+91-22-48913909Best Diversified Multicap Mutual Funds to Invest In 2026
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.
Fund Selection Methodology used to find 10 funds
Top 10 Best Performing Diversified Multicap Mutual Funds 2026
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Kotak Standard Multicap Fund Growth ₹82.832
↑ 3.30 ₹56,853 -4.9 -2.7 11.9 15.7 12.6 9.5 Mirae Asset India Equity Fund Growth ₹107.827
↑ 4.20 ₹40,184 -7.7 -4.8 7.3 11.5 10.3 10.2 Motilal Oswal Multicap 35 Fund Growth ₹54.9785
↑ 1.98 ₹12,890 -9.5 -11.1 2.2 20.3 11.4 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,778.43
↑ 62.71 ₹25,207 -9.9 -5 10.7 15.9 12.5 11.2 Bandhan Focused Equity Fund Growth ₹84.181
↑ 3.46 ₹2,018 -9.4 -7.6 7.4 15.9 11.8 -1.6 SBI Magnum Multicap Fund Growth ₹100.429
↑ 0.33 ₹23,297 -11.6 -8.9 4 10.5 9.7 5.5 JM Multicap Fund Growth ₹88.9291
↑ 2.93 ₹5,159 -6.8 -9.1 1 17.5 15.7 -6.8 HDFC Equity Fund Growth ₹1,952.95
↑ 72.09 ₹100,455 -10.3 -7.7 6.7 18.5 18.5 11.4 Parag Parikh Long Term Equity Fund Growth ₹82.3228
↑ 1.90 ₹134,253 -7.6 -5.8 6.6 17 15.5 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Kotak Standard Multicap Fund Mirae Asset India Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund Bandhan Focused Equity Fund SBI Magnum Multicap Fund JM Multicap Fund HDFC Equity Fund Parag Parikh Long Term Equity Fund Point 1 Upper mid AUM (₹56,853 Cr). Upper mid AUM (₹40,184 Cr). Lower mid AUM (₹12,890 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹25,207 Cr). Bottom quartile AUM (₹2,018 Cr). Lower mid AUM (₹23,297 Cr). Bottom quartile AUM (₹5,159 Cr). Top quartile AUM (₹100,455 Cr). Highest AUM (₹134,253 Cr). Point 2 Established history (16+ yrs). Established history (18+ yrs). Established history (11+ yrs). Established history (20+ yrs). Established history (27+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (17+ yrs). Oldest track record among peers (31 yrs). Established history (12+ yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 5★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom 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: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.56% (upper mid). 5Y return: 10.26% (bottom quartile). 5Y return: 11.42% (bottom quartile). 5Y return: 13.57% (upper mid). 5Y return: 12.52% (lower mid). 5Y return: 11.81% (lower mid). 5Y return: 9.69% (bottom quartile). 5Y return: 15.65% (top quartile). 5Y return: 18.54% (top quartile). 5Y return: 15.45% (upper mid). Point 6 3Y return: 15.75% (bottom quartile). 3Y return: 11.53% (bottom quartile). 3Y return: 20.31% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 15.92% (lower mid). 3Y return: 15.94% (lower mid). 3Y return: 10.55% (bottom quartile). 3Y return: 17.53% (upper mid). 3Y return: 18.52% (top quartile). 3Y return: 17.01% (upper mid). Point 7 1Y return: 11.88% (top quartile). 1Y return: 7.30% (upper mid). 1Y return: 2.18% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 10.66% (upper mid). 1Y return: 7.44% (upper mid). 1Y return: 4.02% (bottom quartile). 1Y return: 0.95% (bottom quartile). 1Y return: 6.65% (lower mid). 1Y return: 6.62% (lower mid). Point 8 Alpha: 3.98 (top quartile). Alpha: -0.29 (upper mid). Alpha: -11.42 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 2.94 (upper mid). Alpha: -2.03 (lower mid). Alpha: -0.32 (lower mid). Alpha: -5.99 (bottom quartile). Alpha: 4.33 (top quartile). Alpha: -2.18 (bottom quartile). Point 9 Sharpe: 1.34 (upper mid). Sharpe: 0.95 (upper mid). Sharpe: 0.13 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 1.28 (upper mid). Sharpe: 0.70 (lower mid). Sharpe: 0.93 (lower mid). Sharpe: 0.34 (bottom quartile). Sharpe: 1.50 (top quartile). Sharpe: 0.56 (bottom quartile). Point 10 Information ratio: 0.11 (lower mid). Information ratio: -0.87 (bottom quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.64 (top quartile). Information ratio: 0.27 (lower mid). Information ratio: -1.06 (bottom quartile). Information ratio: 0.42 (upper mid). Information ratio: 1.20 (top quartile). Information ratio: 0.34 (upper mid). Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
