SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

2022 में निवेश करने के लिए सर्वश्रेष्ठ मल्टीकैप म्यूचुअल फंड

Updated on March 20, 2026 , 25987 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

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

शीर्ष 10 सर्वश्रेष्ठ प्रदर्शन करने वाले विविध मल्टीकैप म्यूचुअल फंड 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹275.921
↑ 0.75
₹50,820-7.7-10.13.82019.64.1
HDFC Equity Fund Growth ₹1,878.94
↑ 6.77
₹100,455-8.7-8.43.419.418.411.4
Mahindra Badhat Yojana Growth ₹33.2274
↑ 0.28
₹6,174-7.1-7.36.118.916.73.4
Parag Parikh Long Term Equity Fund Growth ₹80.1349
↓ -1.53
₹134,253-7.3-7.42.817.615.97.8
ICICI Prudential Multicap Fund Growth ₹741.81
↑ 2.39
₹16,315-6.7-7.82.418.515.65.7
JM Multicap Fund Growth ₹86.871
↑ 0.48
₹5,159-10.4-13.2-4.217.815.5-6.8
Baroda Pioneer Multi Cap Fund Growth ₹260.032
↑ 1.68
₹3,096-9.7-10.8-0.116.814.7-2.8
Franklin India Equity Fund Growth ₹1,495.78
↑ 3.26
₹19,598-10-9.5-0.516.114.23.3
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹32
↑ 0.23
₹1,107-3.3-3.8920.414.23.5
Edelweiss Multi Cap Fund  Growth ₹35.786
↑ 0.12
₹3,203-9.4-7.83.31713.95.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Mar 26

Research Highlights & Commentary of 10 Funds showcased

CommentaryNippon India Multi Cap FundHDFC Equity FundMahindra Badhat YojanaParag Parikh Long Term Equity FundICICI Prudential Multicap FundJM Multicap FundBaroda Pioneer Multi Cap FundFranklin India Equity FundAditya Birla Sun Life Manufacturing Equity FundEdelweiss Multi Cap Fund 
Point 1Upper mid AUM (₹50,820 Cr).Top quartile AUM (₹100,455 Cr).Lower mid AUM (₹6,174 Cr).Highest AUM (₹134,253 Cr).Upper mid AUM (₹16,315 Cr).Lower mid AUM (₹5,159 Cr).Bottom quartile AUM (₹3,096 Cr).Upper mid AUM (₹19,598 Cr).Bottom quartile AUM (₹1,107 Cr).Bottom quartile AUM (₹3,203 Cr).
Point 2Established history (21+ yrs).Oldest track record among peers (31 yrs).Established history (8+ yrs).Established history (12+ yrs).Established history (31+ yrs).Established history (17+ yrs).Established history (22+ yrs).Established history (31+ yrs).Established history (11+ yrs).Established history (11+ yrs).
Point 3Rating: 2★ (lower mid).Rating: 3★ (top quartile).Not Rated.Rating: 3★ (upper mid).Rating: 3★ (upper mid).Top rated.Rating: 3★ (upper mid).Rating: 3★ (lower mid).Not Rated.Not Rated.
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.
Point 55Y return: 19.60% (top quartile).5Y return: 18.37% (top quartile).5Y return: 16.70% (upper mid).5Y return: 15.92% (upper mid).5Y return: 15.58% (upper mid).5Y return: 15.46% (lower mid).5Y return: 14.67% (lower mid).5Y return: 14.21% (bottom quartile).5Y return: 14.17% (bottom quartile).5Y return: 13.91% (bottom quartile).
Point 63Y return: 20.03% (top quartile).3Y return: 19.40% (upper mid).3Y return: 18.94% (upper mid).3Y return: 17.59% (lower mid).3Y return: 18.50% (upper mid).3Y return: 17.76% (lower mid).3Y return: 16.76% (bottom quartile).3Y return: 16.13% (bottom quartile).3Y return: 20.37% (top quartile).3Y return: 17.01% (bottom quartile).
Point 71Y return: 3.77% (upper mid).1Y return: 3.44% (upper mid).1Y return: 6.06% (top quartile).1Y return: 2.80% (lower mid).1Y return: 2.37% (lower mid).1Y return: -4.20% (bottom quartile).1Y return: -0.10% (bottom quartile).1Y return: -0.55% (bottom quartile).1Y return: 8.95% (top quartile).1Y return: 3.33% (upper mid).
Point 8Alpha: 1.47 (upper mid).Alpha: 4.33 (top quartile).Alpha: 2.49 (top quartile).Alpha: -2.18 (bottom quartile).Alpha: 1.34 (upper mid).Alpha: -5.99 (bottom quartile).Alpha: -2.16 (lower mid).Alpha: -2.21 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 2.25 (upper mid).
Point 9Sharpe: 1.02 (lower mid).Sharpe: 1.50 (top quartile).Sharpe: 1.15 (upper mid).Sharpe: 0.56 (bottom quartile).Sharpe: 1.05 (upper mid).Sharpe: 0.34 (bottom quartile).Sharpe: 0.74 (bottom quartile).Sharpe: 0.78 (lower mid).Sharpe: 1.35 (top quartile).Sharpe: 1.21 (upper mid).
Point 10Information ratio: 0.52 (upper mid).Information ratio: 1.20 (top quartile).Information ratio: 0.39 (lower mid).Information ratio: 0.34 (lower mid).Information ratio: 0.21 (bottom quartile).Information ratio: 0.42 (upper mid).Information ratio: -0.34 (bottom quartile).Information ratio: 0.45 (upper mid).Information ratio: 0.00 (bottom quartile).Information ratio: 0.60 (top quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹50,820 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.60% (top quartile).
  • 3Y return: 20.03% (top quartile).
  • 1Y return: 3.77% (upper mid).
  • Alpha: 1.47 (upper mid).
  • Sharpe: 1.02 (lower mid).
  • Information ratio: 0.52 (upper mid).

