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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2022

Updated on September 29, 2022 , 21130 views

Diversified Multicap funds or more correctly diversified Equity Funds are a class of equity funds. Investors with a high-risk appetite who wish to take an exposure in equities usually incline towards Investing in diversified multicap funds.

As, diversified multicap funds invest across Market caps such as – large cap, mid-cap & small cap, they master in balancing the portfolio. 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.

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Top 10 Best Performing Diversified Multicap Mutual Funds 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2021 (%)
Parag Parikh Long Term Equity Fund Growth ₹46.7469
↑ 0.15
₹25,9966.3-5.5-5.722.516.345.5
Mahindra Badhat Yojana Growth ₹20.5145
↑ 0.40
₹1,38813.6-0.50.823.214.650.8
PGIM India Diversified Equity Fund Growth ₹24.82
↑ 0.33
₹5,0819.8-3.5-6.723.114.443.5
UTI Equity Fund Growth ₹238.88
↑ 3.27
₹26,50312.2-2.5-9.518.914.434
Nippon India Multi Cap Fund Growth ₹162.897
↑ 2.90
₹13,22417.97.612.120.313.748.9
Canara Robeco Equity Diversified Growth ₹218.67
↑ 3.36
₹8,32910-1.4-3.617.513.632.6
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
HDFC Equity Fund Growth ₹1,066.17
↑ 13.19
₹30,47311.25.48.618.41336.2
DSP BlackRock Equity Fund Growth ₹63.047
↑ 0.90
₹7,99013.2-0.3-6.515.312.332.4
Principal Multi Cap Growth Fund Growth ₹237.831
↑ 2.97
₹1,90312.30.52.820.512.246.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Sep 22
*Above is list of best Diversified Multicap funds having AUM/Net Assets above 500 Crore. Sorted on Last 5 Year Return.

1. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 34 in Multi Cap category.  Return for 2021 was 45.5% , 2020 was 32.3% and 2019 was 14.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (30 Sep 22) ₹46.7469 ↑ 0.15   (0.32 %)
Net Assets (Cr) ₹25,996 on 31 Aug 22
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.18
Information Ratio 0.44
Alpha Ratio -5.28
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹11,094
30 Sep 19₹11,551
30 Sep 20₹14,320
30 Sep 21₹22,537
30 Sep 22₹21,256

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -2.9%
3 Month 6.3%
6 Month -5.5%
1 Year -5.7%
3 Year 22.5%
5 Year 16.3%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021 45.5%
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 166.6 Yr.
Rajeev Thakkar24 May 139.28 Yr.
Raunak Onkar24 May 139.28 Yr.
Rukun Tarachandani16 May 220.29 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services36.06%
Technology11.37%
Consumer Cyclical11.35%
Communication Services8.89%
Consumer Defensive7.48%
Utility5.05%
Health Care4.73%
Energy4.39%
Basic Materials0.58%
Asset Allocation
Asset ClassValue
Cash10.09%
Equity89.91%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
8%₹2,131 Cr8,712,504
↑ 325,000
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹2,009 Cr3,675,550
↑ 32,087
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹1,945 Cr60,698,959
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
6%₹1,613 Cr18,180,614
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
6%₹1,564 Cr1,799,290
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
6%₹1,504 Cr713,688
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹1,333 Cr17,739,011
↑ 300,000
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
5%₹1,321 Cr1,281,380
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹1,319 Cr14,049,083
↑ 1,266,362
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
5%₹1,314 Cr57,222,496

2. Mahindra Badhat Yojana

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch.  Return for 2021 was 50.8% , 2020 was 16.6% and 2019 was 13.8% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (30 Sep 22) ₹20.5145 ↑ 0.40   (1.97 %)
Net Assets (Cr) ₹1,388 on 31 Aug 22
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio 0.19
Information Ratio 0.37
Alpha Ratio -1.35
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,773
30 Sep 19₹10,564
30 Sep 20₹10,940
30 Sep 21₹19,599
30 Sep 22₹19,750

Mahindra Badhat Yojana SIP Returns

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

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -0.8%
3 Month 13.6%
6 Month -0.5%
1 Year 0.8%
3 Year 23.2%
5 Year 14.6%
10 Year
15 Year
Since launch 14.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
2013
2012
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 201.69 Yr.
Fatema Pacha16 Oct 201.87 Yr.

