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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2021

Updated on April 12, 2021 , 15019 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 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
Parag Parikh Long Term Equity Fund Growth ₹38.8948
↓ 0.00
₹7,4528.320.171.919.118.232.3
UTI Equity Fund Growth ₹209.444
↑ 0.09
₹15,7460.628.173.615.916.431.5
PGIM India Diversified Equity Fund Growth ₹20.38
↑ 0.16
₹6762.627.982.515.416.435.9
DSP BlackRock Equity Fund Growth ₹53.983
↑ 0.55
₹4,8731.829.958.712.415.718.7
Canara Robeco Equity Diversified Growth ₹180.97
↑ 1.93
₹3,4700.620.353.613.715.722.2
Mirae Asset India Equity Fund  Growth ₹64.472
↑ 0.66
₹23,353-0.520.458.411.615.313.7
Kotak Standard Multicap Fund Growth ₹44.453
↑ 0.54
₹34,5151.122.657.710.514.511.8
Aditya Birla Sun Life Equity Fund Growth ₹929.92
↑ 8.98
₹12,830-0.526.162.79.214.316.1
Edelweiss Multi Cap Fund  Growth ₹18.33
↑ 0.23
₹6671.525.359.18.114.114.4
Principal Multi Cap Growth Fund Growth ₹176.47
↑ 1.86
₹7152.924.560.36.513.815
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 21
*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 18.8% since its launch.  Ranked 34 in Multi Cap category.  Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% .

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 (13 Apr 21) ₹38.8948 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹7,452 on 28 Feb 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 1.22
Information Ratio 0.55
Alpha Ratio 10.86
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 Mar 16₹10,000
31 Mar 17₹11,617
31 Mar 18₹13,282
31 Mar 19₹14,812
31 Mar 20₹12,482
31 Mar 21₹22,582

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 13 Apr 21

DurationReturns
1 Month 2.2%
3 Month 8.3%
6 Month 20.1%
1 Year 71.9%
3 Year 19.1%
5 Year 18.2%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 165.18 Yr.
Rajeev Thakkar24 May 137.86 Yr.
Raunak Onkar24 May 137.86 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services30.66%
Technology20.88%
Consumer Cyclical14.82%
Communication Services14.36%
Consumer Defensive8.98%
Health Care5.09%
Asset Allocation
Asset ClassValue
Cash5.21%
Equity94.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
10%₹721 Cr48,283
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹598 Cr29,359,551
↑ 2,600,000
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹581 Cr1,600,879
↑ 125,079
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
7%₹522 Cr310,260
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
6%₹432 Cr14,735,528
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹396 Cr2,389,036
↓ -8,486
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
5%₹380 Cr16,923
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 20 | MCX
5%₹377 Cr2,492,885
↑ 429,354
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹372 Cr1,153,871
↑ 206,664
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹350 Cr186,919
↑ 18,390

2. 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 13.4% since its launch.  Ranked 54 in Multi Cap category.  Return for 2020 was 31.5% , 2019 was 11.7% and 2018 was 3.5% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (13 Apr 21) ₹209.444 ↑ 0.09   (0.04 %)
Net Assets (Cr) ₹15,746 on 28 Feb 21
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.95
Information Ratio 1.21
Alpha Ratio 1.95
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
31 Mar 16₹10,000
31 Mar 17₹11,862
31 Mar 18₹13,299
31 Mar 19₹14,909
31 Mar 20₹12,018
31 Mar 21₹21,986

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 ₹458,689.
Net Profit of ₹158,689
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 13 Apr 21

DurationReturns
1 Month -2.8%
3 Month 0.6%
6 Month 28.1%
1 Year 73.6%
3 Year 15.9%
5 Year 16.4%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -19.1%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 165.22 Yr.

