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फिनकैश »म्यूचुअल फंड्स »टॉप 10 मल्टीकैप फंड

2022 में निवेश करने के लिए सर्वश्रेष्ठ मल्टीकैप म्यूचुअल फंड

Updated on September 26, 2023 , 23470 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।

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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 (%)
Mahindra Badhat Yojana Growth ₹24.6586
↑ 0.18
₹1,98815.522.7232917.31.6
Parag Parikh Long Term Equity Fund Growth ₹56.4604
↑ 0.12
₹39,8486.514.815.122.217.3-7.2
Nippon India Multi Cap Fund Growth ₹205.548
↑ 1.86
₹18,9741726.131.334.816.614.1
PGIM India Diversified Equity Fund Growth ₹27.7
↑ 0.10
₹5,9736.212.210.921.815-6.4
HDFC Equity Fund Growth ₹1,304.66
↑ 2.16
₹38,26610.41621.629.714.918.3
Baroda Pioneer Multi Cap Fund Growth ₹196.569
↑ 1.28
₹1,87210.515.918.52614-3
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
DSP BlackRock Equity Fund Growth ₹74.573
↑ 0.42
₹8,82711.21717.521.513.4-4.5
Franklin India Equity Fund Growth ₹1,138.29
↑ 4.70
₹11,69911.817.518.726.913.15.3
Canara Robeco Equity Diversified Growth ₹246.04
↑ 0.81
₹10,2186.811.911.519.312.9-1.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
*ऊपर सर्वश्रेष्ठ की सूची हैडायवर्सिफाइड मल्टीकैप ऊपर एयूएम/शुद्ध संपत्ति वाले फंड500 करोड़. पर छाँटा गयापिछले 5 साल का रिटर्न.

1. 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 15.4% 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 (22 Aug 23) ₹24.6586 ↑ 0.18   (0.73 %)
Net Assets (Cr) ₹1,988 on 31 Jul 23
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 1.3
Information Ratio 0.04
Alpha Ratio 2.76
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
31 Aug 18₹10,000
31 Aug 19₹9,279
31 Aug 20₹10,264
31 Aug 21₹17,450
31 Aug 22₹18,496
31 Aug 23₹22,401

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 ₹470,047.
Net Profit of ₹170,047
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 22 Aug 23

DurationReturns
1 Month 3.7%
3 Month 15.5%
6 Month 22.7%
1 Year 23%
3 Year 29%
5 Year 17.3%
10 Year
15 Year
Since launch 15.4%
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 202.7 Yr.
Fatema Pacha16 Oct 202.88 Yr.

Data below for Mahindra Badhat Yojana as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials24.71%
Financial Services24.11%
Consumer Cyclical14.47%
Technology11.75%
Health Care5.2%
Energy4.98%
Basic Materials4.73%
Consumer Defensive2.92%
Utility1.45%
Communication Services1.23%
Real Estate1.21%
Asset Allocation
Asset ClassValue
Cash3.23%
Equity96.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFCBANK
7%₹152 Cr968,400
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 23 | RELIANCE
4%₹85 Cr353,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 21 | 532755
3%₹66 Cr551,000
Titagarh Rail Systems Ltd (Industrials)
Equity, Since 31 Mar 23 | 532966
3%₹64 Cr780,823
↓ -110,000
Birlasoft Ltd (Technology)
Equity, Since 30 Nov 22 | BSOFT
2%₹51 Cr1,006,991
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 May 23 | 500233
2%₹49 Cr335,680
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | ICICIBANK
2%₹48 Cr500,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB
2%₹46 Cr127,500
↑ 30,000
Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Jul 23 | 500302
2%₹44 Cr417,924
Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TITAN
2%₹43 Cr140,000

2. 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 18.4% 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 (22 Aug 23) ₹56.4604 ↑ 0.12   (0.21 %)
Net Assets (Cr) ₹39,848 on 31 Jul 23
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 1.59
Information Ratio 0.03
Alpha Ratio 8.15
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
31 Aug 18₹10,000
31 Aug 19₹9,551
31 Aug 20₹12,038
31 Aug 21₹18,563
31 Aug 22₹18,694
31 Aug 23₹22,148

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 ₹470,047.
Net Profit of ₹170,047
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 22 Aug 23

