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డైవర్సిఫైడ్ మల్టీక్యాప్ ఫండ్స్ లేదా మరింత సరిగ్గా డైవర్సిఫైడ్ఈక్విటీ ఫండ్స్ ఈక్విటీ ఫండ్స్ యొక్క ఒక తరగతి. అధిక పెట్టుబడిదారులుఅపాయకరమైన ఆకలి ఈక్విటీలలో బహిర్గతం చేయాలనుకునే వారు సాధారణంగా వైపు మొగ్గు చూపుతారుపెట్టుబడి పెడుతున్నారు డైవర్సిఫైడ్ మల్టీక్యాప్ ఫండ్లలో.
డైవర్సిఫైడ్ మల్టీక్యాప్ ఫండ్స్ అంతటా ఇన్వెస్ట్ చేస్తాయిసంత వంటి టోపీలు - పెద్ద టోపీ,మిడ్ క్యాప్ &చిన్న టోపీ, వారు పోర్ట్ఫోలియోను బ్యాలెన్స్ చేయడంలో నిష్ణాతులు. అత్యుత్తమ వైవిధ్యభరితమైన మల్టీక్యాప్ ఈక్విటీ ఫండ్స్లో పెట్టుబడి పెట్టడం ద్వారా, పెట్టుబడిదారులు కొంచెం ఎక్కువ స్థిరమైన రాబడిని పొందగలరు, అయినప్పటికీ, కల్లోలమైన మార్కెట్ పరిస్థితిలో ఈక్విటీల అస్థిరత కారణంగా వారు ఇప్పటికీ ప్రభావితమవుతారు.
మంచి డైవర్సిఫైడ్ మల్టీక్యాప్ ఈక్విటీ ఫండ్ను ఎంచుకునే ప్రక్రియను సులభతరం చేయడానికి, మేము టాప్ 10 అత్యుత్తమ మల్టీ-క్యాప్ ఈక్విటీ ఫండ్లను జాబితా చేసాము - పెట్టుబడిదారులు తమ పెట్టుబడి ప్రయాణంలో ఖాతాలోకి తీసుకోవచ్చు.
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టాప్ 10 బెస్ట్ పెర్ఫార్మింగ్ డైవర్సిఫైడ్ మల్టీక్యాప్ మ్యూచువల్ ఫండ్స్ 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹286.343
↑ 0.98 ₹50,352 -6.9 -4.3 7.5 21.1 24.2 4.1 HDFC Equity Fund Growth ₹2,050.07
↑ 5.61 ₹96,295 -2 3.9 14.1 22.1 23.3 11.4 Mahindra Badhat Yojana Growth ₹35.198
↑ 0.02 ₹6,133 -3.1 -1.4 10.6 21.1 21 3.4 JM Multicap Fund Growth ₹93.4313
↑ 0.29 ₹5,463 -6.8 -3 -1.9 20.4 19.5 -6.8 ICICI Prudential Multicap Fund Growth ₹784.82
↑ 4.11 ₹16,263 -3.5 -1.4 6.9 20 19.2 5.7 Parag Parikh Long Term Equity Fund Growth ₹85.9225
↑ 0.18 ₹133,309 -2 2 8.7 21 19.1 7.8 Baroda Pioneer Multi Cap Fund Growth ₹276.209
↓ -0.27 ₹3,142 -5.3 -2.2 2.8 18 18.7 -2.8 Edelweiss Multi Cap Fund Growth ₹39.153
↑ 0.11 ₹3,127 -1 4.3 11.2 19.9 18.2 5.4 Franklin India Equity Fund Growth ₹1,622.53
↑ 6.90 ₹19,972 -3.8 -0.8 7.2 18.6 18.1 3.3 Aditya Birla Sun Life Equity Fund Growth ₹1,833.81
↑ 0.36 ₹25,098 -2.5 3.6 12.6 18.6 16.1 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund Mahindra Badhat Yojana JM Multicap Fund ICICI Prudential Multicap Fund Parag Parikh Long Term Equity Fund Baroda Pioneer Multi Cap Fund Edelweiss Multi Cap Fund Franklin India Equity Fund Aditya Birla Sun Life Equity Fund Point 1 Upper mid AUM (₹50,352 Cr). Top quartile AUM (₹96,295 Cr). Lower mid AUM (₹6,133 Cr). Bottom quartile AUM (₹5,463 Cr). Lower mid AUM (₹16,263 Cr). Highest AUM (₹133,309 Cr). Bottom quartile AUM (₹3,142 Cr). Bottom quartile AUM (₹3,127 Cr). Upper mid AUM (₹19,972 Cr). Upper mid AUM (₹25,098 Cr). Point 2 Established history (20+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (17+ yrs). Established history (31+ yrs). Established history (12+ yrs). Established history (22+ yrs). Established history (10+ yrs). Established history (31+ yrs). Established history (27+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Not Rated. Rating: 3★ (lower mid). Rating: 4★ (top quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 24.17% (top quartile). 