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ஃபின்காஷ் »பரஸ்பர நிதி »முதல் 10 மல்டிகேப் நிதிகள்

2022 இல் முதலீடு செய்ய சிறந்த பல்வகைப்பட்ட மல்டிகேப் மியூச்சுவல் ஃபண்டுகள்

Updated on June 29, 2025 , 6863 views

பன்முகப்படுத்தப்பட்ட மல்டிகேப்ஈக்விட்டி நிதிகள் அல்லதுபன்முகப்படுத்தப்பட்ட ஈக்விட்டி நிதிகள் ஈக்விட்டி ஃபண்டுகளின் ஒரு வகை. அதிக அளவில் முதலீட்டாளர்கள்ஆபத்து பசியின்மை ஈக்விட்டிகளில் வெளிப்பாட்டை எடுக்க விரும்புபவர்கள் பொதுவாகச் சாய்வார்கள்முதலீடு பல்வகைப்பட்ட பங்கு நிதிகளில். மல்டிகேப் ஈக்விட்டி ஃபண்டுகள் முழுவதும் முதலீடு செய்கின்றனசந்தை போன்ற தொப்பிகள் - பெரிய தொப்பி,நடுத்தர தொப்பி மற்றும்சிறிய தொப்பி, அவர்களின் போர்ட்ஃபோலியோ நன்கு சீரானது. சிறந்த பன்முகப்படுத்தப்பட்ட மல்டிகேப் ஈக்விட்டி ஃபண்டுகளில் முதலீடு செய்வதன் மூலம், முதலீட்டாளர்கள் சற்றே கூடுதலான நிலையான வருமானத்தைப் பெறலாம், இருப்பினும், கொந்தளிப்பான சந்தை நிலையின் போது பங்குகளின் ஏற்ற இறக்கத்தால் அவர்கள் பாதிக்கப்படுவார்கள். ஒரு நல்ல பல்வகைப்பட்ட மல்டிகேப் ஈக்விட்டி ஃபண்டைத் தேர்ந்தெடுப்பதற்கான செயல்முறையை எளிதாக்க, முதலீட்டாளர்கள் தங்கள் முதலீட்டுப் பயணத்தின் போது கணக்கில் எடுத்துக்கொள்ளக்கூடிய முதல் 10 சிறந்த மல்டி கேப் ஈக்விட்டி ஃபண்டுகளை நாங்கள் பட்டியலிட்டுள்ளோம்.

Best-Diversified-Multicap-Funds

டாப் 10 சிறப்பாக செயல்படும் பன்முகப்படுத்தப்பட்ட மல்டிகேப் மியூச்சுவல் ஃபண்டுகள் 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Multicap 35 Fund Growth ₹63.4987
↓ -0.04
₹13,02311.4-0.514.228.822.545.7
Mirae Asset India Equity Fund  Growth ₹114.092
↑ 0.04
₹39,53010.66.36.617.119.512.7
Kotak Standard Multicap Fund Growth ₹86.922
↓ -0.08
₹52,53313.98.96.322.721.816.5
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
IDFC Focused Equity Fund Growth ₹88.265
↓ -0.09
₹1,83912.6-1.49.922.82130.3
Aditya Birla Sun Life Equity Fund Growth ₹1,816.96
↓ -0.56
₹22,82611.86.48.5222318.5
Principal Multi Cap Growth Fund Growth ₹383.343
↑ 0.74
₹2,7739.82.54.821.825.219.5
SBI Magnum Multicap Fund Growth ₹109.505
↓ -0.44
₹21,7478.22.22.816.920.514.2
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,8843.315.62.214.39
JM Multicap Fund Growth ₹99.5213
↑ 0.09
₹5,91710.5-4.9-4.22827.133.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25

1. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 5 in Multi Cap category.  Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (01 Jul 25) ₹63.4987 ↓ -0.04   (-0.06 %)
Net Assets (Cr) ₹13,023 on 31 May 25
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 0.6
Information Ratio 0.67
Alpha Ratio 9.7
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,465
30 Jun 22₹12,910
30 Jun 23₹15,538
30 Jun 24₹24,143
30 Jun 25₹27,563