HDFC Equity Fund

  • Top quartile AUM (₹100,455 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.37% (top quartile).
  • 3Y return: 19.40% (upper mid).
  • 1Y return: 3.44% (upper mid).
  • Alpha: 4.33 (top quartile).
  • Sharpe: 1.50 (top quartile).
  • Information ratio: 1.20 (top quartile).

Mahindra Badhat Yojana

  • Lower mid AUM (₹6,174 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.70% (upper mid).
  • 3Y return: 18.94% (upper mid).
  • 1Y return: 6.06% (top quartile).
  • Alpha: 2.49 (top quartile).
  • Sharpe: 1.15 (upper mid).
  • Information ratio: 0.39 (lower mid).

Parag Parikh Long Term Equity Fund

  • Highest AUM (₹134,253 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.92% (upper mid).
  • 3Y return: 17.59% (lower mid).
  • 1Y return: 2.80% (lower mid).
  • Alpha: -2.18 (bottom quartile).
  • Sharpe: 0.56 (bottom quartile).
  • Information ratio: 0.34 (lower mid).

ICICI Prudential Multicap Fund

  • Upper mid AUM (₹16,315 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.58% (upper mid).
  • 3Y return: 18.50% (upper mid).
  • 1Y return: 2.37% (lower mid).
  • Alpha: 1.34 (upper mid).
  • Sharpe: 1.05 (upper mid).
  • Information ratio: 0.21 (bottom quartile).

JM Multicap Fund

  • Lower mid AUM (₹5,159 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.46% (lower mid).
  • 3Y return: 17.76% (lower mid).
  • 1Y return: -4.20% (bottom quartile).
  • Alpha: -5.99 (bottom quartile).
  • Sharpe: 0.34 (bottom quartile).
  • Information ratio: 0.42 (upper mid).

Baroda Pioneer Multi Cap Fund

  • Bottom quartile AUM (₹3,096 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.67% (lower mid).
  • 3Y return: 16.76% (bottom quartile).
  • 1Y return: -0.10% (bottom quartile).
  • Alpha: -2.16 (lower mid).
  • Sharpe: 0.74 (bottom quartile).
  • Information ratio: -0.34 (bottom quartile).

Franklin India Equity Fund

  • Upper mid AUM (₹19,598 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.21% (bottom quartile).
  • 3Y return: 16.13% (bottom quartile).
  • 1Y return: -0.55% (bottom quartile).
  • Alpha: -2.21 (bottom quartile).
  • Sharpe: 0.78 (lower mid).
  • Information ratio: 0.45 (upper mid).

Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,107 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.17% (bottom quartile).
  • 3Y return: 20.37% (top quartile).
  • 1Y return: 8.95% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.35 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

Edelweiss Multi Cap Fund 

  • Bottom quartile AUM (₹3,203 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 13.91% (bottom quartile).
  • 3Y return: 17.01% (bottom quartile).
  • 1Y return: 3.33% (upper mid).
  • Alpha: 2.25 (upper mid).
  • Sharpe: 1.21 (upper mid).
  • Information ratio: 0.60 (top quartile).
*ऊपर सर्वश्रेष्ठ की सूची हैडायवर्सिफाइड मल्टीकैप ऊपर एयूएम/शुद्ध संपत्ति वाले फंड500 करोड़. पर छाँटा गयापिछले 5 साल का रिटर्न.

1. 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.

Research Highlights for Nippon India Multi Cap Fund

  • Upper mid AUM (₹50,820 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 19.60% (top quartile).
  • 3Y return: 20.03% (top quartile).
  • 1Y return: 3.77% (upper mid).
  • Alpha: 1.47 (upper mid).
  • Sharpe: 1.02 (lower mid).
  • Information ratio: 0.52 (upper mid).

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 26) ₹275.921 ↑ 0.75   (0.27 %)
Net Assets (Cr) ₹50,820 on 28 Feb 26
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.57
Sharpe Ratio 1.02
Information Ratio 0.52
Alpha Ratio 1.47
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
28 Feb 21₹10,000
28 Feb 22₹12,419
28 Feb 23₹14,313
29 Feb 24₹21,219
28 Feb 25₹22,156
28 Feb 26₹26,209

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 ₹493,520.
Net Profit of ₹193,520
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 26

DurationReturns
1 Month -7.8%
3 Month -7.7%
6 Month -10.1%
1 Year 3.8%
3 Year 20%
5 Year 19.6%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 4.1%
2023 25.8%
2022 38.1%
2021 14.1%
2020 48.9%
2019 0%
2018 2.2%
2017 -2.2%
2016 40.9%
2015 -6.7%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0520.93 Yr.
Kinjal Desai25 May 187.77 Yr.
Lokesh Maru5 Sep 250.48 Yr.
Divya Sharma5 Sep 250.48 Yr.

Data below for Nippon India Multi Cap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services25.38%
Consumer Cyclical21.18%
Industrials18.03%
Health Care9.43%
Utility6.2%
Consumer Defensive5.56%
Basic Materials5.45%
Technology4.77%
Energy2.21%
Communication Services1.19%
Asset Allocation
Asset ClassValue
Cash0.6%
Equity99.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹2,891 Cr32,569,796
↑ 1,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹2,219 Cr16,093,364
↑ 1,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK
4%₹1,957 Cr14,140,351
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GVT&D
3%₹1,545 Cr4,012,397
↓ -83,218
Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY
3%₹1,292 Cr9,939,713
↑ 1,000,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | MFSL
2%₹1,261 Cr6,953,107
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC
2%₹1,137 Cr29,762,573
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
2%₹1,125 Cr8,068,975
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA
2%₹1,026 Cr1,524,539
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
2%₹982 Cr2,294,471

2. HDFC Equity Fund

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

Research Highlights for HDFC Equity Fund

  • Top quartile AUM (₹100,455 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (top quartile).
  • Risk profile: Moderately High.
  • 5Y return: 18.37% (top quartile).
  • 3Y return: 19.40% (upper mid).
  • 1Y return: 3.44% (upper mid).
  • Alpha: 4.33 (top quartile).
  • Sharpe: 1.50 (top quartile).
  • Information ratio: 1.20 (top quartile).

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (20 Mar 26) ₹1,878.94 ↑ 6.77   (0.36 %)
Net Assets (Cr) ₹100,455 on 28 Feb 26
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.44
Sharpe Ratio 1.5
Information Ratio 1.2
Alpha Ratio 4.33
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
28 Feb 21₹10,000
28 Feb 22₹11,959
28 Feb 23₹13,752
29 Feb 24₹19,576
28 Feb 25₹21,400
28 Feb 26₹25,416

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 ₹481,656.
Net Profit of ₹181,656
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 26

DurationReturns
1 Month -9.7%
3 Month -8.7%
6 Month -8.4%
1 Year 3.4%
3 Year 19.4%
5 Year 18.4%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.4%
2023 23.5%
2022 30.6%
2021 18.3%
2020 36.2%
2019 6.4%
2018 6.8%
2017 -3.5%
2016 36.9%
2015 7.3%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Amit Ganatra1 Feb 260.07 Yr.
Dhruv Muchhal22 Jun 232.69 Yr.

