (top quartile). 1Y return: -4.64% (lower mid). 1Y return: 1.50% (upper mid). 1Y return: 0.27% (upper mid). 1Y return: -6.66% (bottom quartile). 1Y return: -3.86% (upper mid). 1Y return: -5.13% (lower mid). 1Y return: -6.75% (bottom quartile). 1Y return: -6.43% (bottom quartile). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 4.27 (upper mid). Alpha: 9.62 (top quartile). Alpha: 7.66 (top quartile). Alpha: 5.09 (upper mid). Alpha: 5.72 (upper mid). Alpha: 0.30 (lower mid). Alpha: 0.07 (bottom quartile). Alpha: 2.92 (lower mid). Point 9 Sharpe: 0.81 (top quartile). Sharpe: 2.86 (top quartile). Sharpe: -0.06 (lower mid). Sharpe: 0.35 (upper mid). Sharpe: 0.12 (upper mid). Sharpe: -0.04 (lower mid). Sharpe: 0.11 (upper mid). Sharpe: -0.15 (bottom quartile). Sharpe: -0.31 (bottom quartile). Sharpe: -0.17 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.75 (upper mid). Information ratio: 0.83 (top quartile). Information ratio: 1.49 (top quartile). Information ratio: 0.64 (lower mid). Information ratio: 0.66 (upper mid). Information ratio: 0.32 (bottom quartile). Information ratio: 0.67 (upper mid). Information ratio: 0.48 (lower mid). Aditya Birla Sun Life Manufacturing Equity Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 Fund
Mahindra Badhat Yojana
Aditya Birla Sun Life Equity Fund
Bandhan Focused Equity Fund
ICICI Prudential Multicap Fund
Baroda Pioneer Multi Cap Fund
Edelweiss Multi Cap Fund
JM Multicap Fund
The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund Returns up to 1 year are on (Erstwhile BNP Paribas Dividend Yield Fund) The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are
defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Multi Cap Fund Below is the key information for BNP Paribas Multi Cap Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Multicap 35 Fund Below is the key information for Motilal Oswal Multicap 35 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. Research Highlights for Mahindra Badhat Yojana Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Research Highlights for Aditya Birla Sun Life Equity Fund Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized. Research Highlights for Bandhan Focused Equity Fund Below is the key information for Bandhan Focused Equity 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. Research Highlights for ICICI Prudential Multicap Fund Below is the key information for ICICI Prudential Multicap Fund 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. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap 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. Research Highlights for Edelweiss Multi Cap Fund Below is the key information for Edelweiss Multi Cap Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. Research Highlights for JM Multicap Fund Below is the key information for JM Multicap Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Growth Launch Date 31 Jan 15 NAV (30 Oct 26) ₹37.02 ↓ -0.35 (-0.94 %) Net Assets (Cr) ₹1,386 on 30 Sep 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating Risk High Expense Ratio 2.28 Sharpe Ratio 0.81 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,459 30 Sep 23 ₹11,239 30 Sep 24 ₹17,188 30 Sep 25 ₹15,792 30 Sep 26 ₹19,223 Returns for Aditya Birla Sun Life Manufacturing Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -5.3% 3 Month -2.9% 6 Month 4.9% 1 Year 9.6% 3 Year 18.7% 5 Year 13.2% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.5% 2024 25% 2023 32.5% 2022 -1.4% 2021 22.1% 2020 26.3% 2019 -4% 2018 -12.9% 2017 41.7% 2016 9.2% Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
Name Since Tenure Dhaval Joshi 13 May 26 0.39 Yr. Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 33.49% Consumer Cyclical 23.03% Health Care 14.53% Basic Materials 13.91% Energy 5.2% Consumer Defensive 3.23% Technology 1.7% Utility 0.78% Real Estate 0% Asset Allocation
Asset Class Value Cash 4.14% Equity 95.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | SANSERA3% ₹45 Cr 100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE3% ₹44 Cr 366,616 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | 5004803% ₹41 Cr 85,582 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M2% ₹34 Cr 114,570 Shilpa Medicare Ltd (Healthcare)
Equity, Since 31 Oct 25 | 5305492% ₹33 Cr 314,865 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | SONACOMS2% ₹31 Cr 377,106 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹31 Cr 392,000 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO2% ₹31 Cr 326,000 Happy Forgings Ltd (Industrials)
Equity, Since 31 Dec 23 | HAPPYFORGE2% ₹29 Cr 142,035 Cyient DLM Ltd (Industrials)
Equity, Since 31 Aug 24 | CYIENTDLM2% ₹29 Cr 320,856 2. 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.
