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फिनकैश »म्यूचुअल फंड्स »टॉप 10 मल्टीकैप फंड

2022 में निवेश करने के लिए सर्वश्रेष्ठ मल्टीकैप म्यूचुअल फंड

Updated on July 16, 2024 , 24413 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

डायवर्सिफाइड मल्टीकैप फंड में निवेश होता हैमंडी कैप जैसे - लार्ज कैप,मध्यम दर्जे की कंपनियों के शेयर औरछोटी टोपी, वे पोर्टफोलियो को संतुलित करने में महारत हासिल करते हैं। सबसे अच्छे डायवर्सिफाइड मल्टीकैप इक्विटी फंड में निवेश करके, निवेशक थोड़ा अधिक स्थिर रिटर्न अर्जित कर सकते हैं, हालांकि, वे अभी भी एक अशांत बाजार की स्थिति के दौरान इक्विटी की अस्थिरता से प्रभावित होंगे।

एक अच्छे डायवर्सिफाइड मल्टीकैप इक्विटी फंड के चयन की प्रक्रिया को आसान बनाने के लिए, हमने शीर्ष 10 सर्वश्रेष्ठ मल्टी-कैप इक्विटी फंडों को सूचीबद्ध किया है - जिन्हें निवेशक अपनी निवेश यात्रा के दौरान ध्यान में रख सकते हैं।

multi-cap

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शीर्ष 10 सर्वश्रेष्ठ प्रदर्शन करने वाले विविध मल्टीकैप म्यूचुअल फंड 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹104.107
↓ -1.63
₹2,4721930.561.831.927.240
Mahindra Badhat Yojana Growth ₹34.4608
↓ -0.75
₹3,67015.921.448.523.726.634.2
Parag Parikh Long Term Equity Fund Growth ₹77.6055
↓ -0.29
₹63,93411.3193719.525.336.6
Nippon India Multi Cap Fund Growth ₹286.436
↓ -5.70
₹31,96316.726.749.931.624.738.1
Baroda Pioneer Multi Cap Fund Growth ₹276.711
↓ -5.65
₹2,45914.524.745.322.923.830.8
Invesco India Multicap Fund Growth ₹124.98
↓ -2.43
₹3,35915.922.14318.922.931.8
Franklin India Equity Fund Growth ₹1,589.47
↓ -17.60
₹15,46815.120.945.323.222.830.8
HDFC Equity Fund Growth ₹1,842.32
↓ -13.71
₹54,69215.92344.727.322.530.6
Principal Multi Cap Growth Fund Growth ₹366.9
↓ -6.24
₹2,56715.819.74220.721.931.1
ICICI Prudential Multicap Fund Growth ₹766.98
↓ -10.82
₹12,04814.122.146.822.821.835.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jul 24
*ऊपर सर्वश्रेष्ठ की सूची हैडायवर्सिफाइड मल्टीकैप ऊपर एयूएम/शुद्ध संपत्ति वाले फंड500 करोड़. पर छाँटा गयापिछले 5 साल का रिटर्न.

1. 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 16% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (19 Jul 24) ₹104.107 ↓ -1.63   (-1.54 %)
Net Assets (Cr) ₹2,472 on 31 May 24
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 3.69
Information Ratio 2.15
Alpha Ratio 20.62
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

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 ₹598,181.
Net Profit of ₹298,181
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 19 Jul 24

DurationReturns
1 Month 3.2%
3 Month 19%
6 Month 30.5%
1 Year 61.8%
3 Year 31.9%
5 Year 27.2%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.78 Yr.
Gurvinder Wasan1 Dec 221.5 Yr.
Chaitanya Choksi31 Dec 212.42 Yr.