Data below for HDFC Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services39.32%
Consumer Cyclical16.15%
Health Care8.24%
Industrials7.25%
Technology6.53%
Basic Materials4.83%
Communication Services3.06%
Utility2.71%
Real Estate2.32%
Energy1.53%
Consumer Defensive0.79%
Asset Allocation
Asset ClassValue
Cash6.79%
Equity92.69%
Debt0.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹8,825 Cr64,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | AXISBANK
7%₹7,473 Cr54,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
7%₹7,280 Cr82,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
5%₹5,287 Cr44,000,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹4,074 Cr20,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
4%₹3,778 Cr91,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
3%₹3,073 Cr16,349,344
↑ 5,349,344
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI
3%₹2,971 Cr2,000,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
3%₹2,952 Cr21,249,649
↑ 3,249,649
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT
3%₹2,860 Cr6,685,418
↑ 4,323,634

3. 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.

Research Highlights for Mahindra Badhat Yojana

  • Lower mid AUM (₹6,174 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.70% (upper mid).
  • 3Y return: 18.94% (upper mid).
  • 1Y return: 6.06% (top quartile).
  • Alpha: 2.49 (top quartile).
  • Sharpe: 1.15 (upper mid).
  • Information ratio: 0.39 (lower mid).

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (20 Mar 26) ₹33.2274 ↑ 0.28   (0.86 %)
Net Assets (Cr) ₹6,174 on 28 Feb 26
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.83
Sharpe Ratio 1.15
Information Ratio 0.39
Alpha Ratio 2.49
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
28 Feb 21₹10,000
28 Feb 22₹12,872
28 Feb 23₹13,074
29 Feb 24₹19,780
28 Feb 25₹19,539
28 Feb 26₹23,528

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 ₹458,689.
Net Profit of ₹158,689
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 26

DurationReturns
1 Month -7.5%
3 Month -7.1%
6 Month -7.3%
1 Year 6.1%
3 Year 18.9%
5 Year 16.7%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.4%
2023 23.4%
2022 34.2%
2021 1.6%
2020 50.8%
2019 16.6%
2018 13.8%
2017 -9.9%
2016
2015
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Fatema Pacha16 Oct 205.37 Yr.
Vishal Jajoo3 Nov 250.32 Yr.

Data below for Mahindra Badhat Yojana as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services29.75%
Industrials14.57%
Health Care13.5%
Basic Materials11.19%
Consumer Cyclical10.57%
Communication Services5.22%
Technology4.85%
Energy2.9%
Consumer Defensive1.39%
Asset Allocation
Asset ClassValue
Cash6.05%
Equity93.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK
4%₹235 Cr1,703,000
Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 25 | GLENMARK
3%₹211 Cr989,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | INDUSTOWER
3%₹202 Cr4,430,000
↓ -60,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 25 | LT
3%₹186 Cr434,228
↑ 225,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB
3%₹183 Cr285,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB
3%₹166 Cr193,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | ULTRACEMCO
3%₹158 Cr125,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Nov 25 | MCX
2%₹138 Cr565,000
Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN
2%₹133 Cr764,377
Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | LAURUSLABS
2%₹118 Cr1,100,000

4. 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.

Research Highlights for Parag Parikh Long Term Equity Fund

  • Highest AUM (₹134,253 Cr).
  • Established history (12+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.92% (upper mid).
  • 3Y return: 17.59% (lower mid).
  • 1Y return: 2.80% (lower mid).
  • Alpha: -2.18 (bottom quartile).
  • Sharpe: 0.56 (bottom quartile).
  • Information ratio: 0.34 (lower mid).

