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Fincash » Mutual Funds » top 10 Multicap Funds

Best Multicap Mutual Funds to Invest in 2021

Updated on January 14, 2021 , 13259 views

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

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

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

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Top 10 Best Performing Diversified Multicap Mutual Funds 2021

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
UTI Equity Fund Growth ₹205.357
↓ -2.81
₹13,54627.645.73215.517.131.5
Parag Parikh Long Term Equity Fund Growth ₹35.8125
↓ -0.34
₹5,75712.226.931.214.31732.3
Mirae Asset India Equity Fund  Growth ₹64.306
↓ -0.70
₹20,79722.63516.89.216.313.7
Aditya Birla Sun Life Equity Fund Growth ₹924.16
↓ -8.76
₹12,10927.540.318.67.615.816.1
DSP BlackRock Equity Fund Growth ₹52.414
↓ -0.61
₹4,31427.93619.69.315.618.7
Canara Robeco Equity Diversified Growth ₹177.79
↓ -2.12
₹2,78020.133.322.61215.522.2
Kotak Standard Multicap Fund Growth ₹43.517
↓ -0.64
₹32,44121.932.313.88.515.211.8
Edelweiss Multi Cap Fund  Growth ₹17.902
↓ -0.19
₹59924.236.716.66.114.614.4
IDFC Focused Equity Fund Growth ₹46.55
↓ -0.24
₹1,44417.332.718.7414.214.9
Principal Multi Cap Growth Fund Growth ₹169.86
↓ -1.48
₹67921.933.916.22.61415
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Jan 21
*Above is list of best Diversified Multicap funds having AUM/Net Assets above 500 Crore. Sorted on Last 5 Year Return.

1. 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 13.4% since its launch.  Ranked 54 in Multi Cap category.  Return for 2020 was 31.5% , 2019 was 11.7% and 2018 was 3.5% .

Below is the key information for UTI Equity Fund

UTI Equity Fund
Growth
Launch Date 18 May 92
NAV (15 Jan 21) ₹205.357 ↓ -2.81   (-1.35 %)
Net Assets (Cr) ₹13,546 on 30 Nov 20
Category Equity - Multi Cap
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 0.65
Information Ratio 1.4
Alpha Ratio 10.78
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 Dec 15₹10,000
31 Dec 16₹10,114
31 Dec 17₹13,157
31 Dec 18₹13,621
31 Dec 19₹15,218
31 Dec 20₹20,019

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 ₹470,047.
Net Profit of ₹170,047
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 15 Jan 21

DurationReturns
1 Month 7.8%
3 Month 27.6%
6 Month 45.7%
1 Year 32%
3 Year 15.5%
5 Year 17.1%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 31.5%
2019 11.7%
2018 3.5%
2017 30.1%
2016 1.1%
2015 0.9%
2014 46.8%
2013 7.6%
2012 32.2%
2011 -19.1%
Fund Manager information for UTI Equity Fund
NameSinceTenure
Ajay Tyagi11 Jan 164.98 Yr.

Data below for UTI Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services26.13%
Consumer Cyclical17.03%
Technology14.44%
Health Care13.85%
Industrials8.38%
Basic Materials6.6%
Communication Services6.05%
Consumer Defensive5.75%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 17 | 500034
7%₹982 Cr1,853,670
↓ -71,200
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 07 | HDFCBANK
6%₹853 Cr5,940,392
Larsen & Toubro Infotech Ltd (Technology)
Equity, Since 31 Aug 18 | 540005
5%₹698 Cr1,906,100
↓ -62,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 15 | KOTAKBANK
5%₹692 Cr3,468,286
↓ -124,500
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 15 | HDFC
4%₹643 Cr2,512,088
Infosys Ltd (Technology)
Equity, Since 31 May 07 | INFY
4%₹610 Cr4,856,774
Astral Poly Technik Ltd (Industrials)
Equity, Since 31 Mar 16 | ASTRAL
3%₹519 Cr2,911,866
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Dec 06 | TCS
3%₹471 Cr1,644,194
↓ -65,000
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 16 | NAUKRI
3%₹461 Cr968,296
↓ -33,000
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 19 | 540376
3%₹393 Cr1,422,937
↑ 54,647

2. 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 18.2% since its launch.  Ranked 34 in Multi Cap category.  Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% .

