+91-22-48913909Best Multicap Mutual Funds to Invest in 2025
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 2025
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹307.446
↑ 2.22 ₹46,216 2.8 10.5 5.5 22.9 30.9 25.8 HDFC Equity Fund Growth ₹2,091.18
↑ 10.02 ₹81,936 6 9.1 10.6 22.9 29.7 23.5 JM Multicap Fund Growth ₹100.231
↓ -0.03 ₹5,943 4.1 6.1 -3.7 22.9 26.1 33.3 Mahindra Badhat Yojana Growth ₹36.3382
↑ 0.07 ₹5,622 1.8 9.7 5.1 20.1 25.7 23.4 ICICI Prudential Multicap Fund Growth ₹813.66
↑ 4.69 ₹15,281 2.2 7.1 3.4 20.8 24.8 20.7 Franklin India Equity Fund Growth ₹1,687.01
↑ 8.01 ₹18,727 3.1 6.6 4.5 18.8 24.5 21.8 Baroda Pioneer Multi Cap Fund Growth ₹291.68
↓ -0.08 ₹2,923 3.3 7.9 1.5 19.6 24 31.7 Parag Parikh Long Term Equity Fund Growth ₹87.4757
↓ -0.25 ₹115,040 4.1 8.4 9.9 21.9 22.7 23.9 Invesco India Multicap Fund Growth ₹132.04
↑ 0.18 ₹4,043 1.6 6.7 0.1 18.9 22.4 29.8 Edelweiss Multi Cap Fund Growth ₹39.531
↑ 0.12 ₹2,777 5.3 9.1 3.5 19.1 22.1 25.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Franklin India Equity Fund Baroda Pioneer Multi Cap Fund Parag Parikh Long Term Equity Fund Invesco India Multicap Fund Edelweiss Multi Cap Fund Point 1 Upper mid AUM (₹46,216 Cr). Top quartile AUM (₹81,936 Cr). Lower mid AUM (₹5,943 Cr). Lower mid AUM (₹5,622 Cr). Upper mid AUM (₹15,281 Cr). Upper mid AUM (₹18,727 Cr). Bottom quartile AUM (₹2,923 Cr). Highest AUM (₹115,040 Cr). Bottom quartile AUM (₹4,043 Cr). Bottom quartile AUM (₹2,777 Cr). Point 2 Established history (20+ yrs). Established history (30+ yrs). Established history (17+ yrs). Established history (8+ yrs). Oldest track record among peers (31 yrs). Established history (31+ yrs). Established history (22+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (10+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 3★ (top quartile). Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 30.92% (top quartile). 5Y return: 29.70% (top quartile). 5Y return: 26.12% (upper mid). 5Y return: 25.70% (upper mid). 5Y return: 24.82% (upper mid). 5Y return: 24.51% (lower mid). 5Y return: 24.00% (lower mid). 5Y return: 22.69% (bottom quartile). 5Y return: 22.41% (bottom quartile). 5Y return: 22.06% (bottom quartile). Point 6 3Y return: 22.92% (upper mid). 3Y return: 22.94% (top quartile). 3Y return: 22.92% (top quartile). 3Y return: 20.11% (lower mid). 3Y return: 20.81% (upper mid). 3Y return: 18.80% (bottom quartile). 3Y return: 19.57% (lower mid). 3Y return: 21.94% (upper mid). 3Y return: 18.87% (bottom quartile). 3Y return: 19.12% (bottom quartile). Point 7 1Y return: 5.51% (upper mid). 1Y return: 10.59% (top quartile). 1Y return: -3.65% (bottom quartile). 1Y return: 5.14% (upper mid). 1Y return: 3.43% (lower mid). 1Y return: 4.46% (upper mid). 1Y return: 1.54% (bottom quartile). 1Y return: 9.91% (top quartile). 1Y return: 0.14% (bottom quartile). 1Y return: 3.50% (lower mid). Point 8 Alpha: 3.10 (upper mid). Alpha: 4.96 (top quartile). Alpha: -8.50 (bottom quartile). Alpha: -1.14 (bottom quartile). Alpha: -2.00 (bottom quartile). Alpha: -0.72 (lower mid). Alpha: -0.17 (upper mid). Alpha: 4.32 (top quartile). Alpha: 0.17 (upper mid). Alpha: -0.76 (lower mid). Point 9 Sharpe: -0.38 (upper mid). Sharpe: -0.16 (top quartile). Sharpe: -1.13 (bottom quartile). Sharpe: -0.64 (lower mid). Sharpe: -0.71 (bottom quartile). Sharpe: -0.66 (bottom quartile). Sharpe: -0.56 (upper mid). Sharpe: -0.08 (top quartile). Sharpe: -0.56 (upper mid). Sharpe: -0.65 (lower mid). Point 10 Information ratio: 1.10 (top quartile). Information ratio: 1.74 (top quartile). Information ratio: 1.09 (upper mid). Information ratio: 0.24 (bottom quartile). Information ratio: 0.53 (lower mid). Information ratio: 1.05 (upper mid). Information ratio: 0.22 (bottom quartile). Information ratio: 0.79 (upper mid). Information ratio: 0.12 (bottom quartile). Information ratio: 0.69 (lower mid). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
Franklin India Equity Fund
Baroda Pioneer Multi Cap Fund
Parag Parikh Long Term Equity Fund
Invesco India Multicap Fund
Edelweiss Multi Cap Fund
Diversified Multicap funds having AUM/Net Assets above 500 Crore. Sorted on Last 5 Year Return.
