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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 2025 - 2026
Top performing diversified funds in India are as follows-
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹298.887
↑ 1.83 ₹40,261 15.5 -0.3 10.2 27.8 32.6 25.8 JM Multicap Fund Growth ₹97.5598
↑ 1.06 ₹5,625 9.8 -9.1 2.9 26.5 27.1 33.3 HDFC Equity Fund Growth ₹1,961.19
↑ 18.31 ₹74,105 11 2.3 14.2 25.4 29.7 23.5 Motilal Oswal Multicap 35 Fund Growth ₹60.5395
↑ 0.44 ₹12,418 10.6 -5.3 17.3 25.3 22.1 45.7 ICICI Prudential Multicap Fund Growth ₹792.31
↑ 5.52 ₹14,505 11.9 -0.4 10.9 24.1 26.3 20.7 Invesco India Multicap Fund Growth ₹131.93
↑ 0.86 ₹3,782 13.1 -4.9 13.2 22.7 25.3 29.8 Franklin India Equity Fund Growth ₹1,644.84
↑ 12.82 ₹18,225 12.6 -0.8 11.3 22.2 26.6 21.8 Baroda Pioneer Multi Cap Fund Growth ₹283.058
↑ 1.25 ₹2,705 11.2 -6.5 8.2 21.9 26.7 31.7 Mahindra Badhat Yojana Growth ₹34.9318
↑ 0.34 ₹5,094 15.1 -1.5 10.2 21.8 27.7 23.4 Parag Parikh Long Term Equity Fund Growth ₹82.8518
↑ 0.30 ₹98,541 7.6 1.7 14.7 21.3 26.1 23.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
(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 (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 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 (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India 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 The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (Erstwhile 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. Nippon India Multi Cap Fund
CAGR/Annualized return of 18.3% since its launch. Ranked 63 in Multi Cap category. Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (06 Jun 25) ₹298.887 ↑ 1.83 (0.62 %) Net Assets (Cr) ₹40,261 on 30 Apr 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.05 Information Ratio 1.13 Alpha Ratio -0.14 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,151 31 May 22 ₹21,564 31 May 23 ₹26,981 31 May 24 ₹40,450 31 May 25 ₹44,275 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 9.1% 3 Month 15.5% 6 Month -0.3% 1 Year 10.2% 3 Year 27.8% 5 Year 32.6% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.8% 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% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.18 Yr. Ashutosh Bhargava 1 Sep 21 3.75 Yr. Kinjal Desai 25 May 18 7.02 Yr. Data below for Nippon India Multi Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 31.18% Consumer Cyclical 19.76% Industrials 16.48% Health Care 6.29% Utility 5.88% Basic Materials 5.55% Technology 3.58% Energy 3.51% Consumer Defensive 2.77% Communication Services 1.48% Real Estate 0.17% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,560 Cr 13,300,448 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,789 Cr 15,099,895
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,638 Cr 11,481,360 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹1,415 Cr 10,068,975 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000343% ₹1,147 Cr 1,328,197 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002713% ₹1,044 Cr 8,000,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325553% ₹1,021 Cr 28,791,467 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,020 Cr 6,511,517 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹966 Cr 1,524,539 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN2% ₹915 Cr 11,600,000 2. JM Multicap Fund
CAGR/Annualized return of 14.6% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (06 Jun 25) ₹97.5598 ↑ 1.06 (1.10 %) Net Assets (Cr) ₹5,625 on 30 Apr 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio -0.17 Information Ratio 1.32 Alpha Ratio -3.32 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 31 May 20 ₹10,000 31 May 21 ₹15,789 31 May 22 ₹17,411 31 May 23 ₹21,072 31 May 24 ₹33,949 31 May 25 ₹34,619 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 4.2% 3 Month 9.8% 6 Month -9.1% 1 Year 2.9% 3 Year 26.5% 5 Year 27.1% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.78 Yr. Asit Bhandarkar 1 Oct 24 0.66 Yr. Ruchi Fozdar 4 Oct 24 0.66 Yr. Deepak Gupta 11 Apr 25 0.14 Yr. Data below for JM Multicap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 28.77% Consumer Cyclical 14.27% Industrials 13.39% Technology 9.62% Health Care 8.26% Basic Materials 7.79% Consumer Defensive 6.48% Communication Services 3.41% Energy 3.24% Utility 3.08% Asset Allocation
Asset Class Value Cash 1.68% Equity 98.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹325 Cr 1,690,162
↓ -340,338 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹300 Cr 2,100,000
↓ -25,800 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 5327554% ₹239 Cr 1,588,515
↑ 800,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP4% ₹203 Cr 250,452
↑ 31,672 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹192 Cr 1,030,000
↑ 200,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹183 Cr 2,325,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹175 Cr 525,247
↑ 212,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹160 Cr 725,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI3% ₹155 Cr 126,679