5Y return: 23.32% (top quartile). 5Y return: 20.98% (upper mid). 5Y return: 19.53% (upper mid). 5Y return: 19.21% (upper mid). 5Y return: 19.05% (lower mid). 5Y return: 18.68% (lower mid). 5Y return: 18.21% (bottom quartile). 5Y return: 18.08% (bottom quartile). 5Y return: 16.10% (bottom quartile). Point 6 3Y return: 21.13% (top quartile). 3Y return: 22.10% (top quartile). 3Y return: 21.11% (upper mid). 3Y return: 20.35% (upper mid). 3Y return: 20.00% (lower mid). 3Y return: 20.96% (upper mid). 3Y return: 18.02% (bottom quartile). 3Y return: 19.92% (lower mid). 3Y return: 18.57% (bottom quartile). 3Y return: 18.56% (bottom quartile). Point 7 1Y return: 7.47% (lower mid). 1Y return: 14.07% (top quartile). 1Y return: 10.59% (upper mid). 1Y return: -1.87% (bottom quartile). 1Y return: 6.89% (bottom quartile). 1Y return: 8.73% (upper mid). 1Y return: 2.82% (bottom quartile). 1Y return: 11.19% (upper mid). 1Y return: 7.17% (lower mid). 1Y return: 12.58% (top quartile). Point 8 Alpha: -1.30 (upper mid). Alpha: 3.70 (top quartile). Alpha: -1.73 (lower mid). Alpha: -14.34 (bottom quartile). Alpha: 0.06 (upper mid). Alpha: 0.65 (upper mid). Alpha: -7.90 (bottom quartile). Alpha: -2.22 (lower mid). Alpha: -4.14 (bottom quartile). Alpha: 3.22 (top quartile). Point 9 Sharpe: -0.05 (lower mid). Sharpe: 0.53 (top quartile). Sharpe: -0.07 (lower mid). Sharpe: -0.73 (bottom quartile). Sharpe: 0.03 (upper mid). Sharpe: 0.25 (upper mid). Sharpe: -0.43 (bottom quartile). Sharpe: 0.03 (upper mid). Sharpe: -0.13 (bottom quartile). Sharpe: 0.41 (top quartile). Point 10 Information ratio: 0.64 (upper mid). Information ratio: 1.24 (top quartile). Information ratio: 0.17 (bottom quartile). Information ratio: 0.59 (lower mid). Information ratio: 0.27 (bottom quartile). Information ratio: 0.80 (upper mid). Information ratio: -0.03 (bottom quartile). Information ratio: 0.91 (top quartile). Information ratio: 0.51 (lower mid). Information ratio: 0.82 (upper mid). Nippon India Multi Cap Fund
HDFC Equity Fund
Mahindra Badhat Yojana
JM Multicap Fund
ICICI Prudential Multicap Fund
Parag Parikh Long Term Equity Fund
Baroda Pioneer Multi Cap Fund
Edelweiss Multi Cap Fund
Franklin India Equity Fund
Aditya Birla Sun Life Equity Fund
వైవిధ్యమైన మల్టీక్యాప్ పైన AUM/నికర ఆస్తులను కలిగి ఉన్న నిధులు500 కోట్లు. క్రమబద్ధీకరించబడిందిగత 5 సంవత్సరాల రిటర్న్.