Data below for Mahindra Badhat Yojana as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services25.6%
Industrials19.46%
Consumer Cyclical13.77%
Technology10.86%
Basic Materials8.16%
Energy6.05%
Communication Services4.2%
Consumer Defensive3.84%
Utility3.04%
Health Care2.48%
Real Estate0.26%
Asset Allocation
Asset ClassValue
Cash2.28%
Equity97.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
5%₹67 Cr446,850
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹66 Cr747,900
↓ -45,000
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
4%₹56 Cr1,051,051
↓ -261,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFCBANK
3%₹40 Cr270,000
↑ 270,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 21 | 541154
3%₹40 Cr172,800
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
3%₹39 Cr148,500
↓ -27,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | 532432
3%₹38 Cr468,000
↑ 90,000
Escorts Kubota Ltd (Industrials)
Equity, Since 30 Nov 21 | 500495
3%₹38 Cr189,000
Deepak Fertilisers & Petrochemicals Corp Ltd (Basic Materials)
Equity, Since 30 Apr 22 | 500645
3%₹36 Cr389,494
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 21 | 532755
3%₹35 Cr324,000

3. PGIM India Diversified Equity Fund

To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

PGIM India Diversified Equity Fund is a Equity - Multi Cap fund was launched on 4 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Return for 2021 was 43.5% , 2020 was 35.9% and 2019 was 10% .

Below is the key information for PGIM India Diversified Equity Fund

PGIM India Diversified Equity Fund
Growth
Launch Date 4 Mar 15
NAV (30 Sep 22) ₹24.82 ↑ 0.33   (1.35 %)
Net Assets (Cr) ₹5,081 on 31 Aug 22
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio -0.32
Information Ratio 0.91
Alpha Ratio -8.31
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,874
30 Sep 19₹10,522
30 Sep 20₹12,119
30 Sep 21₹21,036
30 Sep 22₹19,621

PGIM India Diversified 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 PGIM India Diversified 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 30 Sep 22

DurationReturns
1 Month -2.9%
3 Month 9.8%
6 Month -3.5%
1 Year -6.7%
3 Year 23.1%
5 Year 14.4%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2021 43.5%
2020 35.9%
2019 10%
2018 -7.9%
2017 36.6%
2016 -0.6%
2015
2014
2013
2012
Fund Manager information for PGIM India Diversified Equity Fund
NameSinceTenure
Bhupesh Kalyani13 Sep 220 Yr.
Aniruddha Naha5 Apr 184.41 Yr.
A. Anandha Padmanabhan1 Jun 211.25 Yr.
Rahul Jagwani12 May 220.3 Yr.

Data below for PGIM India Diversified Equity Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services30.4%
Consumer Cyclical16.32%
Industrials14.87%
Basic Materials9.37%
Technology6.99%
Communication Services6.2%
Utility2.9%
Energy2.6%
Consumer Defensive2.58%
Health Care1.76%
Real Estate1.21%
Asset Allocation
Asset ClassValue
Cash4.8%
Equity95.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹444 Cr5,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
7%₹372 Cr2,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
4%₹196 Cr2,606,000
↓ -500,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 22 | M&M
3%₹172 Cr1,317,588
↓ -75,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | CHOLAFIN
3%₹169 Cr2,132,500
↑ 712,500
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
3%₹164 Cr1,098,743
↓ -430,000
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
3%₹161 Cr2,541,333
↑ 300,000
Route Mobile Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Apr 22 | 543228
3%₹148 Cr974,504
↑ 344,500
NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 532555
3%₹148 Cr9,000,000
↑ 9,000,000
Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 22 | BEL
3%₹138 Cr4,500,000
↓ -500,000

4. UTI Equity Fund

This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.