Data below for JM Multicap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials23.12%
Financial Services18.96%
Consumer Cyclical18.14%
Basic Materials10.69%
Technology6%
Health Care5.08%
Communication Services4.05%
Energy3.38%
Consumer Defensive3.14%
Utility2.3%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash3.35%
Equity96.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
4%₹93 Cr825,800
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹83 Cr1,000,000
↑ 151,300
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
3%₹77 Cr500,500
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹74 Cr202,731
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532955
3%₹70 Cr1,308,063
↑ 200,000
Blue Star Ltd (Industrials)
Equity, Since 31 Jan 23 | BLUESTARCO
3%₹70 Cr441,381
↑ 165,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M
3%₹69 Cr275,000
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | HUDCO
3%₹65 Cr2,388,484
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹64 Cr465,000
Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | SCHAEFFLER
2%₹60 Cr141,041
↓ -8,886

2. Mahindra Badhat Yojana

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Return for 2023 was 34.2% , 2022 was 1.6% and 2021 was 50.8% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (19 Jul 24) ₹34.4608 ↓ -0.75   (-2.12 %)
Net Assets (Cr) ₹3,670 on 31 May 24
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.72
Information Ratio 0.39
Alpha Ratio 4.28
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

Mahindra Badhat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107
Invest Now

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jul 24

DurationReturns
1 Month 3.8%
3 Month 15.9%
6 Month 21.4%
1 Year 48.5%
3 Year 23.7%
5 Year 26.6%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.2%
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 203.45 Yr.
Fatema Pacha16 Oct 203.63 Yr.

Data below for Mahindra Badhat Yojana as on 31 May 24

Equity Sector Allocation
SectorValue
Industrials20.85%
Financial Services17.07%
Basic Materials12.05%
Energy10.67%
Consumer Cyclical9.14%
Technology8.32%
Communication Services6.61%
Utility5.11%
Health Care4.35%
Consumer Defensive2.16%
Real Estate1.31%
Asset Allocation
Asset ClassValue
Cash2.38%
Equity97.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Canara Bank (Financial Services)
Equity, Since 30 Sep 23 | 532483
4%₹143 Cr12,125,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
4%₹143 Cr1,040,000
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | HINDPETRO
3%₹122 Cr2,270,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS
3%₹120 Cr325,643
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
3%₹113 Cr395,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
3%₹107 Cr2,170,000
↓ -530,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 24 | SBIN
3%₹101 Cr1,215,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 30 Apr 24 | 544162
3%₹99 Cr966,109
Tata Power Co Ltd (Utilities)
Equity, Since 30 Nov 23 | 500400
3%₹95 Cr2,183,000
↓ -117,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 532555
3%₹92 Cr2,570,000

3. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 20.2% since its launch.  Ranked 34 in Multi Cap category.  Return for 2023 was 36.6% , 2022 was -7.2% and 2021 was 45.5% .

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

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (18 Jul 24) ₹77.6055 ↓ -0.29   (-0.37 %)
Net Assets (Cr) ₹63,934 on 30 Apr 24
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 3.39
Information Ratio 0.1
Alpha Ratio 8.6
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

Parag Parikh Long Term Equity Fund SIP Returns

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

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jul 24

DurationReturns
1 Month 3.7%
3 Month 11.3%
6 Month 19%
1 Year 37%
3 Year 19.5%
5 Year 25.3%
10 Year
15 Year
Since launch 20.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.6%
2022 -7.2%
2021 45.5%
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 168.35 Yr.
Rajeev Thakkar24 May 1311.03 Yr.
Raunak Onkar24 May 1311.03 Yr.
Rukun Tarachandani16 May 222.05 Yr.
Mansi Kariya22 Dec 230.44 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services33.69%
Consumer Cyclical10.29%
Technology9.27%
Communication Services7.71%
Utility7.22%
Consumer Defensive5.46%
Energy5.38%
Health Care3.68%
Basic Materials2.14%
Industrials0.06%
Real Estate0.01%
Asset Allocation
Asset ClassValue
Cash14.19%
Equity83.89%
Debt1.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹5,589 Cr36,494,675
↑ 2,590,205
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
6%₹4,215 Cr135,966,902
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
6%₹4,003 Cr5,033,006
↑ 148,251
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹3,617 Cr84,813,355
↑ 11,273,605
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹3,553 Cr72,342,444
↑ 3,015,651
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
5%₹3,425 Cr2,762,479
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹3,366 Cr30,024,540
↑ 800,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
4%₹2,748 Cr23,645,558
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
4%₹2,698 Cr1,874,107
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
4%₹2,540 Cr733,019

4. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 63 in Multi Cap category.  Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (19 Jul 24) ₹286.436 ↓ -5.70   (-1.95 %)
Net Assets (Cr) ₹31,963 on 31 May 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3.37
Information Ratio 1.93
Alpha Ratio 11.33
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

Nippon India Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Nippon India Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jul 24

DurationReturns
1 Month 1.7%
3 Month 16.7%
6 Month 26.7%
1 Year 49.9%
3 Year 31.6%
5 Year 24.7%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.1%
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0519.18 Yr.
Ashutosh Bhargava1 Sep 212.75 Yr.
Kinjal Desai25 May 186.02 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.36%
Industrials20.87%
Consumer Cyclical19.91%
Health Care6.85%
Basic Materials5.62%
Utility4.77%
Technology3.91%
Consumer Defensive3.74%
Energy3.13%
Communication Services2.35%
Asset Allocation
Asset ClassValue
Cash1.48%
Equity98.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹1,915 Cr12,500,448
↑ 300,000
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
4%₹1,427 Cr1,638,368
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,144 Cr10,200,315
↑ 501,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
3%₹1,061 Cr24,581,810
↓ -36,881
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹1,001 Cr3,500,000
↑ 600,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹965 Cr8,300,121
Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | VESUVIUS
3%₹884 Cr1,612,565
↓ -9,523
GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
3%₹882 Cr6,482,346
↓ -85,660
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹764 Cr9,200,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | 505890
2%₹719 Cr1,954,675

5. Baroda Pioneer Multi Cap Fund

(Erstwhile Baroda Pioneer Growth Fund)

To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.

Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.4% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (19 Jul 24) ₹276.711 ↓ -5.65   (-2.00 %)
Net Assets (Cr) ₹2,459 on 31 May 24
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 2.77
Information Ratio 0.36
Alpha Ratio 4.02
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

Baroda Pioneer Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Baroda Pioneer Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jul 24

DurationReturns
1 Month 1.9%
3 Month 14.5%
6 Month 24.7%
1 Year 45.3%
3 Year 22.9%
5 Year 23.8%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.8%
2022 -3%
2021 47.9%
2020 19.5%
2019 8.9%
2018 -11.9%
2017 36.8%
2016 2.3%
2015 -1.6%
2014 46.5%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 158.59 Yr.
Sandeep Jain14 Mar 222.22 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.99%
Industrials17.7%
Consumer Cyclical11.8%
Technology10.99%
Health Care8.18%
Basic Materials7.25%
Consumer Defensive4.78%
Real Estate3.25%
Communication Services3.19%
Energy2.94%
Utility2.75%
Asset Allocation
Asset ClassValue
Cash1.79%
Equity97.81%
Debt0.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹90 Cr799,815
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
3%₹75 Cr4,173,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹72 Cr252,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
3%₹69 Cr449,736
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 22 | POWERINDIA
3%₹64 Cr58,988
↓ -15,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jan 24 | 500103
2%₹60 Cr2,000,000
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 22 | RATNAMANI
2%₹60 Cr174,865
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT
2%₹58 Cr158,897
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC
2%₹54 Cr532,602
↑ 75,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 23 | BEL
2%₹52 Cr1,750,000

6. Invesco India Multicap Fund

(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 CAGR/Annualized return of 16.9% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 31.8% , 2022 was -2.2% and 2021 was 40.7% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (19 Jul 24) ₹124.98 ↓ -2.43   (-1.91 %)
Net Assets (Cr) ₹3,359 on 31 May 24
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 2.6
Information Ratio -0.71
Alpha Ratio 0.51
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
30 Jun 19₹10,000
30 Jun 20₹9,173
30 Jun 21₹15,441
30 Jun 22₹14,614
30 Jun 23₹18,338
30 Jun 24₹26,471

Invesco India 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Invesco India 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 19 Jul 24

DurationReturns
1 Month 3.2%
3 Month 15.9%
6 Month 22.1%
1 Year 43%
3 Year 18.9%
5 Year 22.9%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 72.1%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 203.75 Yr.
Dhimant Kothari1 Dec 230.5 Yr.

