Table of Contents
2022 இல் முதலீடு செய்ய சிறந்த மல்டிகேப் மியூச்சுவல் ஃபண்டுகள்
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.
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டாப் 10 சிறப்பாக செயல்படும் பன்முகப்படுத்தப்பட்ட மல்டிகேப் மியூச்சுவல் ஃபண்டுகள் 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹301.508
↓ -1.21 ₹43,483 13.3 3.9 4.2 29.5 32.6 25.8 HDFC Equity Fund Growth ₹1,998.68
↓ -0.08 ₹75,784 9.4 7.1 10.3 27.8 29.9 23.5 Mahindra Badhat Yojana Growth ₹36.1766
↑ 0.08 ₹5,408 14.4 3.2 4.3 25.9 27.8 23.4 JM Multicap Fund Growth ₹99.5213
↑ 0.09 ₹5,917 10.5 -4.9 -4.2 28 27.1 33.3 Baroda Pioneer Multi Cap Fund Growth ₹286.842
↓ -0.59 ₹2,840 9.3 -3.1 3.4 24.1 26.8 31.7 Franklin India Equity Fund Growth ₹1,670.89
↓ -0.38 ₹18,679 11.3 3.2 6.2 24.5 26.7 21.8 ICICI Prudential Multicap Fund Growth ₹801.6
↑ 0.13 ₹15,095 9.9 4.7 6 25.5 26.6 20.7 Parag Parikh Long Term Equity Fund Growth ₹85.2766
↓ -0.25 ₹103,868 8.1 5.6 12.6 24.7 26.2 23.9 Invesco India Multicap Fund Growth ₹133.73
↓ -0.53 ₹4,003 12 -1.1 8.4 25.2 25.6 29.8 Principal Multi Cap Growth Fund Growth ₹383.343
↑ 0.74 ₹2,773 9.8 2.5 4.8 21.8 25.2 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Jul 25 பன்முகப்படுத்தப்பட்ட மல்டிகேப் மேலே உள்ள AUM/நிகர சொத்துகளைக் கொண்ட நிதிகள்500 கோடி. வரிசைப்படுத்தப்பட்டதுகடந்த 5 வருட வருவாய்.
(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 Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on 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 Below is the key information for HDFC Equity Fund Returns up to 1 year are on 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 Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (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 Below is the key information for JM Multicap Fund Returns up to 1 year are on (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 Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Equity Fund Returns up to 1 year are on 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 Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (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 Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on (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 Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on (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 Below is the key information for Principal Multi Cap Growth Fund Returns up to 1 year are on 1. Nippon India Multi Cap Fund
CAGR/Annualized return of 18.3% since its launch. Ranked 63 in Multi Cap category. Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (01 Jul 25) ₹301.508 ↓ -1.21 (-0.40 %) Net Assets (Cr) ₹43,483 on 31 May 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.22 Information Ratio 1.22 Alpha Ratio 0.26 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹17,192 30 Jun 22 ₹19,017 30 Jun 23 ₹26,165 30 Jun 24 ₹39,353 30 Jun 25 ₹41,681 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2.3% 3 Month 13.3% 6 Month 3.9% 1 Year 4.2% 3 Year 29.5% 5 Year 32.6% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.18 Yr. Ashutosh Bhargava 1 Sep 21 3.75 Yr. Kinjal Desai 25 May 18 7.02 Yr. Data below for Nippon India Multi Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 29.55% Consumer Cyclical 20.1% Industrials 19.26% Health Care 6.31% Basic Materials 5.69% Utility 5.44% Consumer Defensive 3.69% Technology 3.46% Energy 3.29% Communication Services 1.41% Real Estate 0.16% Asset Allocation
Asset Class Value Cash 1.27% Equity 98.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,528 Cr 13,000,448
↓ -300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK4% ₹1,800 Cr 15,099,895 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,660 Cr 11,481,360 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,459 Cr 6,511,517 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,431 Cr 10,068,975 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA3% ₹1,144 Cr 1,524,539 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | MFSL3% ₹1,142 Cr 7,600,000
↓ -400,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | BAJFINANCE2% ₹1,036 Cr 1,128,197
↓ -200,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC2% ₹961 Cr 28,791,467 Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | VESUVIUS2% ₹935 Cr 1,576,028 2. HDFC Equity Fund
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% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (01 Jul 25) ₹1,998.68 ↓ -0.08 (0.00 %) Net Assets (Cr) ₹75,784 on 31 May 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 1.7 Alpha Ratio 5.66 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,601 30 Jun 22 ₹17,950 30 Jun 23 ₹23,485 30 Jun 24 ₹33,761 30 Jun 25 ₹37,418 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2.7% 3 Month 9.4% 6 Month 7.1% 1 Year 10.3% 3 Year 27.8% 5 Year 29.9% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Roshi Jain 29 Jul 22 2.84 Yr. Dhruv Muchhal 22 Jun 23 1.95 Yr. Data below for HDFC Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 39.72% Consumer Cyclical 15.98% Health Care 8.79% Industrials 5.14% Basic Materials 5.04% Technology 4.79% Communication Services 3.18% Real Estate 2.89% Utility 1.84% Consumer Defensive 1.1% Energy 0.98% Asset Allocation
