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Fincash » Mutual Funds » top 10 Multicap Funds

Best Diversified Multicap Mutual Funds to Invest In 2024

Updated on March 24, 2024 , 5822 views

Diversified Multicap Equity Funds or Diversified Equity Funds is a category of equity funds. Investors with a high-risk appetite who wish to take exposure in equities usually incline towards Investing in diversified equity funds. As, multicap equity funds invest across Market caps such as – large cap, mid-cap and small cap, their Portfolio becomes well balanced. By investing in the best diversified multicap equity funds, investors can earn slightly more stable returns, however, they would still be affected by the Volatility of equities during a turbulent market condition. To make the process of selecting a good diversified multicap equity fund easy, we have listed top 10 best multi-cap equity funds that investors can take into account during their investing journey.

Best-Diversified-Multicap-Funds

Top 10 Best Performing Diversified Multicap Mutual Funds 2024

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Multicap 35 Fund Growth ₹47.5515
↑ 0.54
₹9,4248.52254.815.213.231
Kotak Standard Multicap Fund Growth ₹70.696
↑ 0.25
₹45,112514.636.316.915.124.2
Mirae Asset India Equity Fund  Growth ₹95.263
↓ -0.28
₹37,6761.58.926.913.813.518.4
JM Multicap Fund Growth ₹83.765
↓ -0.10
₹1,6578.723.458.525.922.140
IDFC Focused Equity Fund Growth ₹69.996
↑ 0.47
₹1,5053.81641.415.414.431.3
Principal Multi Cap Growth Fund Growth ₹314.948
↓ -0.17
₹2,3912.414.140.721.117.531.1
Aditya Birla Sun Life Equity Fund Growth ₹1,474.37
↓ -1.55
₹19,7674.113.838.216.815.526
SBI Magnum Multicap Fund Growth ₹95.5434
↑ 0.68
₹20,0973.711.4301514.822.8
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,8843.315.62.214.39
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Mar 24

1. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

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

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 5 in Multi Cap category.  Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (26 Mar 24) ₹47.5515 ↑ 0.54   (1.15 %)
Net Assets (Cr) ₹9,424 on 29 Feb 24
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.41
Sharpe Ratio 3.75
Information Ratio -0.66
Alpha Ratio 17.41
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
28 Feb 19₹10,000
29 Feb 20₹10,767
28 Feb 21₹12,846
28 Feb 22₹13,135
28 Feb 23₹13,164
29 Feb 24₹19,391

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month 0.7%
3 Month 8.5%
6 Month 22%
1 Year 54.8%
3 Year 15.2%
5 Year 13.2%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31%
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Niket Shah1 Jul 221.67 Yr.
Ankush Sood25 Aug 212.52 Yr.
Santosh Singh1 Aug 230.58 Yr.
Rakesh Shetty22 Nov 221.27 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services26.45%
Consumer Cyclical20.85%
Industrials20.06%
Technology19.92%
Basic Materials4.83%
Real Estate3.46%
Asset Allocation
Asset ClassValue
Cash4.43%
Equity95.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543940
12%₹1,163 Cr37,500,000
↓ -393,057
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
10%₹903 Cr1,045,911
↓ -4,069
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA
9%₹802 Cr2,299,657
↑ 24,657
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
7%₹688 Cr1,050,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
6%₹554 Cr13,947,965
↑ 11,947,965
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
5%₹496 Cr30,000,000
↓ -15,000,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
5%₹475 Cr1,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
4%₹408 Cr3,750,000
↓ -2,250,000
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
3%₹316 Cr3,000,000
↓ -2,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT
3%₹296 Cr850,000

2. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

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

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.4% since its launch.  Ranked 3 in Multi Cap category.  Return for 2023 was 24.2% , 2022 was 5% and 2021 was 25.4% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (26 Mar 24) ₹70.696 ↑ 0.25   (0.35 %)
Net Assets (Cr) ₹45,112 on 29 Feb 24
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.35
Sharpe Ratio 2.19
Information Ratio -1
Alpha Ratio -2.8
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
28 Feb 19₹10,000
29 Feb 20₹10,914
28 Feb 21₹13,630
28 Feb 22₹15,318
28 Feb 23₹16,081
29 Feb 24₹21,350

Kotak Standard Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month 0.8%
3 Month 5%
6 Month 14.6%
1 Year 36.3%
3 Year 16.9%
5 Year 15.1%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.2%
2022 5%
2021 25.4%
2020 11.8%
2019 12.3%
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 1211.58 Yr.
Arjun Khanna1 Mar 222 Yr.