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 (19 Mar 26) ₹80.1349 ↓ -1.53   (-1.87 %)
Net Assets (Cr) ₹134,253 on 28 Feb 26
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.33
Sharpe Ratio 0.56
Information Ratio 0.34
Alpha Ratio -2.18
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 21₹10,000
28 Feb 22₹12,850
28 Feb 23₹13,145
29 Feb 24₹18,768
28 Feb 25₹20,804
28 Feb 26₹22,765

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 ₹447,579.
Net Profit of ₹147,579
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 26

DurationReturns
1 Month -5.2%
3 Month -7.3%
6 Month -7.4%
1 Year 2.8%
3 Year 17.6%
5 Year 15.9%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 7.8%
2023 23.9%
2022 36.6%
2021 -7.2%
2020 45.5%
2019 32.3%
2018 14.4%
2017 -0.4%
2016 29.4%
2015 3.3%
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 1610.1 Yr.
Rajeev Thakkar24 May 1312.78 Yr.
Raunak Onkar24 May 1312.78 Yr.
Rukun Tarachandani16 May 223.79 Yr.
Tejas Soman1 Sep 250.49 Yr.
Mansi Kariya22 Dec 232.19 Yr.
Aishwarya Dhar1 Sep 250.49 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services26.51%
Communication Services9.6%
Consumer Cyclical9.44%
Technology8.87%
Utility6.93%
Energy5.87%
Consumer Defensive5.7%
Health Care4.3%
Real Estate3.55%
Basic Materials0.71%
Industrials0.45%
Asset Allocation
Asset ClassValue
Cash17.33%
Equity80%
Debt2.68%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹10,379 Cr116,915,576
↑ 1,000,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID
7%₹9,291 Cr311,113,864
↓ -2,251,753
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹6,952 Cr161,423,761
↑ 1,591,453
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹6,801 Cr49,325,234
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹6,761 Cr215,593,958
↑ 5,692,964
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
5%₹6,511 Cr6,026,828
↑ 47,575
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
4%₹5,360 Cr1,889,757
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK
4%₹5,111 Cr123,107,960
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M
4%₹4,748 Cr13,974,725
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | AXISBANK
3%₹4,601 Cr33,244,875

5. ICICI Prudential Multicap Fund

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

Research Highlights for ICICI Prudential Multicap Fund

  • Upper mid AUM (₹16,315 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.58% (upper mid).
  • 3Y return: 18.50% (upper mid).
  • 1Y return: 2.37% (lower mid).
  • Alpha: 1.34 (upper mid).
  • Sharpe: 1.05 (upper mid).
  • Information ratio: 0.21 (bottom quartile).

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (20 Mar 26) ₹741.81 ↑ 2.39   (0.32 %)
Net Assets (Cr) ₹16,315 on 28 Feb 26
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 1.05
Information Ratio 0.21
Alpha Ratio 1.34
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
28 Feb 21₹10,000
28 Feb 22₹11,711
28 Feb 23₹12,569
29 Feb 24₹18,464
28 Feb 25₹18,996
28 Feb 26₹22,147

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 ₹447,579.
Net Profit of ₹147,579
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 20 Mar 26

DurationReturns
1 Month -7.9%
3 Month -6.7%
6 Month -7.8%
1 Year 2.4%
3 Year 18.5%
5 Year 15.6%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.7%
2023 20.7%
2022 35.4%
2021 4.7%
2020 36.4%
2019 9.2%
2018 6%
2017 0.2%
2016 28%
2015 10.1%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Lalit Kumar29 Sep 250.42 Yr.
Sharmila D’mello31 Jul 223.58 Yr.

Data below for ICICI Prudential Multicap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Basic Materials27.72%
Industrials21.32%
Consumer Cyclical16.39%
Financial Services16.02%
Communication Services5.25%
Health Care4.2%
Real Estate3.94%
Technology1.53%
Consumer Defensive1.2%
Energy0.27%
Utility0%
Asset Allocation
Asset ClassValue
Cash2.16%
Equity97.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 25 | VEDL
5%₹816 Cr11,352,245
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
4%₹592 Cr3,149,364
↑ 30,323
Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | JINDALSTEL
3%₹473 Cr3,800,436
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | ULTRACEMCO
3%₹467 Cr368,008
BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE
3%₹418 Cr1,543,998
↑ 150,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO
2%₹344 Cr712,741
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | MOTHERSON
2%₹332 Cr24,891,842
↑ 1,612,450
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | BHARATFORG
2%₹301 Cr1,575,011
ABB India Ltd (Industrials)
Equity, Since 31 Aug 25 | ABB
2%₹294 Cr484,711
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 25 | MCX
2%₹294 Cr1,204,496
↑ 594,041

6. 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.