Date Value Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -4.4% 3 Month -4.6% 6 Month -2.6% 1 Year 19.3% 3 Year 17.3% 5 Year 13.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (30 Oct 26) ₹60.3496 ↓ -0.49 (-0.80 %) Net Assets (Cr) ₹13,446 on 30 Sep 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -0.06 Information Ratio 0.75 Alpha Ratio 4.27 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,475 30 Sep 23 ₹10,865 30 Sep 24 ₹17,692 30 Sep 25 ₹16,730 30 Sep 26 ₹17,180 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -1.8% 3 Month -1.4% 6 Month 8.4% 1 Year -4.6% 3 Year 15.8% 5 Year 11.5% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -5.6% 2024 45.7% 2023 31% 2022 -3% 2021 15.3% 2020 10.3% 2019 7.9% 2018 -7.8% 2017 43.1% 2016 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.69 Yr. Swapnil Mayekar 18 Nov 25 0.87 Yr. Ajay Khandelwal 1 Oct 24 2 Yr. Ankit Agarwal 21 Jan 26 0.69 Yr. Rakesh Shetty 22 Nov 22 3.86 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Consumer Cyclical 25.39% Industrials 24.61% Financial Services 21.63% Technology 18.06% Health Care 4.4% Basic Materials 2.65% Asset Allocation
Asset Class Value Cash 3.25% Equity 96.75% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL8% ₹1,106 Cr 20,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL7% ₹880 Cr 27,500,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000936% ₹760 Cr 8,900,000 Sterlite Technologies Ltd (Technology)
Equity, Since 31 May 26 | STLTECH4% ₹596 Cr 6,550,764 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE4% ₹586 Cr 3,350,000 Diamond Power Infrastructure Ltd (Industrials)
Equity, Since 31 Jul 26 | DIACABS4% ₹534 Cr 15,088,916 Aditya Infotech Ltd (Industrials)
Equity, Since 30 Apr 26 | CPPLUS4% ₹519 Cr 1,350,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹513 Cr 5,220,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 26 | MCX4% ₹507 Cr 1,537,361 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | ATHERENERG3% ₹430 Cr 3,017,383
↓ -882,617 4. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (30 Oct 26) ₹36.8673 ↓ -0.27 (-0.72 %) Net Assets (Cr) ₹7,457 on 30 Sep 26 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.35 Information Ratio 0.83 Alpha Ratio 9.62 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,077 30 Sep 23 ₹12,436 30 Sep 24 ₹18,139 30 Sep 25 ₹16,929 30 Sep 26 ₹18,760 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -3.5% 3 Month -3.9% 6 Month 2.3% 1 Year 1.5% 3 Year 14.3% 5 Year 12% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.4% 2024 23.4% 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Fatema Pacha 16 Oct 20 5.96 Yr. Vishal Jajoo 3 Nov 25 0.91 Yr. Data below for Mahindra Badhat Yojana as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 22.38% Health Care 18.95% Basic Materials 13.1% Industrials 9.64% Energy 7.1% Consumer Cyclical 6.3% Consumer Defensive 5.32% Technology 4.78% Communication Services 2.85% Utility 2.34% Asset Allocation
Asset Class Value Cash 7.25% Equity 92.75% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB5% ₹374 Cr 402,300
↑ 84,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 26 | MCX4% ₹314 Cr 951,000
↓ -145,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK3% ₹243 Cr 1,837,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 26 | HDFCBANK3% ₹213 Cr 3,000,000
↑ 3,000,000 Adani Enterprises Ltd (Energy)
Equity, Since 30 Apr 26 | 5125993% ₹208 Cr 716,380
↓ -150,000 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5245583% ₹204 Cr 95,343
↓ -38,010 Oil India Ltd (Energy)
Equity, Since 31 Jul 26 | OIL2% ₹184 Cr 4,100,330 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 26 | TORNTPHARM2% ₹175 Cr 365,053 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 26 | APLAPOLLO2% ₹161 Cr 736,349
↓ -128,609 PTC Industries Ltd (Industrials)