(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. 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 Research Highlights for HDFC Equity Fund 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. Research Highlights for Mahindra Badhat Yojana 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. Research Highlights for JM Multicap Fund Below is the key information for JM Multicap 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. Research Highlights for ICICI Prudential Multicap Fund 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. Research Highlights for Parag Parikh Long Term Equity Fund Below is the key information for Parag Parikh Long Term Equity 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. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on (Erstwhile Edelweiss Economic Resurgence Fund ) The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Multi Cap Fund Below is the key information for Edelweiss 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. Research Highlights for Franklin India Equity Fund Below is the key information for Franklin India Equity Fund Returns up to 1 year are on 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. Research Highlights for Aditya Birla Sun Life Equity Fund Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on 1. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (29 Jan 26) ₹286.343 ↑ 0.98 (0.34 %) Net Assets (Cr) ₹50,352 on 31 Dec 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.06 Information Ratio 0.64 Alpha Ratio -1.3 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 31 Dec 20 ₹10,000 31 Dec 21 ₹14,891 31 Dec 22 ₹16,994 31 Dec 23 ₹23,474 31 Dec 24 ₹29,536 31 Dec 25 ₹30,734 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -4.2% 3 Month -6.9% 6 Month -4.3% 1 Year 7.5% 3 Year 21.1% 5 Year 24.2% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 25.8% 2022 38.1% 2021 14.1% 2020 48.9% 2019 0% 2018 2.2% 2017 -2.2% 2016 40.9% 2015 -6.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.77 Yr. Ashutosh Bhargava 1 Sep 21 4.34 Yr. Kinjal Desai 25 May 18 7.61 Yr. Lokesh Maru 5 Sep 25 0.32 Yr. Divya Sharma 5 Sep 25 0.32 Yr. Data below for Nippon India Multi Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 23.93% Financial Services 23.31% Industrials 16.17% Health Care 9.48% Basic Materials 5.74% Utility 5.65% Consumer Defensive 5.53% Technology 5.19% Energy 2.52% Communication Services 1.44% Asset Allocation
Asset Class Value Cash 1.03% Equity 98.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹2,733 Cr 27,569,796
↑ 500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,795 Cr 14,140,351 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321743% ₹1,478 Cr 11,009,000
↑ 2,500,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,444 Cr 8,939,713
↓ -243,518 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,377 Cr 4,395,615
↓ -401,443 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,267 Cr 8,068,975
↓ -1,500,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹1,203 Cr 7,196,331
↓ -84,778 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹1,014 Cr 2,482,390 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹981 Cr 29,762,573 ITC Ltd (Consumer Defensive)
Equity, Since 31 May 25 | ITC2% ₹927 Cr 23,013,819 2. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (29 Jan 26) ₹2,050.07 ↑ 5.61 (0.27 %) Net Assets (Cr) ₹96,295 on 31 Dec 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio 0.53 Information Ratio 1.24 Alpha Ratio 3.7 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 31 Dec 20 ₹10,000 31 Dec 21 ₹13,617 31 Dec 22 ₹16,108 31 Dec 23 ₹21,038 31 Dec 24 ₹25,978 31 Dec 25 ₹28,947 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -0.2% 3 Month -2% 6 Month 3.9% 1 Year 14.1% 3 Year 22.1% 5 Year 23.3% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 23.5% 2022 30.6% 2021 18.3% 2020 36.2% 2019 6.4% 2018 6.8% 2017 -3.5% 2016 36.9% 2015 7.3% Fund Manager information for HDFC Equity Fund
Name Since Tenure Chirag Setalvad 8 Dec 25 0.07 Yr. Dhruv Muchhal 22 Jun 23 2.53 Yr. Data below for HDFC Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 38.96% Consumer Cyclical 15.22% Health Care 7.46% Technology 5.6% Basic Materials 5.25% Industrials 4.76% Utility 2.5% Communication Services 2.47% Real Estate 2.36% Energy 1.37% Consumer Defensive 0.86% Asset Allocation