Research Highlights for JM Multicap Fund

  • Lower mid AUM (₹5,159 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 15.46% (lower mid).
  • 3Y return: 17.76% (lower mid).
  • 1Y return: -4.20% (bottom quartile).
  • Alpha: -5.99 (bottom quartile).
  • Sharpe: 0.34 (bottom quartile).
  • Information ratio: 0.42 (upper mid).

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (20 Mar 26) ₹86.871 ↑ 0.48   (0.56 %)
Net Assets (Cr) ₹5,159 on 28 Feb 26
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.34
Information Ratio 0.42
Alpha Ratio -5.99
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 21₹10,000
28 Feb 22₹11,929
28 Feb 23₹12,917
29 Feb 24₹20,418
28 Feb 25₹20,700
28 Feb 26₹22,533

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 ₹447,579.
Net Profit of ₹147,579
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 20 Mar 26

DurationReturns
1 Month -8.9%
3 Month -10.4%
6 Month -13.2%
1 Year -4.2%
3 Year 17.8%
5 Year 15.5%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -6.8%
2023 33.3%
2022 40%
2021 7.8%
2020 32.9%
2019 11.4%
2018 16.6%
2017 -5.4%
2016 39.5%
2015 10.5%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 214.53 Yr.
Asit Bhandarkar1 Oct 241.41 Yr.
Ruchi Fozdar4 Oct 241.4 Yr.
Deepak Gupta11 Apr 250.89 Yr.

Data below for JM Multicap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services30.79%
Consumer Cyclical17.92%
Industrials9.26%
Technology8.98%
Basic Materials8.81%
Health Care7.62%
Energy5.13%
Consumer Defensive4.73%
Communication Services2.52%
Utility1.63%
Asset Allocation
Asset ClassValue
Cash2.6%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
4%₹195 Cr1,415,062
↓ -592,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
4%₹187 Cr2,107,760
↓ -650,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹181 Cr1,502,196
↓ -300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹154 Cr360,668
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 25 | DRREDDY
3%₹154 Cr1,196,532
Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP
3%₹148 Cr700,000
↓ -28,802
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
3%₹141 Cr95,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 25 | RELIANCE
3%₹139 Cr1,000,000
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | AXISBANK
3%₹131 Cr945,000
↑ 345,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹130 Cr692,200
↓ -225,000

7. 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.

Research Highlights for Baroda Pioneer Multi Cap Fund

  • Bottom quartile AUM (₹3,096 Cr).
  • Established history (22+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.67% (lower mid).
  • 3Y return: 16.76% (bottom quartile).
  • 1Y return: -0.10% (bottom quartile).
  • Alpha: -2.16 (lower mid).
  • Sharpe: 0.74 (bottom quartile).
  • Information ratio: -0.34 (bottom quartile).

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 26) ₹260.032 ↑ 1.68   (0.65 %)
Net Assets (Cr) ₹3,096 on 28 Feb 26
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2
Sharpe Ratio 0.74
Information Ratio -0.34
Alpha Ratio -2.16
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
28 Feb 21₹10,000
28 Feb 22₹12,627
28 Feb 23₹12,981
29 Feb 24₹18,413
28 Feb 25₹18,939
28 Feb 26₹21,547

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 ₹436,710.
Net Profit of ₹136,710
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 26

DurationReturns
1 Month -7.9%
3 Month -9.7%
6 Month -10.8%
1 Year -0.1%
3 Year 16.8%
5 Year 14.7%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -2.8%
2023 31.7%
2022 30.8%
2021 -3%
2020 47.9%
2019 19.5%
2018 8.9%
2017 -11.9%
2016 36.8%
2015 2.3%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 1510.33 Yr.
Kirtan Mehta29 Nov 250.25 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services25.77%
Consumer Cyclical15.58%
Industrials12.59%
Basic Materials10.91%
Health Care9.04%
Technology8.25%
Consumer Defensive4.38%
Energy3.78%
Communication Services3.04%
Real Estate1.18%
Utility0.91%
Asset Allocation
Asset ClassValue
Cash4.37%
Equity94.51%
Debt1.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | INDUSINDBK
3%₹98 Cr1,025,000
↑ 175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
3%₹94 Cr500,000
↑ 100,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KARURVYSYA
3%₹85 Cr2,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
3%₹82 Cr925,000
↓ -344,472
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR
3%₹81 Cr130,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | BHEL
3%₹79 Cr3,000,000
↑ 750,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSMOTOR
2%₹77 Cr200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
2%₹77 Cr550,000
↓ -150,000
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 25 | AMBER
2%₹72 Cr90,000
↓ -12,500
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | SBILIFE
2%₹71 Cr350,000
↑ 50,000

8. 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.

