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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2023

Updated on February 2, 2023 , 21833 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 ₹50.0764
↑ 0.95
₹28,2484.25.5-2.422.616.1-7.2
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
Mahindra Badhat Yojana Growth ₹20.0129
↑ 0.09
₹1,545-5.60-5.219.7131.6
PGIM India Diversified Equity Fund Growth ₹24.68
↑ 0.10
₹5,284-3.2-0.1-8.120.912.9-6.4
Canara Robeco Equity Diversified Growth ₹222.55
↑ 2.32
₹8,729-2.11.3-3.215.812.4-1.7
HDFC Equity Fund Growth ₹1,139.78
↑ 11.94
₹32,1550.17.41121.411.918.3
UTI Equity Fund Growth ₹226.704
↑ 0.91
₹24,929-6.2-5.2-11.613.311.7-13.4
Baroda Pioneer Multi Cap Fund Growth ₹171.754
↑ 1.47
₹1,678-0.94.3-2.519.711.4-3
Nippon India Multi Cap Fund Growth ₹163.268
↑ 0.56
₹14,160-2.74.88.119.511.314.1
DSP BlackRock Equity Fund Growth ₹63.624
↑ 0.55
₹7,910-1.70.7-4.413.210.8-4.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Feb 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 18.1% 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 (03 Feb 23) ₹50.0764 ↑ 0.95   (1.94 %)
Net Assets (Cr) ₹28,248 on 31 Dec 22
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.82
Information Ratio 0.4
Alpha Ratio -11.84
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 Jan 18₹10,000
31 Jan 19₹9,821
31 Jan 20₹11,374
31 Jan 21₹14,841
31 Jan 22₹20,592
31 Jan 23₹20,181

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 3 Feb 23

DurationReturns
1 Month 4.6%
3 Month 4.2%
6 Month 5.5%
1 Year -2.4%
3 Year 22.6%
5 Year 16.1%
10 Year
15 Year
Since launch 18.1%
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 166.93 Yr.
Rajeev Thakkar24 May 139.61 Yr.
Raunak Onkar24 May 139.61 Yr.
Rukun Tarachandani16 May 220.63 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services37.54%
Technology11.07%
Consumer Cyclical9.35%
Consumer Defensive7.23%
Communication Services6.75%
Energy6.05%
Health Care5.05%
Utility4.82%
Basic Materials1.39%
Asset Allocation
Asset ClassValue
Cash10.36%
Equity89.5%
Debt0.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
8%₹2,364 Cr8,962,504
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹2,053 Cr3,575,550
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹2,012 Cr60,698,959
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | AXISBANK
6%₹1,677 Cr17,964,011
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
6%₹1,673 Cr18,780,614
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹1,543 Cr14,849,083
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹1,426 Cr63,348,260
↑ 8,500,000
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSF
5%₹1,425 Cr714,866
↑ 768
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID
5%₹1,363 Cr63,775,637
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
5%₹1,319 Cr1,802,237
↑ 1,947

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 Jan 18₹10,000
31 Jan 19₹8,704
31 Jan 20₹10,272
31 Jan 21₹10,924
31 Jan 22₹15,297

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 3 Feb 23

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
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
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. 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 12.8% 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 (03 Feb 23) ₹20.0129 ↑ 0.09   (0.47 %)
Net Assets (Cr) ₹1,545 on 31 Dec 22
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.11
Information Ratio 0.16
Alpha Ratio -1.18
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 Jan 18₹10,000
31 Jan 19₹9,120
31 Jan 20₹10,609
31 Jan 21₹12,133
31 Jan 22₹18,603
31 Jan 23₹17,984

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 3 Feb 23

DurationReturns
1 Month -5.2%
3 Month -5.6%
6 Month 0%
1 Year -5.2%
3 Year 19.7%
5 Year 13%
10 Year
15 Year
Since launch 12.8%
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 202.03 Yr.
Fatema Pacha16 Oct 202.21 Yr.