Asset Class Value Cash 12.66% Equity 86.81% Debt 0.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321749% ₹8,595 Cr 64,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK8% ₹8,128 Cr 82,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322157% ₹6,855 Cr 54,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN4% ₹4,322 Cr 44,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹4,070 Cr 20,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹4,006 Cr 18,200,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI3% ₹3,339 Cr 2,000,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000873% ₹3,174 Cr 21,000,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹2,922 Cr 18,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 23 | 5328983% ₹2,408 Cr 91,000,000 3. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (29 Jan 26) ₹35.198 ↑ 0.02 (0.07 %) Net Assets (Cr) ₹6,133 on 31 Dec 25 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.07 Information Ratio 0.17 Alpha Ratio -1.73 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 31 Dec 20 ₹10,000 31 Dec 21 ₹15,081 31 Dec 22 ₹15,329 31 Dec 23 ₹20,576 31 Dec 24 ₹25,399 31 Dec 25 ₹26,255 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -1.5% 3 Month -3.1% 6 Month -1.4% 1 Year 10.6% 3 Year 21.1% 5 Year 21% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.4% 2023 23.4% 2022 34.2% 2021 1.6% 2020 50.8% 2019 16.6% 2018 13.8% 2017 -9.9% 2016 2015 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 5.03 Yr. Fatema Pacha 16 Oct 20 5.21 Yr. Vishal Jajoo 3 Nov 25 0.16 Yr. Data below for Mahindra Badhat Yojana as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 30.94% Industrials 17.41% Health Care 14.11% Consumer Cyclical 12.25% Basic Materials 8.23% Technology 7.15% Communication Services 4.08% Energy 2.11% Utility 1.05% Real Estate 1.03% Asset Allocation
Asset Class Value Cash 1.64% Equity 98.36% Top Securities Holdings / Portfolio
Name Holding Value Quantity Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 25 | 5322963% ₹201 Cr 989,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | 5321743% ₹188 Cr 1,403,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 5348163% ₹188 Cr 4,490,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹182 Cr 285,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Nov 25 | SHRIRAMFIN3% ₹154 Cr 1,547,000
↑ 140,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5325382% ₹147 Cr 125,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB2% ₹147 Cr 193,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5322152% ₹133 Cr 1,050,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE2% ₹130 Cr 825,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Nov 25 | MCX2% ₹126 Cr 113,000
↑ 28,000 4. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (29 Jan 26) ₹93.4313 ↑ 0.29 (0.31 %) Net Assets (Cr) ₹5,463 on 31 Dec 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.74 Information Ratio 0.59 Alpha Ratio -14.34 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 31 Dec 20 ₹10,000 31 Dec 21 ₹13,294 31 Dec 22 ₹14,336 31 Dec 23 ₹20,070 31 Dec 24 ₹26,746 31 Dec 25 ₹24,920 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -3.1% 3 Month -6.8% 6 Month -3% 1 Year -1.9% 3 Year 20.4% 5 Year 19.5% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.8% 2023 33.3% 2022 40% 2021 7.8% 2020 32.9% 2019 11.4% 2018 16.6% 2017 -5.4% 2016 39.5% 2015 10.5% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.37 Yr. Asit Bhandarkar 1 Oct 24 1.25 Yr. Ruchi Fozdar 4 Oct 24 1.24 Yr. Deepak Gupta 11 Apr 25 0.73 Yr. Data below for JM Multicap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 28.59% Consumer Cyclical 15.59% Technology 14.42% Industrials 10.5% Health Care 8.74% Basic Materials 6.35% Consumer Defensive 5.14% Energy 4.31% Communication Services 4.21% Real Estate 0.31% Asset Allocation
Asset Class Value Cash 1.82% Equity 98.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 25 | RELIANCE4% ₹236 Cr 1,500,000
↓ -467,880 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹234 Cr 573,383
↓ -158,976 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL4% ₹230 Cr 1,092,200
↓ -240,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP4% ₹219 Cr 794,101 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 5327554% ₹206 Cr 1,294,184
↓ -546,724 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK3% ₹178 Cr 1,800,000