Research Highlights for Franklin India Equity Fund

  • Upper mid AUM (₹19,598 Cr).
  • Established history (31+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.21% (bottom quartile).
  • 3Y return: 16.13% (bottom quartile).
  • 1Y return: -0.55% (bottom quartile).
  • Alpha: -2.21 (bottom quartile).
  • Sharpe: 0.78 (lower mid).
  • Information ratio: 0.45 (upper mid).

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (20 Mar 26) ₹1,495.78 ↑ 3.26   (0.22 %)
Net Assets (Cr) ₹19,598 on 28 Feb 26
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.78
Information Ratio 0.45
Alpha Ratio -2.21
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 21₹10,000
28 Feb 22₹12,056
28 Feb 23₹12,511
29 Feb 24₹18,022
28 Feb 25₹18,575
28 Feb 26₹21,172

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 ₹436,710.
Net Profit of ₹136,710
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 26

DurationReturns
1 Month -9.2%
3 Month -10%
6 Month -9.5%
1 Year -0.5%
3 Year 16.1%
5 Year 14.2%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.3%
2023 21.8%
2022 30.8%
2021 5.3%
2020 40.3%
2019 16%
2018 3.3%
2017 -4.4%
2016 30.6%
2015 5%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1115.09 Yr.
Sandeep Manam18 Oct 214.37 Yr.
Rajasa Kakulavarapu1 Dec 232.25 Yr.

Data below for Franklin India Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services31.96%
Industrials14.98%
Consumer Cyclical8.93%
Technology7.14%
Basic Materials6.94%
Consumer Defensive5.69%
Health Care5.61%
Energy5.12%
Utility4.35%
Communication Services3.48%
Real Estate1.42%
Asset Allocation
Asset ClassValue
Cash4.37%
Equity95.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹1,657 Cr18,669,284
↑ 1,200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
6%₹1,226 Cr8,891,035
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK
6%₹1,103 Cr7,968,423
↑ 1,056,975
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹912 Cr2,131,779
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
4%₹782 Cr6,506,362
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
3%₹682 Cr3,630,906
↓ -602,346
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹626 Cr4,493,052
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK
3%₹617 Cr14,862,470
↑ 1,000,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
3%₹587 Cr4,515,580
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M
3%₹548 Cr1,612,271

9. Aditya Birla Sun Life Manufacturing Equity Fund

The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Research Highlights for Aditya Birla Sun Life Manufacturing Equity Fund

  • Bottom quartile AUM (₹1,107 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.17% (bottom quartile).
  • 3Y return: 20.37% (top quartile).
  • 1Y return: 8.95% (top quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 1.35 (top quartile).
  • Information ratio: 0.00 (bottom quartile).

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

Aditya Birla Sun Life Manufacturing Equity Fund
Growth
Launch Date 31 Jan 15
NAV (20 Mar 26) ₹32 ↑ 0.23   (0.72 %)
Net Assets (Cr) ₹1,107 on 28 Feb 26
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.26
Sharpe Ratio 1.35
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
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 21₹10,000
28 Feb 22₹11,396
28 Feb 23₹11,262
29 Feb 24₹16,153
28 Feb 25₹16,377
28 Feb 26₹20,558

Aditya Birla Sun Life Manufacturing 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Aditya Birla Sun Life Manufacturing 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 26

DurationReturns
1 Month -5.2%
3 Month -3.3%
6 Month -3.8%
1 Year 9%
3 Year 20.4%
5 Year 14.2%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
2024 3.5%
2023 25%
2022 32.5%
2021 -1.4%
2020 22.1%
2019 26.3%
2018 -4%
2017 -12.9%
2016 41.7%
2015 9.2%
Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
NameSinceTenure
Harish Krishnan3 Nov 232.32 Yr.

Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Consumer Cyclical30.29%
Industrials25.09%
Basic Materials21.26%
Health Care11.76%
Energy4.62%
Consumer Defensive3.84%
Technology1.38%
Utility0.67%
Asset Allocation
Asset ClassValue
Cash1.08%
Equity98.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO
5%₹55 Cr600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE
5%₹51 Cr366,616
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
4%₹49 Cr144,570
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI
4%₹46 Cr30,843
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | CUMMINSIND
4%₹42 Cr85,582
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL
4%₹40 Cr550,000
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL
3%₹38 Cr1,795,574
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA
3%₹33 Cr190,238
Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jul 24 | JINDALSTEL
3%₹32 Cr256,435
Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 15 | BEL
3%₹30 Cr678,274

10. Edelweiss Multi Cap Fund 

(Erstwhile Edelweiss Economic Resurgence Fund )

The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be realised.

Research Highlights for Edelweiss Multi Cap Fund 

  • Bottom quartile AUM (₹3,203 Cr).
  • Established history (11+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 13.91% (bottom quartile).
  • 3Y return: 17.01% (bottom quartile).
  • 1Y return: 3.33% (upper mid).
  • Alpha: 2.25 (upper mid).
  • Sharpe: 1.21 (upper mid).
  • Information ratio: 0.60 (top quartile).

Below is the key information for Edelweiss Multi Cap Fund 

Edelweiss Multi Cap Fund 
Growth
Launch Date 3 Feb 15
NAV (20 Mar 26) ₹35.786 ↑ 0.12   (0.33 %)
Net Assets (Cr) ₹3,203 on 28 Feb 26
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 1.98
Sharpe Ratio 1.21
Information Ratio 0.6
Alpha Ratio 2.25
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 21₹10,000
28 Feb 22₹11,763
28 Feb 23₹12,167
29 Feb 24₹16,894
28 Feb 25₹17,566
28 Feb 26₹20,890

Edelweiss 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 Edelweiss 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 26

DurationReturns
1 Month -9%
3 Month -9.4%
6 Month -7.8%
1 Year 3.3%
3 Year 17%
5 Year 13.9%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 5.4%
2023 25.4%
2022 29.3%
2021 0.7%
2020 34.7%
2019 14.4%
2018 8.4%
2017 -4.9%
2016 47.4%
2015 0.4%
Fund Manager information for Edelweiss Multi Cap Fund 
NameSinceTenure
Ashwani Agarwalla15 Jun 223.71 Yr.
Trideep Bhattacharya1 Oct 214.41 Yr.
Raj Koradia1 Aug 241.58 Yr.

Data below for Edelweiss Multi Cap Fund  as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services35.43%
Consumer Cyclical11.53%
Industrials9.31%
Basic Materials7.57%
Technology6.93%
Health Care6.48%
Energy5.95%
Consumer Defensive5.94%
Utility3.4%
Communication Services2.2%
Real Estate1.2%
Asset Allocation
Asset ClassValue
Cash3.57%
Equity96.41%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
6%₹194 Cr2,190,827
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
5%₹155 Cr1,124,807
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹111 Cr926,234
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE
3%₹111 Cr794,855
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC
3%₹109 Cr2,854,793
↑ 645,355
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
3%₹103 Cr241,612
Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 25 | TATASTEEL
3%₹84 Cr3,958,054
↑ 465,267
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
2%₹71 Cr375,230
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
2%₹69 Cr532,965
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO
2%₹68 Cr53,675

मल्टीकैप म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

पूछे जाने वाले प्रश्न

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।

2. आपको कब तक फंड के मैच्योर होने का इंतजार करना चाहिए?

ए: आपको अपने फंड के मैच्योर होने के लिए 5-7 साल इंतजार करना चाहिए। इससे आपको अपने निवेश से अधिकतम लाभ अर्जित करने में मदद मिलेगी।

3. क्या अन्य म्यूचुअल फंड की तुलना में मल्टी-कैप फंड में निवेश करना फायदेमंद है?

ए: यदि आप किसी निवेश पोर्टफोलियो के जोखिम को कम करना चाहते हैं तो मल्टी-कैप फंड आदर्श हैं। इन फंडों में जोखिम कम होता है।

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।
How helpful was this page ?
Rated 4.5, based on 6 reviews.
POST A COMMENT