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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2022

Updated on June 22, 2022 , 20601 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 ₹43.9154
↑ 0.57
₹22,647-10.5-133.520.316.245.5
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
UTI Equity Fund Growth ₹214.409
↑ 1.80
₹23,609-11.3-17.2-6.71512.734
PGIM India Diversified Equity Fund Growth ₹22.43
↑ 0.23
₹4,236-11.8-15-3.218.412.443.5
Canara Robeco Equity Diversified Growth ₹198.41
↑ 2.05
₹7,263-9.3-11.5-1.713.612.232.6
Mahindra Badhat Yojana Growth ₹17.9811
↑ 0.20
₹1,157-11.3-10.90.91812.150.8
Mirae Asset India Equity Fund  Growth ₹70.762
↑ 0.70
₹31,292-7.2-8.3-0.511.110.827.7
HDFC Equity Fund Growth ₹947.949
↑ 7.36
₹27,433-5.3-17.411.210.536.2
Edelweiss Multi Cap Fund  Growth ₹20.253
↑ 0.20
₹912-10-10.7-0.711.210.534.7
DSP BlackRock Equity Fund Growth ₹55.735
↑ 0.50
₹7,395-10.1-15.3-8.51210.432.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jun 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 17.7% 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 (24 Jun 22) ₹43.9154 ↑ 0.57   (1.31 %)
Net Assets (Cr) ₹22,647 on 31 May 22
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio 0.65
Information Ratio 0.91
Alpha Ratio 4.19
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,638
31 May 19₹12,321
31 May 20₹12,350
31 May 21₹20,518
31 May 22₹22,922

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 ₹458,689.
Net Profit of ₹158,689
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 Jun 22

DurationReturns
1 Month -2.8%
3 Month -10.5%
6 Month -13%
1 Year 3.5%
3 Year 20.3%
5 Year 16.2%
10 Year
15 Year
Since launch 17.7%
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 166.35 Yr.
Rajeev Thakkar24 May 139.02 Yr.
Raunak Onkar24 May 139.02 Yr.
Rukun Tarachandani16 May 220.04 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services36.17%
Consumer Cyclical13.14%
Technology12.52%
Communication Services11.67%
Consumer Defensive8.88%
Health Care5.11%
Utility4.86%
Asset Allocation
Asset ClassValue
Cash7.64%
Equity92.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
9%₹1,945 Cr74,936,399
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
8%₹1,784 Cr3,450,461
↑ 14,714
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | ABEA
7%₹1,628 Cr89,892
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSF
7%₹1,578 Cr712,983
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN-RM
6%₹1,414 Cr64,002
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
6%₹1,309 Cr5,871,020
↑ 5,871,020
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹1,166 Cr15,680,614
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | AXISBANK
5%₹1,118 Cr15,339,011
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID
5%₹1,066 Cr46,787,602
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹1,049 Cr4,186,832

2. BNP Paribas Multi Cap Fund

(Erstwhile BNP Paribas Dividend Yield Fund)

The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 18 in Multi Cap category. .

Below is the key information for BNP Paribas Multi Cap Fund

BNP Paribas Multi Cap Fund
Growth
Launch Date 15 Sep 05
NAV (13 Mar 22) ₹73.5154 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹588 on 31 Jan 22
Category Equity - Multi Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 2.86
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,896
31 May 19₹11,420
31 May 20₹9,468
31 May 21₹15,343

BNP Paribas Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for BNP Paribas Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Jun 22

DurationReturns
1 Month -4.4%
3 Month -4.6%
6 Month -2.6%
1 Year 19.3%
3 Year 17.3%
5 Year 13.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
Fund Manager information for BNP Paribas Multi Cap Fund
NameSinceTenure

Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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 12.9% 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 (24 Jun 22) ₹214.409 ↑ 1.80   (0.85 %)
Net Assets (Cr) ₹23,609 on 31 May 22
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.13
Information Ratio 0.33
Alpha Ratio -6.91
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 May 17₹10,000
31 May 18₹11,826
31 May 19₹12,249
31 May 20₹10,897
31 May 21₹19,092
31 May 22₹19,249

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 ₹415,684.
Net Profit of ₹115,684
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 Jun 22

DurationReturns
1 Month -1.5%
3 Month -11.3%
6 Month -17.2%
1 Year -6.7%
3 Year 15%
5 Year 12.7%
10 Year
15 Year
Since launch 12.9%
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 166.39 Yr.