Bandhan Focused Equity Fund
SBI Magnum Multicap Fund
JM Multicap Fund
HDFC Equity Fund
Parag Parikh Long Term Equity 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. Below is the key information for Kotak Standard Multicap Fund Returns up to 1 year are on (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. Research Highlights for Mirae Asset India Equity Fund Below is the key information for Mirae Asset India Equity Fund Returns up to 1 year are on (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. Research Highlights for Motilal Oswal Multicap 35 Fund Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (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. Research Highlights for BNP Paribas Multi Cap Fund Below is the key information for BNP Paribas Multi Cap 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 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. Research Highlights for Bandhan Focused Equity Fund Below is the key information for Bandhan Focused Equity Fund Returns up to 1 year are on 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. Research Highlights for SBI Magnum Multicap Fund Below is the key information for SBI Magnum Multicap Fund 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 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 (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 1. Kotak Standard Multicap Fund
Kotak Standard Multicap Fund
Growth Launch Date 11 Sep 09 NAV (08 Apr 26) ₹82.832 ↑ 3.30 (4.14 %) Net Assets (Cr) ₹56,853 on 28 Feb 26 Category Equity - Multi Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.47 Sharpe Ratio 1.34 Information Ratio 0.11 Alpha Ratio 3.98 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 Returns for Kotak Standard Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -2.4% 3 Month -4.9% 6 Month -2.7% 1 Year 11.9% 3 Year 15.7% 5 Year 12.6% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 9.5% 2024 16.5% 2023 24.2% 2022 5% 2021 25.4% 2020 11.8% 2019 12.3% 2018 -0.9% 2017 34.3% 2016 9.4% Fund Manager information for Kotak Standard Multicap Fund
Name Since Tenure Data below for Kotak Standard Multicap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Mirae Asset India Equity Fund
Mirae Asset India Equity Fund
Growth Launch Date 4 Apr 08 NAV (08 Apr 26) ₹107.827 ↑ 4.20 (4.06 %) Net Assets (Cr) ₹40,184 on 28 Feb 26 Category Equity - Multi Cap AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.16 Sharpe Ratio 0.95 Information Ratio -0.87 Alpha Ratio -0.29 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.
Date Value Returns for Mirae Asset India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.7% 3 Month -7.7% 6 Month -4.8% 1 Year 7.3% 3 Year 11.5% 5 Year 10.3% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.2% 2024 12.7% 2023 18.4% 2022 1.6% 2021 27.7% 2020 13.7% 2019 12.7% 2018 -0.6% 2017 38.6% 2016 8.1% Fund Manager information for Mirae Asset India Equity Fund
Name Since Tenure Data below for Mirae Asset India Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (08 Apr 26) ₹54.9785 ↑ 1.98 (3.74 %) Net Assets (Cr) ₹12,890 on 28 Feb 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.13 Information Ratio 0.33 Alpha Ratio -11.42 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 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month 0.1% 3 Month -9.5% 6 Month -11.1% 1 Year 2.2% 3 Year 20.3% 5 Year 11.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -5.6% 2024 45.7% 2023 31% 2022 -3% 2021 15.3% 2020 10.3% 2019 7.9% 2018 -7.8% 2017 43.1% 2016 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Data below for Motilal Oswal Multicap 35 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. 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.
