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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2023

Updated on June 1, 2023 , 22487 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 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Parag Parikh Long Term Equity Fund Growth ₹54.2828
↑ 0.26
₹33,61611.49.717.228.218.1-7.2
Mahindra Badhat Yojana Growth ₹21.8839
↑ 0.11
₹1,6339.40.512.229.215.41.6
PGIM India Diversified Equity Fund Growth ₹26.43
↑ 0.06
₹5,4577.80.311.127.715-6.4
Nippon India Multi Cap Fund Growth ₹180.87
↑ 0.86
₹15,08811.15.824.837.314.914.1
HDFC Equity Fund Growth ₹1,201.03
↑ 6.00
₹33,2227.31.519.532.514.618.3
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
Canara Robeco Equity Diversified Growth ₹234.21
↑ 1.00
₹9,0947.70.511.922.513.4-1.7
Baroda Pioneer Multi Cap Fund Growth ₹182.31
↑ 0.50
₹1,6788.12.715.428.713.2-3
DSP BlackRock Equity Fund Growth ₹68.302
↑ 0.23
₹7,8477.8315.42312.7-4.5
ICICI Prudential Multicap Fund Growth ₹493.9
↑ 3.12
₹7,1738.12.317.527.212.54.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Jun 23
*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 18.4% since its launch.  Ranked 34 in Multi Cap category.  Return for 2022 was -7.2% , 2021 was 45.5% and 2020 was 32.3% .

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 (02 Jun 23) ₹54.2828 ↑ 0.26   (0.49 %)
Net Assets (Cr) ₹33,616 on 30 Apr 23
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.31
Information Ratio 0.46
Alpha Ratio 4.35
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
31 May 18₹10,000
31 May 19₹10,586
31 May 20₹10,611
31 May 21₹17,630
31 May 22₹19,695
31 May 23₹22,970

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 ₹481,656.
Net Profit of ₹181,656
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 2 Jun 23

DurationReturns
1 Month 3.9%
3 Month 11.4%
6 Month 9.7%
1 Year 17.2%
3 Year 28.2%
5 Year 18.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -7.2%
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
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 167.26 Yr.
Rajeev Thakkar24 May 139.94 Yr.
Raunak Onkar24 May 139.94 Yr.
Rukun Tarachandani16 May 220.96 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services34.92%
Technology11.81%
Communication Services8.35%
Consumer Defensive7.78%
Consumer Cyclical7.54%
Energy5.31%
Utility4.5%
Health Care3.82%
Basic Materials1.17%
Industrials0.04%
Asset Allocation
Asset ClassValue
Cash14.43%
Equity85.25%
Debt0.32%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
8%₹2,671 Cr9,622,504
ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹2,583 Cr60,698,959
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹2,480 Cr3,621,934
↑ 13,266
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
6%₹1,992 Cr21,705,898
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSF
5%₹1,802 Cr722,279
↑ 6,930
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | AXISBANK
5%₹1,679 Cr19,524,011
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹1,640 Cr15,414,083
↑ 565,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
5%₹1,622 Cr1,841,837
↑ 38,270
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID
5%₹1,513 Cr63,775,637
Coal India Ltd (Energy)
Equity, Since 31 May 22 | 533278
4%₹1,478 Cr63,419,428
↓ -5,040,000

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 13.8% since its launch.  Return for 2022 was 1.6% , 2021 was 50.8% and 2020 was 16.6% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (02 Jun 23) ₹21.8839 ↑ 0.11   (0.49 %)
Net Assets (Cr) ₹1,633 on 30 Apr 23
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.22
Information Ratio -0.47
Alpha Ratio -2.62
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
31 May 18₹10,000
31 May 19₹10,329
31 May 20₹9,135
31 May 21₹16,094
31 May 22₹18,024
31 May 23₹20,264

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 ₹447,579.
Net Profit of ₹147,579
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 2 Jun 23

DurationReturns
1 Month 5.3%
3 Month 9.4%
6 Month 0.5%
1 Year 12.2%
3 Year 29.2%
5 Year 15.4%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
2013
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 202.36 Yr.
Fatema Pacha16 Oct 202.54 Yr.

Data below for Mahindra Badhat Yojana as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services23.46%
Industrials21.82%
Technology12.52%
Consumer Cyclical11.4%
Basic Materials7.18%
Energy6.97%
Health Care6.42%
Communication Services5.31%
Real Estate1.36%
Utility0.95%
Asset Allocation
Asset ClassValue
Cash2.61%
Equity97.39%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFCBANK
8%₹138 Cr818,400
↑ 30,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 23 | RELIANCE
5%₹89 Cr368,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
4%₹66 Cr527,850
LTIMindtree Ltd (Technology)
Equity, Since 30 Nov 22 | LTIM
3%₹48 Cr109,035
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | BHARATFORG
3%₹41 Cr513,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 30 Apr 23 | TATAMTRDVR
2%₹37 Cr1,487,613
↑ 1,487,613
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | INDUSINDBK
2%₹37 Cr319,500
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 21 | TECHM
2%₹36 Cr351,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Aug 22 | KIRLOSENG
2%₹35 Cr900,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
2%₹35 Cr351,000

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 12.5% since its launch.  Return for 2022 was -6.4% , 2021 was 43.5% and 2020 was 35.9% .

