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फिनकैश »म्यूचुअल फंड्स »टॉप 10 मल्टीकैप फंड

2022 में निवेश करने के लिए सर्वश्रेष्ठ मल्टीकैप म्यूचुअल फंड

Updated on March 17, 2023 , 22110 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 (%)2022 (%)
Parag Parikh Long Term Equity Fund Growth ₹49.0917
↓ -0.19
₹29,9531.30.11.532.216.5-7.2
Mahindra Badhat Yojana Growth ₹19.7477
↓ -0.18
₹1,515-7.1-7.3-2.129.913.61.6
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
PGIM India Diversified Equity Fund Growth ₹24.11
↓ -0.07
₹5,199-6.9-6.7-5.431.213.4-6.4
HDFC Equity Fund Growth ₹1,103.81
↓ -8.69
₹31,673-5.5-0.910.333.413.118.3
Canara Robeco Equity Diversified Growth ₹212.3
↓ -1.61
₹8,631-7.2-6.6-3.822.912.4-1.7
Nippon India Multi Cap Fund Growth ₹159.558
↓ -1.67
₹14,092-5.7-4.78.832.512.214.1
UTI Equity Fund Growth ₹216.746
↓ -1.21
₹23,945-8-11.4-11.221.311.4-13.4
Baroda Pioneer Multi Cap Fund Growth ₹163.341
↓ -1.62
₹1,629-6.5-5.5-3.427.411.2-3
Franklin India Equity Fund Growth ₹955.073
↓ -5.80
₹9,989-7.4-4.21.229.911.15.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 23
*ऊपर सर्वश्रेष्ठ की सूची हैडायवर्सिफाइड मल्टीकैप ऊपर एयूएम/शुद्ध संपत्ति वाले फंड500 करोड़. पर छाँटा गयापिछले 5 साल का रिटर्न.

1. 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 17.6% since its launch.  Ranked 34 in Multi Cap category.  Return for 2022 was -7.2% , 2021 was 45.5% and 2020 was 32.3% .

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 (20 Mar 23) ₹49.0917 ↓ -0.19   (-0.39 %)
Net Assets (Cr) ₹29,953 on 28 Feb 23
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.18
Information Ratio 0.52
Alpha Ratio -1.2
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹10,254
29 Feb 20₹11,099
28 Feb 21₹15,668
28 Feb 22₹20,132
28 Feb 23₹20,595

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 ₹458,689.
Net Profit of ₹158,689
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 20 Mar 23

DurationReturns
1 Month 0%
3 Month 1.3%
6 Month 0.1%
1 Year 1.5%
3 Year 32.2%
5 Year 16.5%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 167.02 Yr.
Rajeev Thakkar24 May 139.7 Yr.
Raunak Onkar24 May 139.7 Yr.
Rukun Tarachandani16 May 220.72 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services35.5%
Technology11.07%
Consumer Cyclical9.72%
Consumer Defensive7.39%
Communication Services7.3%
Energy6%
Health Care4.9%
Utility4.71%
Basic Materials1.54%
Asset Allocation
Asset ClassValue
Cash11.73%
Equity88.13%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
8%₹2,351 Cr8,962,504
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹2,139 Cr60,698,959
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹2,123 Cr3,608,668
↑ 33,118
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
6%₹1,666 Cr14,849,083
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
6%₹1,623 Cr19,505,898
↑ 725,284
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹1,566 Cr17,964,011
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹1,451 Cr64,548,260
↑ 1,200,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
5%₹1,431 Cr1,802,237
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
5%₹1,422 Cr714,866
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
5%₹1,382 Cr63,775,637

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 12.3% since its launch.  Return for 2022 was 1.6% , 2021 was 50.8% and 2020 was 16.6% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (20 Mar 23) ₹19.7477 ↓ -0.18   (-0.91 %)
Net Assets (Cr) ₹1,515 on 28 Feb 23
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.16
Information Ratio 0.1
Alpha Ratio -1.7
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

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 ₹426,080.
Net Profit of ₹126,080
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 20 Mar 23

DurationReturns
1 Month -2.9%
3 Month -7.1%
6 Month -7.3%
1 Year -2.1%
3 Year 29.9%
5 Year 13.6%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
2013
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 202.11 Yr.
Fatema Pacha16 Oct 202.3 Yr.

