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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 2024 - 2025
Top performing diversified funds in India are as follows-
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Multicap Fund Growth ₹105.721
↑ 0.55 ₹3,216 16.7 33.1 64.8 32 27.8 40 Nippon India Multi Cap Fund Growth ₹289.321
↓ -0.09 ₹34,943 12.5 25.4 47 31.2 25.3 38.1 HDFC Equity Fund Growth ₹1,834.87
↓ -6.61 ₹59,123 12.3 21 42.7 26.9 22.9 30.6 Mahindra Badhat Yojana Growth ₹34.7677
↑ 0.01 ₹3,670 12.1 18.7 45.7 23.2 27 34.2 ICICI Prudential Multicap Fund Growth ₹778.1
↑ 1.62 ₹13,025 12.1 21.3 46.1 22.8 22.1 35.4 Franklin India Equity Fund Growth ₹1,599.81
↑ 2.77 ₹16,677 11.7 19.4 43.7 22.8 23.3 30.8 Baroda Pioneer Multi Cap Fund Growth ₹278.777
↓ -0.28 ₹2,610 11.2 23.3 43.7 22.3 24.2 30.8 Edelweiss Multi Cap Fund Growth ₹37.292
↓ -0.07 ₹2,139 14 22.9 42.9 20.6 21.7 29.3 Principal Multi Cap Growth Fund Growth ₹369.988
↑ 0.35 ₹2,725 12.7 17.9 39.8 20.4 22.3 31.1 Parag Parikh Long Term Equity Fund Growth ₹76.9601
↓ -0.49 ₹71,700 8.2 16.3 36.6 19 25.6 36.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jul 24
(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 Below is the key information for JM Multicap Fund Returns up to 1 year are on (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 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 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 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 (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 (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 (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 1. JM Multicap Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 16 in Multi Cap category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (25 Jul 24) ₹105.721 ↑ 0.55 (0.52 %) Net Assets (Cr) ₹3,216 on 30 Jun 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio 3.68 Information Ratio 2.23 Alpha Ratio 20.2 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 Jun 19 ₹10,000 30 Jun 20 ₹9,452 30 Jun 21 ₹14,385 30 Jun 22 ₹15,018 30 Jun 23 ₹19,854 30 Jun 24 ₹32,602 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 3.7% 3 Month 16.7% 6 Month 33.1% 1 Year 64.8% 3 Year 32% 5 Year 27.8% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Satish Ramanathan 20 Aug 21 2.87 Yr. Gurvinder Wasan 1 Dec 22 1.58 Yr. Chaitanya Choksi 31 Dec 21 2.5 Yr. Data below for JM Multicap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Industrials 22.9% Financial Services 22.11% Consumer Cyclical 14.84% Basic Materials 12.91% Technology 6.75% Health Care 5.16% Communication Services 3.64% Energy 3.61% Consumer Defensive 2.7% Utility 1.87% Real Estate 1.5% Asset Allocation
Asset Class Value Cash 2.02% Equity 97.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK5% ₹175 Cr 1,040,500
↑ 540,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK3% ₹106 Cr 880,800
↑ 55,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹91 Cr 1,075,000
↑ 75,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY3% ₹89 Cr 567,750
↑ 300,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹86 Cr 300,000
↑ 25,000 Blue Star Ltd (Industrials)
Equity, Since 31 Jan 23 | BLUESTARCO3% ₹85 Cr 518,881
↑ 77,500 Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Jun 24 | TEXRAIL2% ₹79 Cr 3,168,573
↑ 3,168,573 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹78 Cr 220,231
↑ 17,500 Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Apr 24 | GRASIM2% ₹77 Cr 289,000
↑ 50,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹74 Cr 515,000
↑ 50,000 2. Nippon India Multi Cap Fund
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% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (25 Jul 24) ₹289.321 ↓ -0.09 (-0.03 %) Net Assets (Cr) ₹34,943 on 30 Jun 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 1.77 Alpha Ratio 10.98 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 30 Jun 19 ₹10,000 30 Jun 20 ₹7,217 30 Jun 21 ₹12,407 30 Jun 22 ₹13,724 30 Jun 23 ₹18,882 30 Jun 24 ₹28,400 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 1.5% 3 Month 12.5% 6 Month 25.4% 1 Year 47% 3 Year 31.2% 5 Year 25.3% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 19.27 Yr. Ashutosh Bhargava 1 Sep 21 2.83 Yr. Kinjal Desai 25 May 18 6.11 Yr. Data below for Nippon India Multi Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 27.58% Industrials 20.77% Consumer Cyclical 20.34% Health Care 6.29% Utility 5.1% Basic Materials 4.9% Technology 3.93% Energy 3.58% Consumer Defensive 3.53% Communication Services 2.9% Asset Allocation
