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फिनकैश »म्यूचुअल फंड्स »बेस्ट डायवर्सिफाइड मल्टीकैप फंड

2022 में निवेश करने के लिए सर्वश्रेष्ठ मल्टीकैप इक्विटी म्यूचुअल फंड

Updated on March 14, 2023 , 54983 views

डायवर्सिफाइड मल्टीकैप फंड या अधिक सही डायवर्सिफाइडइक्विटी फ़ंड इक्विटी फंड का एक वर्ग है। उच्च के साथ निवेशक-जोखिम उठाने का माद्दा जो लोग इक्विटी में एक्सपोजर लेना चाहते हैं, उनका झुकाव आमतौर परनिवेश डायवर्सिफाइड मल्टीकैप फंडों में जैसा,

डायवर्सिफाइड मल्टीकैप फंड्स में निवेशमंडी कैप जैसे - लार्ज कैप, मिड कैप औरछोटी टोपी, वे पोर्टफोलियो को संतुलित करने में महारत हासिल करते हैं। सर्वश्रेष्ठ विविध मल्टीकैप इक्विटी फंड में निवेश करके, निवेशक थोड़ा अधिक स्थिर रिटर्न अर्जित कर सकते हैं

Multicap Diversified Funds

हालांकि, अशांत बाजार की स्थिति के दौरान वे अभी भी इक्विटी की अस्थिरता से प्रभावित होंगे। एक अच्छे डायवर्सिफाइड मल्टीकैप इक्विटी फंड के चयन की प्रक्रिया को आसान बनाने के लिए, हमने शीर्ष 4 सर्वश्रेष्ठ मल्टी-कैप इक्विटी फंडों को सूचीबद्ध किया है - जिन्हें निवेशक अपनी निवेश यात्रा के दौरान ध्यान में रख सकते हैं।

मल्टी कैप फंड में किसे निवेश करना चाहिए?

निवेशक जो इक्विटी में निवेश करना चाहते हैं, लेकिन बहुत अधिक जोखिम नहीं लेना चाहते हैं, वे आदर्श रूप से इस फंड को पसंद कर सकते हैं। चूंकि, यह फंड पूरे मार्केट कैप में निवेश करता है, इसलिए यह पोर्टफोलियो को एक अच्छा विविधीकरण देता है। साथ ही, ऐसे निवेशक जो की तकनीक से अच्छी तरह वाकिफ नहीं हैंपरिसंपत्ति आवंटन निवेश के संबंध में भी अपने फंड का एक हिस्सा यहां रख सकते हैं। इस फंड का प्रदर्शन काफी हद तक फंड मैनेजर की बुद्धिमत्ता और ज्ञान पर निर्भर करता है कि वह बाजार की स्थितियों के अनुसार स्टॉक कैसे चुनता है। इस प्रकार, एकइन्वेस्टर फंड मैनेजर के पिछले अनुभवों और उनके द्वारा प्रबंधित फंड के प्रदर्शन की जांच करनी चाहिए। जो निवेशक इक्विटी में अपना निवेश शुरू करने के लिए निवेश करना चाहते हैं, वे डायवर्सिफाइड फंड से शुरुआत कर सकते हैं।

मल्टी कैप म्यूचुअल फंड कैसे चुनें

मल्टी-कैप फंड में निवेश करने से पहले योजना के गुणात्मक और मात्रात्मक कारकों को देखने की सलाह दी जाती है।

ए। गुणात्मक कारक

अपने फंड मैनेजर को जानना और फंड हाउस की प्रतिष्ठा जैसे गुणात्मक कारक महत्वपूर्ण हैं। मल्टी-कैप फंड में, फंड मैनेजर का विचार फंड के प्रदर्शन को निर्धारित करता है। किसी को फंड मैनेजर के पिछले रिकॉर्ड और फंड के पिछले प्रदर्शन (उनके द्वारा प्रबंधित) की जांच करनी चाहिए, खासकर कठिन बाजार चरण में। एक गुणवत्ता और प्रसिद्ध फंड हाउस से फंड चुनना महत्वपूर्ण है। देखें कि क्या फंड हाउस का लंबा ट्रैक रिकॉर्ड है, बड़े एसेट अंडर मैनेजमेंट (एयूएम), स्टार्ड फंड आदि।

