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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2021

Updated on September 22, 2021 , 17948 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 ₹50.2232
↓ -0.06
₹14,59018.431.66826.922.232.3
UTI Equity Fund Growth ₹269.794
↓ -0.32
₹22,59217.428.781.825.219.331.5
PGIM India Diversified Equity Fund Growth ₹26.76
↑ 0.04
₹2,03115.533.880.928.219.235.9
Canara Robeco Equity Diversified Growth ₹229.78
↓ -0.83
₹5,73013.82765.822.51822.2
DSP BlackRock Equity Fund Growth ₹68.379
↓ -0.12
₹6,74412.326.775.923.91718.7
Mirae Asset India Equity Fund  Growth ₹80.177
↓ -0.04
₹29,42512.823.662.618.716.613.7
Edelweiss Multi Cap Fund  Growth ₹23.084
↑ 0.00
₹84713.225.169.618.316.214.4
Principal Multi Cap Growth Fund Growth ₹233.87
↑ 0.03
₹839163278.118.715.915
Invesco India Multicap Fund Growth ₹80.36
↓ -0.33
₹1,57313.131.475.319.615.418.8
Aditya Birla Sun Life Equity Fund Growth ₹1,181.76
↓ -0.01
₹15,67713.22873.619.515.216.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Sep 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 21.4% 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 (24 Sep 21) ₹50.2232 ↓ -0.06   (-0.12 %)
Net Assets (Cr) ₹14,590 on 31 Aug 21
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 4.6
Information Ratio 0.81
Alpha Ratio 25.95
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 Aug 16₹10,000
31 Aug 17₹11,543
31 Aug 18₹13,891
31 Aug 19₹13,267
31 Aug 20₹16,722
31 Aug 21₹25,786

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 ₹530,691.
Net Profit of ₹230,691
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 24 Sep 21

DurationReturns
1 Month 8.5%
3 Month 18.4%
6 Month 31.6%
1 Year 68%
3 Year 26.9%
5 Year 22.2%
10 Year
15 Year
Since launch 21.4%
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 165.51 Yr.
Rajeev Thakkar24 May 138.19 Yr.
Raunak Onkar24 May 138.19 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.33%
Technology22.74%
Consumer Cyclical15.59%
Communication Services15.2%
Consumer Defensive7.85%
Health Care4.06%
Basic Materials0.05%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
9%₹1,153 Cr57,041
↑ 4,320
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
8%₹1,048 Cr2,604,360
↑ 106,591
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹1,035 Cr50,481,703
↑ 7,000,000
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
7%₹919 Cr430,797
↑ 12,500
Facebook Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹852 Cr319,506
↑ 51,200
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
6%₹792 Cr29,553
↑ 2,980
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹701 Cr2,230,726
↓ -86,184
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹680 Cr6,637,285
↑ 812,660
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹661 Cr2,390,436
↑ 435,540
Central Depository Services (India) Ltd (Financial Services)
Equity, Since 31 Jul 19 | CDSL
5%₹639 Cr4,799,727
↓ -50,000

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 14.1% 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 (24 Sep 21) ₹269.794 ↓ -0.32   (-0.12 %)
Net Assets (Cr) ₹22,592 on 31 Aug 21
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 3.58
Information Ratio 0.94
Alpha Ratio 11.18
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 Aug 16₹10,000
31 Aug 17₹10,864
31 Aug 18₹13,513
31 Aug 19₹12,055
31 Aug 20₹13,643
31 Aug 21₹22,944

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 ₹493,520.
Net Profit of ₹193,520
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 24 Sep 21

DurationReturns
1 Month 8.4%
3 Month 17.4%
6 Month 28.7%
1 Year 81.8%
3 Year 25.2%
5 Year 19.3%
10 Year
15 Year
Since launch 14.1%
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 165.56 Yr.

Data below for UTI Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services23.68%
Consumer Cyclical16.3%
Health Care16.08%
Technology14.68%
Industrials8.95%
Basic Materials6.53%
Consumer Defensive6.27%
Communication Services5.53%
Asset Allocation
Asset ClassValue
Cash1.96%
Equity98.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
6%₹1,204 Cr1,933,170
↑ 37,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹1,160 Cr8,134,392
↑ 413,000
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
5%₹980 Cr2,093,100
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹839 Cr5,067,354
↑ 418,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹825 Cr3,378,278
↑ 94,000
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹816 Cr5,066,774
↑ 135,000
Astral Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
4%₹758 Cr3,641,832
MindTree Ltd (Technology)
Equity, Since 31 Mar 16 | 532819
3%₹638 Cr2,226,177
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹585 Cr1,122,110
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
3%₹564 Cr1,612,123
↑ 28,000

