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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2023

Updated on November 29, 2023 , 23721 views

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

As, diversified multicap funds invest across Market caps such as – large cap, mid-cap & small cap, they master in balancing the Portfolio. By investing in the best diversified multicap equity funds, investors can earn slightly more stable returns, however, they would still be affected by the Volatility of equities during a turbulent market condition.

To make the process of selecting a good diversified multicap equity fund easy, we have listed top 10 best multi-cap equity funds – that investors can take into account during their investing journey.

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Top 10 Best Performing Diversified Multicap Mutual Funds 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
Parag Parikh Long Term Equity Fund Growth ₹62.194
↑ 0.05
₹44,0389.114.426.622.521.5-7.2
Mahindra Badhat Yojana Growth ₹26.8604
↑ 0.14
₹2,2056.623.323.727.521.31.6
JM Multicap Fund Growth ₹73.5848
↑ 0.67
₹7188.924.828.626.219.77.8
Nippon India Multi Cap Fund Growth ₹219.187
↑ 2.00
₹20,9164.221.828.133.618.614.1
Baroda Pioneer Multi Cap Fund Growth ₹214.786
↑ 2.01
₹1,8407.918.120.923.718.6-3
PGIM India Diversified Equity Fund Growth ₹28.93
↑ 0.17
₹5,6333.39.79.717.618-6.4
HDFC Equity Fund Growth ₹1,410.76
↑ 10.81
₹39,3966.518.118.928.71818.3
DSP BlackRock Equity Fund Growth ₹80.185
↑ 1.00
₹8,8565.417.821.118.717.2-4.5
Franklin India Equity Fund Growth ₹1,237.99
↑ 8.40
₹11,9407.119.818.223.8175.3
Invesco India Multicap Fund Growth ₹99.61
↑ 0.70
₹2,6758.720.821.822.316.6-2.2
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Nov 23
*Above is list of best Diversified Multicap funds having AUM/Net Assets above 500 Crore. Sorted on Last 5 Year Return.

1. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

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

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 34 in Multi Cap category.  Return for 2022 was -7.2% , 2021 was 45.5% and 2020 was 32.3% .

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

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (30 Nov 23) ₹62.194 ↑ 0.05   (0.08 %)
Net Assets (Cr) ₹44,038 on 31 Oct 23
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 1.54
Information Ratio 0.16
Alpha Ratio 10.17
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,335
30 Nov 20₹14,424
30 Nov 21₹21,427
30 Nov 22₹20,947
30 Nov 23₹26,515

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 30 Nov 23

DurationReturns
1 Month 6.6%
3 Month 9.1%
6 Month 14.4%
1 Year 26.6%
3 Year 22.5%
5 Year 21.5%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -7.2%
2021 45.5%
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 167.77 Yr.
Rajeev Thakkar24 May 1310.45 Yr.
Raunak Onkar24 May 1310.45 Yr.
Rukun Tarachandani16 May 221.46 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services33.14%
Technology11.85%
Consumer Cyclical10.83%
Communication Services7.75%
Consumer Defensive6.02%
Energy5.16%
Utility4.95%
Health Care3.72%
Basic Materials2.08%
Asset Allocation
Asset ClassValue
Cash14.31%
Equity85.51%
Debt0.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹3,468 Cr23,489,819
↑ 1,233,497
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹3,089 Cr4,459,179
↑ 22,448
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
6%₹2,600 Cr60,698,959
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹2,322 Cr23,645,558
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹2,298 Cr18,010,620
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹2,267 Cr72,130,293
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹2,186 Cr23,881,822
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
5%₹2,179 Cr107,801,418
↑ 2,115,825
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
5%₹2,178 Cr2,096,146
↑ 52,000
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
5%₹2,062 Cr732,639

2. Mahindra Badhat Yojana

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

Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Return for 2022 was 1.6% , 2021 was 50.8% and 2020 was 16.6% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (01 Dec 23) ₹26.8604 ↑ 0.14   (0.51 %)
Net Assets (Cr) ₹2,205 on 31 Oct 23
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 0.79
Information Ratio 0.54
Alpha Ratio 1.35
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,362
30 Nov 20₹12,580
30 Nov 21₹19,734
30 Nov 22₹21,117
30 Nov 23₹26,178

Mahindra Badhat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 9.9%
3 Month 6.6%
6 Month 23.3%
1 Year 23.7%
3 Year 27.5%
5 Year 21.3%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
2013
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 202.86 Yr.
Fatema Pacha16 Oct 203.04 Yr.