बी। मात्रात्मक कारक

फंड के प्रदर्शन जैसे मात्रात्मक कारक, फंड का आकार उन प्रमुख कारकों में से एक है जिन पर ध्यान दिया जाना चाहिए। एक निवेशक को ऐसे फंड के लिए जाने की जरूरत है जो लगातार 4-5 वर्षों से अपने बेंचमार्क को मात दे। फंड का आकार न तो बहुत बड़ा होना चाहिए और न ही बहुत छोटा। ऐसे फंड के लिए जाने की सलाह दी जाती है जिसका एयूएम लगभग श्रेणी के समान हो।

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शीर्ष 8 सर्वश्रेष्ठ प्रदर्शन करने वाले विविध मल्टीकैप म्यूचुअल फंड 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Kotak Standard Multicap Fund Growth ₹52.259
↑ 0.42
₹36,433-5.4-32.22210.45
Mirae Asset India Equity Fund  Growth ₹75.617
↑ 0.40
₹33,446-6.7-3.8-1.522.410.81.6
Motilal Oswal Multicap 35 Fund Growth ₹31.1768
↑ 0.05
₹8,382-8.6-9.9-2.613.23.7-3
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
JM Multicap Fund Growth ₹53.7032
↑ 0.40
₹252-4.6-0.5622.912.77.8
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,8843.315.62.214.39
SBI Magnum Multicap Fund Growth ₹73.1737
↑ 0.42
₹15,840-5.2-4.4-2.6229.70.7
Aditya Birla Sun Life Equity Fund Growth ₹1,081.7
↑ 10.84
₹15,738-6.1-3-3.422.49.3-1.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23

1. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors.

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 3 in Multi Cap category.  Return for 2022 was 5% , 2021 was 25.4% and 2020 was 11.8% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (17 Mar 23) ₹52.259 ↑ 0.42   (0.81 %)
Net Assets (Cr) ₹36,433 on 31 Jan 23
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.34
Sharpe Ratio -0.13
Information Ratio -1.08
Alpha Ratio 0.32
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,981
29 Feb 20₹10,893
28 Feb 21₹13,604
28 Feb 22₹15,289
28 Feb 23₹16,050

Kotak Standard Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
1 Month -3.7%
3 Month -5.4%
6 Month -3%
1 Year 2.2%
3 Year 22%
5 Year 10.4%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5%
2021 25.4%
2020 11.8%
2019 12.3%
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
2013 6.1%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 1210.5 Yr.
Arjun Khanna1 Mar 220.92 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services29.48%
Basic Materials18.82%
Industrials15.79%
Consumer Cyclical10.41%
Technology8.73%
Energy6.59%
Consumer Defensive3.41%
Health Care2.58%
Communication Services2.07%
Utility0.99%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
9%₹3,294 Cr39,600,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹2,147 Cr14,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹1,976 Cr9,300,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
5%₹1,913 Cr2,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
5%₹1,844 Cr11,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
5%₹1,836 Cr7,800,000
↓ -1,100,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
5%₹1,827 Cr33,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
5%₹1,726 Cr19,800,000
SRF Ltd (Basic Materials)
Equity, Since 31 Dec 18 | SRF
5%₹1,708 Cr7,825,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
4%₹1,278 Cr21,900,000

2. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch.  Ranked 19 in Multi Cap category.  Return for 2022 was 1.6% , 2021 was 27.7% and 2020 was 13.7% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (17 Mar 23) ₹75.617 ↑ 0.40   (0.53 %)
Net Assets (Cr) ₹33,446 on 31 Jan 23
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.23
Sharpe Ratio -0.31
Information Ratio -0.4
Alpha Ratio -2.31
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹10,136
29 Feb 20₹10,798
28 Feb 21₹13,899
28 Feb 22₹15,947
28 Feb 23₹16,368

Mirae Asset India Equity Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Mirae Asset India Equity Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
1 Month -4.4%
3 Month -6.7%
6 Month -3.8%
1 Year -1.5%
3 Year 22.4%
5 Year 10.8%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.6%
2021 27.7%
2020 13.7%
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
2013 8.9%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Gaurav Khandelwal18 Oct 211.29 Yr.
Gaurav Misra31 Jan 194.01 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services37.3%
Technology13.02%
Consumer Cyclical10.22%
Energy8.11%
Industrials7.91%
Consumer Defensive6.59%
Health Care6.1%
Basic Materials4.83%
Communication Services3.69%
Utility1.61%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.37%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
11%₹3,615 Cr22,546,579
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,925 Cr35,161,348
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
7%₹2,458 Cr16,027,333
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
7%₹2,451 Cr10,413,270
↑ 1,348,589
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,579 Cr18,120,703
↓ -243,309
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
4%₹1,232 Cr15,993,386
↑ 80,212
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
3%₹1,121 Cr20,260,399
↓ -834,440
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 08 | HDFC
3%₹1,049 Cr4,000,090
↑ 512,805
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
3%₹999 Cr4,703,308
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹969 Cr1,088,850
↓ -82,206