Data below for UTI Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services26.34%
Consumer Cyclical16.62%
Health Care13.69%
Technology13.47%
Industrials9.35%
Basic Materials6.42%
Communication Services6.39%
Consumer Defensive5.79%
Asset Allocation
Asset ClassValue
Cash1.93%
Equity98.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
6%₹964 Cr1,830,170
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹959 Cr6,250,392
↑ 20,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
4%₹686 Cr1,906,100
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹643 Cr2,531,377
↑ 16,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹620 Cr3,483,286
↑ 45,000
Astral Poly Technik Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
4%₹613 Cr2,881,866
↓ -30,000
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹609 Cr4,856,774
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 17 | 540611
3%₹500 Cr4,434,329
↑ 82,268
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹474 Cr964,796
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 06 | TCS
3%₹470 Cr1,623,438

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 12.4% since its launch.  Return for 2020 was 35.9% , 2019 was 10% and 2018 was -7.9% .

Below is the key information for PGIM India Diversified Equity Fund

PGIM India Diversified Equity Fund
Growth
Launch Date 4 Mar 15
NAV (13 Apr 21) ₹20.38 ↑ 0.16   (0.79 %)
Net Assets (Cr) ₹676 on 28 Feb 21
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.41
Sharpe Ratio 1.23
Information Ratio 0.73
Alpha Ratio 11.92
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 Mar 16₹10,000
31 Mar 17₹12,444
31 Mar 18₹13,556
31 Mar 19₹14,159
31 Mar 20₹11,026
31 Mar 21₹21,556

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 ₹458,689.
Net Profit of ₹158,689
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 13 Apr 21

DurationReturns
1 Month -1.7%
3 Month 2.6%
6 Month 27.9%
1 Year 82.5%
3 Year 15.4%
5 Year 16.4%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 35.9%
2019 10%
2018 -7.9%
2017 36.6%
2016 -0.6%
2015
2014
2013
2012
2011
Fund Manager information for PGIM India Diversified Equity Fund
NameSinceTenure
Aniruddha Naha5 Apr 182.99 Yr.

Data below for PGIM India Diversified Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services28.59%
Basic Materials16.16%
Industrials13.6%
Technology11.71%
Consumer Cyclical9.28%
Health Care6.6%
Communication Services2.88%
Energy2.33%
Real Estate1.86%
Asset Allocation
Asset ClassValue
Cash5.58%
Equity94.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
6%₹38 Cr300,000
↑ 25,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹33 Cr560,000
↑ 60,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 20 | HDFCBANK
4%₹27 Cr175,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
4%₹25 Cr346,535
↑ 90,000
Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | 511196
4%₹24 Cr500,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹23 Cr600,000
↑ 100,000
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | FEDERALBNK
3%₹23 Cr2,694,290
↑ 500,000
Praj Industries Ltd (Industrials)
Equity, Since 30 Sep 20 | 522205
3%₹21 Cr1,250,000
↑ 750,000
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 20 | 532541
3%₹20 Cr78,311
↑ 23,311
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
3%₹19 Cr350,000

4. 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 12.9% since its launch.  Ranked 42 in Multi Cap category.  Return for 2020 was 18.7% , 2019 was 17% and 2018 was -7.5% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (13 Apr 21) ₹53.983 ↑ 0.55   (1.02 %)
Net Assets (Cr) ₹4,873 on 28 Feb 21
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.7
Information Ratio 0.31
Alpha Ratio -6.68
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 Mar 16₹10,000
31 Mar 17₹12,669
31 Mar 18₹14,250
31 Mar 19₹15,237
31 Mar 20₹12,631
31 Mar 21₹21,409

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 ₹447,579.
Net Profit of ₹147,579
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 13 Apr 21

DurationReturns
1 Month -3.4%
3 Month 1.8%
6 Month 29.9%
1 Year 58.7%
3 Year 12.4%
5 Year 15.7%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
2012 33.3%
2011 -23.9%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 164.83 Yr.
Abhishek Ghosh1 Jan 210.24 Yr.

