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ஃபின்காஷ் »பரஸ்பர நிதி »முதல் 10 மல்டிகேப் நிதிகள்

2022 இல் முதலீடு செய்ய சிறந்த மல்டிகேப் மியூச்சுவல் ஃபண்டுகள்

Updated on May 16, 2025 , 25209 views

பன்முகப்படுத்தப்பட்ட மல்டிகேப் நிதிகள் அல்லது இன்னும் சரியாக பல்வகைப்படுத்தப்பட்டதுஈக்விட்டி நிதிகள் ஈக்விட்டி ஃபண்டுகளின் ஒரு வகுப்பாகும். அதிக அளவில் முதலீட்டாளர்கள்ஆபத்து பசியின்மை ஈக்விட்டிகளில் ஒரு வெளிப்பாட்டை எடுக்க விரும்புபவர்கள் பொதுவாக சாய்ந்திருப்பார்கள்முதலீடு பன்முகப்படுத்தப்பட்ட மல்டிகேப் நிதிகளில்.

என, பன்முகப்படுத்தப்பட்ட மல்டிகேப் ஃபண்டுகள் முழுவதும் முதலீடு செய்கின்றனசந்தை போன்ற தொப்பிகள் - பெரிய தொப்பி,நடுத்தர தொப்பி &சிறிய தொப்பி, அவர்கள் போர்ட்ஃபோலியோவை சமநிலைப்படுத்துவதில் தேர்ச்சி பெற்றுள்ளனர். 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 பன்முகப்படுத்தப்பட்ட மல்டிகேப் ஈக்விட்டி ஃபண்டைத் தேர்ந்தெடுப்பதற்கான செயல்முறையை எளிதாக்க, நாங்கள் முதல் 10 சிறந்த மல்டி-கேப் ஈக்விட்டி ஃபண்டுகளை பட்டியலிட்டுள்ளோம் - முதலீட்டாளர்கள் தங்கள் முதலீட்டு பயணத்தின் போது கணக்கில் எடுத்துக்கொள்ளலாம்.

multi-cap

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டாப் 10 சிறப்பாக செயல்படும் பன்முகப்படுத்தப்பட்ட மல்டிகேப் மியூச்சுவல் ஃபண்டுகள் 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Multi Cap Fund Growth ₹290.441
↑ 1.36
₹38,63712.61.98.727.934.825.8
HDFC Equity Fund Growth ₹1,957.82
↑ 0.88
₹69,6399.96.21727.332.423.5
Franklin India Equity Fund Growth ₹1,626.3
↓ -5.49
₹17,39410.44.312.923.429.621.8
JM Multicap Fund Growth ₹97.0208
↓ -0.27
₹5,2636.2-33.82829.533.3
Mahindra Badhat Yojana Growth ₹34.3059
↑ 0.01
₹4,88311.92.99.522.429.523.4
ICICI Prudential Multicap Fund Growth ₹782.2
↑ 0.16
₹13,9389.331124.828.720.7
Parag Parikh Long Term Equity Fund Growth ₹82.9437
↑ 0.27
₹93,4415515.222.828.323.9
Baroda Pioneer Multi Cap Fund Growth ₹277.111
↓ -0.28
₹2,6167.9-1.1722.12831.7
Principal Multi Cap Growth Fund Growth ₹369.844
↓ -0.22
₹2,61510.62.79.620.427.119.5
Invesco India Multicap Fund Growth ₹128.68
↓ -0.18
₹3,65110.41.312.823.326.629.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 25
*மேலே சிறந்த பட்டியல்பன்முகப்படுத்தப்பட்ட மல்டிகேப் மேலே உள்ள AUM/நிகர சொத்துகளைக் கொண்ட நிதிகள்500 கோடி. வரிசைப்படுத்தப்பட்டதுகடந்த 5 வருட வருவாய்.

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.