Data below for UTI Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services25.23%
Consumer Cyclical17.93%
Technology13.6%
Health Care13.25%
Basic Materials7.74%
Industrials6.69%
Consumer Defensive6.68%
Communication Services5.23%
Asset Allocation
Asset ClassValue
Cash3.66%
Equity96.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | BAJFINANCE
5%₹1,316 Cr1,971,860
↓ -18,840
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
5%₹1,133 Cr8,182,152
↓ -84,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
4%₹1,101 Cr14,813,290
↑ 1,811,860
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹1,017 Cr6,488,986
↑ 293,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹1,003 Cr5,599,511
↑ 212,400
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | LTI
4%₹1,001 Cr2,067,580
↓ -24,270
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | DMART
3%₹766 Cr1,941,883
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
3%₹761 Cr3,415,028
↓ -51,700
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹748 Cr1,607,254
↑ 85,050
Astral Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
3%₹699 Cr3,244,049

4. 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 11.7% 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 (24 Jun 22) ₹22.43 ↑ 0.23   (1.04 %)
Net Assets (Cr) ₹4,236 on 31 May 22
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 0.14
Information Ratio 0.84
Alpha Ratio -3
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,690
31 May 19₹11,091
31 May 20₹9,896
31 May 21₹18,146
31 May 22₹19,013

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 ₹415,684.
Net Profit of ₹115,684
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 Jun 22

DurationReturns
1 Month -3.2%
3 Month -11.8%
6 Month -15%
1 Year -3.2%
3 Year 18.4%
5 Year 12.4%
10 Year
15 Year
Since launch 11.7%
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 184.16 Yr.
Puneet Pal1 Dec 210.5 Yr.
A. Anandha Padmanabhan1 Jun 211 Yr.
Rahul Jagwani12 May 220.05 Yr.

Data below for PGIM India Diversified Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services23.98%
Basic Materials17.41%
Industrials15.41%
Technology15.4%
Consumer Cyclical7.38%
Communication Services5.14%
Health Care4.67%
Consumer Defensive2.33%
Real Estate2.16%
Utility1.96%
Energy0.67%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
8%₹330 Cr2,105,000
↑ 505,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
7%₹301 Cr2,175,000
↑ 475,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | AXISBANK
4%₹155 Cr2,123,900
↑ 550,000
Mphasis Ltd (Technology)
Equity, Since 31 Jan 22 | MPHASIS
3%₹135 Cr474,600
↑ 90,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL
3%₹129 Cr1,750,000
↑ 250,000
UPL Ltd (Basic Materials)
Equity, Since 31 Mar 22 | UPL
3%₹123 Cr1,500,000
↑ 250,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | MARUTI
3%₹116 Cr150,000
Esab India Ltd (Industrials)
Equity, Since 30 Sep 21 | ESABINDIA
3%₹113 Cr338,084
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹111 Cr1,500,000
↓ -807,060
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 21 | BAJFINANCE
3%₹110 Cr165,000

5. Canara Robeco Equity Diversified

To generate capital appreciation by investing in equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% 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 (24 Jun 22) ₹198.41 ↑ 2.05   (1.04 %)
Net Assets (Cr) ₹7,263 on 31 May 22
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 0.28
Information Ratio 0.02
Alpha Ratio -1.45
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,280
31 May 19₹12,405
31 May 20₹11,055
31 May 21₹17,619
31 May 22₹18,757

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 ₹415,684.
Net Profit of ₹115,684
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 Jun 22

DurationReturns
1 Month -2.1%
3 Month -9.3%
6 Month -11.5%
1 Year -1.7%
3 Year 13.6%
5 Year 12.2%
10 Year
15 Year
Since launch 17.3%
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 165.91 Yr.

Data below for Canara Robeco Equity Diversified as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services30.87%
Technology12.25%
Basic Materials9.97%
Industrials9.4%
Consumer Cyclical8.75%
Health Care7.39%
Energy6.89%
Consumer Defensive4.93%
Communication Services2.4%
Real Estate1.23%
Utility0.96%
Asset Allocation
Asset ClassValue
Cash4.97%
Equity95.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹508 Cr6,840,550
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
7%₹502 Cr1,797,400
↑ 215,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹492 Cr3,552,340
↑ 150,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
6%₹436 Cr2,782,188
↓ -200,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE
4%₹259 Cr388,035
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
3%₹247 Cr697,813
↓ -25,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
3%₹238 Cr4,800,000
↑ 250,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
3%₹223 Cr3,063,600
↑ 530,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹194 Cr1,145,657
↓ -175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
2%₹172 Cr2,322,334

6. 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 12.1% since its launch.  Return for 2021 was 50.8% , 2020 was 16.6% and 2019 was 13.8% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (24 Jun 22) ₹17.9811 ↑ 0.20   (1.14 %)
Net Assets (Cr) ₹1,157 on 31 May 22
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.6
Sharpe Ratio 0.61
Information Ratio 0.82
Alpha Ratio 2.5
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,631
31 May 19₹10,981
31 May 20₹9,713
31 May 21₹17,110
31 May 22₹19,161

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 ₹415,684.
Net Profit of ₹115,684
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 24 Jun 22

DurationReturns
1 Month -4.7%
3 Month -11.3%
6 Month -10.9%
1 Year 0.9%
3 Year 18%
5 Year 12.1%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
2013
2012
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 201.44 Yr.
Fatema Pacha16 Oct 201.62 Yr.