↓ -200,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹177 Cr 1,802,196
↓ -1,202,804 Infosys Ltd (Technology)
Equity, Since 31 Aug 25 | INFY3% ₹166 Cr 1,024,796
↓ -12,461 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433963% ₹163 Cr 1,251,745 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 25 | DRREDDY3% ₹149 Cr 1,171,532
↑ 205,000 5. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (29 Jan 26) ₹784.82 ↑ 4.11 (0.53 %) Net Assets (Cr) ₹16,263 on 31 Dec 25 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.03 Information Ratio 0.27 Alpha Ratio 0.06 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 31 Dec 20 ₹10,000 31 Dec 21 ₹13,638 31 Dec 22 ₹14,273 31 Dec 23 ₹19,323 31 Dec 24 ₹23,319 31 Dec 25 ₹24,652 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -1.6% 3 Month -3.5% 6 Month -1.4% 1 Year 6.9% 3 Year 20% 5 Year 19.2% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.7% 2023 20.7% 2022 35.4% 2021 4.7% 2020 36.4% 2019 9.2% 2018 6% 2017 0.2% 2016 28% 2015 10.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Lalit Kumar 29 Sep 25 0.26 Yr. Sharmila D’mello 31 Jul 22 3.42 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Basic Materials 25.4% Industrials 20.71% Financial Services 16.42% Consumer Cyclical 15.49% Communication Services 6.04% Real Estate 5.74% Health Care 3.95% Technology 1.63% Consumer Defensive 1.61% Energy 0.5% Utility 0.15% Asset Allocation
Asset Class Value Cash 2.36% Equity 97.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5002954% ₹686 Cr 11,352,245
↑ 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL4% ₹657 Cr 3,119,041 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5325383% ₹434 Cr 368,008 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5322862% ₹400 Cr 3,800,436
↑ 770,764 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322152% ₹396 Cr 3,122,359 BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE2% ₹367 Cr 1,393,998
↑ 73,274 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO2% ₹361 Cr 712,741
↑ 150,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5433902% ₹291 Cr 1,593,271 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 25 | HAL2% ₹283 Cr 645,553 JSW Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | JSWSTEEL2% ₹262 Cr 2,252,423
↑ 654,899 6. Parag Parikh Long Term Equity Fund
Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (29 Jan 26) ₹85.9225 ↑ 0.18 (0.21 %) Net Assets (Cr) ₹133,309 on 31 Dec 25 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.33 Sharpe Ratio 0.25 Information Ratio 0.8 Alpha Ratio 0.65 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 31 Dec 20 ₹10,000 31 Dec 21 ₹14,551 31 Dec 22 ₹13,499 31 Dec 23 ₹18,436 31 Dec 24 ₹22,846 31 Dec 25 ₹24,637 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -1.4% 3 Month -2% 6 Month 2% 1 Year 8.7% 3 Year 21% 5 Year 19.1% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 23.9% 2022 36.6% 2021 -7.2% 2020 45.5% 2019 32.3% 2018 14.4% 2017 -0.4% 2016 29.4% 2015 3.3% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 9.94 Yr. Rajeev Thakkar 24 May 13 12.62 Yr. Raunak Onkar 24 May 13 12.62 Yr. Rukun Tarachandani 16 May 22 3.63 Yr. Tejas Soman 1 Sep 25 0.33 Yr. Mansi Kariya 22 Dec 23 2.03 Yr. Aishwarya Dhar 1 Sep 25 0.33 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 27.63% Consumer Cyclical 10.25% Communication Services 10.01% Technology 8.11% Utility 6.07% Energy 5.67% Consumer Defensive 5.33% Health Care 4.17% Real Estate 1.34% Basic Materials 0.8% Industrials 0.43% Asset Allocation
Asset Class Value Cash 21.45% Equity 76.84% Debt 1.71% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹10,778 Cr 108,738,215
↑ 5,252,199 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 5328986% ₹8,081 Cr 305,419,267
↑ 21,265,031 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | 5321745% ₹6,624 Cr 49,325,234
↑ 4,016,636 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA5% ₹6,465 Cr 162,039,558 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG5% ₹6,025 Cr 5,318,918 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC4% ₹5,991 Cr 148,665,711
↑ 3,928,542 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK4% ₹5,419 Cr 24,621,592
↑ 315,048 Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL4% ₹5,316 Cr 1,889,757 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M4% ₹4,834 Cr 13,033,470