Below is the key information for PGIM India Diversified Equity Fund

PGIM India Diversified Equity Fund
Growth
Launch Date 4 Mar 15
NAV (02 Jun 23) ₹26.43 ↑ 0.06   (0.23 %)
Net Assets (Cr) ₹5,457 on 30 Apr 23
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio -0.29
Information Ratio 0.3
Alpha Ratio -3.51
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
31 May 18₹10,000
31 May 19₹10,375
31 May 20₹9,257
31 May 21₹16,974
31 May 22₹17,785
31 May 23₹19,895

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 2 Jun 23

DurationReturns
1 Month 4.8%
3 Month 7.8%
6 Month 0.3%
1 Year 11.1%
3 Year 27.7%
5 Year 15%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -6.4%
2021 43.5%
2020 35.9%
2019 10%
2018 -7.9%
2017 36.6%
2016 -0.6%
2015
2014
2013
Fund Manager information for PGIM India Diversified Equity Fund
NameSinceTenure
Vinay Paharia1 Apr 230.08 Yr.
Puneet Pal1 Apr 230.08 Yr.
A. Anandha Padmanabhan1 Jun 211.92 Yr.
Ojasvi Khicha1 Apr 230.08 Yr.

Data below for PGIM India Diversified Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services30.78%
Consumer Cyclical11.62%
Industrials10.89%
Energy7.63%
Consumer Defensive7.21%
Technology7.01%
Basic Materials6.29%
Health Care6.27%
Utility5.44%
Asset Allocation
Asset ClassValue
Cash6.86%
Equity93.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
8%₹416 Cr1,720,000
↑ 770,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFC
7%₹407 Cr1,465,300
↑ 840,300
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹396 Cr4,311,000
↓ -1,244,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
5%₹272 Cr1,609,500
↑ 535,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
5%₹267 Cr2,134,043
↑ 955,300
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | VBL
3%₹180 Cr1,242,500
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | HINDUNILVR
3%₹160 Cr650,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 22 | MAXHEALTH
3%₹159 Cr3,453,663
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Aug 22 | NTPC
3%₹151 Cr8,750,000
ABB India Ltd (Industrials)
Equity, Since 31 May 22 | ABB
2%₹115 Cr336,351
↓ -249,300

4. 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 2022 was 14.1% , 2021 was 48.9% and 2020 was 0% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (02 Jun 23) ₹180.87 ↑ 0.86   (0.48 %)
Net Assets (Cr) ₹15,088 on 30 Apr 23
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.49
Information Ratio 0.53
Alpha Ratio 8.23
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
31 May 18₹10,000
31 May 19₹11,178
31 May 20₹7,302
31 May 21₹13,254
31 May 22₹15,746
31 May 23₹19,701

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 ₹436,710.
Net Profit of ₹136,710
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 2 Jun 23

DurationReturns
1 Month 6.1%
3 Month 11.1%
6 Month 5.8%
1 Year 24.8%
3 Year 37.3%
5 Year 14.9%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2022 14.1%
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%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0518.1 Yr.
Ashutosh Bhargava1 Sep 211.66 Yr.
Kinjal Desai25 May 184.94 Yr.
Akshay Sharma1 Dec 220.41 Yr.

Data below for Nippon India Multi Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services29.14%
Industrials20.38%
Consumer Cyclical19.18%
Health Care7.72%
Basic Materials6.35%
Technology5.9%
Energy3.53%
Consumer Defensive2.99%
Communication Services2.7%
Utility0.59%
Asset Allocation
Asset ClassValue
Cash1.3%
Equity98.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA
5%₹707 Cr1,774,811
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹642 Cr7,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
4%₹608 Cr3,600,448
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹533 Cr2,200,000
↑ 500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹516 Cr6,000,121
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | INDHOTEL
3%₹509 Cr15,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
3%₹473 Cr2,000,000
EIH Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Jul 14 | EIHOTEL
3%₹469 Cr24,869,918
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
3%₹463 Cr8,000,000
↑ 2,000,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | KENNAMET
3%₹462 Cr2,026,242

5. 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 18.4% since its launch.  Ranked 34 in Multi Cap category.  Return for 2022 was 18.3% , 2021 was 36.2% and 2020 was 6.4% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (02 Jun 23) ₹1,201.03 ↑ 6.00   (0.50 %)
Net Assets (Cr) ₹33,222 on 30 Apr 23
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.55
Information Ratio 0.75
Alpha Ratio 8.67
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
31 May 18₹10,000
31 May 19₹11,374
31 May 20₹8,158
31 May 21₹14,304
31 May 22₹16,292
31 May 23₹19,534

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 ₹436,710.
Net Profit of ₹136,710
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 2 Jun 23

DurationReturns
1 Month 3.1%
3 Month 7.3%
6 Month 1.5%
1 Year 19.5%
3 Year 32.5%
5 Year 14.6%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 18.3%
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%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 220.76 Yr.
Priya Ranjan1 May 221 Yr.