↑ 10,000 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹149 Cr 3,555,834 3. HDFC Equity Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (06 Jun 25) ₹1,961.19 ↑ 18.31 (0.94 %) Net Assets (Cr) ₹74,105 on 30 Apr 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 0.7 Information Ratio 2.28 Alpha Ratio 8.58 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,533 31 May 22 ₹19,969 31 May 23 ₹23,944 31 May 24 ₹33,893 31 May 25 ₹38,956 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 2.8% 3 Month 11% 6 Month 2.3% 1 Year 14.2% 3 Year 25.4% 5 Year 29.7% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 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% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 2.84 Yr. Dhruv Muchhal 22 Jun 23 1.94 Yr. Data below for HDFC Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 39.52% Consumer Cyclical 15.2% Health Care 9.18% Industrials 5.4% Technology 5.11% Basic Materials 4.78% Real Estate 3.24% Communication Services 3.22% Utility 1.97% Consumer Defensive 1.2% Energy 0.61% Asset Allocation
Asset Class Value Cash 9.86% Equity 89.44% Debt 0.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹6,992 Cr 49,000,000
↓ -500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK9% ₹6,930 Cr 36,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322158% ₹6,281 Cr 53,000,000
↓ -3,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK5% ₹3,643 Cr 16,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE5% ₹3,443 Cr 19,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI4% ₹3,064 Cr 2,500,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000874% ₹3,054 Cr 19,700,000
↑ 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹2,144 Cr 11,500,000
↓ -1,300,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹1,960 Cr 12,501,855
↑ 501,855 Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5436352% ₹1,717 Cr 81,356,883
↑ 123,745 4. Motilal Oswal Multicap 35 Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (06 Jun 25) ₹60.5395 ↑ 0.44 (0.74 %) Net Assets (Cr) ₹12,418 on 30 Apr 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.39 Information Ratio 0.62 Alpha Ratio 8.34 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹15,277 31 May 22 ₹14,553 31 May 23 ₹16,190 31 May 24 ₹23,601 31 May 25 ₹28,151 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 5.3% 3 Month 10.6% 6 Month -5.3% 1 Year 17.3% 3 Year 25.3% 5 Year 22.1% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.66 Yr. Niket Shah 1 Jul 22 2.92 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Atul Mehra 1 Oct 24 0.66 Yr. Sunil Sawant 1 Jul 24 0.92 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Technology 22.43% Industrials 18.22% Consumer Cyclical 17.08% Financial Services 8.53% Communication Services 8.52% Health Care 1.73% Consumer Defensive 0.54% Asset Allocation
Asset Class Value Cash 23.56% Equity 76.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE11% ₹1,389 Cr 1,625,000
↓ -100,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹1,240 Cr 2,200,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB9% ₹1,164 Cr 1,942,305
↓ -57,570 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL8% ₹1,009 Cr 18,000,000
↑ 114,380 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER6% ₹841 Cr 12,250,000
↑ 175,830 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT6% ₹787 Cr 1,394,889 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN6% ₹720 Cr 4,500,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹701 Cr 4,999,500 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433203% ₹413 Cr 17,331,906
↑ 17,331,906 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 25 | BHARTIARTL3% ₹409 Cr 2,200,826
↑ 2,200,826 5. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 49 in Multi Cap category. Return for 2024 was 20.7% , 2023 was 35.4% and 2022 was 4.7% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (06 Jun 25) ₹792.31 ↑ 5.52 (0.70 %) Net Assets (Cr) ₹14,505 on 30 Apr 25 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.16 Information Ratio 0.78 Alpha Ratio 3.18 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,886 31 May 22 ₹18,055 31 May 23 ₹21,159 31 May 24 ₹30,297 31 May 25 ₹33,909 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 5.4% 3 Month 11.9% 6 Month -0.4% 1 Year 10.9% 3 Year 24.1% 5 Year 26.3% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 3.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Anand Sharma 1 Jul 22 2.92 Yr. Sharmila D’mello 31 Jul 22 2.84 Yr. Data below for ICICI Prudential Multicap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 25.81% Industrials 11.73% Basic Materials 10.7% Consumer Cyclical 10.2% Health Care 7.2% Energy 6.71% Consumer Defensive 5.38% Communication Services 4.66% Technology 3.6% Utility 2.22% Real Estate 1.96% Asset Allocation
Asset Class Value Cash 9.83% Equity 90.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹856 Cr 6,001,508 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹601 Cr 4,274,994
↑ 118,547 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK4% ₹540 Cr 2,805,411