Asset Class Value Cash 0.92% Equity 99.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK7% ₹2,273 Cr 13,500,448
↑ 1,000,000 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA4% ₹1,265 Cr 1,524,539
↓ -113,829 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹1,252 Cr 4,000,000
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,224 Cr 10,200,315 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | EIHOTEL3% ₹1,055 Cr 24,581,810 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK3% ₹1,050 Cr 8,300,121 GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GET&D3% ₹961 Cr 6,444,862
↓ -37,484 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC2% ₹870 Cr 23,000,000
↑ 4,500,000 Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | VESUVIUS2% ₹809 Cr 1,606,865
↓ -5,700 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN2% ₹781 Cr 9,200,000 3. HDFC Equity Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 34 in Multi Cap category. Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (25 Jul 24) ₹1,834.87 ↓ -6.61 (-0.36 %) Net Assets (Cr) ₹59,123 on 30 Jun 24 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 2.94 Information Ratio 1.37 Alpha Ratio 6.57 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 30 Jun 19 ₹10,000 30 Jun 20 ₹7,632 30 Jun 21 ₹12,669 30 Jun 22 ₹13,699 30 Jun 23 ₹17,923 30 Jun 24 ₹25,765 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 2.9% 3 Month 12.3% 6 Month 21% 1 Year 42.7% 3 Year 26.9% 5 Year 22.9% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Roshi Jain 29 Jul 22 1.93 Yr. Dhruv Muchhal 22 Jun 23 1.03 Yr. Data below for HDFC Equity Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 39.2% Health Care 12.81% Technology 9.98% Consumer Cyclical 9.72% Communication Services 4.85% Industrials 4.8% Real Estate 3.59% Utility 1.87% Consumer Defensive 1.05% Energy 0.66% Basic Materials 0.18% Asset Allocation
Asset Class Value Cash 8.96% Equity 88.72% Debt 2.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK10% ₹5,809 Cr 34,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹5,758 Cr 48,000,000
↑ 3,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | AXISBANK8% ₹4,808 Cr 38,000,000
↑ 1,000,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | CIPLA5% ₹2,843 Cr 19,200,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | 5322814% ₹2,627 Cr 18,000,000
↑ 800,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹2,599 Cr 18,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹2,524 Cr 14,000,000
↑ 400,000 SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹2,387 Cr 16,000,000
↑ 500,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY3% ₹1,927 Cr 12,300,000
↑ 300,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN3% ₹1,698 Cr 20,000,000
↓ -3,000,000 4. Mahindra Badhat Yojana
CAGR/Annualized return of 18.9% since its launch. Return for 2023 was 34.2% , 2022 was 1.6% and 2021 was 50.8% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (25 Jul 24) ₹34.7677 ↑ 0.01 (0.04 %) Net Assets (Cr) ₹3,670 on 31 May 24 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,494 30 Jun 21 ₹16,240 30 Jun 22 ₹16,314 30 Jun 23 ₹20,733 30 Jun 24 ₹30,942 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 3.2% 3 Month 12.1% 6 Month 18.7% 1 Year 45.7% 3 Year 23.2% 5 Year 27% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Manish Lodha 21 Dec 20 3.53 Yr. Fatema Pacha 16 Oct 20 3.71 Yr. Data below for Mahindra Badhat Yojana as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 20.85% Financial Services 17.07% Basic Materials 12.05% Energy 10.67% Consumer Cyclical 9.14% Technology 8.32% Communication Services 6.61% Utility 5.11% Health Care 4.35% Consumer Defensive 2.16% Real Estate 1.31% Asset Allocation