Motilal Oswal Multicap 35 Fund SIP Returns

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

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 5.9%
3 Month 11.4%
6 Month -0.5%
1 Year 14.2%
3 Year 28.8%
5 Year 22.5%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2024 45.7%
2023 31%
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Ajay Khandelwal1 Oct 240.67 Yr.
Niket Shah1 Jul 222.92 Yr.
Rakesh Shetty22 Nov 222.53 Yr.
Atul Mehra1 Oct 240.67 Yr.
Sunil Sawant1 Jul 240.92 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Technology22.43%
Industrials18.22%
Consumer Cyclical17.08%
Financial Services8.53%
Communication Services8.52%
Health Care1.73%
Consumer Defensive0.54%
Asset Allocation
Asset ClassValue
Cash23.56%
Equity76.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
11%₹1,389 Cr1,625,000
↓ -100,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
10%₹1,240 Cr2,200,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
9%₹1,164 Cr1,942,305
↓ -57,570
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
8%₹1,009 Cr18,000,000
↑ 114,380
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER
6%₹841 Cr12,250,000
↑ 175,830
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT
6%₹787 Cr1,394,889
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
6%₹720 Cr4,500,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹701 Cr4,999,500
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 543320
3%₹413 Cr17,331,906
↑ 17,331,906
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 25 | BHARTIARTL
3%₹409 Cr2,200,826
↑ 2,200,826

2. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

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

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 19 in Multi Cap category.  Return for 2024 was 12.7% , 2023 was 18.4% and 2022 was 1.6% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (01 Jul 25) ₹114.092 ↑ 0.04   (0.04 %)
Net Assets (Cr) ₹39,530 on 31 May 25
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.19
Sharpe Ratio 0.38
Information Ratio -0.56
Alpha Ratio 2.82
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
30 Jun 20₹10,000
30 Jun 21₹15,400
30 Jun 22₹15,342
30 Jun 23₹18,342
30 Jun 24₹22,936
30 Jun 25₹24,648

Mirae Asset India Equity Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Mirae Asset India Equity Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3%
3 Month 10.6%
6 Month 6.3%
1 Year 6.6%
3 Year 17.1%
5 Year 19.5%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 12.7%
2023 18.4%
2022 1.6%
2021 27.7%
2020 13.7%
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Gaurav Misra31 Jan 196.34 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services32.2%
Technology11.94%
Consumer Cyclical10.59%
Basic Materials8.86%
Consumer Defensive8.73%
Industrials8.69%
Energy5.76%
Health Care4.7%
Communication Services3.94%
Utility2.79%
Real Estate0.84%
Asset Allocation
Asset ClassValue
Cash0.68%
Equity99.32%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
10%₹3,866 Cr19,876,007
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹3,064 Cr21,195,521
↓ -421,093
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
6%₹2,242 Cr14,347,741
↑ 764,962
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
5%₹2,024 Cr14,242,518
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
4%₹1,621 Cr13,598,134
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹1,574 Cr4,545,682
↓ -23,488
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
4%₹1,558 Cr8,391,919
↓ -214,254
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹1,417 Cr3,856,728
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹1,348 Cr32,256,803
↑ 6,199,014
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
2%₹959 Cr11,808,059
↓ -180,982

3. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

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

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 3 in Multi Cap category.  Return for 2024 was 16.5% , 2023 was 24.2% and 2022 was 5% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (01 Jul 25) ₹86.922 ↓ -0.08   (-0.09 %)
Net Assets (Cr) ₹52,533 on 31 May 25
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.51
Sharpe Ratio 0.19
Information Ratio 0.12
Alpha Ratio -0.05
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,019
30 Jun 22₹14,579
30 Jun 23₹18,102
30 Jun 24₹25,148
30 Jun 25₹26,928

Kotak Standard Multicap Fund SIP Returns

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

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 4.3%
3 Month 13.9%
6 Month 8.9%
1 Year 6.3%
3 Year 22.7%
5 Year 21.8%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 16.5%
2023 24.2%
2022 5%
2021 25.4%
2020 11.8%
2019 12.3%
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 1212.83 Yr.