↓ -660,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322153% ₹498 Cr 4,201,052 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA3% ₹375 Cr 2,046,140
↑ 219,559 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY2% ₹330 Cr 2,199,373 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹309 Cr 925,359
↑ 93,558 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI2% ₹255 Cr 207,755
↑ 12,402 State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN2% ₹246 Cr 3,117,450
↓ -332,199 AWL Agri Business Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5434582% ₹235 Cr 8,789,951
↓ -210,049 6. Invesco India Multicap Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (06 Jun 25) ₹131.93 ↑ 0.86 (0.66 %) Net Assets (Cr) ₹3,782 on 30 Apr 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.12 Information Ratio 0.24 Alpha Ratio 3.18 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,144 31 May 22 ₹17,748 31 May 23 ₹20,316 31 May 24 ₹28,268 31 May 25 ₹31,939 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 7.9% 3 Month 13.1% 6 Month -4.9% 1 Year 13.2% 3 Year 22.7% 5 Year 25.3% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.8% 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.74 Yr. Dhimant Kothari 1 Dec 23 1.5 Yr. Data below for Invesco India Multicap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 20.06% Industrials 15.01% Consumer Cyclical 14.72% Health Care 11.59% Basic Materials 10.77% Technology 9.49% Consumer Defensive 8.9% Communication Services 2.79% Utility 2.3% Real Estate 1.97% Asset Allocation
Asset Class Value Cash 2.42% Equity 97.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹215 Cr 1,508,652
↑ 89,076 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY5% ₹198 Cr 1,320,399
↑ 51,984 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK5% ₹173 Cr 897,791
↑ 191,465 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002513% ₹132 Cr 255,527
↑ 8,821 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901573% ₹105 Cr 746,084
↑ 65,259 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 24 | POWERINDIA3% ₹104 Cr 71,510
↓ -12,757 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN3% ₹103 Cr 688,893
↑ 44,486 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL2% ₹89 Cr 1,701,656 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5008002% ₹82 Cr 699,807 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL2% ₹78 Cr 2,467,557 7. Franklin India Equity Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 50 in Multi Cap category. Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (06 Jun 25) ₹1,644.84 ↑ 12.82 (0.79 %) Net Assets (Cr) ₹18,225 on 30 Apr 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.21 Information Ratio 1.35 Alpha Ratio 3.02 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,405 31 May 22 ₹19,244 31 May 23 ₹21,896 31 May 24 ₹30,946 31 May 25 ₹34,339 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 4.3% 3 Month 12.6% 6 Month -0.8% 1 Year 11.3% 3 Year 22.2% 5 Year 26.6% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 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% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Rajasa Kakulavarapu 1 Dec 23 1.5 Yr. Data below for Franklin India Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 29.33% Consumer Cyclical 11.91% Industrials 10.35% Technology 7.72% Health Care 7.5% Communication Services 6.11% Consumer Defensive 5.4% Utility 5.26% Basic Materials 4.15% Energy 3.18% Real Estate 2.21% Asset Allocation
Asset Class Value Cash 6.88% Equity 93.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹1,624 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹1,557 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹915 Cr 4,904,822 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹718 Cr 6,061,448 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹712 Cr 2,131,779 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹694 Cr 4,627,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹579 Cr 4,119,026
↑ 335,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹557 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹540 Cr 3,452,563 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹536 Cr 2,429,027
↑ 405,369 8. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (06 Jun 25) ₹283.058 ↑ 1.25 (0.44 %) Net Assets (Cr) ₹2,705 on 30 Apr 25 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio -0.04 Information Ratio 0.02 Alpha Ratio -0.06 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,917 31 May 22 ₹18,934 31 May 23 ₹21,883 31 May 24 ₹31,390 31 May 25 ₹33,657 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 6.2% 3 Month 11.2% 6 Month -6.5% 1 Year 8.2% 3 Year 21.9% 5 Year 26.7% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -1.6% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 9.59 Yr. Sandeep Jain 14 Mar 22 3.22 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 27.43% Health Care 14.02% Industrials 12.1% Consumer Cyclical 10.78% Consumer Defensive 7.78% Technology 6.8% Basic Materials 5.96% Energy 3.9% Communication Services 1.83% Real Estate 1.56% Utility 1.44% Asset Allocation