UTI Equity Fund is a Equity - Multi Cap fund was launched on 18 May 92. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch.  Ranked 54 in Multi Cap category.  Return for 2021 was 34% , 2020 was 31.5% and 2019 was 11.7% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (30 Sep 22) ₹238.88 ↑ 3.27   (1.39 %)
Net Assets (Cr) ₹26,503 on 31 Aug 22
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.43
Information Ratio 0.18
Alpha Ratio -11.14
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.

DateValue
30 Sep 17₹10,000
30 Sep 18₹11,066
30 Sep 19₹11,658
30 Sep 20₹12,835
30 Sep 21₹21,655
30 Sep 22₹19,605

UTI 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 UTI 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 30 Sep 22

DurationReturns
1 Month -2.6%
3 Month 12.2%
6 Month -2.5%
1 Year -9.5%
3 Year 18.9%
5 Year 14.4%
10 Year
15 Year
Since launch 13.2%
Historical performance (Yearly) on absolute basis
YearReturns
2021 34%
2020 31.5%
2019 11.7%
2018 3.5%
2017 30.1%
2016 1.1%
2015 0.9%
2014 46.8%
2013 7.6%
2012 32.2%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 166.64 Yr.

Data below for UTI Equity Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services26.13%
Consumer Cyclical18.37%
Technology13.22%
Health Care11.53%
Basic Materials8.06%
Consumer Defensive7.35%
Industrials6.67%
Communication Services5.1%
Asset Allocation
Asset ClassValue
Cash3.43%
Equity96.42%
Debt0.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
6%₹1,572 Cr2,151,570
↓ -4,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
6%₹1,485 Cr16,734,040
↑ 1,026,550
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
4%₹1,169 Cr7,865,972
↓ -248,630
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹1,105 Cr7,401,716
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹1,077 Cr5,621,401
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
4%₹1,025 Cr2,262,723
↑ 9,150
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
4%₹1,000 Cr2,153,480
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹816 Cr1,877,682
↑ 23,158
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
3%₹786 Cr3,214,028
↓ -160,300
Astral Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
3%₹745 Cr3,560,696
↑ 44,360

5. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 63 in Multi Cap category.  Return for 2021 was 48.9% , 2020 was 0% and 2019 was 2.2% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (30 Sep 22) ₹162.897 ↑ 2.90   (1.81 %)
Net Assets (Cr) ₹13,224 on 31 Aug 22
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio 0.72
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,418
30 Sep 19₹10,917
30 Sep 20₹9,251
30 Sep 21₹16,972
30 Sep 22₹19,021

Nippon India Multi Cap Fund SIP Returns

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

Returns for Nippon India Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month 1.4%
3 Month 17.9%
6 Month 7.6%
1 Year 12.1%
3 Year 20.3%
5 Year 13.7%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
2013 4.6%
2012 47.4%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0517.43 Yr.
Ashutosh Bhargava1 Sep 211 Yr.
Kinjal Desai25 May 184.27 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services26.35%
Industrials22.47%
Consumer Cyclical20.8%
Technology7.62%
Basic Materials5.99%
Health Care5.45%
Consumer Defensive3.18%
Communication Services3.18%
Energy1.6%
Real Estate0.65%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
5%₹618 Cr1,803,610
↓ -14,525
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
4%₹595 Cr4,000,448
↑ 400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
4%₹538 Cr2,800,000
↑ 400,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 500850
4%₹514 Cr18,000,000
↓ -500,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | 505890
4%₹482 Cr2,032,159
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹470 Cr5,300,000
↓ -300,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 21 | HDFC
3%₹416 Cr1,700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹406 Cr5,400,121
↓ -600,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
3%₹381 Cr23,753,076
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 May 21 | ZEEL
3%₹347 Cr13,500,000

6. Canara Robeco Equity Diversified

To generate capital appreciation by investing in equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.6% since its launch.  Ranked 68 in Multi Cap category.  Return for 2021 was 32.6% , 2020 was 22.2% and 2019 was 12.3% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (30 Sep 22) ₹218.67 ↑ 3.36   (1.56 %)
Net Assets (Cr) ₹8,329 on 31 Aug 22
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.15
Information Ratio -0.08
Alpha Ratio -5.53
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
30 Sep 17₹10,000
30 Sep 18₹10,759
30 Sep 19₹11,648
30 Sep 20₹12,497
30 Sep 21₹19,603
30 Sep 22₹18,903