Data below for HDFC Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services37.04%
Industrials10.9%
Technology10.65%
Health Care9.12%
Consumer Cyclical6.4%
Utility6.32%
Energy5.86%
Communication Services5.57%
Real Estate0.84%
Consumer Defensive0.67%
Basic Materials0.57%
Asset Allocation
Asset ClassValue
Cash6.07%
Equity93.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
10%₹3,239 Cr35,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
6%₹2,025 Cr12,000,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
6%₹1,937 Cr33,500,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY
5%₹1,541 Cr12,300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
5%₹1,529 Cr19,125,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Nov 16 | NTPC
4%₹1,465 Cr85,200,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹1,437 Cr13,500,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
4%₹1,372 Cr4,700,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | M&M
4%₹1,352 Cr11,015,879
↑ 15,879
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFC
4%₹1,249 Cr4,500,000

6. 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
31 May 18₹10,000
31 May 19₹10,481
31 May 20₹8,689
31 May 21₹14,082

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 2 Jun 23

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
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
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

7. 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 17.4% since its launch.  Ranked 68 in Multi Cap category.  Return for 2022 was -1.7% , 2021 was 32.6% and 2020 was 22.2% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (02 Jun 23) ₹234.21 ↑ 1.00   (0.43 %)
Net Assets (Cr) ₹9,094 on 30 Apr 23
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.07
Information Ratio -1.16
Alpha Ratio -0.63
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
31 May 18₹10,000
31 May 19₹10,997
31 May 20₹9,800
31 May 21₹15,620
31 May 22₹16,628
31 May 23₹18,626

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 2 Jun 23

DurationReturns
1 Month 3.8%
3 Month 7.7%
6 Month 0.5%
1 Year 11.9%
3 Year 22.5%
5 Year 13.4%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
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%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar5 Jul 166.82 Yr.

Data below for Canara Robeco Equity Diversified as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services33.5%
Consumer Cyclical11%
Industrials9.13%
Basic Materials8.9%
Technology8.14%
Consumer Defensive8.08%
Health Care5.63%
Energy4.73%
Communication Services2.82%
Utility2.22%
Real Estate1.09%
Asset Allocation
Asset ClassValue
Cash4.75%
Equity95.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
10%₹866 Cr5,132,340
↑ 50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
8%₹718 Cr7,825,550
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹430 Cr1,777,400
↑ 25,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
4%₹408 Cr3,259,688
↓ -450,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
4%₹344 Cr5,947,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
3%₹301 Cr3,503,600
↑ 150,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹289 Cr1,222,157
↑ 25,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | HINDUNILVR
3%₹267 Cr1,087,400
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
3%₹257 Cr3,212,334
ITC Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Jan 23 | ITC
2%₹221 Cr5,200,000
↑ 500,000

8. Baroda Pioneer Multi Cap Fund

(Erstwhile Baroda Pioneer Growth Fund)

To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.

Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 37 in Multi Cap category.  Return for 2022 was -3% , 2021 was 47.9% and 2020 was 19.5% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (02 Jun 23) ₹182.31 ↑ 0.50   (0.27 %)
Net Assets (Cr) ₹1,678 on 30 Apr 23
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.06
Information Ratio -0.44
Alpha Ratio -0.16
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.

DateValue
31 May 18₹10,000
31 May 19₹10,192
31 May 20₹8,404
31 May 21₹14,216
31 May 22₹15,911
31 May 23₹18,390

Baroda Pioneer 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 Baroda Pioneer 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 2 Jun 23

