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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2022

Updated on January 23, 2022 , 19108 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 ₹49.4092
↑ 0.55
₹19,933-1.98.136.628.321.645.5
PGIM India Diversified Equity Fund Growth ₹26.38
↑ 0.29
₹3,302-0.57.737.728.819.643.5
UTI Equity Fund Growth ₹251.704
↑ 0.18
₹25,541-5.35.624.623.318.934
Canara Robeco Equity Diversified Growth ₹225.88
↑ 1.77
₹6,598-2.4928.521.718.432.6
Principal Multi Cap Growth Fund Growth ₹239.323
↑ 2.61
₹1,7542.213.142.821.21746.3
Edelweiss Multi Cap Fund  Growth ₹22.843
↑ 0.24
₹910-1.97.330.518.416.534.7
DSP BlackRock Equity Fund Growth ₹65.261
↑ 0.28
₹7,656-4.63.225.522.416.332.4
Mirae Asset India Equity Fund  Growth ₹77.855
↑ 0.78
₹31,129-4.37.322.718.11627.7
Baroda Pioneer Multi Cap Fund Growth ₹171.95
↑ 1.76
₹1,182-2.312.842.423.215.947.9
Invesco India Multicap Fund Growth ₹78.84
↑ 0.80
₹1,798-2.33.434.120.815.140.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 25 Jan 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 20.2% 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 (25 Jan 22) ₹49.4092 ↑ 0.55   (1.12 %)
Net Assets (Cr) ₹19,933 on 31 Dec 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 5.41
Information Ratio 1.1
Alpha Ratio 27.94
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 Dec 16₹10,000
31 Dec 17₹12,936
31 Dec 18₹12,881
31 Dec 19₹14,740
31 Dec 20₹19,500
31 Dec 21₹28,375

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 ₹518,033.
Net Profit of ₹218,033
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 25 Jan 22

DurationReturns
1 Month -2.1%
3 Month -1.9%
6 Month 8.1%
1 Year 36.6%
3 Year 28.3%
5 Year 21.6%
10 Year
15 Year
Since launch 20.2%
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 165.93 Yr.
Rajeev Thakkar24 May 138.61 Yr.
Raunak Onkar24 May 138.61 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services34.75%
Technology15.69%
Communication Services14.2%
Consumer Cyclical13.59%
Consumer Defensive7.96%
Health Care4.52%
Utility3.86%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹1,639 Cr3,017,366
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
8%₹1,636 Cr75,328
↑ 3,440
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹1,586 Cr72,728,009
↑ 15,031,942
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
7%₹1,473 Cr584,397
↑ 30,910
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
6%₹1,284 Cr51,264
↑ 2,880
Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹1,195 Cr467,126
↑ 31,110
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
6%₹1,118 Cr44,206,584
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹1,079 Cr8,182,285
↑ 175,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹1,002 Cr13,540,614
↑ 1,400,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹997 Cr14,689,094
↑ 2,000,000

2. 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 15.1% 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 (25 Jan 22) ₹26.38 ↑ 0.29   (1.11 %)
Net Assets (Cr) ₹3,302 on 31 Dec 21
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 3.21
Information Ratio 1.69
Alpha Ratio 15.25
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 Dec 16₹10,000
31 Dec 17₹13,662
31 Dec 18₹12,577
31 Dec 19₹13,841
31 Dec 20₹18,806
31 Dec 21₹26,985

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 ₹493,520.
Net Profit of ₹193,520
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 25 Jan 22

DurationReturns
1 Month 0%
3 Month -0.5%
6 Month 7.7%
1 Year 37.7%
3 Year 28.8%
5 Year 19.6%
10 Year
15 Year
Since launch 15.1%
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
Aniruddha Naha5 Apr 183.75 Yr.
A. Anandha Padmanabhan1 Jun 210.59 Yr.
Ravi Adukia1 Jun 210.59 Yr.