Canara Robeco Equity Diversified 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 Canara Robeco Equity Diversified

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -2.8%
3 Month 10%
6 Month -1.4%
1 Year -3.6%
3 Year 17.5%
5 Year 13.6%
10 Year
15 Year
Since launch 17.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.6%
2020 22.2%
2019 12.3%
2018 0.9%
2017 37.8%
2016 -2%
2015 0.1%
2014 39.7%
2013 4.3%
2012 31.3%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar5 Jul 166.16 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services32.99%
Consumer Cyclical11.56%
Industrials9.57%
Basic Materials9.05%
Technology9.04%
Consumer Defensive6.14%
Energy5.63%
Health Care5.46%
Communication Services2.8%
Utility1.68%
Real Estate1.25%
Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
8%₹690 Cr7,775,550
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹619 Cr4,162,340
↑ 110,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
6%₹469 Cr1,777,400
↑ 70,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
5%₹454 Cr3,042,188
↑ 160,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
4%₹309 Cr5,825,000
↑ 100,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹280 Cr1,052,400
↑ 215,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹279 Cr3,708,600
↑ 75,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹264 Cr361,535
↑ 15,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹252 Cr1,312,157
↑ 35,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹230 Cr3,162,334
↑ 115,000

7. 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
30 Sep 17₹10,000
30 Sep 18₹9,520
30 Sep 19₹10,294
30 Sep 20₹9,863
30 Sep 21₹16,473

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 30 Sep 22

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
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
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

8. HDFC Equity Fund

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

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 34 in Multi Cap category.  Return for 2021 was 36.2% , 2020 was 6.4% and 2019 was 6.8% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (30 Sep 22) ₹1,066.17 ↑ 13.19   (1.25 %)
Net Assets (Cr) ₹30,473 on 31 Aug 22
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.9
Information Ratio -0.01
Alpha Ratio 10.71
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,615
30 Sep 19₹11,124
30 Sep 20₹9,659
30 Sep 21₹16,996
30 Sep 22₹18,453

HDFC Equity Fund SIP Returns

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

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Sep 22

DurationReturns
1 Month -2.7%
3 Month 11.2%
6 Month 5.4%
1 Year 8.6%
3 Year 18.4%
5 Year 13%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2021 36.2%
2020 6.4%
2019 6.8%
2018 -3.5%
2017 36.9%
2016 7.3%
2015 -5.1%
2014 53.8%
2013 3.8%
2012 34.1%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 220.09 Yr.
Priya Ranjan1 May 220.33 Yr.

Data below for HDFC Equity Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services36.44%
Industrials12.48%
Energy10.28%
Technology10.28%
Utility6.11%
Communication Services4.7%
Consumer Defensive4.6%
Consumer Cyclical3.44%
Health Care3.35%
Basic Materials1.11%
Asset Allocation
Asset ClassValue
Cash7.21%
Equity92.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹2,398 Cr27,021,485
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
8%₹2,324 Cr43,751,213
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
6%₹1,681 Cr11,311,818
Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY
5%₹1,626 Cr10,890,571
Coal India Ltd (Energy)
Equity, Since 31 Aug 18 | COALINDIA
5%₹1,435 Cr61,117,058
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
5%₹1,403 Cr43,764,614
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
4%₹1,360 Cr82,906,344
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT
4%₹1,318 Cr6,856,998
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFC
3%₹1,042 Cr4,258,730
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
3%₹908 Cr12,491,969
↑ 4,406,599

9. DSP BlackRock Equity Fund

Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities.

DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 42 in Multi Cap category.  Return for 2021 was 32.4% , 2020 was 18.7% and 2019 was 17% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (30 Sep 22) ₹63.047 ↑ 0.90   (1.45 %)
Net Assets (Cr) ₹7,990 on 31 Aug 22
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.36
Information Ratio -0.31
Alpha Ratio -9.95
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹9,971
30 Sep 19₹11,642
30 Sep 20₹11,451
30 Sep 21₹19,074
30 Sep 22₹17,836

DSP BlackRock 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for DSP BlackRock 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 30 Sep 22

DurationReturns
1 Month -2.3%
3 Month 13.2%
6 Month -0.3%
1 Year -6.5%
3 Year 15.3%
5 Year 12.3%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2021 32.4%
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
2012 33.3%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 166.25 Yr.
Dhaval Gada1 Sep 220 Yr.