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 16.2% 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 (24 Sep 21) ₹26.76 ↑ 0.04   (0.15 %)
Net Assets (Cr) ₹2,031 on 31 Aug 21
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 4.46
Information Ratio 1.58
Alpha Ratio 21.06
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 Aug 16₹10,000
31 Aug 17₹11,670
31 Aug 18₹12,486
31 Aug 19₹11,388
31 Aug 20₹13,657
31 Aug 21₹23,648

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 24 Sep 21

DurationReturns
1 Month 6.1%
3 Month 15.5%
6 Month 33.8%
1 Year 80.9%
3 Year 28.2%
5 Year 19.2%
10 Year
15 Year
Since launch 16.2%
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 183.33 Yr.
A. Anandha Padmanabhan1 Jun 210.17 Yr.
Ravi Adukia1 Jun 210.17 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials19.2%
Technology16.66%
Financial Services16.45%
Health Care15.17%
Industrials11.71%
Real Estate3.83%
Consumer Cyclical2.89%
Utility2.54%
Communication Services2.33%
Consumer Defensive2.03%
Asset Allocation
Asset ClassValue
Cash6.16%
Equity93.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
6%₹98 Cr610,000
↑ 110,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
4%₹61 Cr900,000
↓ -250,000
Coforge Ltd Shs Dematerialised (Technology)
Equity, Since 30 Jun 20 | 532541
4%₹61 Cr120,000
↑ 20,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 21 | ULTRACEMCO
3%₹57 Cr75,000
↑ 25,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 21 | TCS
3%₹54 Cr170,000
Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 21 | 543308
3%₹51 Cr423,500
↑ 423,500
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹50 Cr1,150,000
↓ -150,000
Alkem Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 21 | ALKEM
3%₹48 Cr140,000
↑ 10,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
3%₹44 Cr625,000
SRF Ltd (Basic Materials)
Equity, Since 31 Aug 20 | SRF
3%₹43 Cr50,000
↓ -10,000

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 19% 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 (24 Sep 21) ₹229.78 ↓ -0.83   (-0.36 %)
Net Assets (Cr) ₹5,730 on 31 Aug 21
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 3.51
Information Ratio 0.66
Alpha Ratio 6.4
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 Aug 16₹10,000
31 Aug 17₹11,743
31 Aug 18₹13,581
31 Aug 19₹12,835
31 Aug 20₹14,398
31 Aug 21₹22,410

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 ₹470,047.
Net Profit of ₹170,047
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 24 Sep 21

DurationReturns
1 Month 7.4%
3 Month 13.8%
6 Month 27%
1 Year 65.8%
3 Year 22.5%
5 Year 18%
10 Year
15 Year
Since launch 19%
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 165.06 Yr.
Miyush Gandhi1 Oct 191.84 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.4%
Technology13.13%
Basic Materials11.31%
Consumer Cyclical11.21%
Industrials10.01%
Health Care6.69%
Consumer Defensive5.09%
Energy3.37%
Utility2.6%
Communication Services1.38%
Asset Allocation
Asset ClassValue
Cash3.81%
Equity96.19%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹344 Cr5,040,550
↑ 350,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
6%₹322 Cr2,002,188
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
6%₹310 Cr2,172,340
↑ 115,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹182 Cr574,428
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Mar 17 | RELIANCE
3%₹175 Cr857,400
↑ 35,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹163 Cr261,535
↑ 15,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹158 Cr2,233,600
↑ 100,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹156 Cr975,657
↑ 45,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹155 Cr3,600,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹138 Cr565,900
↑ 60,000

5. 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 14.4% 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 (24 Sep 21) ₹68.379 ↓ -0.12   (-0.17 %)
Net Assets (Cr) ₹6,744 on 31 Aug 21
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio 3.32
Information Ratio 0.65
Alpha Ratio 6.66
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 Aug 16₹10,000
31 Aug 17₹11,627
31 Aug 18₹13,044
31 Aug 19₹12,460
31 Aug 20₹13,365
31 Aug 21₹21,690

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 ₹470,047.
Net Profit of ₹170,047
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 24 Sep 21

DurationReturns
1 Month 6%
3 Month 12.3%
6 Month 26.7%
1 Year 75.9%
3 Year 23.9%
5 Year 17%
10 Year
15 Year
Since launch 14.4%
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 165.17 Yr.
Abhishek Ghosh1 Jan 210.58 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services35.78%
Basic Materials13.78%
Consumer Cyclical13.58%
Technology8.47%
Industrials8.16%
Consumer Defensive6.24%
Health Care5.99%
Utility4.38%
Communication Services1.09%
Real Estate1.02%
Energy0.54%
Asset Allocation
Asset ClassValue
Cash0.96%
Equity99.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹495 Cr7,248,098
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹360 Cr2,526,735
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹247 Cr1,532,258
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
4%₹227 Cr298,011
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
3%₹196 Cr314,584
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 19 | 532978
3%₹189 Cr133,020
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹184 Cr524,368
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Jun 20 | 539336
3%₹175 Cr2,451,699
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
3%₹166 Cr2,343,541
Motherson Sumi Systems Ltd Shs Dematerialised (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSUMI
2%₹140 Cr5,983,718
↑ 128,728