Date Value Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 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
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (08 Apr 26) ₹1,778.43 ↑ 62.71 (3.66 %) Net Assets (Cr) ₹25,207 on 28 Feb 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 1.28 Information Ratio 0.64 Alpha Ratio 2.94 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 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -4.6% 3 Month -9.9% 6 Month -5% 1 Year 10.7% 3 Year 15.9% 5 Year 12.5% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.2% 2024 18.5% 2023 26% 2022 -1.1% 2021 30.3% 2020 16.1% 2019 8.5% 2018 -4.1% 2017 33.5% 2016 15.2% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Data below for Aditya Birla Sun Life Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Bandhan Focused Equity Fund
Bandhan Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (08 Apr 26) ₹84.181 ↑ 3.46 (4.29 %) Net Assets (Cr) ₹2,018 on 28 Feb 26 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio 0.7 Information Ratio 0.27 Alpha Ratio -2.03 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 Returns for Bandhan Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -3.5% 3 Month -9.4% 6 Month -7.6% 1 Year 7.4% 3 Year 15.9% 5 Year 11.8% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.6% 2024 30.3% 2023 31.3% 2022 -5% 2021 24.6% 2020 14.9% 2019 8.9% 2018 -12.7% 2017 54.4% 2016 1.8% Fund Manager information for Bandhan Focused Equity Fund
Name Since Tenure Data below for Bandhan Focused Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Magnum Multicap Fund
SBI Magnum Multicap Fund
Growth Launch Date 29 Sep 05 NAV (07 Apr 26) ₹100.429 ↑ 0.33 (0.33 %) Net Assets (Cr) ₹23,297 on 28 Feb 26 Category Equity - Multi Cap AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.93 Information Ratio -1.06 Alpha Ratio -0.32 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.
Date Value Returns for SBI Magnum Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.6% 3 Month -11.6% 6 Month -8.9% 1 Year 4% 3 Year 10.5% 5 Year 9.7% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 5.5% 2024 14.2% 2023 22.8% 2022 0.7% 2021 30.8% 2020 13.6% 2019 11% 2018 -5.5% 2017 37% 2016 5.8% Fund Manager information for SBI Magnum Multicap Fund
Name Since Tenure Data below for SBI Magnum Multicap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (08 Apr 26) ₹88.9291 ↑ 2.93 (3.41 %) Net Assets (Cr) ₹5,159 on 28 Feb 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.34 Information Ratio 0.42 Alpha Ratio -5.99 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 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -2.8% 3 Month -6.8% 6 Month -9.1% 1 Year 1% 3 Year 17.5% 5 Year 15.7% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.8% 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% Fund Manager information for JM Multicap Fund
Name Since Tenure Data below for JM Multicap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (08 Apr 26) ₹1,952.95 ↑ 72.09 (3.83 %) Net Assets (Cr) ₹100,455 on 28 Feb 26 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio 1.5 Information Ratio 1.2 Alpha Ratio 4.33 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 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -5.4% 3 Month -10.3% 6 Month -7.7% 1 Year 6.7% 3 Year 18.5% 5 Year 18.5% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.4% 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% Fund Manager information for HDFC Equity Fund
Name Since Tenure Data below for HDFC Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Parag Parikh Long Term Equity Fund
Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (08 Apr 26) ₹82.3228 ↑ 1.90 (2.36 %) Net Assets (Cr) ₹134,253 on 28 Feb 26 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.33 Sharpe Ratio 0.56 Information Ratio 0.34 Alpha Ratio -2.18 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 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -3% 3 Month -7.6% 6 Month -5.8% 1 Year 6.6% 3 Year 17% 5 Year 15.5% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.8% 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% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Data below for Parag Parikh Long Term Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Kotak Standard Multicap Fund