Data below for Kotak Standard Multicap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services24.57%
Industrials19.16%
Basic Materials18.23%
Consumer Cyclical13.29%
Technology7.66%
Energy5.3%
Consumer Defensive4.14%
Health Care3.36%
Communication Services2.25%
Utility1.27%
Asset Allocation
Asset ClassValue
Cash0.63%
Equity99.37%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
6%₹2,841 Cr27,000,000
↓ -2,000,000
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 14 | BEL
5%₹2,338 Cr114,000,000
↓ -16,500,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
5%₹2,173 Cr6,250,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
5%₹2,102 Cr2,125,000
↓ -75,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
4%₹2,009 Cr12,000,000
↓ -1,700,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
4%₹1,905 Cr13,575,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
4%₹1,881 Cr17,500,000
↓ -900,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
4%₹1,870 Cr25,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | MARUTI
4%₹1,721 Cr1,525,000
SRF Ltd (Basic Materials)
Equity, Since 31 Dec 18 | SRF
4%₹1,709 Cr7,150,000

3. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

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

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.2% since its launch.  Ranked 19 in Multi Cap category.  Return for 2023 was 18.4% , 2022 was 1.6% and 2021 was 27.7% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (26 Mar 24) ₹95.263 ↓ -0.28   (-0.30 %)
Net Assets (Cr) ₹37,676 on 29 Feb 24
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.21
Sharpe Ratio 1.62
Information Ratio -0.93
Alpha Ratio -3.39
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,653
28 Feb 21₹13,712
28 Feb 22₹15,733
28 Feb 23₹16,148
29 Feb 24₹20,069

Mirae Asset India Equity Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Mirae Asset India Equity Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month -0.6%
3 Month 1.5%
6 Month 8.9%
1 Year 26.9%
3 Year 13.8%
5 Year 13.5%
10 Year
15 Year
Since launch 15.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.4%
2022 1.6%
2021 27.7%
2020 13.7%
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Gaurav Khandelwal18 Oct 212.37 Yr.
Gaurav Misra31 Jan 195.08 Yr.

Data below for Mirae Asset India Equity Fund  as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services35.59%
Technology14.36%
Consumer Cyclical8.66%
Energy8.08%
Industrials6.87%
Consumer Defensive6.85%
Basic Materials6.39%
Health Care4.37%
Communication Services4.23%
Utility1.59%
Asset Allocation
Asset ClassValue
Cash3.03%
Equity96.97%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹3,318 Cr32,267,726
↓ -3,272,036
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹3,304 Cr22,591,107
↑ 505,666
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
8%₹3,061 Cr10,729,133
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
8%₹2,947 Cr17,744,297
↓ -290,133
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,858 Cr17,397,513
↓ -155,070
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
4%₹1,603 Cr13,693,154
↓ -812,140
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹1,392 Cr21,736,442
↑ 1,184,423
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | KOTAKBANK
4%₹1,389 Cr7,609,708
↑ 2,089,024
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹1,344 Cr3,863,708
↑ 210,741
HCL Technologies Ltd (Technology)
Equity, Since 31 May 21 | HCLTECH
2%₹837 Cr5,311,890
↓ -717,594

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 14.7% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (26 Mar 24) ₹83.765 ↓ -0.10   (-0.12 %)
Net Assets (Cr) ₹1,657 on 29 Feb 24
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 4.01
Information Ratio 1.62
Alpha Ratio 17.18
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
28 Feb 19₹10,000
29 Feb 20₹11,561
28 Feb 21₹14,262
28 Feb 22₹17,014
28 Feb 23₹18,422
29 Feb 24₹29,121

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 ₹530,691.
Net Profit of ₹230,691
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 26 Mar 24

DurationReturns
1 Month -3.4%
3 Month 8.7%
6 Month 23.4%
1 Year 58.5%
3 Year 25.9%
5 Year 22.1%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 56%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.53 Yr.
Gurvinder Wasan1 Dec 221.25 Yr.
Chaitanya Choksi31 Dec 212.17 Yr.

Data below for JM Multicap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services21.45%
Consumer Cyclical17.36%
Industrials16.76%
Technology11.93%
Utility7.29%
Health Care6.5%
Basic Materials5.84%
Real Estate3.59%
Energy2.65%
Consumer Defensive2.33%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹96 Cr680,500
↑ 375,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
4%₹73 Cr210,731
↑ 48,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹71 Cr425,250
↑ 123,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹63 Cr848,700
↓ -47,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 22 | 532134
4%₹62 Cr2,343,947
↓ -600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
3%₹58 Cr550,800
↑ 77,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M
3%₹53 Cr275,000
↑ 275,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 532555
3%₹53 Cr1,570,000
↑ 125,000
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | 540530
3%₹45 Cr2,373,484
↑ 2,373,484
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 24 | 500312
3%₹44 Cr1,660,658
↑ 575,000

5. IDFC Focused Equity Fund

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

IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.4% since its launch.  Ranked 13 in Multi Cap category.  Return for 2023 was 31.3% , 2022 was -5% and 2021 was 24.6% .