Asset Class Value Cash 2.38% Equity 97.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity Canara Bank (Financial Services)
Equity, Since 30 Sep 23 | 5324834% ₹143 Cr 12,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL4% ₹143 Cr 1,040,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | HINDPETRO3% ₹122 Cr 2,270,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS3% ₹120 Cr 325,643 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE3% ₹113 Cr 395,000 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA3% ₹107 Cr 2,170,000
↓ -530,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 24 | SBIN3% ₹101 Cr 1,215,000 Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | 5441623% ₹99 Cr 966,109 Tata Power Co Ltd (Utilities)
Equity, Since 30 Nov 23 | 5004003% ₹95 Cr 2,183,000
↓ -117,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 5325553% ₹92 Cr 2,570,000 5. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 49 in Multi Cap category. Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (25 Jul 24) ₹778.1 ↑ 1.62 (0.21 %) Net Assets (Cr) ₹13,025 on 30 Jun 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 0.15 Alpha Ratio 3.02 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 Jun 19 ₹10,000 30 Jun 20 ₹8,189 30 Jun 21 ₹13,363 30 Jun 22 ₹13,486 30 Jun 23 ₹17,290 30 Jun 24 ₹25,060 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 4.3% 3 Month 12.1% 6 Month 21.3% 1 Year 46.1% 3 Year 22.8% 5 Year 22.1% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sankaran Naren 1 Jul 22 2 Yr. Anand Sharma 1 Jul 22 2 Yr. Sharmila D’mello 31 Jul 22 1.92 Yr. Data below for ICICI Prudential Multicap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 19.47% Consumer Cyclical 12.2% Industrials 11.19% Health Care 10.27% Energy 7.07% Basic Materials 6.38% Communication Services 6.28% Consumer Defensive 6.01% Technology 6.01% Utility 3.35% Real Estate 1.47% Asset Allocation
Asset Class Value Cash 10.3% Equity 89.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹720 Cr 6,001,508
↓ -357,777 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA4% ₹520 Cr 3,420,100 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY3% ₹433 Cr 2,763,238
↓ -480,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹404 Cr 1,291,764 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK3% ₹342 Cr 2,032,994
↓ -687,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹246 Cr 692,772
↑ 25,245 Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | CUMMINSIND2% ₹233 Cr 588,258
↓ -60,422 Syngene International Ltd (Healthcare)
Equity, Since 31 Aug 23 | SYNGENE2% ₹228 Cr 3,204,492 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL2% ₹226 Cr 1,566,169
↓ -399,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC2% ₹197 Cr 5,194,531 6. Franklin India Equity Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 50 in Multi Cap category. Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (25 Jul 24) ₹1,599.81 ↑ 2.77 (0.17 %) Net Assets (Cr) ₹16,677 on 30 Jun 24 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 3 Information Ratio 0.77 Alpha Ratio 7.09 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 Jun 19 ₹10,000 30 Jun 20 ₹8,662 30 Jun 21 ₹14,352 30 Jun 22 ₹14,644 30 Jun 23 ₹18,348 30 Jun 24 ₹26,588 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 3.6% 3 Month 11.7% 6 Month 19.4% 1 Year 43.7% 3 Year 22.8% 5 Year 23.3% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Janakiraman 1 Feb 11 13.42 Yr. Sandeep Manam 18 Oct 21 2.7 Yr. Rajasa Kakulavarapu 1 Dec 23 0.58 Yr. Data below for Franklin India Equity Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 28.15% Industrials 13.93% Consumer Cyclical 11.63% Technology 8.57% Consumer Defensive 6.19% Basic Materials 5.3% Communication Services 4.9% Utility 4.52% Energy 4.51% Health Care 3.84% Real Estate 1.3% Asset Allocation
Asset Class Value Cash 6.53% Equity 93.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,309 Cr 10,908,206
↑ 408,206 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK7% ₹1,230 Cr 7,306,062
↑ 212,444 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹817 Cr 5,658,607