3. Motilal Oswal Multicap 35 Fund

(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 CAGR/Annualized return of 13.7% since its launch.  Ranked 5 in Multi Cap category.  Return for 2022 was -3% , 2021 was 15.3% and 2020 was 10.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (17 Mar 23) ₹31.1768 ↑ 0.05   (0.15 %)
Net Assets (Cr) ₹8,382 on 31 Jan 23
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.39
Sharpe Ratio -0.69
Information Ratio -1.94
Alpha Ratio -8.08
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,132
29 Feb 20₹9,833
28 Feb 21₹11,731
28 Feb 22₹11,995
28 Feb 23₹12,021

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹331,978.
Net Profit of ₹31,978
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
1 Month -2.9%
3 Month -8.6%
6 Month -9.9%
1 Year -2.6%
3 Year 13.2%
5 Year 3.7%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
2013
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Siddharth Bothra19 May 211.71 Yr.
Niket Shah1 Jul 220.59 Yr.
Ankush Sood25 Aug 211.44 Yr.
Rakesh Shetty22 Nov 220.19 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services33.03%
Consumer Cyclical24.72%
Industrials9.31%
Energy7.02%
Technology5.49%
Basic Materials4.84%
Health Care3.87%
Communication Services2.92%
Real Estate2.57%
Utility1.36%
Asset Allocation
Asset ClassValue
Cash5.31%
Equity94.69%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
7%₹624 Cr7,500,000
↓ -500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE
7%₹588 Cr2,500,000
Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 May 22 | TIINDIA
7%₹568 Cr2,175,000
↑ 75,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 14 | HDFCBANK
6%₹521 Cr3,250,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 14 | HDFC
6%₹498 Cr1,900,000
↑ 500,000
State Bank of India (Financial Services)
Equity, Since 30 Jun 21 | SBIN
6%₹470 Cr8,500,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
5%₹460 Cr3,000,000
↑ 1,500,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Aug 22 | 500425
5%₹401 Cr9,991,200
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | EICHERMOT
4%₹326 Cr1,000,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 21 | MAXHEALTH
3%₹292 Cr6,600,000
↑ 10,000

4. BNP Paribas Multi Cap Fund

(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.

BNP Paribas Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 18 in Multi Cap category. .

Below is the key information for 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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹8,965
29 Feb 20₹10,130
28 Feb 21₹12,488
28 Feb 22₹15,510

BNP Paribas Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for BNP Paribas Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
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
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for BNP Paribas Multi Cap Fund
NameSinceTenure

Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

5. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 16 in Multi Cap category.  Return for 2022 was 7.8% , 2021 was 32.9% and 2020 was 11.4% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (17 Mar 23) ₹53.7032 ↑ 0.40   (0.76 %)
Net Assets (Cr) ₹252 on 31 Jan 23
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.52
Sharpe Ratio 0.03
Information Ratio -0.13
Alpha Ratio 2.31
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,656
29 Feb 20₹11,164
28 Feb 21₹13,772
28 Feb 22₹16,429
28 Feb 23₹17,789

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
1 Month -3%
3 Month -4.6%
6 Month -0.5%
1 Year 6%
3 Year 22.9%
5 Year 12.7%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -0.2%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 211.45 Yr.
Chaitanya Choksi31 Dec 211.09 Yr.

Data below for JM Multicap Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services26.8%
Consumer Cyclical18.65%
Industrials13.89%
Technology11.09%
Basic Materials8.18%
Energy6.29%
Consumer Defensive6.26%
Health Care4.17%
Utility0.92%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK
7%₹18 Cr109,950
↓ -16,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹12 Cr58,231
↑ 17,500
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
4%₹11 Cr130,800
↑ 20,750
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 21 | ULTRACEMCO
4%₹11 Cr15,150
↑ 1,850
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹10 Cr67,400
↑ 8,000
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532955
4%₹9 Cr766,000
↑ 311,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | 532215
3%₹8 Cr94,800
↓ -27,750
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 21 | RELIANCE
3%₹8 Cr35,066
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | SCHAEFFLER
3%₹8 Cr29,800
↑ 11,100
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 19 | TCS
3%₹8 Cr23,235
↑ 3,750