Data below for Mahindra Badhat Yojana as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services21.75%
Industrials21.02%
Consumer Cyclical13.68%
Technology12.98%
Basic Materials7.86%
Energy7.8%
Health Care4.75%
Utility4.34%
Consumer Defensive2.76%
Communication Services0.02%
Asset Allocation
Asset ClassValue
Cash3.04%
Equity96.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
4%₹91 Cr2,900,000
↑ 400,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 23 | RELIANCE
4%₹81 Cr353,000
Canara Bank (Financial Services)
Equity, Since 30 Sep 23 | 532483
3%₹69 Cr1,795,000
↑ 160,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 21 | 532755
3%₹68 Cr601,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS
3%₹64 Cr190,000
↑ 30,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 532555
3%₹64 Cr2,700,000
BSE Ltd (Financial Services)
Equity, Since 31 Oct 23 | BSE
3%₹56 Cr300,000
↑ 300,000
Titagarh Rail Systems Ltd (Industrials)
Equity, Since 31 Mar 23 | 532966
2%₹48 Cr630,823
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | KPRMILL
2%₹48 Cr593,000
↑ 25,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 22 | DALBHARAT
2%₹47 Cr221,000

3. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 16 in Multi Cap category.  Return for 2022 was 7.8% , 2021 was 32.9% and 2020 was 11.4% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (01 Dec 23) ₹73.5848 ↑ 0.67   (0.92 %)
Net Assets (Cr) ₹718 on 31 Oct 23
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 1.4
Information Ratio 1.47
Alpha Ratio 12.1
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,559
30 Nov 20₹12,184
30 Nov 21₹16,891
30 Nov 22₹18,983
30 Nov 23₹24,388

JM 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 ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for JM 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 30 Nov 23

DurationReturns
1 Month 9.6%
3 Month 8.9%
6 Month 24.8%
1 Year 28.6%
3 Year 26.2%
5 Year 19.7%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
2013 -0.2%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.2 Yr.
Gurvinder Wasan1 Dec 220.92 Yr.
Chaitanya Choksi31 Dec 211.84 Yr.

Data below for JM Multicap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services19.77%
Consumer Cyclical17.54%
Industrials12.93%
Technology11.63%
Consumer Defensive10.56%
Basic Materials9.99%
Health Care8.14%
Energy5.65%
Real Estate2.79%
Asset Allocation
Asset ClassValue
Cash1%
Equity99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
6%₹40 Cr441,300
↑ 115,500
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | ITC
5%₹34 Cr796,500
↑ 154,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
4%₹32 Cr109,731
↑ 29,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹30 Cr218,750
↑ 24,500
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹29 Cr505,700
↑ 95,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 21 | ULTRACEMCO
4%₹27 Cr32,050
↑ 10,500
Coal India Ltd (Energy)
Equity, Since 30 Sep 23 | COALINDIA
3%₹25 Cr790,090
↑ 80,000
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR
3%₹21 Cr498,000
↑ 40,000
One97 Communications Ltd (Technology)
Equity, Since 30 Apr 23 | 543396
3%₹20 Cr221,150
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 23 | 500825
3%₹20 Cr45,550
↑ 16,100

4. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

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

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 63 in Multi Cap category.  Return for 2022 was 14.1% , 2021 was 48.9% and 2020 was 0% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (01 Dec 23) ₹219.187 ↑ 2.00   (0.92 %)
Net Assets (Cr) ₹20,916 on 31 Oct 23
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 1.23
Information Ratio 1.77
Alpha Ratio 6.33
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,443
30 Nov 20₹9,737
30 Nov 21₹15,321
30 Nov 22₹18,261
30 Nov 23₹23,273