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

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (15 Jan 21) ₹35.8125 ↓ -0.34   (-0.93 %)
Net Assets (Cr) ₹5,757 on 30 Nov 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.06
Sharpe Ratio 0.81
Information Ratio 0.82
Alpha Ratio 14.88
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 Dec 15₹10,000
31 Dec 16₹10,328
31 Dec 17₹13,360
31 Dec 18₹13,303
31 Dec 19₹15,223
31 Dec 20₹20,139

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 15 Jan 21

DurationReturns
1 Month 3.8%
3 Month 12.2%
6 Month 26.9%
1 Year 31.2%
3 Year 14.3%
5 Year 17%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.93 Yr.
Rajeev Thakkar24 May 137.61 Yr.
Raunak Onkar24 May 137.61 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services27.73%
Technology20.48%
Consumer Cyclical17.04%
Communication Services13.06%
Consumer Defensive10.01%
Health Care5.86%
Asset Allocation
Asset ClassValue
Cash5.81%
Equity94.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
8%₹530 Cr41,688
↑ 4,220
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
8%₹506 Cr24,218,091
↑ 500,000
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
7%₹449 Cr2,958,527
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
6%₹406 Cr16,923
↑ 1,600
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
6%₹386 Cr238,030
↑ 35,350
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
6%₹377 Cr1,225,445
↑ 73,866
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Jul 20 | 540750
5%₹320 Cr14,035,528
↑ 478,979
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
5%₹305 Cr153,639
↑ 29,290
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
5%₹301 Cr1,955,578
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
5%₹295 Cr947,207

3. 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 15.7% since its launch.  Ranked 19 in Multi Cap category.  Return for 2020 was 13.7% , 2019 was 12.7% and 2018 was -0.6% .

Below is the key information for Mirae Asset India Equity Fund 

Mirae Asset India Equity Fund 
Growth
Launch Date 4 Apr 08
NAV (15 Jan 21) ₹64.306 ↓ -0.70   (-1.08 %)
Net Assets (Cr) ₹20,797 on 30 Nov 20
Category Equity - Multi Cap
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.37
Sharpe Ratio 0.23
Information Ratio -0.46
Alpha Ratio -1.48
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 Dec 15₹10,000
31 Dec 16₹10,809
31 Dec 17₹14,979
31 Dec 18₹14,884
31 Dec 19₹16,778
31 Dec 20₹19,077

Mirae Asset India Equity Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Mirae Asset India Equity Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 6.8%
3 Month 22.6%
6 Month 35%
1 Year 16.8%
3 Year 9.2%
5 Year 16.3%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.7%
2019 12.7%
2018 -0.6%
2017 38.6%
2016 8.1%
2015 4.3%
2014 52.9%
2013 8.9%
2012 33.3%
2011 -19.6%
Fund Manager information for Mirae Asset India Equity Fund 
NameSinceTenure
Harshad Borawake1 May 173.67 Yr.
Gaurav Misra31 Jan 191.92 Yr.

Data below for Mirae Asset India Equity Fund  as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.64%
Technology13.79%
Energy11.85%
Consumer Defensive10.61%
Consumer Cyclical8.2%
Health Care7.55%
Industrials6.63%
Communication Services4.68%
Utility1.26%
Basic Materials1.12%
Asset Allocation
Asset ClassValue
Cash0.32%
Equity99.68%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 09 | HDFCBANK
11%₹2,328 Cr16,207,823
Infosys Ltd (Technology)
Equity, Since 31 May 08 | INFY
9%₹1,981 Cr15,772,961
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 08 | RELIANCE
9%₹1,926 Cr9,701,392
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
8%₹1,754 Cr32,780,586
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 532215
4%₹860 Cr13,853,484
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 09 | TCS
4%₹843 Cr2,944,869
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 10 | BHARTIARTL
4%₹843 Cr16,538,198
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
4%₹787 Cr3,286,598
State Bank of India (Financial Services)
Equity, Since 31 Jul 08 | SBIN
3%₹668 Cr24,281,723
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 18 | 500124
3%₹606 Cr1,165,021

4. Aditya Birla Sun Life Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.4% since its launch.  Ranked 16 in Multi Cap category.  Return for 2020 was 16.1% , 2019 was 8.5% and 2018 was -4.1% .