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 16.7% 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 (24 Sep 21) ₹80.177 ↓ -0.04   (-0.05 %)
Net Assets (Cr) ₹29,425 on 31 Aug 21
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 2.92
Information Ratio 0.15
Alpha Ratio 4.17
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 Aug 16₹10,000
31 Aug 17₹12,115
31 Aug 18₹13,867
31 Aug 19₹13,392
31 Aug 20₹14,072
31 Aug 21₹20,999

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 ₹458,689.
Net Profit of ₹158,689
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 24 Sep 21

DurationReturns
1 Month 7.4%
3 Month 12.8%
6 Month 23.6%
1 Year 62.6%
3 Year 18.7%
5 Year 16.6%
10 Year
15 Year
Since launch 16.7%
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 174.25 Yr.
Gaurav Misra31 Jan 192.5 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.08%
Technology15.64%
Energy9.19%
Consumer Cyclical8.72%
Consumer Defensive7.76%
Industrials6.64%
Health Care6.38%
Communication Services4.09%
Basic Materials3.58%
Utility1.15%
Asset Allocation
Asset ClassValue
Cash0.65%
Equity99.35%
Debt0%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
10%₹2,648 Cr16,443,020
↓ -375,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,390 Cr35,018,199
↑ 429,098
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹2,356 Cr16,514,451
↑ 343,851
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Apr 08 | RELIANCE
7%₹1,978 Cr9,717,068
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
5%₹1,296 Cr18,277,484
↑ 3,123,121
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹1,054 Cr24,410,222
↑ 3,929,035
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹972 Cr3,069,768
↓ -79,013
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
3%₹926 Cr16,487,229
↑ 1,250,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
3%₹754 Cr3,231,611
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 12 | LT
2%₹645 Cr4,025,716

7. 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 13.4% 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 (24 Sep 21) ₹23.084 ↑ 0.00   (0.01 %)
Net Assets (Cr) ₹847 on 31 Aug 21
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.36
Sharpe Ratio 3.05
Information Ratio -0.13
Alpha Ratio 3.38
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 Aug 16₹10,000
31 Aug 17₹11,870
31 Aug 18₹13,949
31 Aug 19₹12,824
31 Aug 20₹13,157
31 Aug 21₹20,703

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 24 Sep 21

DurationReturns
1 Month 7%
3 Month 13.2%
6 Month 25.1%
1 Year 69.6%
3 Year 18.3%
5 Year 16.2%
10 Year
15 Year
Since launch 13.4%
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 156.49 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.46%
Technology16.7%
Basic Materials13.49%
Industrials11%
Health Care8.24%
Consumer Cyclical6.31%
Real Estate3.52%
Consumer Defensive3.11%
Energy2.92%
Utility2.07%
Communication Services1.78%
Asset Allocation
Asset ClassValue
Cash1.41%
Equity98.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
8%₹63 Cr388,943
↑ 10,249
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
8%₹61 Cr894,177
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
6%₹46 Cr321,226
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
4%₹30 Cr693,794
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 31 Dec 20 | HCLTECH
3%₹27 Cr258,780
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
3%₹24 Cr333,645
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 15 | LT
3%₹22 Cr134,378
Mphasis Ltd (Technology)
Equity, Since 30 Sep 20 | 526299
3%₹21 Cr80,875
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jul 17 | RELIANCE
2%₹18 Cr90,829
SRF Ltd (Basic Materials)
Equity, Since 30 Jun 20 | SRF
2%₹18 Cr20,591

8. 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 16.3% 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 (24 Sep 21) ₹233.87 ↑ 0.03   (0.01 %)
Net Assets (Cr) ₹839 on 31 Aug 21
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 3.68
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 Aug 16₹10,000
31 Aug 17₹12,237
31 Aug 18₹13,855
31 Aug 19₹12,082
31 Aug 20₹12,556
31 Aug 21₹20,729

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 ₹447,579.
Net Profit of ₹147,579
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 24 Sep 21