6. L&T Equity Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 25 in Multi Cap category. .

Below is the key information for L&T Equity Fund

L&T Equity Fund
Growth
Launch Date 16 May 05
NAV (25 Nov 22) ₹124.542 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹2,884 on 31 Oct 22
Category Equity - Multi Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio -0.16
Information Ratio -1.29
Alpha Ratio -2.7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,308
29 Feb 20₹9,585
28 Feb 21₹12,008
28 Feb 22₹13,824

L&T Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for L&T Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
1 Month 2.7%
3 Month 3.3%
6 Month 15.6%
1 Year 2.2%
3 Year 14.3%
5 Year 9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
Fund Manager information for L&T Equity Fund
NameSinceTenure

Data below for L&T Equity Fund as on 31 Oct 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. SBI Magnum Multicap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments.

SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 9 in Multi Cap category.  Return for 2022 was 0.7% , 2021 was 30.8% and 2020 was 13.6% .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (17 Mar 23) ₹73.1737 ↑ 0.42   (0.57 %)
Net Assets (Cr) ₹15,840 on 31 Jan 23
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.43
Information Ratio -0.85
Alpha Ratio -4.06
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,553
29 Feb 20₹10,444
28 Feb 21₹13,311
28 Feb 22₹15,553
28 Feb 23₹15,605

SBI Magnum Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for SBI Magnum Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
1 Month -3.3%
3 Month -5.2%
6 Month -4.4%
1 Year -2.6%
3 Year 22%
5 Year 9.7%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2022 0.7%
2021 30.8%
2020 13.6%
2019 11%
2018 -5.5%
2017 37%
2016 5.8%
2015 9.8%
2014 56%
2013 5.2%
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure
R. Srinivasan1 Jan 221.08 Yr.
Mohit Jain1 Jan 221.08 Yr.

Data below for SBI Magnum Multicap Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services29.44%
Consumer Cyclical13.97%
Industrials11.39%
Basic Materials7.4%
Consumer Defensive6.81%
Energy6.12%
Technology6.11%
Health Care5.51%
Communication Services5.45%
Utility3.42%
Asset Allocation
Asset ClassValue
Cash4.37%
Equity95.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
7%₹1,149 Cr13,815,055
↑ 3,020,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
6%₹977 Cr6,095,354
↓ -1,140,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 14 | ITC
6%₹921 Cr26,140,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532215
5%₹760 Cr8,715,706
↑ 1,400,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
4%₹666 Cr12,038,901
↓ -4,100,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
4%₹626 Cr4,080,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
4%₹621 Cr2,638,270
Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 21 | GOOGL
3%₹396 Cr500,000
Bank of Baroda (Financial Services)
Equity, Since 31 Dec 22 | 532134
2%₹394 Cr23,455,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
2%₹365 Cr1,720,000

8. Aditya Birla Sun Life Equity Fund

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.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21% since its launch.  Ranked 16 in Multi Cap category.  Return for 2022 was -1.1% , 2021 was 30.3% and 2020 was 16.1% .

Below is the key information for Aditya Birla Sun Life Equity Fund

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (17 Mar 23) ₹1,081.7 ↑ 10.84   (1.01 %)
Net Assets (Cr) ₹15,738 on 31 Jan 23
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio -0.37
Information Ratio -0.91
Alpha Ratio -3.36
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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,547
29 Feb 20₹10,382
28 Feb 21₹13,062
28 Feb 22₹15,351
28 Feb 23₹15,368

Aditya Birla Sun Life Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
Invest Now

Returns for Aditya Birla Sun Life Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23

DurationReturns
1 Month -3.9%
3 Month -6.1%
6 Month -3%
1 Year -3.4%
3 Year 22.4%
5 Year 9.3%
10 Year
15 Year
Since launch 21%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.1%
2021 30.3%
2020 16.1%
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
2014 56.6%
2013 7.1%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Anil Shah3 Oct 1210.34 Yr.
Vinod Bhat30 Jan 212.01 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services34.31%
Technology13.02%
Health Care12.75%
Basic Materials10.99%
Consumer Cyclical7.5%
Communication Services6.38%
Consumer Defensive5.84%
Industrials3.72%
Energy2.66%
Utility0.4%
Real Estate0.13%
Asset Allocation
Asset ClassValue
Cash2.1%
Equity97.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹1,478 Cr17,761,302
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹1,140 Cr7,112,008
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
6%₹1,013 Cr6,603,615
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
5%₹743 Cr9,648,456
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
4%₹707 Cr6,296,277
↓ -246,422
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
4%₹676 Cr6,532,388
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 532215
4%₹554 Cr6,360,812
↓ -200,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 22 | APOLLOHOSP
3%₹530 Cr1,245,472
↑ 25,000
Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 16 | TATASTEEL
3%₹477 Cr39,883,880
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹376 Cr637,953