Data below for Mahindra Badhat Yojana as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services27.61%
Industrials20.34%
Technology12.49%
Basic Materials11.66%
Consumer Cyclical10.9%
Health Care3.95%
Communication Services3.88%
Consumer Defensive3.77%
Energy1.37%
Real Estate1.37%
Utility1.08%
Asset Allocation
Asset ClassValue
Cash1.58%
Equity98.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
4%₹67 Cr446,850
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
4%₹67 Cr747,900
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
4%₹58 Cr951,651
↓ -149,400
Canara Bank (Financial Services)
Equity, Since 31 Dec 20 | CANBK
4%₹54 Cr1,625,400
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | BHARATFORG
3%₹53 Cr603,000
LTIMindtree Ltd (Technology)
Equity, Since 30 Nov 22 | LTIM
3%₹44 Cr101,835
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 22 | INDUSINDBK
3%₹44 Cr360,000
Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 May 22 | 500425
3%₹42 Cr792,000
↓ -90,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | MCDOWELL-N
3%₹41 Cr468,000
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jul 22 | DALBHARAT
3%₹40 Cr216,000
↑ 4,543

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 12.1% 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 (03 Feb 23) ₹24.68 ↑ 0.10   (0.41 %)
Net Assets (Cr) ₹5,284 on 31 Dec 22
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.66
Information Ratio 0.76
Alpha Ratio -10.8
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 Jan 18₹10,000
31 Jan 19₹8,953
31 Jan 20₹10,282
31 Jan 21₹13,509
31 Jan 22₹19,126
31 Jan 23₹17,841

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 3 Feb 23

DurationReturns
1 Month -3.6%
3 Month -3.2%
6 Month -0.1%
1 Year -8.1%
3 Year 20.9%
5 Year 12.9%
10 Year
15 Year
Since launch 12.1%
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
Bhupesh Kalyani13 Sep 220.3 Yr.
Aniruddha Naha5 Apr 184.75 Yr.
A. Anandha Padmanabhan1 Jun 211.59 Yr.
Rahul Jagwani12 May 220.64 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services29.18%
Industrials11.59%
Consumer Cyclical10.78%
Consumer Defensive7.06%
Basic Materials6.93%
Communication Services6.31%
Health Care5.91%
Technology5.7%
Energy4.1%
Utility2.44%
Real Estate1.49%
Asset Allocation
Asset ClassValue
Cash8.51%
Equity91.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
8%₹438 Cr2,687,565
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
7%₹366 Cr4,105,000
↓ -395,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFC
4%₹218 Cr825,000
↑ 325,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹217 Cr850,000
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 21 | CUMMINSIND
3%₹166 Cr1,200,000
↑ 300,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Sep 22 | MAXHEALTH
3%₹152 Cr3,453,663
HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 22 | HDFCLIFE
3%₹150 Cr2,650,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
3%₹148 Cr978,743
↓ -150,000
Esab India Ltd (Industrials)
Equity, Since 30 Sep 21 | ESABINDIA
3%₹141 Cr340,793
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | HINDUNILVR
3%₹141 Cr550,000
↑ 550,000

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 17.4% since its launch.  Ranked 68 in Multi Cap category.  Return for 2022 was -1.7% , 2021 was 32.6% and 2020 was 22.2% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (03 Feb 23) ₹222.55 ↑ 2.32   (1.05 %)
Net Assets (Cr) ₹8,729 on 31 Dec 22
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.94
Sharpe Ratio -0.38
Information Ratio -0.18
Alpha Ratio -6.44
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 Jan 18₹10,000
31 Jan 19₹9,972
31 Jan 20₹11,429
31 Jan 21₹13,375
31 Jan 22₹17,907
31 Jan 23₹17,301

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 3 Feb 23

DurationReturns
1 Month -1.9%
3 Month -2.1%
6 Month 1.3%
1 Year -3.2%
3 Year 15.8%
5 Year 12.4%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -1.7%
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%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar5 Jul 166.49 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.56%
Industrials10.27%
Consumer Cyclical9.64%
Technology9.17%
Basic Materials9.1%
Consumer Defensive6.64%
Health Care6.4%
Energy4.6%
Communication Services2.32%
Utility2.11%
Real Estate1.07%
Asset Allocation
Asset ClassValue
Cash4.13%
Equity95.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
9%₹803 Cr4,932,340
↑ 175,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
8%₹699 Cr7,850,550
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
6%₹529 Cr3,509,688
↑ 50,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹402 Cr1,577,400
↓ -150,000
State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN
4%₹382 Cr6,225,000
↑ 100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
4%₹365 Cr3,908,600
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT
3%₹284 Cr1,362,157
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | HINDUNILVR
3%₹276 Cr1,077,400
↓ -75,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | BAJFINANCE
3%₹261 Cr396,535
↑ 15,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
2%₹203 Cr2,512,334
↓ -150,000

6. 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 18.4% 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 (03 Feb 23) ₹1,139.78 ↑ 11.94   (1.06 %)
Net Assets (Cr) ₹32,155 on 31 Dec 22
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.83
Information Ratio 0.31
Alpha Ratio 12.77
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
31 Jan 18₹10,000
31 Jan 19₹9,363
31 Jan 20₹9,812
31 Jan 21₹10,693
31 Jan 22₹15,171
31 Jan 23₹16,896

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 ₹405,518.
Net Profit of ₹105,518
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 3 Feb 23

DurationReturns
1 Month -2%
3 Month 0.1%
6 Month 7.4%
1 Year 11%
3 Year 21.4%
5 Year 11.9%
10 Year
15 Year
Since launch 18.4%
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 220.43 Yr.
Priya Ranjan1 May 220.67 Yr.