DurationReturns
1 Month -0.2%
3 Month 6.5%
6 Month 14.8%
1 Year 15.1%
3 Year 22.2%
5 Year 17.3%
10 Year
15 Year
Since launch 18.4%
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 167.6 Yr.
Rajeev Thakkar24 May 1310.28 Yr.
Raunak Onkar24 May 1310.28 Yr.
Rukun Tarachandani16 May 221.3 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services33.86%
Technology12.3%
Consumer Cyclical8.89%
Communication Services8.72%
Consumer Defensive6.68%
Energy5.22%
Utility4.92%
Health Care3.9%
Basic Materials1.95%
Asset Allocation
Asset ClassValue
Cash13.33%
Equity86.45%
Debt0.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹3,266 Cr20,785,442
↑ 1,490,000
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹2,820 Cr3,792,104
↑ 123,512
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹2,669 Cr60,698,959
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
6%₹2,288 Cr23,499,955
↑ 575,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹2,232 Cr23,284,043
↑ 1,118,145
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹2,120 Cr92,160,093
↑ 5,384,694
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹2,111 Cr18,010,620
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
5%₹2,108 Cr1,869,987
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
5%₹2,007 Cr82,068,995
↑ 1,250,000
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
5%₹1,987 Cr732,274

3. 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 17.9% 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 (22 Aug 23) ₹205.548 ↑ 1.86   (0.91 %)
Net Assets (Cr) ₹18,974 on 31 Jul 23
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.05
Information Ratio 1.33
Alpha Ratio 10.87
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
31 Aug 18₹10,000
31 Aug 19₹9,018
31 Aug 20₹8,523
31 Aug 21₹14,161
31 Aug 22₹16,495
31 Aug 23₹21,411

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 ₹458,689.
Net Profit of ₹158,689
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 22 Aug 23

DurationReturns
1 Month 4.3%
3 Month 17%
6 Month 26.1%
1 Year 31.3%
3 Year 34.8%
5 Year 16.6%
10 Year
15 Year
Since launch 17.9%
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 0518.43 Yr.
Ashutosh Bhargava1 Sep 212 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services28.99%
Consumer Cyclical19.65%
Industrials18.85%
Health Care9.2%
Basic Materials6.18%
Communication Services4.24%
Utility4.14%
Technology3.19%
Consumer Defensive2.85%
Energy1.91%
Asset Allocation
Asset ClassValue
Cash0.62%
Equity99.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
7%₹1,320 Cr8,400,448
↑ 830,000
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
5%₹1,063 Cr1,695,598
↓ -48,684
EIH Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
3%₹693 Cr27,847,078
↑ 2,977,160
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹584 Cr6,000,121
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
3%₹575 Cr6,000,000
↓ -1,000,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | KENNAMET
3%₹571 Cr2,023,379
↓ -2,863
Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | VESUVIUS
3%₹558 Cr1,626,602
↓ -30,123
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
3%₹525 Cr2,080,747
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 500850
3%₹505 Cr12,000,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹494 Cr8,800,000

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 12.8% 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 (22 Aug 23) ₹27.7 ↑ 0.10   (0.36 %)
Net Assets (Cr) ₹5,973 on 31 Jul 23
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.72
Information Ratio -0.22
Alpha Ratio -0.73
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
31 Aug 18₹10,000
31 Aug 19₹9,121
31 Aug 20₹10,938
31 Aug 21₹18,939
31 Aug 22₹18,568
31 Aug 23₹20,203

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 ₹447,579.
Net Profit of ₹147,579
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 22 Aug 23

DurationReturns
1 Month -0.9%
3 Month 6.2%
6 Month 12.2%
1 Year 10.9%
3 Year 21.8%
5 Year 15%
10 Year
15 Year
Since launch 12.8%
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
Vinay Paharia1 Apr 230.42 Yr.
Puneet Pal1 Apr 230.42 Yr.
A. Anandha Padmanabhan1 Jun 212.25 Yr.
Ojasvi Khicha1 Apr 230.42 Yr.