Data below for PGIM India Diversified Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Technology21.76%
Financial Services21.17%
Industrials16.2%
Basic Materials11.3%
Health Care8.34%
Consumer Cyclical4.6%
Communication Services3.59%
Real Estate3.08%
Consumer Defensive2.73%
Utility2.69%
Asset Allocation
Asset ClassValue
Cash3.74%
Equity96.26%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
7%₹241 Cr1,275,000
↑ 175,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹172 Cr2,328,846
↑ 325,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT
4%₹133 Cr700,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
3%₹110 Cr1,623,900
↑ 275,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Oct 21 | 540005
3%₹110 Cr150,000
↑ 35,000
Esab India Ltd (Industrials)
Equity, Since 30 Sep 21 | 500133
3%₹107 Cr317,721
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
3%₹103 Cr1,500,000
↑ 100,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 21 | ULTRACEMCO
3%₹102 Cr135,000
↑ 30,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
3%₹93 Cr190,000
↑ 5,000
Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | 532541
3%₹91 Cr153,913
↑ 44,500

3. 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 13.7% 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 (25 Jan 22) ₹251.704 ↑ 0.18   (0.07 %)
Net Assets (Cr) ₹25,541 on 31 Dec 21
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 2.66
Information Ratio 1.27
Alpha Ratio 7.51
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 Dec 16₹10,000
31 Dec 17₹13,009
31 Dec 18₹13,467
31 Dec 19₹15,047
31 Dec 20₹19,794
31 Dec 21₹26,519

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 ₹481,656.
Net Profit of ₹181,656
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 25 Jan 22

DurationReturns
1 Month -2.8%
3 Month -5.3%
6 Month 5.6%
1 Year 24.6%
3 Year 23.3%
5 Year 18.9%
10 Year
15 Year
Since launch 13.7%
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 165.98 Yr.

Data below for UTI Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services23.96%
Consumer Cyclical17.38%
Technology16.5%
Health Care14.38%
Industrials7.19%
Basic Materials6.94%
Consumer Defensive6.41%
Communication Services4.9%
Asset Allocation
Asset ClassValue
Cash2.35%
Equity97.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
6%₹1,498 Cr2,043,200
↑ 3,700
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
5%₹1,386 Cr1,986,570
↑ 18,050
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
5%₹1,342 Cr9,073,342
↑ 149,600
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹1,079 Cr5,714,954
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹966 Cr5,378,004
↑ 41,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹897 Cr3,466,728
↑ 9,800
Coforge Ltd (Technology)
Equity, Since 31 Jul 21 | 532541
3%₹830 Cr1,409,560
↑ 18,870
MindTree Ltd (Technology)
Equity, Since 31 Mar 16 | 532819
3%₹806 Cr1,685,777
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
3%₹796 Cr1,703,673
↑ 5,300
Astral Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
3%₹754 Cr3,304,609
↑ 6,000

4. 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 18.5% 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 (25 Jan 22) ₹225.88 ↑ 1.77   (0.79 %)
Net Assets (Cr) ₹6,598 on 31 Dec 21
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 2.31
Information Ratio 0.55
Alpha Ratio 2.96
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 Dec 16₹10,000
31 Dec 17₹13,776
31 Dec 18₹13,898
31 Dec 19₹15,605
31 Dec 20₹19,073
31 Dec 21₹25,293

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 ₹481,656.
Net Profit of ₹181,656
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 25 Jan 22

DurationReturns
1 Month 0.8%
3 Month -2.4%
6 Month 9%
1 Year 28.5%
3 Year 21.7%
5 Year 18.4%
10 Year
15 Year
Since launch 18.5%
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 165.5 Yr.