Data below for DSP BlackRock Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services36.07%
Basic Materials12.85%
Consumer Cyclical10.88%
Technology10.31%
Industrials8.07%
Consumer Defensive5.5%
Health Care5.42%
Utility3.69%
Communication Services2.33%
Energy1.65%
Real Estate1.45%
Asset Allocation
Asset ClassValue
Cash1.78%
Equity98.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹374 Cr6,263,028
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹330 Cr2,150,269
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹192 Cr1,532,258
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
3%₹167 Cr272,899
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹150 Cr285,698
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹144 Cr481,457
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹128 Cr1,761,946
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 19 | 500124
2%₹115 Cr259,790
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
2%₹114 Cr2,042,743
↓ -627,532
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Jun 20 | 539336
2%₹111 Cr2,249,333

5. 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 17.9% since its launch.  Ranked 68 in Multi Cap category.  Return for 2020 was 22.2% , 2019 was 12.3% and 2018 was 0.9% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (13 Apr 21) ₹180.97 ↑ 1.93   (1.08 %)
Net Assets (Cr) ₹3,470 on 28 Feb 21
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.82
Information Ratio 0.53
Alpha Ratio -3.04
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 Mar 16₹10,000
31 Mar 17₹12,155
31 Mar 18₹13,843
31 Mar 19₹15,675
31 Mar 20₹13,057
31 Mar 21₹21,321

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 ₹447,579.
Net Profit of ₹147,579
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 13 Apr 21

DurationReturns
1 Month -3%
3 Month 0.6%
6 Month 20.3%
1 Year 53.6%
3 Year 13.7%
5 Year 15.7%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -15.9%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.72 Yr.
Miyush Gandhi1 Oct 191.5 Yr.

Data below for Canara Robeco Equity Diversified as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services33.5%
Technology12.87%
Basic Materials10.93%
Consumer Cyclical10.33%
Industrials9.76%
Health Care5.59%
Consumer Defensive5.55%
Energy3.46%
Utility2.34%
Communication Services1.08%
Asset Allocation
Asset ClassValue
Cash4.6%
Equity95.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹253 Cr1,692,340
↑ 90,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
7%₹244 Cr1,782,188
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
6%₹240 Cr4,115,550
↑ 100,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹130 Cr409,428
↑ 67,500
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Mar 17 | RELIANCE
3%₹129 Cr642,400
↑ 10,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹123 Cr865,657
↓ -25,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹121 Cr234,535
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹117 Cr1,678,600
↑ 300,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹117 Cr3,200,000
↓ -700,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹104 Cr415,900

6. Mirae Asset India Equity Fund 

(Erstwhile Mirae Asset India Opportunities Fund)

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

Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.4% since its launch.  Ranked 19 in Multi Cap category.  Return for 2020 was 13.7% , 2019 was 12.7% and 2018 was -0.6% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (13 Apr 21) ₹64.472 ↑ 0.66   (1.03 %)
Net Assets (Cr) ₹23,353 on 28 Feb 21
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.37
Sharpe Ratio 0.81
Information Ratio -0.12
Alpha Ratio -1.66
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 Mar 16₹10,000
31 Mar 17₹12,832
31 Mar 18₹14,416
31 Mar 19₹16,460
31 Mar 20₹12,492
31 Mar 21₹21,072

Mirae Asset India Equity Fund  SIP Returns

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

Returns for Mirae Asset India Equity Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -3.8%
3 Month -0.5%
6 Month 20.4%
1 Year 58.4%
3 Year 11.6%
5 Year 15.3%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.7%
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
2013 8.9%
2012 33.3%
2011 -19.6%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Harshad Borawake1 May 173.92 Yr.
Gaurav Misra31 Jan 192.17 Yr.

Data below for Mirae Asset India Equity Fund  as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services35.84%
Technology14.86%
Energy12.05%
Consumer Defensive9.07%
Consumer Cyclical7.27%
Industrials7.03%
Health Care6.39%
Communication Services4.32%
Utility1.28%
Basic Materials1.19%
Asset Allocation
Asset ClassValue
Cash0.5%
Equity99.49%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
10%₹2,429 Cr15,830,823
↓ -377,000
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
10%₹2,255 Cr17,990,159
↑ 1,490,998
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 08 | RELIANCE
9%₹2,091 Cr10,025,092
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹1,962 Cr32,824,066
↓ -382,520
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹1,004 Cr13,853,484
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹979 Cr3,382,143
↑ 696,249
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
3%₹812 Cr14,599,840
↓ -1,357,358
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
3%₹755 Cr19,352,169
↓ -3,506,554
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
3%₹701 Cr3,286,598
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 18 | 500124
2%₹581 Cr1,312,784
↑ 147,763

7. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

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

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.7% since its launch.  Ranked 3 in Multi Cap category.  Return for 2020 was 11.8% , 2019 was 12.3% and 2018 was -0.9% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (13 Apr 21) ₹44.453 ↑ 0.54   (1.23 %)
Net Assets (Cr) ₹34,515 on 28 Feb 21
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.48
Sharpe Ratio 0.73
Information Ratio -0.16
Alpha Ratio -4.85
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
31 Mar 16₹10,000
31 Mar 17₹12,969
31 Mar 18₹14,357
31 Mar 19₹16,008
31 Mar 20₹12,188
31 Mar 21₹20,287

Kotak Standard Multicap Fund SIP Returns

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

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -3.4%
3 Month 1.1%
6 Month 22.6%
1 Year 57.7%
3 Year 10.5%
5 Year 14.5%
10 Year
15 Year
Since launch 13.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.8%
2019 12.3%
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
2013 6.1%
2012 33.5%
2011 -22.3%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 128.66 Yr.

Data below for Kotak Standard Multicap Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services30.18%
Basic Materials15.98%
Industrials11.83%
Technology11.06%
Energy9.68%
Consumer Cyclical8.18%
Consumer Defensive5.7%
Health Care3.11%
Utility1.92%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash1.21%
Equity98.77%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
8%₹2,690 Cr45,000,000
↑ 2,200,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 16 | RELIANCE
6%₹2,190 Cr10,500,000
↓ -1,100,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹2,133 Cr13,900,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
6%₹2,043 Cr16,300,000
↓ -2,000,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
5%₹1,850 Cr3,025,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
5%₹1,708 Cr5,900,000
↓ -760,611
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
4%₹1,377 Cr19,000,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Sep 13 | LT
4%₹1,298 Cr9,000,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 500696
3%₹1,045 Cr4,900,000
↓ -300,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 12 | SBIN
3%₹1,014 Cr26,000,000
↑ 8,500,000

8. Aditya Birla Sun Life Equity Fund

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

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.2% since its launch.  Ranked 16 in Multi Cap category.  Return for 2020 was 16.1% , 2019 was 8.5% and 2018 was -4.1% .

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

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (13 Apr 21) ₹929.92 ↑ 8.98   (0.98 %)
Net Assets (Cr) ₹12,830 on 28 Feb 21
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.71
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹13,500
31 Mar 18₹14,838
31 Mar 19₹15,750
31 Mar 20₹11,604
31 Mar 21₹20,187

Aditya Birla Sun Life Equity Fund SIP Returns

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

Returns for Aditya Birla Sun Life Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -2.6%
3 Month -0.5%
6 Month 26.1%
1 Year 62.7%
3 Year 9.2%
5 Year 14.3%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.1%
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
2014 56.6%
2013 7.1%
2012 35.7%
2011 -29.4%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Anil Shah3 Oct 128.5 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services31.88%
Basic Materials14.05%
Health Care13.34%
Technology12.61%
Communication Services8.24%
Consumer Cyclical5.72%
Consumer Defensive5.07%
Industrials3.21%
Energy1.76%
Utility1.12%
Asset Allocation
Asset ClassValue
Cash2.89%
Equity97.11%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
10%₹1,223 Cr20,455,304
↓ -1,284,696
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹1,060 Cr6,907,231
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹892 Cr7,115,162
↑ 85,547
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
5%₹697 Cr12,521,721
↓ -1,000,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 15 | 500124
5%₹684 Cr1,544,706
↑ 8,754
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Nov 11 | HCLTECH
4%₹457 Cr5,026,624
↑ 250,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
3%₹406 Cr6,832,678
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹336 Cr639,039
↑ 91,508
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹324 Cr1,817,315
↓ -18,609
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
2%₹292 Cr2,045,138
↑ 70,000

9. Edelweiss Multi Cap Fund 

(Erstwhile Edelweiss Economic Resurgence Fund )

The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Multi Cap Fund  is a Equity - Multi Cap fund was launched on 3 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Return for 2020 was 14.4% , 2019 was 8.4% and 2018 was -4.9% .