↑ 597,799 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI3% ₹4,586 Cr 2,746,670 7. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (29 Jan 26) ₹276.209 ↓ -0.27 (-0.10 %) Net Assets (Cr) ₹3,142 on 31 Dec 25 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.43 Information Ratio -0.03 Alpha Ratio -7.9 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 31 Dec 20 ₹10,000 31 Dec 21 ₹14,786 31 Dec 22 ₹14,338 31 Dec 23 ₹18,755 31 Dec 24 ₹24,706 31 Dec 25 ₹24,008 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -3.6% 3 Month -5.3% 6 Month -2.2% 1 Year 2.8% 3 Year 18% 5 Year 18.7% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 31.7% 2022 30.8% 2021 -3% 2020 47.9% 2019 19.5% 2018 8.9% 2017 -11.9% 2016 36.8% 2015 2.3% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 10.18 Yr. Kirtan Mehta 29 Nov 25 0.09 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 26.8% Consumer Cyclical 19.75% Industrials 11.9% Technology 10.45% Health Care 8.61% Basic Materials 6.97% Consumer Defensive 4.65% Energy 4.3% Communication Services 1.68% Real Estate 1.45% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK4% ₹126 Cr 1,269,472 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹105 Cr 670,000 Sagility Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY3% ₹82 Cr 15,751,261 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO3% ₹79 Cr 240,000 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433962% ₹78 Cr 600,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR2% ₹77 Cr 130,000
↑ 10,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323432% ₹74 Cr 200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | 5321742% ₹74 Cr 550,000
↓ -50,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5900032% ₹69 Cr 2,600,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 5008252% ₹67 Cr 111,000
↑ 10,900 8. Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (29 Jan 26) ₹39.153 ↑ 0.11 (0.28 %) Net Assets (Cr) ₹3,127 on 31 Dec 25 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 1.98 Sharpe Ratio 0.03 Information Ratio 0.91 Alpha Ratio -2.22 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,470 31 Dec 22 ₹13,561 31 Dec 23 ₹17,534 31 Dec 24 ₹21,984 31 Dec 25 ₹23,164 Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -0.9% 3 Month -1% 6 Month 4.3% 1 Year 11.2% 3 Year 19.9% 5 Year 18.2% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.4% 2023 25.4% 2022 29.3% 2021 0.7% 2020 34.7% 2019 14.4% 2018 8.4% 2017 -4.9% 2016 47.4% 2015 0.4% Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Ashwani Agarwalla 15 Jun 22 3.55 Yr. Trideep Bhattacharya 1 Oct 21 4.25 Yr. Raj Koradia 1 Aug 24 1.42 Yr. Data below for Edelweiss Multi Cap Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 33.24% Consumer Cyclical 12.58% Technology 10.18% Industrials 9.99% Basic Materials 7.41% Health Care 6.61% Consumer Defensive 6.2% Energy 5% Communication Services 2.53% Utility 2.33% Real Estate 1.38% Asset Allocation
Asset Class Value Cash 2.12% Equity 97.86% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK7% ₹217 Cr 2,190,827
↑ 6,251 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE3% ₹107 Cr 683,249
↑ 3,977 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | 5321743% ₹101 Cr 751,468 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT3% ₹99 Cr 241,612
↑ 1,532 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN3% ₹91 Cr 926,234
↑ 6,417 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY3% ₹86 Cr 532,965
↓ -46,952 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL3% ₹79 Cr 375,230
↑ 2,945 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325552% ₹73 Cr 2,209,438
↑ 19,134 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | M&M2% ₹64 Cr 173,883
↑ 1,712 Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 25 | TATASTEEL2% ₹63 Cr 3,492,787
↑ 36,668 9. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (29 Jan 26) ₹1,622.53 ↑ 6.90 (0.43 %) Net Assets (Cr) ₹19,972 on 31 Dec 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.13 Information Ratio 0.51 Alpha Ratio -4.14 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 31 Dec 20 ₹10,000 31 Dec 21 ₹14,031 31 Dec 22 ₹14,781 31 Dec 23 ₹19,326 31 Dec 24 ₹23,530 31 Dec 25 ₹24,313 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -2.1% 3 Month -3.8% 6 Month -0.8% 1 Year 7.2% 3 Year 18.6% 5 Year 18.1% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.3% 2023 21.8% 2022 30.8% 2021 5.3% 2020 40.3% 2019 16% 2018 3.3% 2017 -4.4% 2016 30.6% 2015 5% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.93 Yr. Sandeep Manam 18 Oct 21 4.21 Yr. Rajasa Kakulavarapu 1 Dec 23 2.09 Yr. Data below for Franklin India Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 28.59% Industrials 13.99% Consumer Cyclical 9.76% Technology 8.34% Health Care 6.68% Consumer Defensive 5.66% Basic Materials 5.51% Utility 4.87% Energy 4.75% Communication Services 4.57% Real Estate 1.46% Asset Allocation