Data below for Canara Robeco Equity Diversified as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services29.4%
Technology13.46%
Consumer Cyclical11.74%
Industrials11.04%
Basic Materials9.39%
Health Care7.05%
Consumer Defensive4.56%
Energy4.12%
Communication Services1.6%
Utility1.44%
Real Estate1.04%
Asset Allocation
Asset ClassValue
Cash5.17%
Equity94.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
7%₹446 Cr2,362,188
↑ 100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹438 Cr5,915,550
↑ 300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
6%₹388 Cr2,622,340
↑ 100,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
4%₹272 Cr1,147,400
↑ 40,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
4%₹237 Cr1,250,657
↑ 20,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
4%₹234 Cr335,535
↑ 10,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
3%₹220 Cr589,428
↑ 30,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹191 Cr4,150,000
↑ 250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹180 Cr2,658,600
↓ -125,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
2%₹164 Cr635,900

5. 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 16.1% 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 (25 Jan 22) ₹239.323 ↑ 2.61   (1.10 %)
Net Assets (Cr) ₹1,754 on 31 Dec 21
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 3.33
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 Dec 16₹10,000
31 Dec 17₹14,873
31 Dec 18₹13,584
31 Dec 19₹14,119
31 Dec 20₹16,238
31 Dec 21₹23,753

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 ₹458,689.
Net Profit of ₹158,689
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 25 Jan 22

DurationReturns
1 Month 1.5%
3 Month 2.2%
6 Month 13.1%
1 Year 42.8%
3 Year 21.2%
5 Year 17%
10 Year
15 Year
Since launch 16.1%
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
Ravi Gopalakrishnan29 Jul 192.43 Yr.
Siddarth Mohta28 Aug 183.35 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services25.3%
Industrials14.93%
Technology14.54%
Consumer Cyclical12.75%
Basic Materials11.49%
Energy4.69%
Health Care4.44%
Consumer Defensive3.96%
Real Estate2.77%
Communication Services1.96%
Utility0.95%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹78 Cr411,812
↑ 172,983
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹74 Cr993,969
↑ 377,738
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹65 Cr438,083
↑ 186,608
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
3%₹60 Cr253,356
↑ 148,853
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC
3%₹44 Cr170,060
↑ 94,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
2%₹38 Cr816,045
↑ 416,666
KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 20 | 542651
2%₹35 Cr566,505
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
2%₹34 Cr495,033
↑ 326,936
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 14 | TCS
2%₹32 Cr84,597
↑ 48,283
SRF Ltd (Basic Materials)
Equity, Since 28 Feb 19 | SRF
2%₹31 Cr127,085
↑ 74,585

6. 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 12.6% since its launch.  Return for 2021 was 34.7% , 2020 was 14.4% and 2019 was 8.4% .

Below is the key information for Edelweiss Multi Cap Fund 

Edelweiss Multi Cap Fund 
Growth
Launch Date 3 Feb 15
NAV (25 Jan 22) ₹22.843 ↑ 0.24   (1.06 %)
Net Assets (Cr) ₹910 on 31 Dec 21
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.36
Sharpe Ratio 2.13
Information Ratio -0.11
Alpha Ratio 2.69
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 Dec 16₹10,000
31 Dec 17₹14,737
31 Dec 18₹14,013
31 Dec 19₹15,187
31 Dec 20₹17,370
31 Dec 21₹23,396

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 ₹458,689.
Net Profit of ₹158,689
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 25 Jan 22

DurationReturns
1 Month 0.7%
3 Month -1.9%
6 Month 7.3%
1 Year 30.5%
3 Year 18.4%
5 Year 16.5%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2021 34.7%
2020 14.4%
2019 8.4%
2018 -4.9%
2017 47.4%
2016 0.4%
2015
2014
2013
2012
Fund Manager information for Edelweiss Multi Cap Fund 
NameSinceTenure
Harsh Kothari24 Dec 210.02 Yr.
Trideep Bhattacharya1 Oct 210.25 Yr.