Below is the key information for IDFC Focused Equity Fund

IDFC Focused Equity Fund
Growth
Launch Date 16 Mar 06
NAV (26 Mar 24) ₹69.996 ↑ 0.47   (0.67 %)
Net Assets (Cr) ₹1,505 on 29 Feb 24
Category Equity - Multi Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.2
Sharpe Ratio 2.41
Information Ratio -0.9
Alpha Ratio 0.74
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
28 Feb 19₹10,000
29 Feb 20₹11,127
28 Feb 21₹13,536
28 Feb 22₹15,258
28 Feb 23₹14,677
29 Feb 24₹20,566

IDFC Focused Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for IDFC Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month -1.6%
3 Month 3.8%
6 Month 16%
1 Year 41.4%
3 Year 15.4%
5 Year 14.4%
10 Year
15 Year
Since launch 11.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.3%
2022 -5%
2021 24.6%
2020 14.9%
2019 8.9%
2018 -12.7%
2017 54.4%
2016 1.8%
2015 -4.8%
2014 32.2%
Fund Manager information for IDFC Focused Equity Fund
NameSinceTenure
Sumit Agrawal20 Oct 167.37 Yr.
Ritika Behera7 Oct 230.4 Yr.

Data below for IDFC Focused Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services35.08%
Consumer Cyclical16.34%
Industrials14.97%
Technology12.57%
Health Care4.78%
Energy4.49%
Real Estate3.63%
Consumer Defensive3.51%
Asset Allocation
Asset ClassValue
Cash4.64%
Equity95.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
9%₹135 Cr1,284,328
↓ -37,097
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK
7%₹102 Cr725,862
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE
6%₹97 Cr333,331
↑ 97,529
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
6%₹94 Cr562,116
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 23 | TATAMOTORS
5%₹82 Cr864,468
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 500251
5%₹75 Cr192,661
Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 23 | APARINDS
5%₹68 Cr109,120
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN
5%₹68 Cr622,669
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Nov 22 | 503100
4%₹62 Cr224,326
Mankind Pharma Ltd (Healthcare)
Equity, Since 31 May 23 | 543904
4%₹57 Cr267,540
↑ 50,043

6. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

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

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 12 in Multi Cap category.  Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (26 Mar 24) ₹314.948 ↓ -0.17   (-0.05 %)
Net Assets (Cr) ₹2,391 on 29 Feb 24
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 2.43
Information Ratio -0.41
Alpha Ratio -6.42
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
28 Feb 19₹10,000
29 Feb 20₹10,563
28 Feb 21₹13,444
28 Feb 22₹17,298
28 Feb 23₹17,299
29 Feb 24₹24,090

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 ₹470,047.
Net Profit of ₹170,047
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 26 Mar 24

DurationReturns
1 Month -2.7%
3 Month 2.4%
6 Month 14.1%
1 Year 40.7%
3 Year 21.1%
5 Year 17.5%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 49.4%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 222.16 Yr.
Sudhir Kedia1 Jan 222.16 Yr.

Data below for Principal Multi Cap Growth Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services29.81%
Industrials16.48%
Consumer Cyclical12.46%
Technology7.08%
Health Care6.86%
Consumer Defensive5.25%
Energy4.79%
Basic Materials4.46%
Communication Services4.06%
Utility2.92%
Real Estate2.09%
Asset Allocation
Asset ClassValue
Cash3.72%
Equity96.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
5%₹115 Cr402,999
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹113 Cr1,099,909
↓ -279,319
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹95 Cr648,743
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹79 Cr1,776,501
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532215
3%₹77 Cr723,015
↑ 723,015
NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 532555
3%₹70 Cr2,205,077
↓ -228,364
KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB
3%₹69 Cr189,783
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 23 | SUNPHARMA
2%₹60 Cr421,000
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
2%₹59 Cr1,176,997
↑ 869,436
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
2%₹57 Cr344,063
↓ -7,006

7. Aditya Birla Sun Life Equity Fund

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

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.6% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 26% , 2022 was -1.1% and 2021 was 30.3% .