Data below for DSP BlackRock Equity Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services38.68%
Consumer Cyclical15.03%
Technology10.84%
Basic Materials9.8%
Industrials8.79%
Consumer Defensive7.84%
Health Care5.52%
Utility1.89%
Asset Allocation
Asset ClassValue
Cash1.56%
Equity98.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
10%₹770 Cr5,181,237
↑ 694,233
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
7%₹587 Cr6,617,330
↓ -1,029,267
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹477 Cr653,507
↓ -53,513
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹351 Cr2,348,314
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
4%₹330 Cr728,762
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 19 | 532978
4%₹305 Cr179,854
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
3%₹268 Cr294,624
↑ 9,046
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹228 Cr3,032,967
↓ -267,186
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TATAMOTORS
2%₹193 Cr4,105,331
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 20 | HCLTECH
2%₹193 Cr2,053,578

10. 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 15.5% since its launch.  Ranked 12 in Multi Cap category.  Return for 2021 was 46.3% , 2020 was 15% and 2019 was 3.9% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (30 Sep 22) ₹237.831 ↑ 2.97   (1.26 %)
Net Assets (Cr) ₹1,903 on 31 Aug 22
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 0.32
Information Ratio -0.24
Alpha Ratio 0.83
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Sep 17₹10,000
30 Sep 18₹10,266
30 Sep 19₹10,170
30 Sep 20₹10,216
30 Sep 21₹17,304
30 Sep 22₹17,794

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 ₹415,684.
Net Profit of ₹115,684
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 30 Sep 22

DurationReturns
1 Month -2.1%
3 Month 12.3%
6 Month 0.5%
1 Year 2.8%
3 Year 20.5%
5 Year 12.2%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2021 46.3%
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
2014 49.4%
2013 8.3%
2012 46%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 220.67 Yr.
Sudhir Kedia1 Jan 220.67 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 Aug 22

Equity Sector Allocation
SectorValue
Financial Services28.12%
Industrials17.66%
Consumer Cyclical12.75%
Technology8.48%
Basic Materials7.25%
Energy5.94%
Health Care5.31%
Consumer Defensive4.03%
Real Estate3.82%
Communication Services2.27%
Asset Allocation
Asset ClassValue
Cash3.34%
Equity96.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
6%₹113 Cr428,238
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹90 Cr1,012,161
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
4%₹83 Cr1,564,122
↑ 24,424
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹79 Cr530,246
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹67 Cr452,087
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
3%₹57 Cr760,841
↑ 55,725
Ashok Leyland Ltd (Industrials)
Equity, Since 31 Oct 21 | 500477
3%₹55 Cr3,600,690
3M India Ltd (Industrials)
Equity, Since 31 Dec 21 | 523395
2%₹47 Cr20,262
↑ 3,176
Can Fin Homes Ltd (Financial Services)
Equity, Since 31 Jan 20 | 511196
2%₹47 Cr739,710
SRF Ltd (Basic Materials)
Equity, Since 28 Feb 19 | SRF
2%₹47 Cr184,150

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FAQs

1. What are the benefits of Investing in Mutual Funds?

A: Mutual Funds can help diversify your investment portfolio, and you can ensure that you have multiple points of earning passive Income. It also reduces the risk of investment, and you can invest in multiple stocks and shares with the same fund. Therefore, if one stock does not perform, the risk will be Offset with the other well-performing stock.

2. How long should you wait for the fund to mature?

A: You should wait for 5-7 years for your funds to mature. This will help you earn maximum benefit from your investment.

3. Is it beneficial to invest in multi-cap funds than other mutual funds?

A: Multi-cap funds are ideal if you want to reduce the risks of an investment portfolio. These funds have lower risks.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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