Data below for Mahindra Badhat Yojana as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services27.41%
Industrials20.12%
Technology13.5%
Basic Materials10.27%
Consumer Cyclical9.54%
Communication Services4.17%
Health Care4.07%
Consumer Defensive3.38%
Energy1.98%
Real Estate1.32%
Utility1.01%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
5%₹74 Cr482,850
↑ 36,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFCBANK
4%₹59 Cr365,400
↑ 270,000
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 500493
3%₹49 Cr558,000
↓ -45,000
LTIMindtree Ltd (Technology)
Equity, Since 30 Nov 22 | LTIM
3%₹48 Cr109,035
↑ 7,200
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
3%₹44 Cr798,651
↓ -153,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹43 Cr519,378
↓ -228,522
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Aug 22 | KIRLOSENG
3%₹39 Cr1,233,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | MCDOWELL-N
2%₹36 Cr468,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 21 | 532755
2%₹36 Cr351,000
↑ 27,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 22 | SUNPHARMA
2%₹34 Cr333,000

3. 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 20 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

4. PGIM India Diversified Equity Fund

To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

PGIM India Diversified Equity Fund is a Equity - Multi Cap fund was launched on 4 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Return for 2022 was -6.4% , 2021 was 43.5% and 2020 was 35.9% .

Below is the key information for PGIM India Diversified Equity Fund

PGIM India Diversified Equity Fund
Growth
Launch Date 4 Mar 15
NAV (20 Mar 23) ₹24.11 ↓ -0.07   (-0.29 %)
Net Assets (Cr) ₹5,199 on 28 Feb 23
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.42
Information Ratio 0.71
Alpha Ratio -4.78
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,205
29 Feb 20₹10,113
28 Feb 21₹15,071
28 Feb 22₹18,702
28 Feb 23₹18,365

PGIM India Diversified 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for PGIM India Diversified 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 20 Mar 23

DurationReturns
1 Month -3.5%
3 Month -6.9%
6 Month -6.7%
1 Year -5.4%
3 Year 31.2%
5 Year 13.4%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -6.4%
2021 43.5%
2020 35.9%
2019 10%
2018 -7.9%
2017 36.6%
2016 -0.6%
2015
2014
2013
Fund Manager information for PGIM India Diversified Equity Fund
NameSinceTenure
Bhupesh Kalyani13 Sep 220.39 Yr.
Aniruddha Naha5 Apr 184.83 Yr.
A. Anandha Padmanabhan1 Jun 211.67 Yr.
Rahul Jagwani12 May 220.73 Yr.

Data below for PGIM India Diversified Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services25.35%
Industrials17.12%
Consumer Cyclical12.66%
Basic Materials6.47%
Health Care6.13%
Consumer Defensive5.15%
Technology4.79%
Communication Services4.34%
Energy4.27%
Utility2.53%
Real Estate0.72%
Asset Allocation
Asset ClassValue
Cash10.47%
Equity89.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
7%₹343 Cr2,137,565
↓ -550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹335 Cr4,030,000
↓ -75,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹224 Cr950,000
↑ 100,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | MARUTI
3%₹182 Cr204,300
↑ 69,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
3%₹181 Cr1,178,743
↑ 200,000
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 21 | 500480
3%₹172 Cr1,200,000
HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 22 | HDFCLIFE
3%₹171 Cr2,950,000
↑ 300,000
ABB India Ltd (Industrials)
Equity, Since 31 May 22 | ABB
3%₹166 Cr585,651
↑ 460,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFC
3%₹164 Cr625,000
↓ -200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
3%₹156 Cr1,786,667
↑ 350,000

5. 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 18.1% since its launch.  Ranked 34 in Multi Cap category.  Return for 2022 was 18.3% , 2021 was 36.2% and 2020 was 6.4% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (20 Mar 23) ₹1,103.81 ↓ -8.69   (-0.78 %)
Net Assets (Cr) ₹31,673 on 28 Feb 23
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.65
Information Ratio 0.66
Alpha Ratio 11.15
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

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 ₹426,080.
Net Profit of ₹126,080
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 20 Mar 23

DurationReturns
1 Month -3.2%
3 Month -5.5%
6 Month -0.9%
1 Year 10.3%
3 Year 33.4%
5 Year 13.1%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.8%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 220.51 Yr.
Priya Ranjan1 May 220.76 Yr.