Nippon India Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Nippon India Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 7.5%
3 Month 4.2%
6 Month 21.8%
1 Year 28.1%
3 Year 33.6%
5 Year 18.6%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
2013 4.6%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0518.6 Yr.
Ashutosh Bhargava1 Sep 212.17 Yr.
Kinjal Desai25 May 185.44 Yr.
Akshay Sharma1 Dec 220.92 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services28.79%
Consumer Cyclical18.65%
Industrials17.17%
Health Care8.81%
Basic Materials5.54%
Communication Services5.31%
Consumer Defensive4.76%
Utility3.63%
Technology3.17%
Energy1.97%
Asset Allocation
Asset ClassValue
Cash2.05%
Equity97.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
7%₹1,403 Cr9,500,448
↑ 500,000
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
5%₹982 Cr1,638,368
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
3%₹677 Cr7,400,000
↑ 400,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
3%₹630 Cr28,027,571
↑ 180,493
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹589 Cr6,000,121
Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | VESUVIUS
3%₹580 Cr1,626,602
HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | HDFCAMC
3%₹547 Cr2,000,747
↓ -80,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹498 Cr8,800,000
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 May 21 | ZEEL
2%₹491 Cr18,942,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | 505890
2%₹486 Cr1,954,675
↓ -30,000

5. 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 16.4% since its launch.  Ranked 37 in Multi Cap category.  Return for 2022 was -3% , 2021 was 47.9% and 2020 was 19.5% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (01 Dec 23) ₹214.786 ↑ 2.01   (0.95 %)
Net Assets (Cr) ₹1,840 on 31 Oct 23
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 0.57
Information Ratio -0.23
Alpha Ratio -1.25
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
30 Nov 18₹10,000
30 Nov 19₹10,878
30 Nov 20₹12,232
30 Nov 21₹18,449
30 Nov 22₹19,226
30 Nov 23₹23,203

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 ₹481,656.
Net Profit of ₹181,656
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 30 Nov 23

DurationReturns
1 Month 10.8%
3 Month 7.9%
6 Month 18.1%
1 Year 20.9%
3 Year 23.7%
5 Year 18.6%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -3%
2021 47.9%
2020 19.5%
2019 8.9%
2018 -11.9%
2017 36.8%
2016 2.3%
2015 -1.6%
2014 46.5%
2013 3.6%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 158.01 Yr.
Sandeep Jain14 Mar 221.64 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services21.51%
Consumer Cyclical17.27%
Technology12.98%
Health Care9.76%
Industrials8.74%
Basic Materials8.5%
Consumer Defensive5.45%
Communication Services3.74%
Real Estate2.98%
Energy2.8%
Utility1.91%
Asset Allocation
Asset ClassValue
Cash4.36%
Equity95.64%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹73 Cr799,815
↓ -65,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
4%₹66 Cr444,736
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹51 Cr225,000
↓ -25,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
3%₹47 Cr4,500,000
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | INDUSINDBK
3%₹47 Cr325,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT
3%₹47 Cr158,897
↑ 25,000
Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 30 Apr 22 | 543524
2%₹43 Cr403,345
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 532343
2%₹42 Cr265,000
↑ 125,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 23 | TCS
2%₹40 Cr118,000
↑ 15,000
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TATAMOTORS
2%₹39 Cr615,000
↑ 100,000

6. 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 12.9% since its launch.  Return for 2022 was -6.4% , 2021 was 43.5% and 2020 was 35.9% .

Below is the key information for PGIM India Diversified Equity Fund

PGIM India Diversified Equity Fund
Growth
Launch Date 4 Mar 15
NAV (01 Dec 23) ₹28.93 ↑ 0.17   (0.59 %)
Net Assets (Cr) ₹5,633 on 31 Oct 23
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.03
Information Ratio -0.35
Alpha Ratio -2.39
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,879
30 Nov 20₹13,895
30 Nov 21₹20,649
30 Nov 22₹20,823
30 Nov 23₹22,771

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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for PGIM India Diversified Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 7%
3 Month 3.3%
6 Month 9.7%
1 Year 9.7%
3 Year 17.6%
5 Year 18%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -6.4%
2021 43.5%
2020 35.9%
2019 10%
2018 -7.9%
2017 36.6%
2016 -0.6%
2015
2014
2013
Fund Manager information for PGIM India Diversified Equity Fund
NameSinceTenure
Vinay Paharia1 Apr 230.59 Yr.
Puneet Pal1 Apr 230.59 Yr.
A. Anandha Padmanabhan1 Jun 212.42 Yr.
Ojasvi Khicha1 Apr 230.59 Yr.