Asset Class Value Cash 9.86% Equity 89.45% Debt 0.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹7,084 Cr 49,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK9% ₹7,002 Cr 36,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | AXISBANK8% ₹6,199 Cr 52,000,000
↓ -1,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE5% ₹3,566 Cr 19,677,000
↑ 177,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK5% ₹3,423 Cr 16,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI4% ₹3,080 Cr 2,500,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | CIPLA4% ₹2,931 Cr 20,000,000
↑ 300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹2,135 Cr 11,500,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN3% ₹2,031 Cr 25,000,000
↑ 7,500,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹2,013 Cr 12,300,000
↓ -201,855 3. Mahindra Badhat Yojana
CAGR/Annualized return of 17.1% since its launch. Return for 2024 was 23.4% , 2023 was 34.2% and 2022 was 1.6% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (01 Jul 25) ₹36.1766 ↑ 0.08 (0.22 %) Net Assets (Cr) ₹5,408 on 31 May 25 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.12 Information Ratio -0.01 Alpha Ratio -1.56 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹17,106 30 Jun 22 ₹17,183 30 Jun 23 ₹21,839 30 Jun 24 ₹32,592 30 Jun 25 ₹34,333 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 5.4% 3 Month 14.4% 6 Month 3.2% 1 Year 4.3% 3 Year 25.9% 5 Year 27.8% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Manish Lodha 21 Dec 20 4.53 Yr. Fatema Pacha 16 Oct 20 4.71 Yr. Data below for Mahindra Badhat Yojana as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 33.3% Consumer Cyclical 14.06% Industrials 13.9% Health Care 8.93% Basic Materials 8.79% Technology 6.12% Communication Services 4.7% Energy 3.26% Utility 2.26% Consumer Defensive 1.52% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK4% ₹234 Cr 1,205,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB4% ₹190 Cr 287,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | INDUSTOWER3% ₹172 Cr 4,490,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE3% ₹158 Cr 1,115,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TRENT2% ₹130 Cr 230,300 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | ULTRACEMCO2% ₹125 Cr 111,500 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | AXISBANK2% ₹117 Cr 980,000 Garden Reach Shipbuilders & Engineers Ltd (Industrials)
Equity, Since 31 May 25 | GRSE2% ₹116 Cr 385,000
↑ 385,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | BAJFINANCE2% ₹115 Cr 125,000
↓ -98,100 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | LAURUSLABS2% ₹115 Cr 1,880,000 4. JM Multicap Fund
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% . 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.
Date Value 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 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 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
Year Returns 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
Name Since Tenure Satish Ramanathan 20 Aug 21 3.78 Yr. Asit Bhandarkar 1 Oct 24 0.67 Yr. Ruchi Fozdar 4 Oct 24 0.66 Yr. Deepak Gupta 11 Apr 25 0.14 Yr. Data below for JM Multicap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 25.74% Industrials 17.25% Consumer Cyclical 14.71% Technology 11.86% Basic Materials 6.91% Health Care 6.6% Consumer Defensive 5.95% Communication Services 4.08% Energy 2.17% Utility 1.03% Asset Allocation
Asset Class Value Cash 3.69% Equity 96.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹304 Cr 2,100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT5% ₹303 Cr 825,247
↑ 300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK4% ₹258 Cr 1,325,000
↓ -365,162 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL4% ₹241 Cr 1,300,000
↑ 270,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | TECHM4% ₹220 Cr 1,400,000
↓ -188,515 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP4% ₹219 Cr 251,706
↑ 1,254 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI4% ₹211 Cr 171,679
↑ 45,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY3% ₹184 Cr 1,175,750
↑ 425,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 25 | ADANIPORTS3% ₹158 Cr 1,100,000
↑ 1,100,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 28 Feb 25 | BHEL2% ₹147 Cr 5,672,520
↓ -500,000 5. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (01 Jul 25) ₹286.842 ↓ -0.59 (-0.21 %) Net Assets (Cr) ₹2,840 on 31 May 25 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.11 Information Ratio 0 Alpha Ratio -1.7 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,552 30 Jun 22 ₹17,137 30 Jun 23 ₹21,576 30 Jun 24 ₹31,690 30 Jun 25 ₹32,771 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2.9% 3 Month 9.3% 6 Month -3.1% 1 Year 3.4% 3 Year 24.1% 5 Year 26.8% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Sanjay Chawla 1 Nov 15 9.59 Yr. Sandeep Jain 14 Mar 22 3.22 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 25.55% Industrials 15.18% Consumer Cyclical 13.44% Health Care 11.92% Technology 7.66% Basic Materials 7.59% Consumer Defensive 6.93% Energy 3.75% Utility 2.6% Communication Services 1.73% Asset Allocation