DurationReturns
1 Month 8.8%
3 Month 16%
6 Month 32%
1 Year 78.1%
3 Year 18.7%
5 Year 15.9%
10 Year
15 Year
Since launch 16.3%
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 192.01 Yr.
Siddarth Mohta28 Aug 182.93 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services27.05%
Technology17.4%
Industrials14.37%
Basic Materials11.83%
Consumer Cyclical10.4%
Health Care5.8%
Real Estate2.75%
Energy2.63%
Consumer Defensive2.18%
Communication Services0.9%
Utility0.51%
Asset Allocation
Asset ClassValue
Cash4.13%
Equity95.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹42 Cr616,231
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
5%₹38 Cr238,829
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹36 Cr251,475
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹22 Cr35,258
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Jan 05 | RELIANCE
3%₹21 Cr104,503
KPIT Technologies Ltd (Technology)
Equity, Since 31 Dec 20 | 542651
3%₹21 Cr747,150
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 20 | 540699
2%₹20 Cr46,565
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 12 | JKCEMENT
2%₹19 Cr58,907
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC
2%₹19 Cr76,060
eClerx Services Ltd (Technology)
Equity, Since 31 Jan 21 | 532927
2%₹18 Cr81,800

9. 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 16.7% since its launch.  Ranked 37 in Multi Cap category.  Return for 2020 was 18.8% , 2019 was 4.6% and 2018 was -12.5% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (24 Sep 21) ₹80.36 ↓ -0.33   (-0.41 %)
Net Assets (Cr) ₹1,573 on 31 Aug 21
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.25
Sharpe Ratio 3.33
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 Aug 16₹10,000
31 Aug 17₹11,746
31 Aug 18₹13,485
31 Aug 19₹11,306
31 Aug 20₹12,005
31 Aug 21₹19,798

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 24 Sep 21

DurationReturns
1 Month 7.5%
3 Month 13.1%
6 Month 31.4%
1 Year 75.3%
3 Year 19.6%
5 Year 15.4%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2011 -19.2%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 200.91 Yr.
Pranav Gokhale29 Mar 183.34 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services25.54%
Consumer Cyclical18.42%
Industrials16.03%
Technology13.85%
Health Care9.83%
Basic Materials9.51%
Consumer Defensive2.68%
Utility1.52%
Real Estate0.5%
Asset Allocation
Asset ClassValue
Cash2.13%
Equity97.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹100 Cr1,464,002
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | 532215
5%₹70 Cr989,144
Mphasis Ltd (Technology)
Equity, Since 31 Jul 20 | 526299
3%₹49 Cr190,057
Birla Corp Ltd (Basic Materials)
Equity, Since 30 Sep 20 | 500335
3%₹49 Cr327,819
State Bank of India (Financial Services)
Equity, Since 31 Mar 21 | SBIN
3%₹48 Cr1,116,341
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL
3%₹46 Cr2,478,529
Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND
3%₹45 Cr115,664
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | 506943
3%₹45 Cr250,380
Birlasoft Ltd (Technology)
Equity, Since 30 Sep 20 | 532400
3%₹43 Cr1,064,270
PNC Infratech Ltd (Industrials)
Equity, Since 30 Apr 17 | PNCINFRA
3%₹39 Cr1,240,187

10. 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 23% 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 (24 Sep 21) ₹1,181.76 ↓ -0.01   (0.00 %)
Net Assets (Cr) ₹15,677 on 31 Aug 21
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.85
Sharpe Ratio 3.26
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 Aug 16₹10,000
31 Aug 17₹12,037
31 Aug 18₹13,168
31 Aug 19₹11,875
31 Aug 20₹12,506
31 Aug 21₹19,762

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 ₹447,579.
Net Profit of ₹147,579
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 24 Sep 21

DurationReturns
1 Month 7.9%
3 Month 13.2%
6 Month 28%
1 Year 73.6%
3 Year 19.5%
5 Year 15.2%
10 Year
15 Year
Since launch 23%
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 128.83 Yr.
Vinod Bhat30 Jan 210.5 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 Aug 21

Equity Sector Allocation
SectorValue
Financial Services29.2%
Basic Materials15.15%
Technology15.04%
Health Care12.54%
Communication Services7.92%
Consumer Defensive4.99%
Consumer Cyclical4.87%
Industrials3.52%
Energy1.33%
Utility1.14%
Real Estate0.03%
Asset Allocation
Asset ClassValue
Cash4.17%
Equity95.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹1,382 Cr20,255,304
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
8%₹1,255 Cr7,794,075
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
7%₹978 Cr6,857,231
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 15 | 500124
5%₹802 Cr1,702,917
↑ 40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
5%₹718 Cr12,782,749
↑ 711,028
HCL Technologies Ltd Shs Dematerialised (Technology)
Equity, Since 30 Nov 11 | HCLTECH
4%₹556 Cr5,426,624
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
3%₹460 Cr5,940,678
Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 16 | TATASTEEL
2%₹374 Cr2,608,371
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹370 Cr594,039
Aarti Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 30 Jun 20 | 524208
2%₹319 Cr3,410,432
↑ 877,190

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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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