Data below for HDFC Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services36.76%
Technology11.62%
Industrials11.01%
Energy7.51%
Utility6.15%
Consumer Cyclical5.7%
Health Care5.29%
Communication Services5.08%
Consumer Defensive1.24%
Basic Materials1.03%
Asset Allocation
Asset ClassValue
Cash8.45%
Equity91.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,837 Cr31,850,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
7%₹2,148 Cr35,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
6%₹1,954 Cr12,000,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY
6%₹1,855 Cr12,300,000
↑ 300,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
4%₹1,415 Cr85,000,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
4%₹1,363 Cr13,110,910
↑ 1,110,910
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹1,290 Cr16,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT
4%₹1,251 Cr6,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | M&M
4%₹1,199 Cr9,600,000
↑ 120,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFC
4%₹1,187 Cr4,500,000
↑ 241,270

7. 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 12.8% since its launch.  Ranked 54 in Multi Cap category.  Return for 2022 was -13.4% , 2021 was 34% and 2020 was 31.5% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (03 Feb 23) ₹226.704 ↑ 0.91   (0.40 %)
Net Assets (Cr) ₹24,929 on 31 Dec 22
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio -1.04
Information Ratio -0.34
Alpha Ratio -18.33
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 Jan 18₹10,000
31 Jan 19₹10,066
31 Jan 20₹11,831
31 Jan 21₹14,660
31 Jan 22₹19,033
31 Jan 23₹16,936

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 ₹405,518.
Net Profit of ₹105,518
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 3 Feb 23

DurationReturns
1 Month -2.7%
3 Month -6.2%
6 Month -5.2%
1 Year -11.6%
3 Year 13.3%
5 Year 11.7%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -13.4%
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%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 166.98 Yr.

Data below for UTI Equity Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services26.45%
Consumer Cyclical17.69%
Technology13.78%
Health Care11.24%
Basic Materials8.17%
Consumer Defensive7.39%
Industrials5.86%
Communication Services5.35%
Asset Allocation
Asset ClassValue
Cash3.9%
Equity95.95%
Debt0.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
LTIMindtree Ltd (Technology)
Equity, Since 31 Aug 18 | LTIM
6%₹1,577 Cr3,612,152
↓ -63,180
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK
6%₹1,481 Cr16,625,050
↓ -283,230
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | BAJFINANCE
6%₹1,391 Cr2,115,500
↓ -3,900
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
5%₹1,185 Cr7,279,872
↓ -206,270
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹1,112 Cr7,374,426
↓ -96,850
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
4%₹992 Cr5,430,111
↓ -41,150
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | DMART
4%₹975 Cr2,395,723
↑ 68,400
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
3%₹791 Cr2,997,288
↓ -54,900
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹776 Cr1,972,332
↓ -41,060
Coforge Ltd (Technology)
Equity, Since 31 Jul 21 | COFORGE
3%₹685 Cr1,764,846
↓ -42,880

8. 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 15.8% 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 (03 Feb 23) ₹171.754 ↑ 1.47   (0.86 %)
Net Assets (Cr) ₹1,678 on 31 Dec 22
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.39
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 18₹10,000
31 Jan 19₹8,943
31 Jan 20₹9,841
31 Jan 21₹11,347
31 Jan 22₹16,749
31 Jan 23₹16,493

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 ₹405,518.
Net Profit of ₹105,518
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 3 Feb 23