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

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (26 Mar 24) ₹1,474.37 ↓ -1.55   (-0.11 %)
Net Assets (Cr) ₹19,767 on 29 Feb 24
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.78
Sharpe Ratio 2.28
Information Ratio -0.78
Alpha Ratio -2.86
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,875
28 Feb 21₹13,682
28 Feb 22₹16,080
28 Feb 23₹16,098
29 Feb 24₹21,837

Aditya Birla Sun Life Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Aditya Birla Sun Life Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month -1.2%
3 Month 4.1%
6 Month 13.8%
1 Year 38.2%
3 Year 16.8%
5 Year 15.5%
10 Year
15 Year
Since launch 21.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26%
2022 -1.1%
2021 30.3%
2020 16.1%
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
2014 56.6%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Harish Krishnan3 Nov 230.33 Yr.
Dhaval Joshi21 Nov 221.28 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services29.17%
Technology12.98%
Health Care12.37%
Basic Materials9.46%
Consumer Cyclical8.6%
Consumer Defensive7.13%
Industrials7.06%
Communication Services4.88%
Energy4.28%
Real Estate1.69%
Utility0.87%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
7%₹1,420 Cr13,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
6%₹1,151 Cr8,200,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
5%₹1,064 Cr6,353,615
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
5%₹966 Cr6,121,627
↓ -394,732
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
5%₹964 Cr5,791,256
Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE
4%₹788 Cr2,697,243
↑ 126,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
4%₹719 Cr6,400,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 22 | APOLLOHOSP
3%₹558 Cr913,993
↓ -36,007
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT
3%₹522 Cr1,500,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 14 | MCDOWELL-N
2%₹457 Cr3,915,998

8. SBI Magnum Multicap Fund

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

SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 9 in Multi Cap category.  Return for 2023 was 22.8% , 2022 was 0.7% and 2021 was 30.8% .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund
Growth
Launch Date 29 Sep 05
NAV (22 Mar 24) ₹95.5434 ↑ 0.68   (0.72 %)
Net Assets (Cr) ₹20,097 on 29 Feb 24
Category Equity - Multi Cap
AMC SBI Funds Management Private Limited
Rating
Risk Moderately High
Expense Ratio 1.75
Sharpe Ratio 2.07
Information Ratio -1.21
Alpha Ratio -3.77
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,933
28 Feb 21₹13,934
28 Feb 22₹16,281
28 Feb 23₹16,335
29 Feb 24₹21,227

SBI Magnum Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Magnum Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month -0.6%
3 Month 3.7%
6 Month 11.4%
1 Year 30%
3 Year 15%
5 Year 14.8%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 22.8%
2022 0.7%
2021 30.8%
2020 13.6%
2019 11%
2018 -5.5%
2017 37%
2016 5.8%
2015 9.8%
2014 56%
Fund Manager information for SBI Magnum Multicap Fund
NameSinceTenure
R. Srinivasan1 Jan 222.16 Yr.
Mohit Jain30 Nov 176.25 Yr.

Data below for SBI Magnum Multicap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services28.91%
Consumer Cyclical13.11%
Industrials10.46%
Technology8.07%
Consumer Defensive6.73%
Energy6.59%
Basic Materials5.87%
Communication Services4.93%
Health Care4.72%
Utility2.83%
Real Estate0.75%
Asset Allocation
Asset ClassValue
Cash7.03%
Equity92.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | ICICIBANK
7%₹1,485 Cr14,110,055
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | KOTAKBANK
5%₹1,041 Cr6,164,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE
5%₹1,035 Cr3,543,270
Infosys Ltd (Technology)
Equity, Since 31 Oct 20 | INFY
4%₹808 Cr4,825,000
↓ -590,000
Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jan 24 | CTSH
3%₹590 Cr900,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 15 | HDFCBANK
3%₹572 Cr4,075,354
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 19 | LT
3%₹536 Cr1,541,034
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
2%₹458 Cr2,370,000
↑ 900,000
Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 31 Aug 21 | 543334
2%₹421 Cr12,710,062
↑ 519,656
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 16 | BHARTIARTL
2%₹421 Cr3,750,000

9. BNP Paribas Multi Cap Fund

(Erstwhile BNP Paribas Dividend Yield Fund)

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

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

Below is the key information for BNP Paribas Multi Cap Fund

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

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,300
28 Feb 21₹13,929
28 Feb 22₹17,301

BNP Paribas Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for BNP Paribas Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month -4.4%
3 Month -4.6%
6 Month -2.6%
1 Year 19.3%
3 Year 17.3%
5 Year 13.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for BNP Paribas Multi Cap Fund
NameSinceTenure

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

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

10. L&T Equity Fund

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

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

Below is the key information for L&T Equity Fund

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

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,297
28 Feb 21₹12,901
28 Feb 22₹14,851

L&T Equity Fund SIP Returns

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

Returns for L&T Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Mar 24

DurationReturns
1 Month 2.7%
3 Month 3.3%
6 Month 15.6%
1 Year 2.2%
3 Year 14.3%
5 Year 9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for L&T Equity Fund
NameSinceTenure

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

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

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