Below is the key information for Aditya Birla Sun Life Equity Fund

Aditya Birla Sun Life Equity Fund
Growth
Launch Date 27 Aug 98
NAV (15 Jan 21) ₹924.16 ↓ -8.76   (-0.94 %)
Net Assets (Cr) ₹12,109 on 30 Nov 20
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.89
Sharpe Ratio 0.31
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹11,521
31 Dec 17₹15,383
31 Dec 18₹14,753
31 Dec 19₹16,012
31 Dec 20₹18,586

Aditya Birla Sun Life Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Aditya Birla Sun Life Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 7.2%
3 Month 27.5%
6 Month 40.3%
1 Year 18.6%
3 Year 7.6%
5 Year 15.8%
10 Year
15 Year
Since launch 22.4%
Historical performance (Yearly) on absolute basis
YearReturns
2020 16.1%
2019 8.5%
2018 -4.1%
2017 33.5%
2016 15.2%
2015 2.9%
2014 56.6%
2013 7.1%
2012 35.7%
2011 -29.4%
Fund Manager information for Aditya Birla Sun Life Equity Fund
NameSinceTenure
Anil Shah3 Oct 128.25 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services31.49%
Health Care14.73%
Basic Materials13.36%
Technology12.81%
Communication Services8.3%
Consumer Cyclical5.78%
Consumer Defensive5.17%
Industrials2.76%
Energy2.05%
Utility1.27%
Asset Allocation
Asset ClassValue
Cash2.18%
Equity97.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK
9%₹1,163 Cr21,740,000
↓ -800,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK
8%₹1,003 Cr6,982,231
↓ -275,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY
7%₹902 Cr7,179,615
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 15 | 500124
6%₹760 Cr1,460,952
↑ 21,041
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL
5%₹689 Cr13,521,721
↑ 500,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH
4%₹461 Cr4,876,624
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA
3%₹405 Cr6,832,678
↓ -368,711
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
3%₹375 Cr2,464,013
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK
3%₹366 Cr1,835,924
↓ -275,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
2%₹290 Cr547,531

5. DSP BlackRock Equity Fund

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

DSP BlackRock Equity Fund is a Equity - Multi Cap fund was launched on 7 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 42 in Multi Cap category.  Return for 2020 was 18.7% , 2019 was 17% and 2018 was -7.5% .

Below is the key information for DSP BlackRock Equity Fund

DSP BlackRock Equity Fund
Growth
Launch Date 7 Jun 07
NAV (15 Jan 21) ₹52.414 ↓ -0.61   (-1.16 %)
Net Assets (Cr) ₹4,314 on 30 Nov 20
Category Equity - Multi Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 0.39
Information Ratio 0.2
Alpha Ratio 2.33
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 Dec 15₹10,000
31 Dec 16₹10,405
31 Dec 17₹14,571
31 Dec 18₹13,480
31 Dec 19₹15,777
31 Dec 20₹18,733

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 ₹447,579.
Net Profit of ₹147,579
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 15 Jan 21

DurationReturns
1 Month 6.1%
3 Month 27.9%
6 Month 36%
1 Year 19.6%
3 Year 9.3%
5 Year 15.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 18.7%
2019 17%
2018 -7.5%
2017 40%
2016 4.1%
2015 -0.7%
2014 53%
2013 0.1%
2012 33.3%
2011 -23.9%
Fund Manager information for DSP BlackRock Equity Fund
NameSinceTenure
Atul Bhole1 Jun 164.59 Yr.
Abhishek Ghosh1 Jan 210 Yr.

Data below for DSP BlackRock Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services34.81%
Basic Materials13.61%
Consumer Cyclical10.01%
Technology9.72%
Industrials7.07%
Health Care6.72%
Consumer Defensive5.81%
Utility3.85%
Communication Services3.17%
Energy3.07%
Real Estate1.68%
Asset Allocation
Asset ClassValue
Cash0.48%
Equity99.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 16 | ICICIBANK
8%₹358 Cr6,695,467
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK
7%₹332 Cr2,312,227
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
4%₹192 Cr1,532,258
↑ 38,932
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
4%₹163 Cr307,588
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 19 | BHARTIARTL
3%₹146 Cr2,872,738
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 17 | ULTRACEMCO
3%₹144 Cr272,899
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Aug 19 | 500124
3%₹135 Cr259,790
↑ 17,058
Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | 540376
3%₹133 Cr481,457
↑ 63,070
Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 20 | 533398
3%₹125 Cr1,030,623
Tata Consultancy Services Ltd (Technology)
Equity, Since 28 Feb 18 | TCS
3%₹122 Cr425,083

6. 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 18.1% since its launch.  Ranked 68 in Multi Cap category.  Return for 2020 was 22.2% , 2019 was 12.3% and 2018 was 0.9% .