↓ -341,393 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT5% ₹756 Cr 2,131,779 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹725 Cr 4,627,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK4% ₹672 Cr 5,311,448 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹607 Cr 7,155,389
↓ -234,402 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹553 Cr 1,767,013
↑ 64,812 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | 5322813% ₹473 Cr 3,243,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | NTPC3% ₹466 Cr 12,306,402
↓ -1,485,168 7. Baroda Pioneer Multi Cap Fund
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% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (25 Jul 24) ₹278.777 ↓ -0.28 (-0.10 %) Net Assets (Cr) ₹2,610 on 30 Jun 24 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 2.86 Information Ratio 0.28 Alpha Ratio 4.46 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 Jun 19 ₹10,000 30 Jun 20 ₹8,793 30 Jun 21 ₹14,554 30 Jun 22 ₹15,069 30 Jun 23 ₹18,972 30 Jun 24 ₹27,865 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 1.6% 3 Month 11.2% 6 Month 23.3% 1 Year 43.7% 3 Year 22.3% 5 Year 24.2% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sanjay Chawla 1 Nov 15 8.67 Yr. Sandeep Jain 14 Mar 22 2.3 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 23.57% Industrials 16.38% Technology 12.33% Consumer Cyclical 11.89% Basic Materials 7.85% Health Care 7.66% Consumer Defensive 5.4% Communication Services 3.94% Real Estate 3.2% Energy 3.15% Utility 2.68% Asset Allocation
Asset Class Value Cash 1.96% Equity 98.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹96 Cr 799,815 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹84 Cr 499,736
↑ 50,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹82 Cr 262,500
↑ 10,000 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 22 | POWERINDIA3% ₹76 Cr 58,988 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC3% ₹66 Cr 490,602
↓ -42,000 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | RATNAMANI2% ₹63 Cr 174,865 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY2% ₹61 Cr 390,000
↑ 50,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | BHEL2% ₹60 Cr 2,000,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5433202% ₹55 Cr 2,723,000
↓ -1,450,000 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 May 24 | DABUR2% ₹54 Cr 900,000
↑ 175,000 8. Edelweiss Multi Cap Fund
CAGR/Annualized return of 14.9% since its launch. Return for 2023 was 29.3% , 2022 was 0.7% and 2021 was 34.7% . Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (25 Jul 24) ₹37.292 ↓ -0.07 (-0.19 %) Net Assets (Cr) ₹2,139 on 30 Jun 24 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 2.24 Sharpe Ratio 2.57 Information Ratio 0.45 Alpha Ratio 3.33 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 Jun 19 ₹10,000 30 Jun 20 ₹8,568 30 Jun 21 ₹13,829 30 Jun 22 ₹13,736 30 Jun 23 ₹17,230 30 Jun 24 ₹24,973 Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 2.2% 3 Month 14% 6 Month 22.9% 1 Year 42.9% 3 Year 20.6% 5 Year 21.7% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ashwani Agarwalla 15 Jun 22 2.05 Yr. Trideep Bhattacharya 1 Oct 21 2.75 Yr. Data below for Edelweiss Multi Cap Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 27.36% Industrials 18.02% Consumer Cyclical 13.8% Technology 9.38% Basic Materials 6.08% Energy 5.59% Consumer Defensive 4.56% Utility 4.43% Health Care 2.85% Communication Services 2.81% Real Estate 1.74% Asset Allocation
Asset Class Value Cash 3.37% Equity 96.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK7% ₹142 Cr 843,984
↑ 50,264 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK5% ₹104 Cr 865,123
↑ 26,483 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE3% ₹74 Cr 237,308
↑ 7,264 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT3% ₹74 Cr 208,332
↓ -40,411 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC3% ₹55 Cr 1,452,412
↑ 44,461 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN2% ₹49 Cr 577,768
↑ 23,673 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO2% ₹47 Cr 40,700
↑ 1,245 Coal India Ltd (Energy)
Equity, Since 30 Sep 23 | COALINDIA2% ₹45 Cr 958,346
↑ 29,337 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | MOTHERSON2% ₹45 Cr 2,363,969