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 18.2% since its launch.  Ranked 63 in Multi Cap category.  Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (19 May 25) ₹290.441 ↑ 1.36   (0.47 %)
Net Assets (Cr) ₹38,637 on 31 Mar 25
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 0.25
Information Ratio 1.11
Alpha Ratio 2.93
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,814
30 Apr 22₹21,093
30 Apr 23₹23,828
30 Apr 24₹37,013
30 Apr 25₹38,780

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 ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for Nippon India Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 7%
3 Month 12.6%
6 Month 1.9%
1 Year 8.7%
3 Year 27.9%
5 Year 34.8%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.8%
2023 38.1%
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0520.1 Yr.
Ashutosh Bhargava1 Sep 213.66 Yr.
Kinjal Desai25 May 186.94 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services31.18%
Consumer Cyclical19.76%
Industrials16.48%
Health Care6.29%
Utility5.88%
Basic Materials5.55%
Technology3.58%
Energy3.51%
Consumer Defensive2.77%
Communication Services1.48%
Real Estate0.17%
Asset Allocation
Asset ClassValue
Cash3.13%
Equity96.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹2,560 Cr13,300,448
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
4%₹1,789 Cr15,099,895
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,638 Cr11,481,360
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹1,415 Cr10,068,975
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
3%₹1,147 Cr1,328,197
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
3%₹1,044 Cr8,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 532555
3%₹1,021 Cr28,791,467
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
3%₹1,020 Cr6,511,517
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
2%₹966 Cr1,524,539
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹915 Cr11,600,000

2. HDFC Equity Fund

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

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 34 in Multi Cap category.  Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (19 May 25) ₹1,957.82 ↑ 0.88   (0.05 %)
Net Assets (Cr) ₹69,639 on 31 Mar 25
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio 0.64
Information Ratio 2.31
Alpha Ratio 7.48
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,317
30 Apr 22₹19,605
30 Apr 23₹22,298
30 Apr 24₹31,892
30 Apr 25₹36,948

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 ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 5.1%
3 Month 9.9%
6 Month 6.2%
1 Year 17%
3 Year 27.3%
5 Year 32.4%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.5%
2023 30.6%
2022 18.3%
2021 36.2%
2020 6.4%
2019 6.8%
2018 -3.5%
2017 36.9%
2016 7.3%
2015 -5.1%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 222.76 Yr.
Dhruv Muchhal22 Jun 231.86 Yr.

Data below for HDFC Equity Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services39.76%
Consumer Cyclical14.66%
Health Care9.69%
Technology5.52%
Industrials5.14%
Basic Materials4.89%
Communication Services3.5%
Real Estate2.64%
Utility1.98%
Consumer Defensive1.18%
Energy0.43%
Asset Allocation
Asset ClassValue
Cash9.12%
Equity89.41%
Debt1.47%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹6,674 Cr49,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹6,582 Cr36,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
9%₹6,171 Cr56,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
5%₹3,582 Cr16,500,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹3,018 Cr19,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI
4%₹2,881 Cr2,500,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
4%₹2,769 Cr19,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
3%₹2,219 Cr12,800,000
↓ -1,725,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
3%₹1,911 Cr12,000,000
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | PPLPHARMA
3%₹1,826 Cr81,233,138
↑ 20,284

3. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

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

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.1% since its launch.  Ranked 50 in Multi Cap category.  Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (19 May 25) ₹1,626.3 ↓ -5.49   (-0.34 %)
Net Assets (Cr) ₹17,394 on 31 Mar 25
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.2
Information Ratio 1.11
Alpha Ratio 2.43
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 Apr 20₹10,000
30 Apr 21₹16,178
30 Apr 22₹19,866
30 Apr 23₹21,187
30 Apr 24₹30,727
30 Apr 25₹33,579

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 ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Franklin India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 6.5%
3 Month 10.4%
6 Month 4.3%
1 Year 12.9%
3 Year 23.4%
5 Year 29.6%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 21.8%
2023 30.8%
2022 5.3%
2021 40.3%
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.25 Yr.
Sandeep Manam18 Oct 213.54 Yr.
Rajasa Kakulavarapu1 Dec 231.41 Yr.