Data below for HDFC Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services36.27%
Technology12.17%
Industrials10.88%
Health Care7.39%
Energy6.84%
Utility6.24%
Consumer Cyclical6.2%
Communication Services4.98%
Basic Materials1.05%
Consumer Defensive0.99%
Real Estate0.04%
Asset Allocation
Asset ClassValue
Cash6.78%
Equity93.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,937 Cr35,300,000
↑ 3,450,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
6%₹1,924 Cr12,000,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY
6%₹1,887 Cr12,300,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
6%₹1,854 Cr33,500,000
↓ -1,500,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹1,489 Cr13,270,842
↑ 159,932
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹1,455 Cr85,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | M&M
4%₹1,328 Cr9,630,000
↑ 30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹1,264 Cr16,407,723
↑ 407,723
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT
4%₹1,190 Cr5,600,000
↓ -400,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFC
4%₹1,180 Cr4,500,000

6. Canara Robeco Equity Diversified

To generate capital appreciation by investing in equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 68 in Multi Cap category.  Return for 2022 was -1.7% , 2021 was 32.6% and 2020 was 22.2% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (20 Mar 23) ₹212.3 ↓ -1.61   (-0.75 %)
Net Assets (Cr) ₹8,631 on 28 Feb 23
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.32
Information Ratio -0.68
Alpha Ratio -3.64
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₹10,248
29 Feb 20₹11,612
28 Feb 21₹14,725
28 Feb 22₹17,771
28 Feb 23₹17,714

Canara Robeco Equity Diversified 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 Canara Robeco Equity Diversified

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Mar 23

DurationReturns
1 Month -4.8%
3 Month -7.2%
6 Month -6.6%
1 Year -3.8%
3 Year 22.9%
5 Year 12.4%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
2021 32.6%
2020 22.2%
2019 12.3%
2018 0.9%
2017 37.8%
2016 -2%
2015 0.1%
2014 39.7%
2013 4.3%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar5 Jul 166.58 Yr.

Data below for Canara Robeco Equity Diversified as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services33.23%
Consumer Cyclical11.6%
Technology10.09%
Industrials9.52%
Basic Materials9.24%
Consumer Defensive6.66%
Health Care6.27%
Energy4.52%
Communication Services2.45%
Utility2.22%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
9%₹815 Cr5,082,340
↑ 150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹645 Cr7,750,550
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
6%₹546 Cr3,559,688
↑ 50,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹389 Cr1,652,400
↑ 75,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
4%₹337 Cr6,097,000
↓ -128,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹286 Cr3,278,600
↓ -630,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | HINDUNILVR
3%₹272 Cr1,057,400
↓ -20,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹254 Cr1,197,157
↓ -165,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
2%₹211 Cr2,737,334
↑ 225,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 20 | SUNPHARMA
2%₹200 Cr1,930,000

7. 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 16.7% since its launch.  Ranked 63 in Multi Cap category.  Return for 2022 was 14.1% , 2021 was 48.9% and 2020 was 0% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (20 Mar 23) ₹159.558 ↓ -1.67   (-1.03 %)
Net Assets (Cr) ₹14,092 on 28 Feb 23
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.61
Information Ratio 0.06
Alpha Ratio 11
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

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 ₹415,684.
Net Profit of ₹115,684
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 20 Mar 23

DurationReturns
1 Month -3.5%
3 Month -5.7%
6 Month -4.7%
1 Year 8.8%
3 Year 32.5%
5 Year 12.2%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 4.6%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0517.85 Yr.
Ashutosh Bhargava1 Sep 211.42 Yr.
Kinjal Desai25 May 184.69 Yr.
Akshay Sharma1 Dec 220.17 Yr.

Data below for Nippon India Multi Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services28.5%
Industrials19.87%
Consumer Cyclical19.59%
Technology7.86%
Health Care7.48%
Basic Materials6.01%
Consumer Defensive3.02%
Energy2.68%
Communication Services2.38%
Utility0.87%
Asset Allocation
Asset ClassValue
Cash1.49%
Equity98.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
4%₹609 Cr3,800,448
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
4%₹589 Cr1,774,811
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
4%₹531 Cr2,500,000
↓ -200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
4%₹523 Cr6,000,121
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹516 Cr6,200,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 500850
3%₹452 Cr15,000,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | KENNAMET
3%₹442 Cr2,026,242
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
3%₹397 Cr24,353,076
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 21 | HDFC
3%₹393 Cr1,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹377 Cr1,600,000
↑ 350,000

8. UTI Equity Fund

This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.

UTI Equity Fund is a Equity - Multi Cap fund was launched on 18 May 92. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 54 in Multi Cap category.  Return for 2022 was -13.4% , 2021 was 34% and 2020 was 31.5% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (20 Mar 23) ₹216.746 ↓ -1.21   (-0.56 %)
Net Assets (Cr) ₹23,945 on 28 Feb 23
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio -0.73
Information Ratio -0.67
Alpha Ratio -10.28
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

UTI 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 ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for UTI 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 20 Mar 23

DurationReturns
1 Month -5%
3 Month -8%
6 Month -11.4%
1 Year -11.2%
3 Year 21.3%
5 Year 11.4%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -13.4%
2021 34%
2020 31.5%
2019 11.7%
2018 3.5%
2017 30.1%
2016 1.1%
2015 0.9%
2014 46.8%
2013 7.6%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 167.06 Yr.