Asset Class Value Cash 5.81% Equity 94.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,672 Cr 16,869,284 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5321746% ₹1,194 Cr 8,891,035 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹912 Cr 4,333,252 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹871 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹858 Cr 6,761,448 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹729 Cr 4,515,580
↓ -111,420 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE4% ₹706 Cr 4,493,052 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN3% ₹610 Cr 6,206,362 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹598 Cr 1,612,271 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹588 Cr 2,672,494 10. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (29 Jan 26) ₹1,833.81 ↑ 0.36 (0.02 %) Net Assets (Cr) ₹25,098 on 31 Dec 25 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.41 Information Ratio 0.82 Alpha Ratio 3.22 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.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,028 31 Dec 22 ₹12,883 31 Dec 23 ₹16,227 31 Dec 24 ₹19,232 31 Dec 25 ₹21,387 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Jan 26 Duration Returns 1 Month -2.4% 3 Month -2.5% 6 Month 3.6% 1 Year 12.6% 3 Year 18.6% 5 Year 16.1% 10 Year 15 Year Since launch 20.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.2% 2023 18.5% 2022 26% 2021 -1.1% 2020 30.3% 2019 16.1% 2018 8.5% 2017 -4.1% 2016 33.5% 2015 15.2% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.16 Yr. Dhaval Joshi 21 Nov 22 3.11 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 31.31% Consumer Cyclical 14.64% Technology 10.07% Basic Materials 9.97% Industrials 9.31% Consumer Defensive 7.61% Health Care 7.31% Energy 4.95% Communication Services 2.62% Real Estate 0.56% Asset Allocation
Asset Class Value Cash 1.65% Equity 98.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | 5321746% ₹1,591 Cr 11,849,171 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK4% ₹1,096 Cr 11,055,796 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹1,017 Cr 4,619,286 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY4% ₹995 Cr 6,161,817
↓ -336,761 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE4% ₹896 Cr 5,706,067 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH3% ₹666 Cr 4,103,703 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN2% ₹619 Cr 6,300,000
↓ -242,873 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL2% ₹577 Cr 2,741,033 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO2% ₹545 Cr 6,146,182 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | 5324242% ₹519 Cr 4,250,000
↑ 150,000
మల్టీక్యాప్ మ్యూచువల్ ఫండ్స్లో ఆన్లైన్లో ఎలా పెట్టుబడి పెట్టాలి?
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
తరచుగా అడిగే ప్రశ్నలు
1. మ్యూచువల్ ఫండ్స్లో ఇన్వెస్ట్ చేయడం వల్ల కలిగే ప్రయోజనాలు ఏమిటి?
జ: మ్యూచువల్ ఫండ్స్ మీ ఇన్వెస్ట్మెంట్ పోర్ట్ఫోలియోను వైవిధ్యపరచడంలో సహాయపడుతుంది మరియు మీరు నిష్క్రియాత్మకంగా సంపాదించడానికి అనేక పాయింట్లను కలిగి ఉన్నారని నిర్ధారించుకోవచ్చుఆదాయం. ఇది పెట్టుబడి ప్రమాదాన్ని కూడా తగ్గిస్తుంది మరియు మీరు ఒకే ఫండ్తో బహుళ స్టాక్లు మరియు షేర్లలో పెట్టుబడి పెట్టవచ్చు. అందువల్ల, ఒక స్టాక్ పని చేయకపోతే, ప్రమాదం ఉంటుందిఆఫ్సెట్ ఇతర మంచి పనితీరు గల స్టాక్తో.
2. ఫండ్ మెచ్యూర్ కావడానికి మీరు ఎంతకాలం వేచి ఉండాలి?
జ: మీ ఫండ్స్ మెచ్యూర్ కావడానికి మీరు 5-7 సంవత్సరాలు వేచి ఉండాలి. ఇది మీ పెట్టుబడి నుండి గరిష్ట ప్రయోజనాన్ని పొందడంలో మీకు సహాయపడుతుంది.
3. ఇతర మ్యూచువల్ ఫండ్స్ కంటే మల్టీ క్యాప్ ఫండ్స్లో ఇన్వెస్ట్ చేయడం లాభదాయకంగా ఉందా?
జ: మీరు ఇన్వెస్ట్మెంట్ పోర్ట్ఫోలియో రిస్క్లను తగ్గించుకోవాలనుకుంటే మల్టీ-క్యాప్ ఫండ్స్ అనువైనవి. ఈ ఫండ్స్ తక్కువ నష్టాలను కలిగి ఉంటాయి.
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.
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Research Highlights for Nippon India Multi Cap Fund