(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. Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities Research Highlights for HDFC Equity Fund Below is the key information for HDFC Equity Fund Returns up to 1 year are on (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. Research Highlights for JM Multicap Fund Below is the key information for JM Multicap Fund Returns up to 1 year are on 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. Research Highlights for Mahindra Badhat Yojana Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. Research Highlights for ICICI Prudential Multicap Fund Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (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. Research Highlights for Franklin India Equity Fund Below is the key information for Franklin India Equity Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on (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. Research Highlights for Parag Parikh Long Term Equity Fund Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on (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. Research Highlights for Invesco India Multicap Fund Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on (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. Research Highlights for Edelweiss Multi Cap Fund Below is the key information for Edelweiss Multi Cap Fund Returns up to 1 year are on 1. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (29 Oct 25) ₹307.446 ↑ 2.22 (0.73 %) Net Assets (Cr) ₹46,216 on 31 Aug 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.38 Information Ratio 1.1 Alpha Ratio 3.1 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹18,347 30 Sep 22 ₹20,561 30 Sep 23 ₹26,521 30 Sep 24 ₹38,654 30 Sep 25 ₹37,441 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.5% 3 Month 2.8% 6 Month 10.5% 1 Year 5.5% 3 Year 22.9% 5 Year 30.9% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.8% 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.52 Yr. Ashutosh Bhargava 1 Sep 21 4.08 Yr. Kinjal Desai 25 May 18 7.36 Yr. Data below for Nippon India Multi Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 24.02% Consumer Cyclical 23% Industrials 17.33% Health Care 8.97% Utility 6.19% Basic Materials 5.68% Consumer Defensive 5.18% Technology 4.13% Energy 2.76% Communication Services 1.42% Asset Allocation
Asset Class Value Cash 1.33% Equity 98.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹2,378 Cr 25,000,896 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,822 Cr 16,099,895 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,420 Cr 4,797,058
↓ -354,275 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,305 Cr 9,568,975 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,252 Cr 8,683,231
↑ 682,727 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹1,166 Cr 7,400,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK2% ₹1,147 Cr 8,509,000
↓ -2,472,360 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN2% ₹1,080 Cr 12,376,760 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹1,013 Cr 29,762,573 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹952 Cr 1,524,539 2. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (29 Oct 25) ₹2,091.18 ↑ 10.02 (0.48 %) Net Assets (Cr) ₹81,936 on 31 Aug 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.16 Information Ratio 1.74 Alpha Ratio 4.96 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,596 30 Sep 22 ₹19,104 30 Sep 23 ₹23,926 30 Sep 24 ₹34,948 30 Sep 25 ₹35,891 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.4% 3 Month 6% 6 Month 9.1% 1 Year 10.6% 3 Year 22.9% 5 Year 29.7% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 3.18 Yr. Dhruv Muchhal 22 Jun 23 2.28 Yr. Data below for HDFC Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 39% Consumer Cyclical 17.25% Health Care 8.73% Basic Materials 5.99% Industrials 5.21% Technology 4.98% Real Estate 2.82% Communication Services 2.6% Utility 2.23% Energy 1.28% Consumer Defensive 0.67% Asset Allocation
Asset Class Value Cash 8.64% Equity 90.76% Debt 0.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321749% ₹7,818 Cr 58,000,000
↑ 4,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK8% ₹7,133 Cr 75,000,000
↑ 3,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322157% ₹6,111 Cr 53,988,073
↓ -11,927 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN4% ₹3,752 Cr 43,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹3,627 Cr 18,200,000
↑ 700,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5407194% ₹3,581 Cr 19,996,650
↓ -3,350 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI4% ₹3,526 Cr 2,200,000
↓ -300,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000874% ₹3,157 Cr 21,023,775
↑ 23,775 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹2,452 Cr 17,700,000