Data below for Kotak Standard Multicap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services26.08%
Industrials21.29%
Basic Materials14.44%
Consumer Cyclical9.74%
Technology7.96%
Energy6.19%
Utility3.7%
Health Care3.11%
Communication Services3.04%
Consumer Defensive2.53%
Asset Allocation
Asset ClassValue
Cash1.92%
Equity98.08%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹3,831 Cr26,500,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 14 | BEL
6%₹3,327 Cr86,500,000
↓ -5,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹3,112 Cr16,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹2,058 Cr5,600,000
↓ -50,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
4%₹1,934 Cr1,725,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
4%₹1,933 Cr23,800,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | AXISBANK
4%₹1,908 Cr16,000,000
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL
3%₹1,803 Cr19,000,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
3%₹1,797 Cr11,500,000
↓ -500,000
SRF Ltd (Industrials)
Equity, Since 31 Dec 18 | SRF
3%₹1,788 Cr6,250,000

4. BNP Paribas Multi Cap Fund

(Erstwhile BNP Paribas Dividend Yield Fund)

The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

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

Below is the key information for BNP Paribas Multi Cap Fund

BNP Paribas Multi Cap Fund
Growth
Launch Date 15 Sep 05
NAV (13 Mar 22) ₹73.5154 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹588 on 31 Jan 22
Category Equity - Multi Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 2.86
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,708

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 1 Jul 25

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
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for BNP Paribas Multi Cap Fund
NameSinceTenure

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

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

5. IDFC Focused Equity Fund

The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.9% since its launch.  Ranked 13 in Multi Cap category.  Return for 2024 was 30.3% , 2023 was 31.3% and 2022 was -5% .

Below is the key information for IDFC Focused Equity Fund

IDFC Focused Equity Fund
Growth
Launch Date 16 Mar 06
NAV (01 Jul 25) ₹88.265 ↓ -0.09   (-0.10 %)
Net Assets (Cr) ₹1,839 on 31 May 25
Category Equity - Multi Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.61
Information Ratio 0.22
Alpha Ratio 8.56
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹14,652
30 Jun 22₹14,068
30 Jun 23₹17,438
30 Jun 24₹23,547
30 Jun 25₹26,179

IDFC Focused 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 ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for IDFC Focused 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 1 Jul 25

DurationReturns
1 Month 4%
3 Month 12.6%
6 Month -1.4%
1 Year 9.9%
3 Year 22.8%
5 Year 21%
10 Year
15 Year
Since launch 11.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 30.3%
2023 31.3%
2022 -5%
2021 24.6%
2020 14.9%
2019 8.9%
2018 -12.7%
2017 54.4%
2016 1.8%
2015 -4.8%
Fund Manager information for IDFC Focused Equity Fund
NameSinceTenure
Manish Gunwani2 Dec 240.5 Yr.
Kirthi Jain2 Dec 240.5 Yr.
Ritika Behera7 Oct 231.65 Yr.
Gaurav Satra7 Jun 240.98 Yr.
Rahul Agarwal2 Dec 240.5 Yr.

Data below for IDFC Focused Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services29.88%
Technology11.43%
Real Estate9.43%
Health Care7.32%
Industrials6.27%
Consumer Defensive5.66%
Energy4.38%
Communication Services3.84%
Consumer Cyclical3.74%
Utility3.66%
Basic Materials1.81%
Asset Allocation
Asset ClassValue
Cash12.58%
Equity87.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK
7%₹133 Cr681,364
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 25 | PFC
7%₹124 Cr3,059,428
↑ 1,073,000
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 25 | PRESTIGE
7%₹121 Cr825,916
↑ 41,934
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹107 Cr740,586
↓ -61,492
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE
4%₹81 Cr566,848
One97 Communications Ltd (Technology)
Equity, Since 31 Dec 24 | 543396
4%₹77 Cr860,384
↑ 60,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 24 | BHARTIARTL
4%₹71 Cr380,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 24 | LT
4%₹70 Cr191,166
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
4%₹69 Cr440,306
Angel One Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 24 | ANGELONE
4%₹65 Cr215,022

6. Aditya Birla Sun Life Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.4% since its launch.  Ranked 16 in Multi Cap category.  Return for 2024 was 18.5% , 2023 was 26% and 2022 was -1.1% .