Asset Class Value Cash 1.5% Equity 97.82% Debt 0.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK4% ₹126 Cr 649,736 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹121 Cr 834,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE4% ₹107 Cr 750,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 22 | POWERINDIA3% ₹77 Cr 40,000
↓ -5,500 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹63 Cr 249,003 Linde India Ltd (Basic Materials)
Equity, Since 31 Jan 23 | LINDEINDIA2% ₹63 Cr 83,577 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY2% ₹59 Cr 375,791 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | TITAN2% ₹57 Cr 160,000
↑ 160,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 24 | BHEL2% ₹55 Cr 2,135,026 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Apr 25 | INDIGO2% ₹55 Cr 104,000
↑ 49,000 6. Franklin India Equity Fund
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% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (01 Jul 25) ₹1,670.89 ↓ -0.38 (-0.02 %) Net Assets (Cr) ₹18,679 on 31 May 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.32 Information Ratio 0.99 Alpha Ratio 1.89 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,569 30 Jun 22 ₹16,906 30 Jun 23 ₹21,182 30 Jun 24 ₹30,694 30 Jun 25 ₹32,812 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.1% 3 Month 11.3% 6 Month 3.2% 1 Year 6.2% 3 Year 24.5% 5 Year 26.7% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure R. Janakiraman 1 Feb 11 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Rajasa Kakulavarapu 1 Dec 23 1.5 Yr. Data below for Franklin India Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 28.95% Consumer Cyclical 11.46% Industrials 11.29% Technology 8.16% Health Care 7.31% Communication Services 5.37% Utility 5.17% Consumer Defensive 5.14% Basic Materials 4.55% Energy 3.18% Real Estate 2.28% Asset Allocation
Asset Class Value Cash 7.13% Equity 92.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹1,640 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,577 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL4% ₹796 Cr 4,286,537
↓ -618,285 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹783 Cr 2,131,779 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹723 Cr 4,627,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK4% ₹723 Cr 6,061,448 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹595 Cr 4,184,430
↑ 65,404 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹582 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹525 Cr 3,452,563 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹504 Cr 2,429,027 7. ICICI Prudential Multicap Fund
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% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (01 Jul 25) ₹801.6 ↑ 0.13 (0.02 %) Net Assets (Cr) ₹15,095 on 31 May 25 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.36 Information Ratio 0.56 Alpha Ratio 2.59 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,318 30 Jun 22 ₹16,468 30 Jun 23 ₹21,113 30 Jun 24 ₹30,601 30 Jun 25 ₹32,660 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 2.1% 3 Month 9.9% 6 Month 4.7% 1 Year 6% 3 Year 25.5% 5 Year 26.6% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anand Sharma 1 Jul 22 2.92 Yr. Sharmila D’mello 31 Jul 22 2.84 Yr. Data below for ICICI Prudential Multicap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 25.66% Industrials 12.16% Consumer Cyclical 10.59% Basic Materials 9.8% Health Care 7.78% Consumer Defensive 7.32% Energy 7.02% Communication Services 4.57% Technology 4.05% Utility 3% Real Estate 2.13% Asset Allocation
Asset Class Value Cash 5.82% Equity 94.08% Other 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹868 Cr 6,001,508 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹607 Cr 4,274,994 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK4% ₹546 Cr 2,805,411 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | AXISBANK3% ₹479 Cr 4,015,543
↓ -185,509 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA3% ₹445 Cr 2,652,094
↑ 605,954 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 23 | HINDUNILVR3% ₹434 Cr 1,846,845
↑ 999,030 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY3% ₹416 Cr 2,664,928
↑ 465,555 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹340 Cr 925,359 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NTPC2% ₹334 Cr 10,006,284
↑ 4,014,071 State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN2% ₹314 Cr 3,867,187
↑ 749,737 8. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.9% , 2023 was 36.6% and 2022 was -7.2% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (30 Jun 25) ₹85.2766 ↓ -0.25 (-0.29 %) Net Assets (Cr) ₹103,868 on 31 May 25 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.79 Information Ratio 0.35 Alpha Ratio 5.77 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,156 30 Jun 22 ₹16,520 30 Jun 23 ₹20,850 30 Jun 24 ₹28,436 30 Jun 25 ₹32,021 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.4% 3 Month 8.1% 6 Month 5.6% 1 Year 12.6% 3 Year 24.7% 5 Year 26.2% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Raj Mehta 27 Jan 16 9.43 Yr. Rajeev Thakkar 24 May 13 12.11 Yr. Raunak Onkar 24 May 13 12.11 Yr. Rukun Tarachandani 16 May 22 3.13 Yr. Mansi Kariya 22 Dec 23 1.52 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 29.78% Consumer Cyclical 10.65% Communication Services 7.93% Technology 7.28% Energy 6.93% Utility 5.9% Health Care 4.47% Consumer Defensive 4.47% Basic Materials 0.51% Real Estate 0.4% Industrials 0.22% Asset Allocation