Data below for Invesco India Multicap Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services27.03%
Industrials18.54%
Consumer Cyclical12.08%
Health Care9.86%
Consumer Defensive8.31%
Basic Materials5.82%
Technology5.24%
Utility3.67%
Communication Services1.89%
Real Estate1.83%
Energy0.99%
Asset Allocation
Asset ClassValue
Cash3.98%
Equity96.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹141 Cr1,254,600
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 24 | TCS
2%₹82 Cr222,928
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543940
2%₹78 Cr2,268,268
↑ 1,007,073
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
2%₹76 Cr2,564,514
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | KEI
2%₹75 Cr183,019
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
2%₹75 Cr2,085,926
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | JBCHEPHARM
2%₹74 Cr417,812
↑ 20,439
Anand Rathi Wealth Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543415
2%₹74 Cr175,205
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 24 | 500040
2%₹70 Cr347,570
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 523025
2%₹69 Cr352,797

7. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.6% since its launch.  Ranked 50 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (19 Jul 24) ₹1,589.47 ↓ -17.60   (-1.10 %)
Net Assets (Cr) ₹15,468 on 31 May 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.96
Information Ratio 0.83
Alpha Ratio 6.97
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

Franklin India Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Franklin India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jul 24

DurationReturns
1 Month 5.1%
3 Month 15.1%
6 Month 20.9%
1 Year 45.3%
3 Year 23.2%
5 Year 22.8%
10 Year
15 Year
Since launch 18.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.8%
2022 5.3%
2021 40.3%
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
2014 56.8%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.34 Yr.
Sandeep Manam18 Oct 212.62 Yr.
Rajasa Kakulavarapu1 Dec 230.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services28.18%
Industrials16.91%
Consumer Cyclical10.8%
Technology8.27%
Consumer Defensive6.63%
Communication Services5.32%
Utility5.21%
Basic Materials5.15%
Energy4.41%
Health Care3.69%
Real Estate1.18%
Asset Allocation
Asset ClassValue
Cash4.66%
Equity95.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,177 Cr10,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹1,086 Cr7,093,618
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹824 Cr6,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹782 Cr2,131,779
↓ -74,796
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹651 Cr4,627,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹617 Cr5,311,448
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹614 Cr7,389,791
↓ -273,550
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹495 Cr13,791,570
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹487 Cr1,702,201
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 20 | BEL
3%₹473 Cr15,973,830
↓ -2,826,170

8. HDFC Equity Fund

Aims at providing capital appreciation through investments predominantly in equity oriented securities

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 34 in Multi Cap category.  Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (19 Jul 24) ₹1,842.32 ↓ -13.71   (-0.74 %)
Net Assets (Cr) ₹54,692 on 31 May 24
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.92
Information Ratio 1.31
Alpha Ratio 6.79
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

HDFC Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jul 24

DurationReturns
1 Month 4.6%
3 Month 15.9%
6 Month 23%
1 Year 44.7%
3 Year 27.3%
5 Year 22.5%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.6%
2022 18.3%
2021 36.2%
2020 6.4%
2019 6.8%
2018 -3.5%
2017 36.9%
2016 7.3%
2015 -5.1%
2014 53.8%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 221.84 Yr.
Dhruv Muchhal22 Jun 230.95 Yr.

Data below for HDFC Equity Fund as on 31 May 24

Equity Sector Allocation
SectorValue
Financial Services38.77%
Health Care12.42%
Technology9.21%
Consumer Cyclical8.18%
Industrials6.68%
Communication Services5%
Real Estate3.6%
Utility2.58%
Energy1.19%
Consumer Defensive1.02%
Basic Materials0.18%
Asset Allocation
Asset ClassValue
Cash9.16%
Equity88.36%
Debt2.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
10%₹5,284 Cr34,500,000
↑ 1,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹5,045 Cr45,000,000
↑ 1,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
8%₹4,300 Cr37,000,000
↑ 2,000,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
5%₹2,779 Cr19,200,000
↑ 200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
5%₹2,471 Cr18,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
4%₹2,285 Cr13,600,000
↑ 3,100,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹2,277 Cr17,200,000
↑ 3,380,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹2,149 Cr15,500,000
↑ 1,100,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
4%₹2,039 Cr4,100,000
↓ -3,100,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
3%₹1,910 Cr23,000,000
↓ -7,525,000

9. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

The primary investment objective of the scheme is to achieve long-term capital appreciation.