DurationReturns
1 Month 4.6%
3 Month 8.1%
6 Month 2.7%
1 Year 15.4%
3 Year 28.7%
5 Year 13.2%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
2021 47.9%
2020 19.5%
2019 8.9%
2018 -11.9%
2017 36.8%
2016 2.3%
2015 -1.6%
2014 46.5%
2013 3.6%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 157.5 Yr.
Sandeep Jain14 Mar 221.13 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services19.31%
Consumer Cyclical13.95%
Basic Materials12.02%
Health Care11.03%
Industrials10.69%
Technology8.56%
Consumer Defensive6.07%
Energy3.97%
Utility3.26%
Real Estate2.79%
Communication Services2.58%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
5%₹80 Cr475,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
5%₹79 Cr864,815
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹67 Cr275,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
3%₹48 Cr490,000
J.B. Chemicals & Pharmaceuticals Ltd Shs Dematerialised (Healthcare)
Equity, Since 30 Jun 21 | JBCHEPHARM
3%₹47 Cr219,384
Tata Consultancy Services Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 23 | TCS
3%₹46 Cr143,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | INDHOTEL
2%₹41 Cr1,200,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Sep 20 | DALBHARAT
2%₹36 Cr181,000
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 30 Apr 22 | 543524
2%₹36 Cr455,345
↑ 5,439
State Bank of India (Financial Services)
Equity, Since 31 May 22 | SBIN
2%₹35 Cr600,000

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 2022 was -4.5% , 2021 was 32.4% and 2020 was 18.7% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (02 Jun 23) ₹68.302 ↑ 0.23   (0.33 %)
Net Assets (Cr) ₹7,847 on 30 Apr 23
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.02
Information Ratio -0.73
Alpha Ratio 1.02
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
31 May 18₹10,000
31 May 19₹10,606
31 May 20₹9,266
31 May 21₹15,496
31 May 22₹15,591
31 May 23₹17,886

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 2 Jun 23

DurationReturns
1 Month 4.9%
3 Month 7.8%
6 Month 3%
1 Year 15.4%
3 Year 23%
5 Year 12.7%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -4.5%
2021 32.4%
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 166.92 Yr.
Dhaval Gada1 Sep 220.66 Yr.

Data below for DSP BlackRock Equity Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services36.48%
Consumer Cyclical13.42%
Industrials13.33%
Basic Materials12.3%
Consumer Defensive8.83%
Technology6.65%
Health Care6.18%
Utility2.05%
Asset Allocation
Asset ClassValue
Cash0.74%
Equity99.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
9%₹720 Cr4,266,223
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
8%₹613 Cr975,974
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
7%₹554 Cr6,039,805
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
4%₹308 Cr3,586,880
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | DMART
4%₹293 Cr834,226
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
3%₹254 Cr295,327
↓ -22,147
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹222 Cr1,773,510
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
3%₹214 Cr29,091,625
↑ 10,298,028
Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 28 Feb 23 | FLUOROCHEM
3%₹199 Cr588,306
↑ 263,559
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 19 | DRREDDY
3%₹198 Cr402,547
↑ 109,037

10. ICICI Prudential Multicap Fund

To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries.

ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 49 in Multi Cap category.  Return for 2022 was 4.7% , 2021 was 36.4% and 2020 was 9.2% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (02 Jun 23) ₹493.9 ↑ 3.12   (0.64 %)
Net Assets (Cr) ₹7,173 on 30 Apr 23
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.12
Information Ratio -0.66
Alpha Ratio 2.36
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.

DateValue
31 May 18₹10,000
31 May 19₹10,946
31 May 20₹8,446
31 May 21₹14,262
31 May 22₹15,250
31 May 23₹17,871

ICICI Prudential 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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for ICICI Prudential 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 2 Jun 23

DurationReturns
1 Month 5.1%
3 Month 8.1%
6 Month 2.3%
1 Year 17.5%
3 Year 27.2%
5 Year 12.5%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 4.7%
2021 36.4%
2020 9.2%
2019 6%
2018 0.2%
2017 28%
2016 10.1%
2015 3.1%
2014 49.8%
2013 6.4%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Sankaran Naren1 Jul 220.83 Yr.
Anand Sharma1 Jul 220.83 Yr.
Sharmila D’mello31 Jul 220.75 Yr.

Data below for ICICI Prudential Multicap Fund as on 30 Apr 23

Equity Sector Allocation
SectorValue
Financial Services23.63%
Consumer Cyclical18.22%
Industrials15.38%
Communication Services6.93%
Energy6.07%
Technology5.58%
Health Care5.32%
Utility3.66%
Basic Materials3.53%
Consumer Defensive3.48%
Real Estate1.09%
Asset Allocation
Asset ClassValue
Cash6.27%
Equity93.72%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹462 Cr5,033,684
↓ -265,300
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹267 Cr1,102,284
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
3%₹241 Cr1,922,766
↑ 118,320
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Oct 22 | NTPC
2%₹172 Cr10,004,099
↑ 632,738
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
2%₹153 Cr1,545,977
↓ -208,390
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹147 Cr1,842,016
↓ -190,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
2%₹141 Cr834,602
↓ -469,816
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI
2%₹141 Cr163,731
UNO Minda Ltd (Consumer Cyclical)
Equity, Since 31 Aug 19 | UNOMINDA
2%₹138 Cr2,655,799
Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | CUMMINSIND
2%₹138 Cr874,727
↑ 93,130

How Invest in Multicap Mutual Funds Online?

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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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