Data below for Mahindra Badhat Yojana as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services21.58%
Industrials16.92%
Consumer Cyclical8.24%
Technology8.02%
Energy7.98%
Consumer Defensive7.71%
Utility6.91%
Communication Services6.63%
Health Care6.12%
Basic Materials4.46%
Real Estate1.61%
Asset Allocation
Asset ClassValue
Cash3.81%
Equity96.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
6%₹65 Cr1,312,051
↑ 63,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
5%₹59 Cr792,900
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 22 | ITC
4%₹51 Cr1,971,000
↑ 306,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹45 Cr162,000
↑ 162,000
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
4%₹45 Cr284,850
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 21 | AXISBANK
3%₹31 Cr432,000
Canara Bank (Financial Services)
Equity, Since 31 Dec 20 | 532483
3%₹30 Cr1,301,400
Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Sep 21 | ZEEL
2%₹28 Cr1,134,000
↑ 90,000
LIC Housing Finance Ltd (Financial Services)
Equity, Since 28 Feb 22 | LICHSGFIN
2%₹28 Cr733,500
↑ 103,500
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 21 | HAL
2%₹28 Cr172,800
↑ 18,000

7. 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 14.8% 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 (24 Jun 22) ₹70.762 ↑ 0.70   (0.99 %)
Net Assets (Cr) ₹31,292 on 31 May 22
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.31
Sharpe Ratio 0.35
Information Ratio -0.25
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,100
31 May 19₹12,368
31 May 20₹10,136
31 May 21₹16,368
31 May 22₹17,557

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 ₹395,578.
Net Profit of ₹95,578
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 Jun 22

DurationReturns
1 Month -1.6%
3 Month -7.2%
6 Month -8.3%
1 Year -0.5%
3 Year 11.1%
5 Year 10.8%
10 Year
15 Year
Since launch 14.8%
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 210.62 Yr.
Gaurav Misra31 Jan 193.33 Yr.

Data below for Mirae Asset India Equity Fund  as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services35.41%
Technology14.39%
Energy8.43%
Industrials8.09%
Health Care7.53%
Consumer Cyclical7.43%
Basic Materials6.51%
Consumer Defensive6.24%
Communication Services3.42%
Utility1.22%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity98.66%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
9%₹2,893 Cr20,891,695
↑ 3,266,448
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,809 Cr37,796,998
↓ -835,595
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
8%₹2,577 Cr16,438,896
↑ 150,228
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
7%₹2,247 Cr8,051,253
↓ -119,324
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK
4%₹1,277 Cr17,522,806
↓ -695,202
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
4%₹1,272 Cr25,629,966
↓ -2,026,337
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
3%₹1,002 Cr4,483,438
↑ 1,160,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
3%₹979 Cr13,251,262
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
3%₹907 Cr2,558,646
↑ 120,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Mar 12 | SUNPHARMA
2%₹778 Cr8,373,564

8. 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% since its launch.  Ranked 34 in Multi Cap category.  Return for 2021 was 36.2% , 2020 was 6.4% and 2019 was 6.8% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (24 Jun 22) ₹947.949 ↑ 7.36   (0.78 %)
Net Assets (Cr) ₹27,433 on 31 May 22
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.79
Sharpe Ratio 0.86
Information Ratio -0.2
Alpha Ratio 6.33
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹10,680
31 May 19₹12,148
31 May 20₹8,714
31 May 21₹15,277
31 May 22₹17,400

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 ₹395,578.
Net Profit of ₹95,578
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 24 Jun 22

DurationReturns
1 Month -1.9%
3 Month -5.3%
6 Month -1%
1 Year 7.4%
3 Year 11.2%
5 Year 10.5%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2012 34.1%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Prashant Jain20 Jun 0318.96 Yr.
Sankalp Baid22 Jan 211.36 Yr.