एक निवेशक के रूप में विचार करने योग्य बातें

1. निधि उद्देश्य

मल्टी कैप फंड का लक्ष्य उन कंपनियों के शेयरों में निवेश करके धन संचय करना है जो उच्च विकास, जोखिम और मूल्य का सबसे अच्छा संयोजन प्रदान करते हैं। स्टॉक चुनना निवेश शैली पर आधारित है जो हो सकता हैमूल्य निवेश या विकास निवेश। इसके अतिरिक्त, फंड मैनेजर अन्य मात्रात्मक उपायों जैसे पी/ई (मूल्य/आय) अनुपात, पी/बी (मूल्य/पुस्तक) अनुपात, ईपीएस और पर विचार कर सकता है।उद्यम मान यह सुनिश्चित करने के लिए कि पोर्टफोलियो केवल गुणवत्ता वाले शेयरों से बना है।

2. जोखिम

अन्य इक्विटी फंडों की तरह, मल्टी कैप फंड भी बाजार जोखिम का सामना करते हैं, जिसमें इंडेक्स के मूल्य में समग्र वृद्धि या गिरावट से फंड के मूल्य में उतार-चढ़ाव होता है। ऐसी अस्थिरता उसके द्वारा अनुभव की गई अस्थिरता से अधिक हैलार्ज कैप फंड लेकिन स्मॉल कैप से कम/मिड कैप फंड. फंड मैनेजर बाजार की गतिविधियों का लाभ उठाने के लिए नियमित रूप से परिसंपत्ति आवंटन को संशोधित करने में कुशल है।

3. लागत

मल्टी कैप फंड आपके पैसे का प्रबंधन करने के लिए एक व्यय अनुपात लेते हैं। अब तकसेबी व्यय अनुपात की ऊपरी सीमा 2.50% होना अनिवार्य था (विनियमन के अनुसार समय-समय पर परिवर्तन हो सकता है)। चूंकि इन फंडों को बाजार के अवसरों से लाभ प्राप्त करने के लिए सक्रिय रूप से प्रबंधित किया जाता है, इसलिए इसका उच्च कारोबार अनुपात और संबंधित लेनदेन लागत हो सकती है। शुद्ध लार्ज कैप/स्मॉल कैप की तुलना में, मल्टी कैप फंडों का व्यय अनुपात अधिक हो सकता है। हालांकि, मल्टी कैप द्वारा किए गए लाभ की मात्रा उच्च लागत की भरपाई के लिए पर्याप्त है।

4. निवेश क्षितिज

मल्टी कैप फंड मूल रूप से उन व्यक्तियों के लिए उपयुक्त हैं जिनके पास मध्यम से लंबी अवधि के निवेश क्षितिज हैं। आमतौर पर, फंड शॉर्ट-रन के दौरान बहुत अधिक उतार-चढ़ाव का अनुभव करता है, जो कि लॉन्ग-रन में औसत होता है। जो लोग मल्टी कैप फंड चुनते हैं उन्हें कम से कम उक्त अवधि के लिए बने रहने के लिए तैयार रहने की जरूरत है ताकि फंड को अपनी पूरी क्षमता का एहसास हो सके।

5. वित्तीय लक्ष्य

सादे लार्ज कैप फंड की तुलना में मल्टी कैप फंड आदर्श धन निर्माता हो सकते हैं। एक गतिशील निवेश रणनीति के कारण, ये फंड लंबी अवधि के लिए बड़ी संपत्ति जमा कर सकते हैंवित्तीय लक्ष्यों जैसे बच्चों की उच्च शिक्षा यासेवानिवृत्ति योजना. एक उच्च जोखिम-उच्च रिटर्न हेवन होने के नाते, ये फंड पर्याप्त धन उत्पन्न करने में सक्षम हैं जो आपको जल्दी सेवानिवृत्त होने और जीवन में अपने जुनून को आगे बढ़ाने में मदद कर सकते हैं।

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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