Equity, Since 30 Jun 23 | 5390062% ₹160 Cr 72,195 5. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (30 Oct 26) ₹1,877.3 ↓ -0.22 (-0.01 %) Net Assets (Cr) ₹27,982 on 30 Sep 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.12 Information Ratio 1.49 Alpha Ratio 7.66 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,415 30 Sep 23 ₹11,168 30 Sep 24 ₹15,764 30 Sep 25 ₹15,189 30 Sep 26 ₹16,129 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -0.1% 3 Month -3.6% 6 Month 2.9% 1 Year 0.3% 3 Year 14.2% 5 Year 9.9% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.2% 2024 18.5% 2023 26% 2022 -1.1% 2021 30.3% 2020 16.1% 2019 8.5% 2018 -4.1% 2017 33.5% 2016 15.2% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.91 Yr. Dhaval Joshi 21 Nov 22 3.86 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 29.81% Industrials 13.45% Consumer Cyclical 12.52% Basic Materials 11.46% Health Care 9.67% Technology 7.56% Consumer Defensive 6.63% Energy 3.48% Communication Services 1.7% Utility 1.17% Real Estate 0.42% Asset Allocation
Asset Class Value Cash 2.13% Equity 97.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹1,566 Cr 11,849,171 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK4% ₹1,094 Cr 15,436,415
↑ 1,353,950 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹995 Cr 23,850,000
↑ 500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE2% ₹677 Cr 5,706,067 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN2% ₹586 Cr 6,105,500 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY2% ₹563 Cr 5,662,517 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | SONACOMS2% ₹556 Cr 6,700,000 Bharat Forge Ltd (Industrials)
Equity, Since 30 Jun 17 | 5004932% ₹539 Cr 2,800,000 Lenskart Solutions Ltd (Healthcare)
Equity, Since 30 Nov 25 | LENSKART2% ₹531 Cr 7,750,000 Mankind Pharma Ltd (Healthcare)
Equity, Since 31 Aug 25 | MANKIND2% ₹519 Cr 2,072,385
↑ 302,385 6. Bandhan Focused Equity Fund
Bandhan Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (30 Oct 26) ₹84.595 ↓ -0.89 (-1.05 %) Net Assets (Cr) ₹2,087 on 30 Sep 26 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.07 Sharpe Ratio -0.04 Information Ratio 0.64 Alpha Ratio 5.09 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,890 30 Sep 23 ₹11,269 30 Sep 24 ₹16,632 30 Sep 25 ₹16,194 30 Sep 26 ₹16,690 Returns for Bandhan Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -4.6% 3 Month -3.9% 6 Month -3.2% 1 Year -6.7% 3 Year 12.9% 5 Year 9.2% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.6% 2024 30.3% 2023 31.3% 2022 -5% 2021 24.6% 2020 14.9% 2019 8.9% 2018 -12.7% 2017 54.4% 2016 1.8% Fund Manager information for Bandhan Focused Equity Fund
Name Since Tenure Manish Gunwani 2 Dec 24 1.83 Yr. Kirthi Jain 2 Dec 24 1.83 Yr. Ritika Behera 7 Oct 23 2.99 Yr. Gaurav Satra 7 Jun 24 2.32 Yr. Rahul Agarwal 2 Dec 24 1.83 Yr. Data below for Bandhan Focused Equity Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 28.57% Consumer Defensive 13.65% Consumer Cyclical 13.52% Health Care 11.51% Technology 10.43% Real Estate 8.32% Basic Materials 3.75% Energy 3.65% Industrials 2.4% Utility 1.92% Asset Allocation
Asset Class Value Cash 2.28% Equity 97.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity LT Foods Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 5327838% ₹170 Cr 4,251,116
↑ 11,087 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK7% ₹141 Cr 1,982,731
↑ 146,864 Jubilant Pharmova Ltd (Healthcare)
Equity, Since 31 Jul 25 | JUBLPHARMA6% ₹130 Cr 1,261,984
↑ 54,000 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 25 | PRESTIGE6% ₹128 Cr 860,527 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 May 25 | CHOLAHLDNG5% ₹113 Cr 816,857 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5322965% ₹110 Cr 472,984 Esds Software Solution Ltd (Technology)
Equity, Since 31 Aug 26 | ESDS5% ₹99 Cr 652,698 EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 26 | 5001355% ₹98 Cr 4,155,175