DurationReturns
1 Month -1.2%
3 Month -0.9%
6 Month 4.3%
1 Year -2.5%
3 Year 19.7%
5 Year 11.4%
10 Year
15 Year
Since launch 15.8%
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 157.17 Yr.
Sandeep Jain14 Mar 220.8 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services23.9%
Consumer Cyclical15.04%
Technology11.05%
Health Care10.26%
Industrials9.51%
Basic Materials7.19%
Energy5.3%
Communication Services5.07%
Real Estate3.58%
Consumer Defensive3.4%
Utility1.66%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.76%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
6%₹99 Cr1,114,815
↓ -100,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
5%₹86 Cr568,000
↓ -60,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
5%₹77 Cr475,000
↑ 50,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹70 Cr275,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
3%₹44 Cr440,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 21 | JBCHEPHARM
3%₹44 Cr224,384
↓ -22,000
Five-Star Business Finance Ltd (Financial Services)
Equity, Since 30 Nov 22 | FIVESTAR
3%₹43 Cr697,870
↓ -2,141
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA
3%₹43 Cr2,310,000
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Nov 20 | INOXLEISUR
2%₹40 Cr800,000
↑ 125,000
State Bank of India (Financial Services)
Equity, Since 31 May 22 | SBIN
2%₹40 Cr650,000
↑ 100,000

9. 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 16.9% 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 (03 Feb 23) ₹163.268 ↑ 0.56   (0.34 %)
Net Assets (Cr) ₹14,160 on 31 Dec 22
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.57
Information Ratio 0
Alpha Ratio 0
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
31 Jan 18₹10,000
31 Jan 19₹9,409
31 Jan 20₹9,946
31 Jan 21₹9,787
31 Jan 22₹14,947
31 Jan 23₹16,454

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 ₹405,518.
Net Profit of ₹105,518
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 3 Feb 23

DurationReturns
1 Month -2.4%
3 Month -2.7%
6 Month 4.8%
1 Year 8.1%
3 Year 19.5%
5 Year 11.3%
10 Year
15 Year
Since launch 16.9%
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 0517.77 Yr.
Ashutosh Bhargava1 Sep 211.33 Yr.
Kinjal Desai25 May 184.61 Yr.
Akshay Sharma1 Dec 220.08 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Dec 22

Equity Sector Allocation
SectorValue
Financial Services29.74%
Industrials20.41%
Consumer Cyclical19.43%
Health Care7.46%
Technology7.14%
Basic Materials5.34%
Consumer Defensive2.77%
Communication Services2.48%
Energy2.25%
Utility0.8%
Asset Allocation
Asset ClassValue
Cash1.86%
Equity98.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
4%₹619 Cr3,800,448
↓ -200,000
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA
4%₹610 Cr1,774,811
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
4%₹563 Cr2,700,000
↓ -100,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK
4%₹560 Cr6,000,121
↓ -300,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹552 Cr6,200,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | INDHOTEL
3%₹478 Cr15,000,000
↓ -500,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | KENNAMET
3%₹452 Cr2,026,242
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | EIHOTEL
3%₹432 Cr24,353,076
↑ 600,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 21 | HDFC
3%₹396 Cr1,500,000
↓ -200,000
Shoppers Stop Ltd (Consumer Cyclical)
Equity, Since 31 Jul 09 | SHOPERSTOP
3%₹359 Cr5,055,650

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 12.5% 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 (03 Feb 23) ₹63.624 ↑ 0.55   (0.87 %)
Net Assets (Cr) ₹7,910 on 31 Dec 22
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.47
Information Ratio -0.48
Alpha Ratio -8.63
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 Jan 18₹10,000
31 Jan 19₹9,091
31 Jan 20₹11,261
31 Jan 21₹12,851
31 Jan 22₹16,682
31 Jan 23₹15,982

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 3 Feb 23

DurationReturns
1 Month -1.5%
3 Month -1.7%
6 Month 0.7%
1 Year -4.4%
3 Year 13.2%
5 Year 10.8%
10 Year
15 Year
Since launch 12.5%
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 166.59 Yr.
Dhaval Gada1 Sep 220.33 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services36.82%
Consumer Cyclical13.56%
Industrials11.32%
Basic Materials10.54%
Technology9.44%
Consumer Defensive9.25%
Health Care5.47%
Utility1.97%
Asset Allocation
Asset ClassValue
Cash1.63%
Equity98.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
10%₹769 Cr4,725,662
↓ -122,536
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
7%₹578 Cr6,483,731
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
7%₹521 Cr792,194
↑ 98,418
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | DMART
4%₹339 Cr834,226
↑ 77,895
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK
4%₹335 Cr3,586,880
↑ 265,741
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹275 Cr1,823,422
↓ -173,911
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 21 | MARUTI
3%₹263 Cr312,727
↑ 4,728
HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 20 | HCLTECH
2%₹180 Cr1,730,523
↓ -180,313
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 21 | APLAPOLLO
2%₹161 Cr1,477,084
↓ -173,278
Gujarat Gas Ltd (Utilities)
Equity, Since 30 Jun 20 | GUJGASLTD
2%₹156 Cr3,206,456

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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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