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

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (01 Jul 25) ₹1,816.96 ↓ -0.56   (-0.03 %)
Net Assets (Cr) ₹22,826 on 31 May 25
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.69
Sharpe Ratio 0.46
Information Ratio 0.16
Alpha Ratio 4.31
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,351
30 Jun 22₹15,529
30 Jun 23₹19,097
30 Jun 24₹25,968
30 Jun 25₹28,339

Aditya Birla Sun Life Equity Fund SIP Returns

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

Returns for Aditya Birla Sun Life Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.2%
3 Month 11.8%
6 Month 6.4%
1 Year 8.5%
3 Year 22%
5 Year 23%
10 Year
15 Year
Since launch 21.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 18.5%
2023 26%
2022 -1.1%
2021 30.3%
2020 16.1%
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Harish Krishnan3 Nov 231.58 Yr.
Dhaval Joshi21 Nov 222.53 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services33.21%
Consumer Cyclical12.23%
Industrials10.68%
Basic Materials10.11%
Technology8.25%
Consumer Defensive7.68%
Health Care6.44%
Energy5.71%
Communication Services2.98%
Real Estate0.61%
Asset Allocation
Asset ClassValue
Cash2.12%
Equity97.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
8%₹1,854 Cr12,822,910
↓ -571,930
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
5%₹1,051 Cr5,404,179
Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE
4%₹974 Cr6,851,937
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
4%₹938 Cr4,518,799
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
4%₹894 Cr5,721,716
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
2%₹568 Cr3,470,608
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
2%₹557 Cr3,000,000
↓ -327,784
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
2%₹547 Cr3,258,094
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | AXISBANK
2%₹527 Cr4,422,166
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT
2%₹489 Cr1,330,440

7. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

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

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 12 in Multi Cap category.  Return for 2024 was 19.5% , 2023 was 31.1% and 2022 was -1.6% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (01 Jul 25) ₹383.343 ↑ 0.74   (0.19 %)
Net Assets (Cr) ₹2,773 on 31 May 25
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 0.14
Information Ratio -0.77
Alpha Ratio -1.14
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹16,362
30 Jun 22₹17,017
30 Jun 23₹20,617
30 Jun 24₹29,313
30 Jun 25₹30,733

Principal Multi Cap Growth Fund SIP Returns

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

Returns for Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.2%
3 Month 9.8%
6 Month 2.5%
1 Year 4.8%
3 Year 21.8%
5 Year 25.2%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2024 19.5%
2023 31.1%
2022 -1.6%
2021 46.3%
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 223.42 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services22.06%
Industrials17.89%
Consumer Cyclical13.33%
Technology7.65%
Energy7.34%
Health Care7.08%
Basic Materials6.37%
Consumer Defensive5.72%
Communication Services4.79%
Utility1.55%
Real Estate1.24%
Asset Allocation
Asset ClassValue
Cash4.27%
Equity95.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
5%₹150 Cr773,245
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹133 Cr922,420
↑ 18,453
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
4%₹112 Cr789,884
↓ -46,875
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT
4%₹97 Cr265,082
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | AXISBANK
3%₹92 Cr772,466
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK
3%₹90 Cr433,776
↑ 30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL
2%₹69 Cr371,388
Affle 3i Ltd (Communication Services)
Equity, Since 31 May 22 | AFFLE
2%₹64 Cr368,665
↓ -4,683
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | INDIANB
2%₹62 Cr998,688
↓ -44,678
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
2%₹57 Cr364,710

8. SBI Magnum Multicap Fund

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

SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 9 in Multi Cap category.  Return for 2024 was 14.2% , 2023 was 22.8% and 2022 was 0.7% .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (30 Jun 25) ₹109.505 ↓ -0.44   (-0.40 %)
Net Assets (Cr) ₹21,747 on 31 May 25
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 0.02
Information Ratio -1.13
Alpha Ratio -2.26
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,943
30 Jun 22₹15,872
30 Jun 23₹19,097
30 Jun 24₹24,689
30 Jun 25₹25,382