Data below for PGIM India Diversified Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services31.21%
Consumer Cyclical12.47%
Industrials10.38%
Technology9.31%
Consumer Defensive8.57%
Health Care7.32%
Energy7.25%
Basic Materials5.65%
Utility3.93%
Communication Services0.51%
Asset Allocation
Asset ClassValue
Cash3.22%
Equity96.59%
Debt0.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
9%₹506 Cr5,528,489
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
8%₹450 Cr3,051,073
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
7%₹408 Cr1,784,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
3%₹192 Cr1,403,843
↓ -816,200
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 22 | MAXHEALTH
3%₹165 Cr2,871,065
↓ -225,746
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | 500034
3%₹163 Cr216,926
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | HINDUNILVR
3%₹161 Cr650,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 23 | TIINDIA
3%₹153 Cr485,745
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | VBL
3%₹149 Cr1,634,079
Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 22 | BEL
2%₹134 Cr10,056,000

7. HDFC Equity Fund

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

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 34 in Multi Cap category.  Return for 2022 was 18.3% , 2021 was 36.2% and 2020 was 6.4% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (01 Dec 23) ₹1,410.76 ↑ 10.81   (0.77 %)
Net Assets (Cr) ₹39,396 on 31 Oct 23
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 0.79
Information Ratio 1.59
Alpha Ratio 4.77
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,910
30 Nov 20₹10,587
30 Nov 21₹15,497
30 Nov 22₹19,173
30 Nov 23₹22,703

HDFC Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Nov 23

DurationReturns
1 Month 8.7%
3 Month 6.5%
6 Month 18.1%
1 Year 18.9%
3 Year 28.7%
5 Year 18%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2022 18.3%
2021 36.2%
2020 6.4%
2019 6.8%
2018 -3.5%
2017 36.9%
2016 7.3%
2015 -5.1%
2014 53.8%
2013 3.8%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 221.26 Yr.
Dhruv Muchhal22 Jun 230.36 Yr.

Data below for HDFC Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services35.88%
Health Care11.46%
Technology10.73%
Industrials8.28%
Utility7.72%
Communication Services4.78%
Consumer Cyclical4.63%
Real Estate3.62%
Energy3.45%
Basic Materials0.27%
Asset Allocation
Asset ClassValue
Cash7.62%
Equity90.8%
Debt1.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹3,632 Cr24,600,000
↑ 1,100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹3,616 Cr39,500,000
↑ 1,100,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹2,122 Cr90,000,000
↑ 1,000,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹1,984 Cr15,550,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
5%₹1,944 Cr16,200,000
↑ 800,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
5%₹1,923 Cr34,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹1,737 Cr19,000,000
↓ -1,000,000
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹1,710 Cr12,500,000
↑ 100,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
4%₹1,531 Cr8,400,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP
4%₹1,446 Cr3,000,000
↑ 500,000

8. 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 13.5% since its launch.  Ranked 42 in Multi Cap category.  Return for 2022 was -4.5% , 2021 was 32.4% and 2020 was 18.7% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (01 Dec 23) ₹80.185 ↑ 1.00   (1.26 %)
Net Assets (Cr) ₹8,856 on 31 Oct 23
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 0.74
Information Ratio -0.2
Alpha Ratio 4.95
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹11,693
30 Nov 20₹13,150
30 Nov 21₹18,244
30 Nov 22₹18,212
30 Nov 23₹21,882

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 30 Nov 23

DurationReturns
1 Month 9%
3 Month 5.4%
6 Month 17.8%
1 Year 21.1%
3 Year 18.7%
5 Year 17.2%
10 Year
15 Year
Since launch 13.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -4.5%
2021 32.4%
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 167.42 Yr.
Dhaval Gada1 Sep 221.17 Yr.