↑ 1,200,000 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI3% ₹2,326 Cr 9,000,000 3. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (29 Oct 25) ₹100.231 ↓ -0.03 (-0.03 %) Net Assets (Cr) ₹5,943 on 31 Aug 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -1.13 Information Ratio 1.09 Alpha Ratio -8.5 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,005 30 Sep 22 ₹17,128 30 Sep 23 ₹22,454 30 Sep 24 ₹35,711 30 Sep 25 ₹31,658 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.4% 3 Month 4.1% 6 Month 6.1% 1 Year -3.7% 3 Year 22.9% 5 Year 26.1% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.3% 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.12 Yr. Asit Bhandarkar 1 Oct 24 1 Yr. Ruchi Fozdar 4 Oct 24 0.99 Yr. Deepak Gupta 11 Apr 25 0.47 Yr. Data below for JM Multicap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 27.74% Consumer Cyclical 21.49% Technology 15.69% Industrials 11.65% Consumer Defensive 6.79% Health Care 5.85% Energy 3.19% Communication Services 2.95% Basic Materials 2.93% Real Estate 0.68% Asset Allocation
Asset Class Value Cash 1.03% Equity 98.96% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹297 Cr 2,200,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP4% ₹266 Cr 785,118 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK4% ₹224 Cr 2,355,252 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 5327553% ₹202 Cr 1,440,908 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433963% ₹186 Cr 1,654,322 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹183 Cr 500,000
↓ -150,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹177 Cr 940,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI3% ₹160 Cr 100,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹153 Cr 1,755,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 5433202% ₹146 Cr 4,470,323
↑ 500,000 4. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (29 Oct 25) ₹36.3382 ↑ 0.07 (0.20 %) Net Assets (Cr) ₹5,622 on 31 Aug 25 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.96 Sharpe Ratio -0.64 Information Ratio 0.24 Alpha Ratio -1.14 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,914 30 Sep 22 ₹18,053 30 Sep 23 ₹22,278 30 Sep 24 ₹32,495 30 Sep 25 ₹30,326 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 5.4% 3 Month 1.8% 6 Month 9.7% 1 Year 5.1% 3 Year 20.1% 5 Year 25.7% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.4% 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 2015 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 4.78 Yr. Fatema Pacha 16 Oct 20 4.96 Yr. Data below for Mahindra Badhat Yojana as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 24.55% Industrials 15.79% Health Care 15.53% Consumer Cyclical 12.71% Technology 8.73% Basic Materials 7.77% Communication Services 3.66% Energy 2.44% Utility 2.11% Real Estate 1.42% Asset Allocation
Asset Class Value Cash 3.9% Equity 96.1% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 25 | 5322963% ₹193 Cr 989,000
↑ 54,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK3% ₹189 Cr 1,403,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹174 Cr 305,000 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5402223% ₹169 Cr 2,003,815 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 5348163% ₹154 Cr 4,490,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5325383% ₹153 Cr 125,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB2% ₹141 Cr 193,000
↑ 86,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE2% ₹140 Cr 1,025,000 Kaynes Technology India Ltd (Technology)
Equity, Since 30 Nov 22 | KAYNES2% ₹139 Cr 197,000
↑ 35,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5322152% ₹119 Cr 1,050,000
↑ 1,050,000 5. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (29 Oct 25) ₹813.66 ↑ 4.69 (0.58 %) Net Assets (Cr) ₹15,281 on 31 Aug 25 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.71 Information Ratio 0.53 Alpha Ratio -2 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,902 30 Sep 22 ₹17,221 30 Sep 23 ₹21,351 30 Sep 24 ₹31,634 30 Sep 25 ₹29,693 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.8% 3 Month 2.2% 6 Month 7.1% 1 Year 3.4% 3 Year 20.8% 5 Year 24.8% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.7% 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% 2015 3.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Lalit Kumar 29 Sep 25 0.01 Yr. Sharmila D’mello 31 Jul 22 3.17 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 21.45% Financial Services 20.52% Industrials 18.12% Consumer Cyclical 10.39% Communication Services 7.03% Health Care 6.38% Real Estate 5.48% Technology 2.42% Consumer Defensive 2.41% Energy 1% Utility 0.86% Asset Allocation
Asset Class Value Cash 3.94% Equity 96.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹652 Cr 4,833,854
↓ -1,167,654 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL4% ₹586 Cr 3,119,041
↑ 788,886 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA3% ₹466 Cr 2,922,644 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK3% ₹459 Cr 4,823,190 Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5002953% ₹436 Cr 9,363,972