Data below for UTI Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services25.79%
Consumer Cyclical17.79%
Technology14.53%
Health Care11.16%
Basic Materials7.73%
Consumer Defensive7.01%
Industrials6.35%
Communication Services5.34%
Asset Allocation
Asset ClassValue
Cash4.13%
Equity95.71%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LTIMindtree Ltd (Technology)
Equity, Since 31 Aug 18 | LTIM
6%₹1,559 Cr3,568,062
↓ -44,090
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
6%₹1,383 Cr16,625,050
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
5%₹1,255 Cr2,132,020
↑ 16,520
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
5%₹1,160 Cr7,235,272
↓ -44,600
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
5%₹1,128 Cr7,357,426
↓ -17,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹940 Cr5,430,111
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
3%₹844 Cr2,408,793
↑ 13,070
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
3%₹779 Cr2,969,988
↓ -27,300
Coforge Ltd (Technology)
Equity, Since 31 Jul 21 | COFORGE
3%₹748 Cr1,708,346
↓ -56,500
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹728 Cr1,983,932
↑ 11,600

9. 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 15.4% since its launch.  Ranked 37 in Multi Cap category.  Return for 2022 was -3% , 2021 was 47.9% and 2020 was 19.5% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (20 Mar 23) ₹163.341 ↓ -1.62   (-0.98 %)
Net Assets (Cr) ₹1,629 on 28 Feb 23
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.09
Information Ratio -0.03
Alpha Ratio -0.6
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

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 ₹405,518.
Net Profit of ₹105,518
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 20 Mar 23

DurationReturns
1 Month -4.9%
3 Month -6.5%
6 Month -5.5%
1 Year -3.4%
3 Year 27.4%
5 Year 11.2%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.6%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 157.26 Yr.
Sandeep Jain14 Mar 220.89 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services24.12%
Consumer Cyclical12.83%
Technology10.98%
Industrials10.51%
Basic Materials10.25%
Health Care9.7%
Energy5.06%
Consumer Defensive3.57%
Real Estate3.54%
Communication Services3.39%
Utility1.86%
Asset Allocation
Asset ClassValue
Cash3.45%
Equity96.55%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
5%₹89 Cr1,064,815
↓ -50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
5%₹76 Cr475,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹65 Cr275,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 21 | JBCHEPHARM
3%₹46 Cr224,384
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 23 | TCS
3%₹42 Cr125,000
↑ 125,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹42 Cr273,000
↓ -295,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹40 Cr390,000
↓ -50,000
Five-Star Business Finance Ltd (Financial Services)
Equity, Since 30 Nov 22 | 543663
2%₹39 Cr647,870
↓ -50,000
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
2%₹39 Cr2,310,000
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Nov 20 | INOXLEISUR
2%₹38 Cr750,000
↓ -50,000

10. 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 17.4% since its launch.  Ranked 50 in Multi Cap category.  Return for 2022 was 5.3% , 2021 was 40.3% and 2020 was 16% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (20 Mar 23) ₹955.073 ↓ -5.80   (-0.60 %)
Net Assets (Cr) ₹9,989 on 28 Feb 23
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.04
Information Ratio 0.45
Alpha Ratio 0.79
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₹9,647
29 Feb 20₹9,523
28 Feb 21₹13,190
28 Feb 22₹15,902
28 Feb 23₹16,501

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 ₹405,518.
Net Profit of ₹105,518
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 20 Mar 23

DurationReturns
1 Month -2.9%
3 Month -7.4%
6 Month -4.2%
1 Year 1.2%
3 Year 29.9%
5 Year 11.1%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 5.5%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan1 Feb 1112.01 Yr.
R. Janakiraman1 Feb 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Equity Fund as on 28 Feb 23

Equity Sector Allocation
SectorValue
Financial Services31.57%
Technology10.99%
Industrials10.93%
Consumer Cyclical9.39%
Consumer Defensive8.68%
Basic Materials7.35%
Utility5.18%
Communication Services5.09%
Energy3.32%
Health Care2.72%
Asset Allocation
Asset ClassValue
Cash4.78%
Equity95.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
9%₹882 Cr5,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹832 Cr10,000,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹614 Cr4,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹601 Cr6,900,000
↓ -900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹531 Cr2,500,000
↓ -130,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹516 Cr6,700,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹351 Cr6,350,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹314 Cr2,800,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
3%₹270 Cr1,700,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹269 Cr3,500,000
↑ 150,000

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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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