Data below for PGIM India Diversified Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services31.46%
Consumer Cyclical14.15%
Technology8.76%
Health Care8.06%
Energy7.61%
Consumer Defensive7.26%
Industrials7.14%
Utility4.2%
Basic Materials3.96%
Asset Allocation
Asset ClassValue
Cash6.45%
Equity93.37%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹552 Cr5,528,489
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
8%₹504 Cr3,051,073
↑ 2,159,304
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
8%₹455 Cr1,784,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
7%₹401 Cr2,960,043
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 22 | MAXHEALTH
3%₹205 Cr3,453,663
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | HINDUNILVR
3%₹166 Cr650,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | 500034
3%₹158 Cr216,926
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | VBL
3%₹151 Cr1,882,580
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Apr 23 | IGL
2%₹138 Cr2,973,499
Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Apr 23 | TORNTPHARM
2%₹137 Cr682,602

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 18.5% 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 (22 Aug 23) ₹1,304.66 ↑ 2.16   (0.17 %)
Net Assets (Cr) ₹38,266 on 31 Jul 23
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 1.47
Information Ratio 1.12
Alpha Ratio 7.34
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
31 Aug 18₹10,000
31 Aug 19₹9,342
31 Aug 20₹8,846
31 Aug 21₹13,908
31 Aug 22₹16,453
31 Aug 23₹19,676

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 ₹436,710.
Net Profit of ₹136,710
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 22 Aug 23

DurationReturns
1 Month 1.5%
3 Month 10.4%
6 Month 16%
1 Year 21.6%
3 Year 29.7%
5 Year 14.9%
10 Year
15 Year
Since launch 18.5%
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 221.09 Yr.
Dhruv Muchhal22 Jun 230.19 Yr.

Data below for HDFC Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services34.56%
Technology11.45%
Health Care11.07%
Industrials9.45%
Utility6.46%
Communication Services5.74%
Consumer Cyclical5.66%
Energy4.14%
Real Estate3.37%
Basic Materials0.27%
Asset Allocation
Asset ClassValue
Cash6.33%
Equity92.16%
Debt1.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹3,614 Cr23,000,000
↑ 2,300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹3,576 Cr37,300,000
↑ 1,500,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹1,961 Cr89,000,000
↑ 500,000
Cipla Ltd Shs Dematerialised (Healthcare)
Equity, Since 30 Sep 12 | 500087
5%₹1,937 Cr15,400,000
↑ 400,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
5%₹1,909 Cr34,000,000
↑ 500,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹1,823 Cr15,550,000
↑ 550,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹1,713 Cr20,000,000
↑ 875,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | M&M
4%₹1,686 Cr10,700,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
4%₹1,638 Cr4,200,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY
4%₹1,579 Cr11,000,000
↓ -1,300,000

6. 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 16.1% 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 (22 Aug 23) ₹196.569 ↑ 1.28   (0.66 %)
Net Assets (Cr) ₹1,872 on 31 Jul 23
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio 1.31
Information Ratio -0.34
Alpha Ratio 2.14
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
31 Aug 18₹10,000
31 Aug 19₹9,025
31 Aug 20₹9,426
31 Aug 21₹15,582
31 Aug 22₹16,415
31 Aug 23₹19,178

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 1.1%
3 Month 10.5%
6 Month 15.9%
1 Year 18.5%
3 Year 26%
5 Year 14%
10 Year
15 Year
Since launch 16.1%
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 157.84 Yr.
Sandeep Jain14 Mar 221.47 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services17.32%
Consumer Cyclical16.76%
Technology11.72%
Health Care11.11%
Basic Materials10.16%
Industrials9.9%
Consumer Defensive6.3%
Utility4.33%
Energy3.2%
Real Estate2.85%
Communication Services2.51%
Asset Allocation
Asset ClassValue
Cash3.84%
Equity96.16%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹83 Cr864,815
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
4%₹70 Cr444,736
↑ 219,736
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹60 Cr250,000
J.B. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)
Equity, Since 30 Jun 21 | JBCHEPHARM
3%₹51 Cr184,084
↓ -25,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | 500850
3%₹51 Cr1,200,000
↑ 100,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | INDUSINDBK
2%₹45 Cr325,000
↑ 30,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
2%₹44 Cr4,500,000
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 30 Apr 22 | 543524
2%₹43 Cr403,345
↓ -40,000
CIE Automotive India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 532756
2%₹42 Cr804,188
Coforge Ltd (Technology)
Equity, Since 31 Jan 23 | COFORGE
2%₹40 Cr73,748

7. 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
31 Aug 18₹10,000
31 Aug 19₹9,482
31 Aug 20₹9,753
31 Aug 21₹15,567

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 22 Aug 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

8. DSP BlackRock Equity Fund

Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities.

DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 42 in Multi Cap category.  Return for 2022 was -4.5% , 2021 was 32.4% and 2020 was 18.7% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (22 Aug 23) ₹74.573 ↑ 0.42   (0.56 %)
Net Assets (Cr) ₹8,827 on 31 Jul 23
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 1.07
Information Ratio -0.34
Alpha Ratio 3.07
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹9,553
31 Aug 20₹10,246
31 Aug 21₹16,629
31 Aug 22₹16,060
31 Aug 23₹18,744

DSP BlackRock 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 DSP BlackRock 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 22 Aug 23

DurationReturns
1 Month 1.5%
3 Month 11.2%
6 Month 17%
1 Year 17.5%
3 Year 21.5%
5 Year 13.4%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -4.5%
2021 32.4%
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 167.25 Yr.
Dhaval Gada1 Sep 221 Yr.

Data below for DSP BlackRock Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services33.84%
Industrials16.45%
Basic Materials13.28%
Consumer Cyclical12.51%
Consumer Defensive9.36%
Technology6.96%
Health Care4.41%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹699 Cr975,974
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹553 Cr3,519,220
↓ -56,674
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
5%₹443 Cr4,621,541
↓ -555,050
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
4%₹395 Cr787,759
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
4%₹368 Cr38,422,194
↑ 255,601
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹331 Cr3,401,134
↓ -135,933
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹310 Cr834,226
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹255 Cr1,773,510
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹249 Cr18,661,561
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
3%₹232 Cr762,208

9. 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 17.8% 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 (22 Aug 23) ₹1,138.29 ↑ 4.70   (0.41 %)
Net Assets (Cr) ₹11,699 on 31 Jul 23
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 1.21
Information Ratio 0.73
Alpha Ratio 4.32
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Aug 18₹10,000
31 Aug 19₹8,701
31 Aug 20₹8,980
31 Aug 21₹14,530
31 Aug 22₹15,771
31 Aug 23₹18,423

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 ₹426,080.
Net Profit of ₹126,080
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 22 Aug 23

DurationReturns
1 Month 2.3%
3 Month 11.8%
6 Month 17.5%
1 Year 18.7%
3 Year 26.9%
5 Year 13.1%
10 Year
15 Year
Since launch 17.8%
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 1112.59 Yr.
R. Janakiraman1 Feb 1112.59 Yr.
Sandeep Manam18 Oct 211.87 Yr.

Data below for Franklin India Equity Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services28.01%
Industrials12.64%
Consumer Cyclical12.18%
Technology9.58%
Consumer Defensive9.27%
Basic Materials6.48%
Utility4.44%
Communication Services4.37%
Energy3.61%
Health Care0.93%
Asset Allocation
Asset ClassValue
Cash8.5%
Equity91.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹959 Cr10,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹864 Cr5,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
6%₹649 Cr2,400,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹603 Cr4,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹565 Cr5,800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
4%₹514 Cr6,000,000
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹357 Cr3,540,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹356 Cr6,350,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹328 Cr2,800,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
3%₹308 Cr1,720,000

10. 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 17.4% 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 (22 Aug 23) ₹246.04 ↑ 0.81   (0.33 %)
Net Assets (Cr) ₹10,218 on 31 Jul 23
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.82
Sharpe Ratio 0.78
Information Ratio -1.04
Alpha Ratio -0.67
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
31 Aug 18₹10,000
31 Aug 19₹9,451
31 Aug 20₹10,601
31 Aug 21₹16,501
31 Aug 22₹16,669
31 Aug 23₹18,243

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 22 Aug 23

DurationReturns
1 Month -0.9%
3 Month 6.8%
6 Month 11.9%
1 Year 11.5%
3 Year 19.3%
5 Year 12.9%
10 Year
15 Year
Since launch 17.4%
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 167.16 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Jul 23

Equity Sector Allocation
SectorValue
Financial Services32.56%
Consumer Cyclical12.8%
Industrials10.84%
Technology9.04%
Basic Materials8.13%
Consumer Defensive6.4%
Health Care5.36%
Energy4.52%
Communication Services2.57%
Utility1.99%
Real Estate1.19%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
9%₹862 Cr5,482,340
↑ 200,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹736 Cr7,675,550
↓ -150,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
5%₹516 Cr3,594,688
↑ 75,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹458 Cr1,902,400
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹360 Cr1,332,157
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹306 Cr426,535
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹260 Cr3,037,334
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
2%₹250 Cr4,447,000
↓ -500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
2%₹244 Cr2,503,600
↓ -500,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | HINDUNILVR
2%₹235 Cr937,400

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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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