↑ 4,075,093 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5325382% ₹364 Cr 298,008
↑ 249,264 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322152% ₹353 Cr 3,122,359 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO2% ₹315 Cr 562,741
↑ 424,687 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 25 | HAL2% ₹306 Cr 645,553
↑ 359,485 ABB India Ltd (Industrials)
Equity, Since 31 Aug 25 | ABB2% ₹251 Cr 484,711
↑ 344,848 6. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (29 Oct 25) ₹1,687.01 ↑ 8.01 (0.48 %) Net Assets (Cr) ₹18,727 on 31 Aug 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.66 Information Ratio 1.05 Alpha Ratio -0.72 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,613 30 Sep 22 ₹17,883 30 Sep 23 ₹21,810 30 Sep 24 ₹31,383 30 Sep 25 ₹29,704 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 5.4% 3 Month 3.1% 6 Month 6.6% 1 Year 4.5% 3 Year 18.8% 5 Year 24.5% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.67 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Rajasa Kakulavarapu 1 Dec 23 1.84 Yr. Data below for Franklin India Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 28.41% Industrials 12.87% Consumer Cyclical 12.05% Health Care 8.04% Technology 7.24% Utility 5.74% Communication Services 5.61% Basic Materials 5.4% Consumer Defensive 5.16% Energy 4.52% Real Estate 1.8% Asset Allocation
Asset Class Value Cash 3.16% Equity 96.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,604 Cr 16,869,284 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,470 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL4% ₹851 Cr 4,528,105 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹780 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹765 Cr 6,761,448 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹667 Cr 4,627,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹613 Cr 4,493,052
↑ 308,622 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹611 Cr 18,783,160 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹553 Cr 1,612,271 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹492 Cr 3,555,589 7. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (29 Oct 25) ₹291.68 ↓ -0.08 (-0.03 %) Net Assets (Cr) ₹2,923 on 31 Aug 25 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.57 Information Ratio 0.22 Alpha Ratio -0.17 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹17,563 30 Sep 22 ₹17,256 30 Sep 23 ₹20,605 30 Sep 24 ₹30,858 30 Sep 25 ₹28,928 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 4.2% 3 Month 3.3% 6 Month 7.9% 1 Year 1.5% 3 Year 19.6% 5 Year 24% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.7% 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 9.92 Yr. Sandeep Jain 14 Mar 22 3.55 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 25.81% Consumer Cyclical 18.28% Industrials 12.26% Health Care 8.82% Basic Materials 8.61% Technology 8.45% Consumer Defensive 6.17% Energy 3.09% Communication Services 1.68% Real Estate 1.67% Utility 1.34% Asset Allocation
Asset Class Value Cash 3.8% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK4% ₹121 Cr 1,269,472 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹113 Cr 834,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹91 Cr 670,000
↑ 30,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO3% ₹75 Cr 261,003 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323432% ₹69 Cr 200,000 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433962% ₹67 Cr 600,000
↑ 100,000 Travel Food Services Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | TRAVELFOOD2% ₹60 Cr 454,564 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 5008252% ₹60 Cr 100,100 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5900032% ₹58 Cr 2,736,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5433202% ₹57 Cr 1,750,000 8. Parag Parikh Long Term Equity Fund
Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (28 Oct 25) ₹87.4757 ↓ -0.25 (-0.29 %) Net Assets (Cr) ₹115,040 on 31 Aug 25 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.33 Sharpe Ratio -0.08 Information Ratio 0.79 Alpha Ratio 4.32 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,738 30 Sep 22 ₹14,844 30 Sep 23 ₹18,544 30 Sep 24 ₹25,960 30 Sep 25 ₹26,799 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.1% 3 Month 4.1% 6 Month 8.4% 1 Year 9.9% 3 Year 21.9% 5 Year 22.7% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 2023 36.6% 2022 -7.2% 2021 45.5% 2020 32.3% 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 9.68 Yr. Rajeev Thakkar 24 May 13 12.36 Yr. Raunak Onkar 24 May 13 12.36 Yr. Rukun Tarachandani 16 May 22 3.38 Yr. Tejas Soman 1 Sep 25 0.08 Yr. Mansi Kariya 22 Dec 23 1.78 Yr. Aishwarya Dhar 1 Sep 25 0.08 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 28% Consumer Cyclical 10.31% Communication Services 9.96% Technology 6.24% Utility 6.05% Energy 6.04% Consumer Defensive 5.49% Health Care 4.13% Real Estate 0.72% Basic Materials 0.7% Industrials 0.18% Asset Allocation