Below is the key information for Edelweiss Multi Cap Fund 

Edelweiss Multi Cap Fund 
Growth
Launch Date 3 Feb 15
NAV (13 Apr 21) ₹18.33 ↑ 0.23   (1.27 %)
Net Assets (Cr) ₹667 on 28 Feb 21
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.43
Sharpe Ratio 0.8
Information Ratio -0.33
Alpha Ratio -3.15
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 16₹10,000
31 Mar 17₹12,348
31 Mar 18₹14,842
31 Mar 19₹15,636
31 Mar 20₹11,830
31 Mar 21₹20,060

Edelweiss 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 Edelweiss 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 13 Apr 21

DurationReturns
1 Month -4.5%
3 Month 1.5%
6 Month 25.3%
1 Year 59.1%
3 Year 8.1%
5 Year 14.1%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 14.4%
2019 8.4%
2018 -4.9%
2017 47.4%
2016 0.4%
2015
2014
2013
2012
2011
Fund Manager information for Edelweiss Multi Cap Fund 
NameSinceTenure
Harshad Patwardhan3 Feb 156.16 Yr.

Data below for Edelweiss Multi Cap Fund  as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services33.88%
Technology16.2%
Industrials13.26%
Basic Materials10.64%
Consumer Cyclical5.42%
Health Care3.98%
Real Estate3.58%
Energy3.57%
Communication Services3.54%
Consumer Defensive1.73%
Utility1.72%
Asset Allocation
Asset ClassValue
Cash2.48%
Equity97.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
8%₹55 Cr358,419
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
8%₹52 Cr417,404
↓ -13,413
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
8%₹52 Cr868,166
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
5%₹31 Cr794,602
↑ 157,019
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 15 | LT
4%₹28 Cr193,734
↑ 33,318
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹24 Cr424,805
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹20 Cr272,841
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jul 17 | RELIANCE
3%₹19 Cr90,446
↓ -7,654
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | 540699
3%₹19 Cr9,336
↓ -3,657
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | ULTRACEMCO
2%₹15 Cr24,531

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 15.1% since its launch.  Ranked 12 in Multi Cap category.  Return for 2020 was 15% , 2019 was 3.9% and 2018 was -8.7% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (13 Apr 21) ₹176.47 ↑ 1.86   (1.07 %)
Net Assets (Cr) ₹715 on 28 Feb 21
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.78
Information Ratio 0
Alpha Ratio 0
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
31 Mar 16₹10,000
31 Mar 17₹13,316
31 Mar 18₹15,559
31 Mar 19₹15,993
31 Mar 20₹11,840
31 Mar 21₹20,086

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 ₹426,080.
Net Profit of ₹126,080
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 13 Apr 21

DurationReturns
1 Month -3.7%
3 Month 2.9%
6 Month 24.5%
1 Year 60.3%
3 Year 6.5%
5 Year 13.8%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -30.9%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ravi Gopalakrishnan29 Jul 191.68 Yr.
Siddarth Mohta28 Aug 182.59 Yr.

Data below for Principal Multi Cap Growth Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services28.73%
Technology15.18%
Industrials13.6%
Basic Materials10.48%
Consumer Cyclical9.96%
Consumer Defensive6.14%
Health Care4.54%
Energy3.3%
Real Estate2.83%
Communication Services2.07%
Asset Allocation
Asset ClassValue
Cash3.11%
Equity96.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
6%₹41 Cr266,320
↓ -22,735
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹38 Cr628,352
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹30 Cr238,829
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 05 | RELIANCE
3%₹24 Cr113,050
↓ -7,525
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 20 | 540699
3%₹22 Cr11,065
↓ -665
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹20 Cr37,800
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC
3%₹19 Cr76,060
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 12 | JKCEMENT
2%₹16 Cr58,907
↓ -6,970
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
2%₹16 Cr399,379
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL
2%₹15 Cr265,543
↓ -18,920

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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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