Data below for Franklin India Equity Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services29.59%
Consumer Cyclical12.86%
Industrials10.11%
Technology8.52%
Health Care7.48%
Communication Services5.83%
Utility5.43%
Consumer Defensive5.09%
Basic Materials4.31%
Energy2.77%
Real Estate2.1%
Asset Allocation
Asset ClassValue
Cash5.13%
Equity94.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
9%₹1,542 Cr8,434,642
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,471 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹850 Cr4,904,822
↓ -353,785
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹744 Cr2,131,779
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
4%₹727 Cr4,627,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹668 Cr6,061,448
↑ 400,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹566 Cr3,555,589
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR
3%₹484 Cr3,452,563
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹483 Cr3,784,026
↑ 400,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK
3%₹439 Cr2,023,658

4. 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 14.6% 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 (19 May 25) ₹97.0208 ↓ -0.27   (-0.28 %)
Net Assets (Cr) ₹5,263 on 31 Mar 25
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.11
Information Ratio 1.11
Alpha Ratio 1.9
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 Apr 20₹10,000
30 Apr 21₹14,618
30 Apr 22₹17,459
30 Apr 23₹19,539
30 Apr 24₹32,258
30 Apr 25₹32,865

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 ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 5.2%
3 Month 6.2%
6 Month -3%
1 Year 3.8%
3 Year 28%
5 Year 29.5%
10 Year
15 Year
Since launch 14.6%
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 213.7 Yr.
Asit Bhandarkar1 Oct 240.58 Yr.
Ruchi Fozdar4 Oct 240.57 Yr.
Deepak Gupta11 Apr 250.05 Yr.

Data below for JM Multicap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services28.77%
Consumer Cyclical14.27%
Industrials13.39%
Technology9.62%
Health Care8.26%
Basic Materials7.79%
Consumer Defensive6.48%
Communication Services3.41%
Energy3.24%
Utility3.08%
Asset Allocation
Asset ClassValue
Cash1.68%
Equity98.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹325 Cr1,690,162
↓ -340,338
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
5%₹300 Cr2,100,000
↓ -25,800
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 532755
4%₹239 Cr1,588,515
↑ 800,000
Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP
4%₹203 Cr250,452
↑ 31,672
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹192 Cr1,030,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹183 Cr2,325,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹175 Cr525,247
↑ 212,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK
3%₹160 Cr725,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
3%₹155 Cr126,679
↑ 10,000
REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 532955
3%₹149 Cr3,555,834

5. 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 16.6% since its launch.  Return for 2024 was 23.4% , 2023 was 34.2% and 2022 was 1.6% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (19 May 25) ₹34.3059 ↑ 0.01   (0.04 %)
Net Assets (Cr) ₹4,883 on 31 Mar 25
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.08
Information Ratio -0.02
Alpha Ratio -0.09
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,791
30 Apr 22₹20,292
30 Apr 23₹20,556
30 Apr 24₹31,465
30 Apr 25₹32,610

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 ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 6.3%
3 Month 11.9%
6 Month 2.9%
1 Year 9.5%
3 Year 22.4%
5 Year 29.5%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.4%
2023 34.2%
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 204.36 Yr.
Fatema Pacha16 Oct 204.54 Yr.