Asset Class Value Cash 23.63% Equity 75.47% Debt 0.9% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹9,669 Cr 101,668,321
↑ 5,842,839 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 5328986% ₹7,172 Cr 255,922,726
↑ 9,872,733 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG5% ₹6,514 Cr 5,318,918 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA5% ₹6,319 Cr 162,039,558 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹5,691 Cr 42,215,573
↑ 1,495,030 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC5% ₹5,450 Cr 135,721,024
↑ 6,300,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK4% ₹4,823 Cr 24,205,055
↑ 797,674 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI4% ₹4,322 Cr 2,696,670
↓ -50,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M4% ₹4,227 Cr 12,335,671 Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL3% ₹4,078 Cr 1,889,267
↑ 1,510 9. Invesco India Multicap Fund
Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (29 Oct 25) ₹132.04 ↑ 0.18 (0.14 %) Net Assets (Cr) ₹4,043 on 31 Aug 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.9 Sharpe Ratio -0.56 Information Ratio 0.12 Alpha Ratio 0.17 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,671 30 Sep 22 ₹16,256 30 Sep 23 ₹19,574 30 Sep 24 ₹28,935 30 Sep 25 ₹26,669 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 3.8% 3 Month 1.6% 6 Month 6.7% 1 Year 0.1% 3 Year 18.9% 5 Year 22.4% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.8% 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 5.08 Yr. Taher Badshah 1 Jul 25 0.25 Yr. Manish Poddar 1 Jul 25 0.25 Yr. Data below for Invesco India Multicap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 26.34% Consumer Cyclical 24.81% Industrials 14% Health Care 11.37% Technology 9.63% Basic Materials 5% Real Estate 2.97% Consumer Defensive 2.74% Communication Services 2.18% Asset Allocation
Asset Class Value Cash 0.93% Equity 99.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433205% ₹190 Cr 5,840,622
↑ 1,932,970 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹168 Cr 1,244,742 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN4% ₹150 Cr 933,414 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002514% ₹144 Cr 307,294 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 24 | DIXON3% ₹125 Cr 76,338 Dr Agarwal’s Health Care Ltd (Healthcare)
Equity, Since 31 Jul 25 | AGARWALEYE3% ₹107 Cr 2,101,122
↑ 269,601 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK3% ₹106 Cr 1,119,214 Krishna Institute of Medical Sciences Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5433082% ₹100 Cr 1,428,273
↑ 158,226 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901572% ₹89 Cr 631,372
↓ -114,712 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 25 | LT2% ₹85 Cr 232,910 10. Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (29 Oct 25) ₹39.531 ↑ 0.12 (0.29 %) Net Assets (Cr) ₹2,777 on 31 Aug 25 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 1.98 Sharpe Ratio -0.65 Information Ratio 0.69 Alpha Ratio -0.76 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.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹16,178 30 Sep 22 ₹16,059 30 Sep 23 ₹18,870 30 Sep 24 ₹28,456 30 Sep 25 ₹26,603 Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 25 Duration Returns 1 Month 5.4% 3 Month 5.3% 6 Month 9.1% 1 Year 3.5% 3 Year 19.1% 5 Year 22.1% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.4% 2023 29.3% 2022 0.7% 2021 34.7% 2020 14.4% 2019 8.4% 2018 -4.9% 2017 47.4% 2016 0.4% 2015 Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Ashwani Agarwalla 15 Jun 22 3.3 Yr. Trideep Bhattacharya 1 Oct 21 4 Yr. Raj Koradia 1 Aug 24 1.17 Yr. Data below for Edelweiss Multi Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 29.41% Consumer Cyclical 14.09% Industrials 11.49% Technology 10.37% Health Care 7.34% Consumer Defensive 6.51% Basic Materials 6.18% Energy 4.36% Utility 2.84% Communication Services 2.46% Real Estate 1.93% Asset Allocation
Asset Class Value Cash 2.96% Equity 96.99% Debt 0.03% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK7% ₹208 Cr 2,184,576 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK5% ₹145 Cr 1,075,869 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT3% ₹88 Cr 240,080
↓ -38,544 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE3% ₹85 Cr 619,911
↓ -247,155 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY3% ₹84 Cr 579,917
↓ -38,545 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325553% ₹81 Cr 2,373,326 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹70 Cr 372,285 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN2% ₹69 Cr 786,589 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 22 | 5000342% ₹64 Cr 645,355 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | 5325382% ₹62 Cr 50,810
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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.
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Research Highlights for Nippon India Multi Cap Fund