SBI Magnum Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for SBI Magnum Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3.5%
3 Month 8.2%
6 Month 2.2%
1 Year 2.8%
3 Year 16.9%
5 Year 20.5%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 14.2%
2023 22.8%
2022 0.7%
2021 30.8%
2020 13.6%
2019 11%
2018 -5.5%
2017 37%
2016 5.8%
2015 9.8%
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure
Anup Upadhyay1 Dec 240.5 Yr.
Dinesh Balachandran1 Dec 240.5 Yr.

Data below for SBI Magnum Multicap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services38.09%
Industrials12.37%
Consumer Cyclical12.05%
Basic Materials9.86%
Energy6.13%
Communication Services4.99%
Technology4.94%
Utility1.98%
Health Care1.97%
Consumer Defensive1.91%
Asset Allocation
Asset ClassValue
Cash5.72%
Equity94.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
9%₹1,929 Cr13,344,355
↓ -1,600,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
8%₹1,826 Cr9,389,654
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK
7%₹1,502 Cr7,239,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
6%₹1,333 Cr9,384,540
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
4%₹954 Cr2,596,034
↑ 1,675,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 24 | MARUTI
4%₹830 Cr674,058
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL
4%₹830 Cr4,470,500
Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | BAJFINANCE
3%₹754 Cr821,585
Muthoot Finance Ltd (Financial Services)
Equity, Since 31 Jul 23 | MUTHOOTFIN
3%₹692 Cr3,122,222
↑ 27,178
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 25 | INDIGO
3%₹575 Cr1,078,166

9. L&T Equity Fund

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

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

Below is the key information for L&T Equity Fund

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

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,130
30 Jun 22₹14,775

L&T Equity Fund SIP Returns

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

Returns for L&T Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 2.7%
3 Month 3.3%
6 Month 15.6%
1 Year 2.2%
3 Year 14.3%
5 Year 9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
Fund Manager information for L&T Equity Fund
NameSinceTenure

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

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

10. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

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

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 16 in Multi Cap category.  Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (01 Jul 25) ₹99.5213 ↑ 0.09   (0.09 %)
Net Assets (Cr) ₹5,917 on 31 May 25
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.16
Information Ratio 1.2
Alpha Ratio -6.05
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Jun 20₹10,000
30 Jun 21₹15,220
30 Jun 22₹15,889
30 Jun 23₹21,006
30 Jun 24₹34,493
30 Jun 25₹33,396

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25

DurationReturns
1 Month 3%
3 Month 10.5%
6 Month -4.9%
1 Year -4.2%
3 Year 28%
5 Year 27.1%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 33.3%
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.78 Yr.
Asit Bhandarkar1 Oct 240.67 Yr.
Ruchi Fozdar4 Oct 240.66 Yr.
Deepak Gupta11 Apr 250.14 Yr.

Data below for JM Multicap Fund as on 31 May 25

Equity Sector Allocation
SectorValue
Financial Services25.74%
Industrials17.25%
Consumer Cyclical14.71%
Technology11.86%
Basic Materials6.91%
Health Care6.6%
Consumer Defensive5.95%
Communication Services4.08%
Energy2.17%
Utility1.03%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
5%₹304 Cr2,100,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
5%₹303 Cr825,247
↑ 300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
4%₹258 Cr1,325,000
↓ -365,162
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
4%₹241 Cr1,300,000
↑ 270,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | TECHM
4%₹220 Cr1,400,000
↓ -188,515
Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP
4%₹219 Cr251,706
↑ 1,254
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
4%₹211 Cr171,679
↑ 45,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
3%₹184 Cr1,175,750
↑ 425,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 25 | ADANIPORTS
3%₹158 Cr1,100,000
↑ 1,100,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 28 Feb 25 | BHEL
2%₹147 Cr5,672,520
↓ -500,000

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