Asset Class Value Cash 22.83% Equity 75.91% Debt 1.26% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹8,420 Cr 43,293,069
↑ 480,000 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG7% ₹7,135 Cr 5,318,918 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA6% ₹6,185 Cr 155,681,572
↑ 7,357,797 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID6% ₹6,052 Cr 208,867,542
↑ 15,250,894 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹5,058 Cr 34,986,740 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC4% ₹4,568 Cr 109,270,669
↑ 3,999,573 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK4% ₹4,098 Cr 19,753,232 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI4% ₹3,722 Cr 3,021,670 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M4% ₹3,641 Cr 12,231,374
↑ 1,191,162 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | META3% ₹3,274 Cr 591,056 9. Invesco India Multicap Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (01 Jul 25) ₹133.73 ↓ -0.53 (-0.39 %) Net Assets (Cr) ₹4,003 on 31 May 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.38 Information Ratio 0.12 Alpha Ratio 3.49 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.
Date Value 30 Jun 20 ₹10,000 30 Jun 21 ₹16,833 30 Jun 22 ₹15,932 30 Jun 23 ₹19,991 30 Jun 24 ₹28,857 30 Jun 25 ₹31,267 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 1 Month 3.7% 3 Month 12% 6 Month -1.1% 1 Year 8.4% 3 Year 25.2% 5 Year 25.6% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Amit Nigam 3 Sep 20 4.75 Yr. Dhimant Kothari 1 Dec 23 1.5 Yr. Data below for Invesco India Multicap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 19.64% Consumer Cyclical 15.47% Industrials 15.24% Basic Materials 11.53% Health Care 11.36% Technology 9.21% Consumer Defensive 8.55% Communication Services 2.61% Utility 2.16% Real Estate 1.78% Asset Allocation
Asset Class Value Cash 2.45% Equity 97.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹218 Cr 1,508,652 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY5% ₹206 Cr 1,320,399 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK4% ₹175 Cr 897,791 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TRENT4% ₹144 Cr 255,527 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN3% ₹110 Cr 688,893 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901573% ₹105 Cr 746,084 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 24 | POWERINDIA2% ₹99 Cr 51,185
↓ -20,325 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL2% ₹84 Cr 2,179,981
↓ -287,576 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL2% ₹81 Cr 1,701,656 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 23 | MCX2% ₹81 Cr 122,043 10. Principal Multi Cap Growth Fund
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% . 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.
Date Value 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 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Jul 25 Duration Returns 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
Year Returns 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
Name Since Tenure Ratish Varier 1 Jan 22 3.42 Yr. Data below for Principal Multi Cap Growth Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 22.06% Industrials 17.89% Consumer Cyclical 13.33% Technology 7.65% Energy 7.34% Health Care 7.08% Basic Materials 6.37% Consumer Defensive 5.72% Communication Services 4.79% Utility 1.55% Real Estate 1.24% Asset Allocation
Asset Class Value Cash 4.27% Equity 95.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹150 Cr 773,245 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹133 Cr 922,420
↑ 18,453 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE4% ₹112 Cr 789,884
↓ -46,875 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT4% ₹97 Cr 265,082 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | AXISBANK3% ₹92 Cr 772,466 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK3% ₹90 Cr 433,776
↑ 30,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL2% ₹69 Cr 371,388 Affle 3i Ltd (Communication Services)
Equity, Since 31 May 22 | AFFLE2% ₹64 Cr 368,665
↓ -4,683 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | INDIANB2% ₹62 Cr 998,688
↓ -44,678 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY2% ₹57 Cr 364,710
மல்டிகேப் மியூச்சுவல் ஃபண்டுகளில் ஆன்லைனில் எப்படி முதலீடு செய்வது?
Fincash.com இல் வாழ்நாள் முழுவதும் இலவச முதலீட்டுக் கணக்கைத் திறக்கவும்.
உங்கள் பதிவு மற்றும் KYC செயல்முறையை முடிக்கவும்
ஆவணங்களைப் பதிவேற்றவும் (PAN, ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்ய தயாராக உள்ளீர்கள்!
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.
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவுகளின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. முதலீடு செய்வதற்கு முன் திட்டத் தகவல் ஆவணத்துடன் சரிபார்க்கவும்.
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