Data below for Edelweiss Multi Cap Fund  as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services26.46%
Technology16.89%
Basic Materials10.55%
Industrials9.12%
Health Care8.4%
Consumer Cyclical7.85%
Consumer Defensive5.18%
Real Estate3.99%
Energy3.23%
Communication Services3.15%
Utility1.3%
Asset Allocation
Asset ClassValue
Cash3.89%
Equity96.11%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
8%₹75 Cr399,712
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
7%₹66 Cr894,177
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
6%₹58 Cr395,247
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
4%₹35 Cr764,664
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 20 | HCLTECH
4%₹32 Cr244,105
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE
3%₹29 Cr124,099
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹28 Cr404,534
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹27 Cr80,875
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
3%₹25 Cr134,378
SRF Ltd (Basic Materials)
Equity, Since 30 Jun 20 | SRF
3%₹25 Cr102,955

7. 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 13.7% 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 (25 Jan 22) ₹65.261 ↑ 0.28   (0.43 %)
Net Assets (Cr) ₹7,656 on 31 Dec 21
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 2.49
Information Ratio 0.6
Alpha Ratio 5.64
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 Dec 16₹10,000
31 Dec 17₹14,004
31 Dec 18₹12,955
31 Dec 19₹15,163
31 Dec 20₹18,004
31 Dec 21₹23,843

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 ₹458,689.
Net Profit of ₹158,689
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 25 Jan 22

DurationReturns
1 Month -0.9%
3 Month -4.6%
6 Month 3.2%
1 Year 25.5%
3 Year 22.4%
5 Year 16.3%
10 Year
15 Year
Since launch 13.7%
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 165.59 Yr.
Abhishek Ghosh1 Jan 211 Yr.

Data below for DSP BlackRock Equity Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services36.01%
Consumer Cyclical14.12%
Basic Materials11.96%
Industrials9.91%
Technology9.35%
Consumer Defensive8.25%
Health Care5.45%
Utility3.48%
Asset Allocation
Asset ClassValue
Cash1.47%
Equity98.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹649 Cr8,775,082
↑ 413,618
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹473 Cr3,197,626
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹320 Cr1,696,847
↑ 99,956
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
4%₹298 Cr637,962
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
4%₹293 Cr385,865
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹268 Cr384,461
↑ 22,365
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 19 | 532978
3%₹249 Cr151,904
↑ 6,815
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 20 | HCLTECH
3%₹232 Cr1,757,159
↑ 370,786
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
2%₹185 Cr2,725,360
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
2%₹179 Cr241,263
↑ 241,263

8. 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 16% since its launch.  Ranked 19 in Multi Cap category.  Return for 2021 was 27.7% , 2020 was 13.7% and 2019 was 12.7% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (25 Jan 22) ₹77.855 ↑ 0.78   (1.02 %)
Net Assets (Cr) ₹31,129 on 31 Dec 21
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 1.9
Information Ratio -0.04
Alpha Ratio 3.43
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 Dec 16₹10,000
31 Dec 17₹13,858
31 Dec 18₹13,770
31 Dec 19₹15,522
31 Dec 20₹17,649
31 Dec 21₹22,544

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 25 Jan 22

DurationReturns
1 Month 0.9%
3 Month -4.3%
6 Month 7.3%
1 Year 22.7%
3 Year 18.1%
5 Year 16%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2021 27.7%
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%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Gaurav Khandelwal18 Oct 210.21 Yr.
Gaurav Misra31 Jan 192.92 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services34.73%
Technology17.79%
Industrials8.53%
Energy7.56%
Health Care7.39%
Basic Materials6.51%
Consumer Cyclical6.42%
Consumer Defensive5.6%
Communication Services3.58%
Utility0.99%
Asset Allocation
Asset ClassValue
Cash0.9%
Equity99.1%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
10%₹3,206 Cr16,982,259
↓ -108,539
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,875 Cr38,847,593
↑ 2,014,314
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
8%₹2,607 Cr17,625,247
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
6%₹1,898 Cr8,013,371
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹1,303 Cr28,303,831
↑ 600,092
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹1,240 Cr18,277,484
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
3%₹1,019 Cr2,725,023
↓ -212,438
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
3%₹921 Cr13,474,496
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
2%₹763 Cr4,025,716
HCL Technologies Ltd (Technology)
Equity, Since 31 May 21 | HCLTECH
2%₹749 Cr5,676,188
↑ 134,712