↑ 4,155,175 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹94 Cr 710,586 Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | SANATHAN4% ₹78 Cr 1,543,660
↑ 18,000 7. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (30 Oct 26) ₹779.41 ↓ -9.85 (-1.25 %) Net Assets (Cr) ₹18,717 on 30 Sep 26 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio 0.11 Information Ratio 0.66 Alpha Ratio 5.72 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,189 30 Sep 23 ₹12,632 30 Sep 24 ₹18,716 30 Sep 25 ₹17,567 30 Sep 26 ₹18,595 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -5.2% 3 Month -8.5% 6 Month -4.5% 1 Year -3.9% 3 Year 12.5% 5 Year 11.5% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.7% 2024 20.7% 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Lalit Kumar 29 Sep 25 1 Yr. Sharmila D'Silva 31 Jul 22 4.17 Yr. Data below for ICICI Prudential Multicap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Basic Materials 28.19% Industrials 24.91% Consumer Cyclical 16.4% Financial Services 16.06% Health Care 4.47% Real Estate 3.46% Energy 2.34% Technology 1.6% Communication Services 0.5% Utility 0.3% Asset Allocation
Asset Class Value Cash 1.79% Equity 98.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Aluminium Metal Ltd (Basic Materials)
Equity, Since 30 Apr 26 | VAML3% ₹531 Cr 12,852,245 Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 25 | APARINDS3% ₹522 Cr 300,451 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO3% ₹495 Cr 992,748
↑ 166,472 BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE3% ₹477 Cr 1,543,998 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5325382% ₹458 Cr 418,008 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5322862% ₹449 Cr 3,953,885 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | MOTHERSON2% ₹406 Cr 24,891,842 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | KPRMILL2% ₹403 Cr 3,652,412 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 25 | MCX2% ₹398 Cr 1,204,496 Bharat Forge Ltd (Industrials)
Equity, Since 31 Jul 23 | 5004932% ₹382 Cr 1,982,012
↑ 407,001 8. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (30 Oct 26) ₹277.204 ↓ -1.39 (-0.50 %) Net Assets (Cr) ₹3,297 on 30 Sep 26 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.15 Information Ratio 0.32 Alpha Ratio 0.3 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,825 30 Sep 23 ₹11,732 30 Sep 24 ₹17,570 30 Sep 25 ₹16,471 30 Sep 26 ₹16,666 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -2% 3 Month -6.1% 6 Month -1.6% 1 Year -5.1% 3 Year 12.4% 5 Year 9.7% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.8% 2024 31.7% 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Paresh Jain 1 Jul 26 0.25 Yr. Himanshu Singh 1 Jul 26 0.25 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 31.71% Industrials 13.21% Consumer Cyclical 12.44% Basic Materials 10.15% Technology 10.06% Health Care 6.13% Consumer Defensive 3.64% Communication Services 3.6% Energy 2.41% Utility 2.05% Asset Allocation
Asset Class Value Cash 4.6% Equity 95.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR3% ₹93 Cr 112,277
↓ -4,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5900032% ₹81 Cr 2,500,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323432% ₹74 Cr 180,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M2% ₹74 Cr 250,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK2% ₹73 Cr 555,000
↑ 80,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹72 Cr 166,043
↓ -25,000 Dr. Lal PathLabs Ltd (Healthcare)
Equity, Since 31 Jan 25 | LALPATHLAB2% ₹72 Cr 363,500 State Bank of India (Financial Services)