↑ 72,366 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | CUMMINSIND2% ₹44 Cr 112,103
↓ -17,581 9. Principal Multi Cap Growth Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 12 in Multi Cap category. Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (25 Jul 24) ₹369.988 ↑ 0.35 (0.10 %) Net Assets (Cr) ₹2,725 on 30 Jun 24 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 2.52 Information Ratio -0.34 Alpha Ratio -0.44 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 Jun 19 ₹10,000 30 Jun 20 ₹8,729 30 Jun 21 ₹14,282 30 Jun 22 ₹14,854 30 Jun 23 ₹17,996 30 Jun 24 ₹25,587 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 2.7% 3 Month 12.7% 6 Month 17.9% 1 Year 39.8% 3 Year 20.4% 5 Year 22.3% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Ratish Varier 1 Jan 22 2.5 Yr. Sudhir Kedia 1 Jan 22 2.5 Yr. Data below for Principal Multi Cap Growth Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 20.92% Industrials 18.43% Consumer Cyclical 15.06% Technology 7.94% Energy 7.34% Health Care 6.88% Basic Materials 5.33% Communication Services 4.51% Consumer Defensive 3.59% Utility 2.71% Real Estate 2.67% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE6% ₹174 Cr 556,134
↑ 18,073 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹126 Cr 746,575
↑ 64,355 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | PFC3% ₹82 Cr 1,689,887 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT3% ₹82 Cr 230,154
↑ 97,847 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | AXISBANK3% ₹81 Cr 637,469
↓ -96,633 KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB3% ₹79 Cr 168,351 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSHLTD3% ₹76 Cr 57,143
↓ -399 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | NTPC3% ₹74 Cr 1,955,077 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | INDIANB3% ₹73 Cr 1,337,683
↑ 48,824 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹73 Cr 464,761 10. Parag Parikh Long Term Equity Fund
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% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (24 Jul 24) ₹76.9601 ↓ -0.49 (-0.63 %) Net Assets (Cr) ₹71,700 on 30 Jun 24 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.73 Sharpe Ratio 3.16 Information Ratio 0.1 Alpha Ratio 8.2 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 30 Jun 19 ₹10,000 30 Jun 20 ₹10,562 30 Jun 21 ₹17,064 30 Jun 22 ₹17,448 30 Jun 23 ₹22,021 30 Jun 24 ₹30,034 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 25 Jul 24 Duration Returns 1 Month 2.2% 3 Month 8.2% 6 Month 16.3% 1 Year 36.6% 3 Year 19% 5 Year 25.6% 10 Year 15 Year Since launch 20% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Raj Mehta 27 Jan 16 8.43 Yr. Rajeev Thakkar 24 May 13 11.11 Yr. Raunak Onkar 24 May 13 11.11 Yr. Rukun Tarachandani 16 May 22 2.13 Yr. Mansi Kariya 22 Dec 23 0.53 Yr. Data below for Parag Parikh Long Term Equity Fund as on 30 Jun 24
Equity Sector Allocation
Sector Value Financial Services 34.27% Consumer Cyclical 10.15% Technology 9.43% Communication Services 7.48% Utility 7.3% Consumer Defensive 5.53% Energy 5.05% Health Care 3.64% Basic Materials 1.91% Industrials 0.06% Real Estate 0.01% Asset Allocation
Asset Class Value Cash 13.89% Equity 84.04% Debt 2.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹6,145 Cr 36,494,675 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID6% ₹4,500 Cr 135,966,902 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG6% ₹4,371 Cr 5,120,903
↑ 87,897 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC6% ₹3,956 Cr 93,113,355
↑ 8,300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹3,802 Cr 31,693,059
↑ 1,668,519 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA5% ₹3,608 Cr 76,262,459
↑ 3,920,015 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI5% ₹3,581 Cr 2,976,078
↑ 213,599 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | AXISBANK4% ₹2,992 Cr 23,645,558 Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL4% ₹2,850 Cr 1,876,657
↑ 2,550 Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT4% ₹2,732 Cr 733,019
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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