Data below for HDFC Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services35.26%
Industrials14.2%
Energy14.02%
Utility8%
Health Care5.63%
Technology5.36%
Consumer Cyclical4.56%
Consumer Defensive4.15%
Communication Services3.93%
Basic Materials0.72%
Asset Allocation
Asset ClassValue
Cash4.18%
Equity95.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
8%₹2,252 Cr45,376,934
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹1,933 Cr26,004,456
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 13 | RELIANCE
6%₹1,676 Cr6,006,957
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
6%₹1,566 Cr11,311,818
↑ 1,545,385
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
5%₹1,408 Cr90,111,344
↓ -19,605,716
Coal India Ltd (Energy)
Equity, Since 31 Aug 18 | COALINDIA
5%₹1,340 Cr73,259,058
↓ -5,417,201
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT
5%₹1,335 Cr7,879,998
↓ -31,667
Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY
4%₹1,221 Cr7,789,071
ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 18 | ITC
4%₹1,151 Cr44,364,614
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 18 | 532810
3%₹741 Cr62,937,409

9. Edelweiss Multi Cap Fund 

(Erstwhile Edelweiss Economic Resurgence Fund )

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

Edelweiss Multi Cap Fund  is a Equity - Multi Cap fund was launched on 3 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 10% 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 (24 Jun 22) ₹20.253 ↑ 0.20   (0.98 %)
Net Assets (Cr) ₹912 on 31 May 22
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.36
Sharpe Ratio 0.34
Information Ratio -0.42
Alpha Ratio -0.41
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 May 17₹10,000
31 May 18₹11,568
31 May 19₹12,234
31 May 20₹9,772
31 May 21₹16,182
31 May 22₹17,364

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 ₹395,578.
Net Profit of ₹95,578
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 Jun 22

DurationReturns
1 Month -2%
3 Month -10%
6 Month -10.7%
1 Year -0.7%
3 Year 11.2%
5 Year 10.5%
10 Year
15 Year
Since launch 10%
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
Trideep Bhattacharya1 Oct 210.66 Yr.

Data below for Edelweiss Multi Cap Fund  as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services31.36%
Technology11.14%
Industrials10.46%
Consumer Cyclical10.05%
Basic Materials8.74%
Health Care7.7%
Energy5.41%
Consumer Defensive4.43%
Real Estate3.58%
Communication Services3.04%
Utility1.3%
Asset Allocation
Asset ClassValue
Cash2.78%
Equity97.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
8%₹78 Cr1,047,157
↑ 35,797
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
6%₹57 Cr365,456
↓ -34,256
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
6%₹51 Cr367,956
↓ -27,291
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE
5%₹50 Cr179,624
↑ 29,526
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
4%₹38 Cr764,664
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK
4%₹34 Cr467,457
↑ 31,818
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
3%₹30 Cr135,909
↑ 78,243
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
3%₹27 Cr367,371
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | TATAMOTORS
3%₹24 Cr547,799
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
2%₹23 Cr134,378

10. DSP BlackRock Equity Fund

Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities.

DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% 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 (24 Jun 22) ₹55.735 ↑ 0.50   (0.90 %)
Net Assets (Cr) ₹7,395 on 31 May 22
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.02
Sharpe Ratio -0.2
Information Ratio -0.09
Alpha Ratio -6.67
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 17₹10,000
31 May 18₹11,037
31 May 19₹11,705
31 May 20₹10,227
31 May 21₹17,103
31 May 22₹17,208

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 ₹395,578.
Net Profit of ₹95,578
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 Jun 22

DurationReturns
1 Month -2%
3 Month -10.1%
6 Month -15.3%
1 Year -8.5%
3 Year 12%
5 Year 10.4%
10 Year
15 Year
Since launch 12.1%
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 166 Yr.
Abhishek Ghosh1 Jan 211.41 Yr.

Data below for DSP BlackRock Equity Fund as on 31 May 22

Equity Sector Allocation
SectorValue
Financial Services34.19%
Consumer Cyclical14.78%
Basic Materials12.41%
Technology11.49%
Industrials9.14%
Consumer Defensive7.5%
Health Care6.89%
Utility2.82%
Asset Allocation
Asset ClassValue
Cash0.79%
Equity99.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
9%₹660 Cr8,878,630
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹503 Cr3,630,956
↑ 230,254
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹328 Cr2,093,844
↑ 120,801
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
4%₹324 Cr486,309
↑ 54,264
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | DMART
4%₹287 Cr728,762
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
3%₹251 Cr379,179
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 19 | BAJAJFINSV
3%₹251 Cr168,090
↑ 9,328
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
3%₹240 Cr3,300,153
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 20 | HCLTECH
3%₹208 Cr1,931,462
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
3%₹194 Cr251,583

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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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