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.5% since its launch.  Ranked 12 in Multi Cap category.  Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (19 Jul 24) ₹366.9 ↓ -6.24   (-1.67 %)
Net Assets (Cr) ₹2,567 on 31 May 24
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 2.47
Information Ratio -0.02
Alpha Ratio -0.6
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

Principal Multi Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jul 24

DurationReturns
1 Month 3.6%
3 Month 15.8%
6 Month 19.7%
1 Year 42%
3 Year 20.7%
5 Year 21.9%
10 Year
15 Year
Since launch 16.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.1%
2022 -1.6%
2021 46.3%
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
2014 49.4%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 222.42 Yr.
Sudhir Kedia1 Jan 222.42 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.61%
Industrials19.03%
Consumer Cyclical13.32%
Technology7.55%
Health Care7.27%
Energy7.09%
Basic Materials5.95%
Consumer Defensive4.52%
Communication Services4.21%
Utility2.73%
Real Estate2.7%
Asset Allocation
Asset ClassValue
Cash5%
Equity94.99%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
6%₹154 Cr538,061
↑ 104,855
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹104 Cr682,220
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532215
3%₹85 Cr734,102
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹83 Cr1,689,887
↓ -249,018
KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB
3%₹80 Cr168,351
↓ -14,491
Sundaram Liquid Dir Gr
Investment Fund | -
3%₹76 Cr350,993
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
3%₹73 Cr1,288,859
↑ 23,344
NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 532555
3%₹70 Cr1,955,077
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 20 | 532929
3%₹69 Cr539,440
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 520056
3%₹66 Cr57,542
↓ -432

10. ICICI Prudential Multicap Fund

To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries.

ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 49 in Multi Cap category.  Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (19 Jul 24) ₹766.98 ↓ -10.82   (-1.39 %)
Net Assets (Cr) ₹12,048 on 31 May 24
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 2.86
Information Ratio 0.13
Alpha Ratio 3.47
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
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

ICICI Prudential Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for ICICI Prudential Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Jul 24

DurationReturns
1 Month 4.6%
3 Month 14.1%
6 Month 22.1%
1 Year 46.8%
3 Year 22.8%
5 Year 21.8%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.4%
2022 4.7%
2021 36.4%
2020 9.2%
2019 6%
2018 0.2%
2017 28%
2016 10.1%
2015 3.1%
2014 49.8%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Sankaran Naren1 Jul 221.92 Yr.
Anand Sharma1 Jul 221.92 Yr.
Sharmila D’mello31 Jul 221.84 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services21.49%
Consumer Cyclical12.24%
Industrials11.82%
Health Care10.34%
Energy7.04%
Communication Services6.72%
Consumer Defensive6.51%
Technology6.42%
Basic Materials6%
Utility3.09%
Real Estate1.9%
Asset Allocation
Asset ClassValue
Cash6.25%
Equity93.75%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹713 Cr6,359,285
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
4%₹499 Cr3,420,100
↑ 1,117,099
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
4%₹456 Cr3,243,238
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹417 Cr2,720,494
↑ 231,008
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹370 Cr1,291,764
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹270 Cr1,965,169
↓ -729,125
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
2%₹251 Cr5,891,308
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
2%₹245 Cr667,527
↑ 166,733
Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | 500480
2%₹230 Cr648,680
↓ -179,150
Syngene International Ltd (Healthcare)
Equity, Since 31 Aug 23 | 539268
2%₹215 Cr3,204,492

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1. म्युचुअल फंड में निवेश के क्या लाभ हैं?

ए: म्यूचुअल फंड्स आपके निवेश पोर्टफोलियो में विविधता लाने में मदद कर सकता है, और आप यह सुनिश्चित कर सकते हैं कि आपके पास निष्क्रिय कमाई के कई बिंदु हैंआय. यह निवेश के जोखिम को भी कम करता है, और आप एक ही फंड के साथ कई शेयरों और शेयरों में निवेश कर सकते हैं। इसलिए, यदि एक स्टॉक प्रदर्शन नहीं करता है, तो जोखिम होगाओफ़्सेट अन्य अच्छा प्रदर्शन करने वाले स्टॉक के साथ।

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