Data below for Mahindra Badhat Yojana as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services32.27%
Consumer Cyclical13.04%
Industrials11.78%
Health Care9%
Basic Materials8.69%
Technology7.07%
Communication Services6.3%
Energy3.41%
Utility2.41%
Consumer Defensive1.56%
Asset Allocation
Asset ClassValue
Cash4.48%
Equity95.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
5%₹232 Cr1,205,000
↓ -316,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 500034
4%₹193 Cr223,100
↓ -1,900
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 534816
4%₹183 Cr4,490,000
↑ 35,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB
3%₹175 Cr287,000
↓ -10,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
3%₹157 Cr1,115,000
↓ -370,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO
3%₹151 Cr287,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 532538
3%₹130 Cr111,500
↑ 3,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL
2%₹124 Cr665,000
↑ 17,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 500251
2%₹119 Cr230,300
↑ 6,200
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | 532215
2%₹116 Cr980,000
↑ 260,000

6. ICICI Prudential Multicap Fund

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

ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 49 in Multi Cap category.  Return for 2024 was 20.7% , 2023 was 35.4% and 2022 was 4.7% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (19 May 25) ₹782.2 ↑ 0.16   (0.02 %)
Net Assets (Cr) ₹13,938 on 31 Mar 25
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.2
Information Ratio 0.72
Alpha Ratio 1.88
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,257
30 Apr 22₹18,600
30 Apr 23₹19,880
30 Apr 24₹29,707
30 Apr 25₹32,177

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 ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for ICICI Prudential Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 5.6%
3 Month 9.3%
6 Month 3%
1 Year 11%
3 Year 24.8%
5 Year 28.7%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 20.7%
2023 35.4%
2022 4.7%
2021 36.4%
2020 9.2%
2019 6%
2018 0.2%
2017 28%
2016 10.1%
2015 3.1%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Anand Sharma1 Jul 222.83 Yr.
Sharmila D’mello31 Jul 222.75 Yr.

Data below for ICICI Prudential Multicap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services27.08%
Industrials12.1%
Basic Materials11.69%
Consumer Cyclical9.81%
Consumer Defensive6.54%
Health Care6.33%
Energy6.07%
Communication Services4.92%
Technology4.14%
Utility2.54%
Real Estate1.69%
Asset Allocation
Asset ClassValue
Cash7.08%
Equity92.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹809 Cr6,001,508
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
5%₹634 Cr3,465,411
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹530 Cr4,156,447
↑ 541,110
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 532215
3%₹463 Cr4,201,052
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
2%₹345 Cr2,199,373
↑ 235,921
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
2%₹317 Cr1,826,581
↑ 141,092
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
2%₹290 Cr831,801
↑ 75,791
State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN
2%₹266 Cr3,449,649
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 532555
2%₹241 Cr6,725,713
↑ 697,767
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹235 Cr1,357,553
↓ -333,695

7. 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 19.3% since its launch.  Ranked 34 in Multi Cap category.  Return for 2024 was 23.9% , 2023 was 36.6% and 2022 was -7.2% .

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 (16 May 25) ₹82.9437 ↑ 0.27   (0.32 %)
Net Assets (Cr) ₹93,441 on 31 Mar 25
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio 0.7
Information Ratio 0.4
Alpha Ratio 6.29
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹16,660
30 Apr 22₹19,926
30 Apr 23₹21,789
30 Apr 24₹29,722
30 Apr 25₹33,523

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 ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 5.9%
3 Month 5%
6 Month 5%
1 Year 15.2%
3 Year 22.8%
5 Year 28.3%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.9%
2023 36.6%
2022 -7.2%
2021 45.5%
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 169.26 Yr.
Rajeev Thakkar24 May 1311.94 Yr.
Raunak Onkar24 May 1311.94 Yr.
Rukun Tarachandani16 May 222.96 Yr.
Mansi Kariya22 Dec 231.36 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services31.4%
Consumer Cyclical10.66%
Technology7.5%
Energy6.98%
Utility6.01%
Communication Services5.93%
Consumer Defensive4.5%
Health Care4.47%
Basic Materials0.42%
Industrials0.12%
Real Estate0.01%
Asset Allocation
Asset ClassValue
Cash23.78%
Equity75.44%
Debt0.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹7,827 Cr42,813,069
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹6,634 Cr5,318,918
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
6%₹5,618 Cr141,074,007
↓ -1,562,400
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
6%₹5,597 Cr192,765,312
↓ -733,498
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹4,717 Cr34,986,740
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK
5%₹4,289 Cr19,753,232
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
4%₹4,146 Cr101,194,120
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
4%₹3,477 Cr3,018,078
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
3%₹3,004 Cr27,257,270
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
3%₹2,979 Cr18,706,973