Equity, Since 31 May 26 | SBIN2% ₹72 Cr 750,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | 5001032% ₹72 Cr 1,730,944 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM2% ₹71 Cr 420,288 9. Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (30 Oct 26) ₹36.779 ↓ -0.07 (-0.18 %) Net Assets (Cr) ₹3,509 on 30 Sep 26 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 1.91 Sharpe Ratio -0.31 Information Ratio 0.67 Alpha Ratio 0.07 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,926 30 Sep 23 ₹11,663 30 Sep 24 ₹17,589 30 Sep 25 ₹16,443 30 Sep 26 ₹16,195 Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -0.6% 3 Month -5.6% 6 Month -2.8% 1 Year -6.8% 3 Year 12.3% 5 Year 9.8% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.4% 2024 25.4% 2023 29.3% 2022 0.7% 2021 34.7% 2020 14.4% 2019 8.4% 2018 -4.9% 2017 47.4% 2016 0.4% Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Ashwani Agarwalla 15 Jun 22 4.3 Yr. Trideep Bhattacharya 1 Oct 21 5 Yr. Mehul Dalmia 3 Aug 26 0.16 Yr. Data below for Edelweiss Multi Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 31.38% Consumer Cyclical 15.05% Industrials 9.56% Technology 8.68% Basic Materials 7.73% Health Care 7.26% Consumer Defensive 5.28% Energy 4.3% Utility 2.17% Real Estate 2.05% Communication Services 1.73% Asset Allocation
Asset Class Value Cash 3.03% Equity 96.97% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK5% ₹182 Cr 1,376,413
↑ 1,376,200 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK5% ₹175 Cr 2,468,392 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT4% ₹130 Cr 344,864 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE4% ₹126 Cr 1,063,554 Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 25 | TATASTEEL2% ₹77 Cr 4,195,668 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 25 | DIVISLAB2% ₹71 Cr 76,872 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN2% ₹70 Cr 726,794
↓ -154,436 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | M&M2% ₹67 Cr 227,798 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325552% ₹65 Cr 2,023,619 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TITAN2% ₹62 Cr 134,280 10. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (30 Oct 26) ₹93.4744 ↓ -1.06 (-1.12 %) Net Assets (Cr) ₹5,036 on 30 Sep 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio -0.18 Information Ratio 0.48 Alpha Ratio 2.92 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.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,073 30 Sep 23 ₹13,205 30 Sep 24 ₹21,001 30 Sep 25 ₹18,618 30 Sep 26 ₹18,696 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month -3.6% 3 Month -4.7% 6 Month 0.5% 1 Year -6.4% 3 Year 11.6% 5 Year 12.6% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.8% 2024 33.3% 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 5.12 Yr. Asit Bhandarkar 1 Oct 24 2 Yr. Ruchi Fozdar 4 Oct 24 1.99 Yr. Deepak Gupta 11 Apr 25 1.47 Yr. Data below for JM Multicap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 25.59% Consumer Cyclical 19.17% Technology 13.33% Industrials 11.58% Health Care 7.37% Basic Materials 7.28% Energy 4.46% Consumer Defensive 3.49% Communication Services 2.49% Real Estate 1.6% Utility 1.32% Asset Allocation
Asset Class Value Cash 2.33% Equity 97.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹224 Cr 1,693,062
↑ 300,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹172 Cr 1,793,384
↑ 300,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 25 | SHRIRAMFIN3% ₹134 Cr 1,361,542
↑ 128,259 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 25 | RELIANCE3% ₹134 Cr 1,125,000
↑ 110,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK3% ₹128 Cr 1,812,000
↓ -300,000 Pine Labs Ltd (Technology)
Equity, Since 30 Jun 26 | PINELABS2% ₹121 Cr 7,045,019
↑ 1,289,492 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹119 Cr 317,357
↓ -40,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹112 Cr 638,700 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | M&M2% ₹112 Cr 378,586 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM2% ₹107 Cr 635,776
↓ -222,000
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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Research Highlights for Aditya Birla Sun Life Manufacturing Equity Fund