Data below for DSP BlackRock Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services34.58%
Industrials16.35%
Consumer Cyclical11.6%
Basic Materials11.17%
Technology9.34%
Consumer Defensive9.18%
Health Care5.96%
Asset Allocation
Asset ClassValue
Cash1.82%
Equity98.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
8%₹731 Cr975,974
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
6%₹503 Cr3,408,075
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
5%₹402 Cr776,744
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
4%₹368 Cr4,016,131
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | MOTHERSON
4%₹366 Cr39,840,845
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
4%₹325 Cr24,422,869
↑ 3,043,808
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
4%₹316 Cr3,222,955
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹303 Cr834,226
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹272 Cr1,990,358
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532810
2%₹220 Cr8,939,756
↑ 1,660,120

9. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 50 in Multi Cap category.  Return for 2022 was 5.3% , 2021 was 40.3% and 2020 was 16% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (01 Dec 23) ₹1,237.99 ↑ 8.40   (0.68 %)
Net Assets (Cr) ₹11,940 on 31 Oct 23
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 0.6
Information Ratio 1.05
Alpha Ratio 3.18
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
30 Nov 18₹10,000
30 Nov 19₹10,472
30 Nov 20₹11,362
30 Nov 21₹16,667
30 Nov 22₹18,480
30 Nov 23₹21,762

Franklin 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 Franklin 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 30 Nov 23

DurationReturns
1 Month 7.8%
3 Month 7.1%
6 Month 19.8%
1 Year 18.2%
3 Year 23.8%
5 Year 17%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2022 5.3%
2021 40.3%
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
2014 56.8%
2013 5.5%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan1 Feb 1112.76 Yr.
R. Janakiraman1 Feb 1112.76 Yr.
Sandeep Manam18 Oct 212.04 Yr.

Data below for Franklin India Equity Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services28%
Industrials12.87%
Consumer Cyclical11.42%
Technology9.44%
Consumer Defensive8.88%
Basic Materials6.49%
Utility4.61%
Communication Services4.58%
Energy3.67%
Health Care0.96%
Asset Allocation
Asset ClassValue
Cash9.08%
Equity90.92%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹943 Cr10,300,000
↑ 200,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
7%₹856 Cr5,800,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
6%₹674 Cr2,300,000
↓ -54,001
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹575 Cr4,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
5%₹569 Cr5,800,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹549 Cr6,000,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹368 Cr6,500,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹365 Cr3,540,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹357 Cr2,800,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
3%₹325 Cr1,720,000

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 15.8% since its launch.  Ranked 37 in Multi Cap category.  Return for 2022 was -2.2% , 2021 was 40.7% and 2020 was 18.8% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (01 Dec 23) ₹99.61 ↑ 0.70   (0.71 %)
Net Assets (Cr) ₹2,675 on 31 Oct 23
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 0.81
Information Ratio -0.56
Alpha Ratio 0.86
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
30 Nov 18₹10,000
30 Nov 19₹10,483
30 Nov 20₹11,671
30 Nov 21₹17,076
30 Nov 22₹17,565
30 Nov 23₹21,409

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 ₹458,689.
Net Profit of ₹158,689
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 30 Nov 23

DurationReturns
1 Month 8.9%
3 Month 8.7%
6 Month 20.8%
1 Year 21.8%
3 Year 22.3%
5 Year 16.6%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -2.2%
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%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 203.16 Yr.

Data below for Invesco India Multicap Fund as on 31 Oct 23

Equity Sector Allocation
SectorValue
Financial Services28.03%
Consumer Cyclical18.49%
Industrials18.4%
Technology9.51%
Basic Materials8.37%
Utility5.62%
Consumer Defensive5.6%
Health Care4.18%
Asset Allocation
Asset ClassValue
Cash1.8%
Equity98.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹126 Cr1,374,026
Infosys Ltd (Technology)
Equity, Since 31 Mar 22 | INFY
4%₹119 Cr871,191
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFCBANK
3%₹84 Cr570,072
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | JBCHEPHARM
3%₹74 Cr528,820
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814
3%₹69 Cr1,632,301
↓ -81,517
NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 532555
2%₹65 Cr2,737,131
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 523025
2%₹63 Cr151,773
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Jun 21 | RATNAMANI
2%₹62 Cr222,536
Anand Rathi Wealth Ltd (Financial Services)
Equity, Since 31 Mar 22 | 543415
2%₹61 Cr317,438
↓ -12,392
The Federal Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | FEDERALBNK
2%₹59 Cr4,216,640

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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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