Asset Class Value Cash 3.7% Equity 95.58% Debt 0.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK5% ₹125 Cr 649,736 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹119 Cr 834,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE4% ₹105 Cr 750,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 22 | POWERINDIA2% ₹66 Cr 45,500 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹62 Cr 340,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹61 Cr 249,003 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY2% ₹56 Cr 375,791
↑ 110,000 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD2% ₹56 Cr 372,985
↓ -6,241 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | DIVISLAB2% ₹54 Cr 88,000
↓ -12,000 Linde India Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 5234572% ₹53 Cr 83,577 9. Mahindra Badhat Yojana
CAGR/Annualized return of 16.7% since its launch. Return for 2024 was 23.4% , 2023 was 34.2% and 2022 was 1.6% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (06 Jun 25) ₹34.9318 ↑ 0.34 (0.99 %) Net Assets (Cr) ₹5,094 on 30 Apr 25 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.96 Sharpe Ratio -0.09 Information Ratio 0.02 Alpha Ratio -0.82 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,617 31 May 22 ₹19,730 31 May 23 ₹22,182 31 May 24 ₹32,593 31 May 25 ₹35,046 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 7.2% 3 Month 15.1% 6 Month -1.5% 1 Year 10.2% 3 Year 21.8% 5 Year 27.7% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.4% 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 2015 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 4.44 Yr. Fatema Pacha 16 Oct 20 4.63 Yr. Data below for Mahindra Badhat Yojana as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 32.27% Consumer Cyclical 13.04% Industrials 11.78% Health Care 9% Basic Materials 8.69% Technology 7.07% Communication Services 6.3% Energy 3.41% Utility 2.41% Consumer Defensive 1.56% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK5% ₹232 Cr 1,205,000
↓ -316,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5000344% ₹193 Cr 223,100
↓ -1,900 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 5348164% ₹183 Cr 4,490,000
↑ 35,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹175 Cr 287,000
↓ -10,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE3% ₹157 Cr 1,115,000
↓ -370,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO3% ₹151 Cr 287,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5325383% ₹130 Cr 111,500
↑ 3,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL2% ₹124 Cr 665,000
↑ 17,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5002512% ₹119 Cr 230,300
↑ 6,200 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5322152% ₹116 Cr 980,000
↑ 260,000 10. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 19.2% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.9% , 2023 was 36.6% and 2022 was -7.2% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (05 Jun 25) ₹82.8518 ↑ 0.30 (0.36 %) Net Assets (Cr) ₹98,541 on 30 Apr 25 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.62 Information Ratio 0.49 Alpha Ratio 5.62 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,614 31 May 22 ₹18,560 31 May 23 ₹21,647 31 May 24 ₹28,641 31 May 25 ₹32,840 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 2.4% 3 Month 7.6% 6 Month 1.7% 1 Year 14.7% 3 Year 21.3% 5 Year 26.1% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 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% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 9.35 Yr. Rajeev Thakkar 24 May 13 12.03 Yr. Raunak Onkar 24 May 13 12.03 Yr. Rukun Tarachandani 16 May 22 3.04 Yr. Mansi Kariya 22 Dec 23 1.44 Yr. Data below for Parag Parikh Long Term Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 30.48% Consumer Cyclical 10.58% Technology 7.09% Energy 6.8% Utility 6.06% Communication Services 5.5% Consumer Defensive 4.61% Health Care 4.48% Basic Materials 0.42% Industrials 0.18% Real Estate 0.01% Asset Allocation
Asset Class Value Cash 25.31% Equity 73.68% Debt 1.01% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹8,242 Cr 42,813,069 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG6% ₹6,368 Cr 5,318,918 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 5328986% ₹5,953 Cr 193,616,648
↑ 851,336 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA6% ₹5,715 Cr 148,323,775
↑ 7,249,768 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹4,993 Cr 34,986,740 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC5% ₹4,482 Cr 105,271,096
↑ 4,076,976 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK4% ₹4,362 Cr 19,753,232 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI4% ₹3,704 Cr 3,021,670
↑ 3,592 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M3% ₹3,233 Cr 11,040,212
↑ 640,923 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 5322153% ₹3,230 Cr 27,257,270
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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