9. 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 16.7% since its launch.  Ranked 37 in Multi Cap category.  Return for 2021 was 47.9% , 2020 was 19.5% and 2019 was 8.9% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (25 Jan 22) ₹171.95 ↑ 1.76   (1.03 %)
Net Assets (Cr) ₹1,182 on 31 Dec 21
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.47
Sharpe Ratio 2.85
Information Ratio 0
Alpha Ratio 0
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 Dec 16₹10,000
31 Dec 17₹13,680
31 Dec 18₹12,046
31 Dec 19₹13,116
31 Dec 20₹15,676
31 Dec 21₹23,179

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 ₹447,579.
Net Profit of ₹147,579
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 25 Jan 22

DurationReturns
1 Month -0.5%
3 Month -2.3%
6 Month 12.8%
1 Year 42.4%
3 Year 23.2%
5 Year 15.9%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 25.7%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 156.17 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services21%
Technology20.66%
Basic Materials11.75%
Health Care11.07%
Consumer Cyclical7.9%
Industrials7.09%
Consumer Defensive5.04%
Communication Services4.79%
Energy4%
Utility2.62%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash1.1%
Equity98.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
7%₹85 Cr450,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
6%₹74 Cr1,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
5%₹58 Cr390,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 532497
4%₹45 Cr362,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 20 | PERSISTENT
4%₹44 Cr90,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹41 Cr175,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
3%₹37 Cr440,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jul 20 | 500400
3%₹31 Cr1,400,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 542216
2%₹27 Cr148,590
Sterlite Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | STLTECH
2%₹27 Cr948,000

10. Invesco India Multicap Fund

(Erstwhile Invesco India Mid N Small Cap Fund)

The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies.

Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 37 in Multi Cap category.  Return for 2021 was 40.7% , 2020 was 18.8% and 2019 was 4.6% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (25 Jan 22) ₹78.84 ↑ 0.80   (1.03 %)
Net Assets (Cr) ₹1,798 on 31 Dec 21
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 2.56
Information Ratio 0
Alpha Ratio 0
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 Dec 16₹10,000
31 Dec 17₹14,615
31 Dec 18₹12,787
31 Dec 19₹13,377
31 Dec 20₹15,895
31 Dec 21₹22,357

Invesco India Multicap Fund SIP Returns

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

Returns for Invesco India 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 25 Jan 22

DurationReturns
1 Month -0.6%
3 Month -2.3%
6 Month 3.4%
1 Year 34.1%
3 Year 20.8%
5 Year 15.1%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 40.7%
2020 18.8%
2019 4.6%
2018 -12.5%
2017 46.2%
2016 0.7%
2015 6.7%
2014 72.1%
2013 11.2%
2012 43.9%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 201.33 Yr.
Pranav Gokhale29 Mar 183.76 Yr.

Data below for Invesco India Multicap Fund as on 31 Dec 21

Equity Sector Allocation
SectorValue
Financial Services25.41%
Industrials20.59%
Consumer Cyclical18.2%
Technology12.08%
Basic Materials7.77%
Health Care5.91%
Consumer Defensive4.51%
Utility1.58%
Asset Allocation
Asset ClassValue
Cash3.95%
Equity96.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹112 Cr1,511,790
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 532215
4%₹72 Cr1,055,369
↑ 66,225
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 20 | 532755
4%₹67 Cr371,831
Minda Industries Ltd (Consumer Cyclical)
Equity, Since 31 Aug 19 | 532539
3%₹62 Cr508,853
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT
3%₹57 Cr301,185
Mphasis Ltd (Technology)
Equity, Since 31 Jul 20 | 526299
3%₹56 Cr164,445
Birlasoft Ltd (Technology)
Equity, Since 30 Sep 20 | 532400
3%₹52 Cr960,471
State Bank of India (Financial Services)
Equity, Since 31 Mar 21 | SBIN
3%₹51 Cr1,116,588
↑ 247
Birla Corp Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 500335
3%₹47 Cr327,361
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | 506943
2%₹45 Cr250,380

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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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