8. 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 16.6% since its launch.  Ranked 37 in Multi Cap category.  Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (19 May 25) ₹277.111 ↓ -0.28   (-0.10 %)
Net Assets (Cr) ₹2,616 on 31 Mar 25
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 0.16
Information Ratio -0.23
Alpha Ratio 1.57
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,568
30 Apr 22₹19,589
30 Apr 23₹20,376
30 Apr 24₹30,124
30 Apr 25₹31,473

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 ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Baroda Pioneer Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 4.4%
3 Month 7.9%
6 Month -1.1%
1 Year 7%
3 Year 22.1%
5 Year 28%
10 Year
15 Year
Since launch 16.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 31.7%
2023 30.8%
2022 -3%
2021 47.9%
2020 19.5%
2019 8.9%
2018 -11.9%
2017 36.8%
2016 2.3%
2015 -1.6%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 159.5 Yr.
Sandeep Jain14 Mar 223.13 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services26.55%
Health Care14.76%
Industrials13.76%
Consumer Cyclical10.89%
Consumer Defensive7.71%
Technology6.86%
Basic Materials5.77%
Energy3.66%
Communication Services1.99%
Real Estate1.59%
Utility1.3%
Asset Allocation
Asset ClassValue
Cash3.19%
Equity96.08%
Debt0.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
5%₹119 Cr649,736
↑ 150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹113 Cr834,815
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹96 Cr750,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO
2%₹60 Cr249,003
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹59 Cr340,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR
2%₹59 Cr140,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | DIVISLAB
2%₹58 Cr100,000
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 22 | POWERINDIA
2%₹58 Cr45,500
↑ 10,000
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD
2%₹55 Cr379,226
PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 May 24 | PNBHOUSING
2%₹54 Cr610,108

9. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

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

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% 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 (19 May 25) ₹369.844 ↓ -0.22   (-0.06 %)
Net Assets (Cr) ₹2,615 on 31 Mar 25
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 0.22
Information Ratio -0.68
Alpha Ratio 2.54
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 Apr 20₹10,000
30 Apr 21₹15,172
30 Apr 22₹19,608
30 Apr 23₹19,831
30 Apr 24₹28,088
30 Apr 25₹29,898

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 ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 6.2%
3 Month 10.6%
6 Month 2.7%
1 Year 9.6%
3 Year 20.4%
5 Year 27.1%
10 Year
15 Year
Since launch 15.8%
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 223.33 Yr.
Sudhir Kedia1 Jan 223.33 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services20.27%
Industrials19.2%
Consumer Cyclical14.09%
Technology7.4%
Energy7.31%
Health Care7.04%
Basic Materials6.12%
Communication Services6.01%
Consumer Defensive4.66%
Utility2.65%
Asset Allocation
Asset ClassValue
Cash5.21%
Equity94.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
5%₹141 Cr773,245
↓ -5,749
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹122 Cr903,967
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
4%₹107 Cr836,759
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT
3%₹90 Cr256,848
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532215
3%₹85 Cr772,466
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK
3%₹85 Cr391,704
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL
2%₹64 Cr371,388
↑ 15,727
Affle India Ltd (Communication Services)
Equity, Since 31 May 22 | AFFLE
2%₹60 Cr373,348
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
2%₹59 Cr1,089,849
↓ -107,193
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | AMBER
2%₹58 Cr79,949

10. Invesco India Multicap Fund

(Erstwhile Invesco India Mid N Small Cap Fund)

The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies.

Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 37 in Multi Cap category.  Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (19 May 25) ₹128.68 ↓ -0.18   (-0.14 %)
Net Assets (Cr) ₹3,651 on 31 Mar 25
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.25
Information Ratio 0.1
Alpha Ratio 3.52
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 Apr 20₹10,000
30 Apr 21₹15,207
30 Apr 22₹18,007
30 Apr 23₹18,984
30 Apr 24₹27,571
30 Apr 25₹29,639

Invesco India Multicap Fund SIP Returns

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

Returns for Invesco India Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 25

DurationReturns
1 Month 6.9%
3 Month 10.4%
6 Month 1.3%
1 Year 12.8%
3 Year 23.3%
5 Year 26.6%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2024 29.8%
2023 31.8%
2022 -2.2%
2021 40.7%
2020 18.8%
2019 4.6%
2018 -12.5%
2017 46.2%
2016 0.7%
2015 6.7%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 204.66 Yr.
Dhimant Kothari1 Dec 231.41 Yr.

Data below for Invesco India Multicap Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Industrials18.22%
Financial Services17.53%
Consumer Cyclical14.53%
Health Care10.97%
Basic Materials10.21%
Technology10.19%
Consumer Defensive7.45%
Real Estate2.52%
Communication Services2.41%
Utility2.34%
Asset Allocation
Asset ClassValue
Cash3.62%
Equity96.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
5%₹199 Cr1,268,415
↑ 51,031
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹191 Cr1,419,576
↓ -25,787
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 500251
4%₹131 Cr246,706
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK
4%₹129 Cr706,326
↑ 76,612
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 24 | POWERINDIA
3%₹107 Cr84,267
↓ -3,718
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN
3%₹98 Cr644,407
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL
3%₹92 Cr1,701,656
↓ -156,525
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
2%₹88 Cr680,825
↓ -22,557
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
2%₹74 Cr2,467,557
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 500800
2%₹70 Cr699,807

மல்டிகேப் மியூச்சுவல் ஃபண்டுகளில் ஆன்லைனில் எப்படி முதலீடு செய்வது?

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  3. ஆவணங்களைப் பதிவேற்றவும் (PAN, ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்ய தயாராக உள்ளீர்கள்!

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அடிக்கடி கேட்கப்படும் கேள்விகள்

1. மியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்வதன் நன்மைகள் என்ன?

A: பரஸ்பர நிதி உங்கள் முதலீட்டு போர்ட்ஃபோலியோவை பல்வகைப்படுத்த உதவும், மேலும் செயலற்ற சம்பாதிப்பதற்கான பல புள்ளிகள் உங்களிடம் இருப்பதை உறுதிசெய்யலாம்வருமானம். இது முதலீட்டின் அபாயத்தையும் குறைக்கிறது, மேலும் நீங்கள் ஒரே நிதியில் பல பங்குகள் மற்றும் பங்குகளில் முதலீடு செய்யலாம். எனவே, ஒரு பங்கு செயல்படவில்லை என்றால், ஆபத்து இருக்கும்ஆஃப்செட் மற்ற நன்கு செயல்படும் பங்குகளுடன்.

2. நிதி முதிர்ச்சியடைவதற்கு எவ்வளவு காலம் காத்திருக்க வேண்டும்?

A: உங்கள் நிதி முதிர்ச்சியடைவதற்கு 5-7 ஆண்டுகள் காத்திருக்க வேண்டும். இது உங்கள் முதலீட்டிலிருந்து அதிகபட்ச பலனைப் பெற உதவும்.

3. மற்ற மியூச்சுவல் ஃபண்டுகளை விட மல்டி கேப் ஃபண்டுகளில் முதலீடு செய்வது பலனளிக்குமா?

A: முதலீட்டு போர்ட்ஃபோலியோவின் அபாயங்களைக் குறைக்க விரும்பினால், மல்டி-கேப் ஃபண்டுகள் சிறந்தவை. இந்த நிதிகள் குறைவான அபாயங்களைக் கொண்டுள்ளன.

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