Below is the key information for Canara Robeco Equity Diversified

Canara Robeco Equity Diversified
Growth
Launch Date 16 Sep 03
NAV (15 Jan 21) ₹177.79 ↓ -2.12   (-1.18 %)
Net Assets (Cr) ₹2,780 on 30 Nov 20
Category Equity - Multi Cap
AMC Canara Robeco Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.51
Information Ratio 0.73
Alpha Ratio 5.25
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 Dec 15₹10,000
31 Dec 16₹9,803
31 Dec 17₹13,505
31 Dec 18₹13,624
31 Dec 19₹15,297
31 Dec 20₹18,698

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 ₹447,579.
Net Profit of ₹147,579
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 15 Jan 21

DurationReturns
1 Month 5.8%
3 Month 20.1%
6 Month 33.3%
1 Year 22.6%
3 Year 12%
5 Year 15.5%
10 Year
15 Year
Since launch 18.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 22.2%
2019 12.3%
2018 0.9%
2017 37.8%
2016 -2%
2015 0.1%
2014 39.7%
2013 4.3%
2012 31.3%
2011 -15.9%
Fund Manager information for Canara Robeco Equity Diversified
NameSinceTenure
Shridatta Bhandwaldar12 Jul 164.48 Yr.
Miyush Gandhi1 Oct 191.25 Yr.

Data below for Canara Robeco Equity Diversified as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services33.82%
Technology13.9%
Consumer Cyclical10.39%
Basic Materials8.63%
Health Care7.91%
Industrials7.48%
Energy5.38%
Consumer Defensive4.93%
Utility2.13%
Communication Services1.91%
Asset Allocation
Asset ClassValue
Cash3.51%
Equity96.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK
7%₹223 Cr1,552,340
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
7%₹218 Cr4,065,550
↑ 325,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY
7%₹214 Cr1,707,188
↑ 50,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE
5%₹164 Cr827,400
↑ 25,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS
4%₹109 Cr380,100
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 17 | HDFC
3%₹106 Cr415,900
↑ 45,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 500034
3%₹99 Cr187,035
↓ -27,465
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 532215
3%₹95 Cr1,528,600
↑ 175,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jul 17 | 500696
3%₹85 Cr355,400
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
2%₹71 Cr750,000
↑ 80,000

7. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors.

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 3 in Multi Cap category.  Return for 2020 was 11.8% , 2019 was 12.3% and 2018 was -0.9% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund
Growth
Launch Date 11 Sep 09
NAV (15 Jan 21) ₹43.517 ↓ -0.64   (-1.44 %)
Net Assets (Cr) ₹32,441 on 30 Nov 20
Category Equity - Multi Cap
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.48
Sharpe Ratio 0.21
Information Ratio -0.3
Alpha Ratio -2.82
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 Dec 15₹10,000
31 Dec 16₹10,944
31 Dec 17₹14,699
31 Dec 18₹14,569
31 Dec 19₹16,359
31 Dec 20₹18,287

Kotak Standard Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 6.3%
3 Month 21.9%
6 Month 32.3%
1 Year 13.8%
3 Year 8.5%
5 Year 15.2%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.8%
2019 12.3%
2018 -0.9%
2017 34.3%
2016 9.4%
2015 3%
2014 57.9%
2013 6.1%
2012 33.5%
2011 -22.3%
Fund Manager information for Kotak Standard Multicap Fund
NameSinceTenure
Harsha Upadhyaya4 Aug 128.41 Yr.

Data below for Kotak Standard Multicap Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services27.94%
Basic Materials14.62%
Technology12.87%
Industrials10.84%
Energy10.77%
Consumer Cyclical8.89%
Consumer Defensive7.79%
Health Care3.21%
Utility2.13%
Asset Allocation
Asset ClassValue
Cash0.92%
Equity99.07%
Debt0.01%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 16 | RELIANCE
8%₹2,521 Cr12,700,000
↓ -800,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY
7%₹2,323 Cr18,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 10 | ICICIBANK
7%₹2,301 Cr43,000,000
↓ -500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK
6%₹2,011 Cr14,000,000
↓ -300,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 May 18 | TCS
6%₹1,909 Cr6,668,027
↓ -81,973
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
5%₹1,600 Cr3,025,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Jan 20 | 500696
4%₹1,246 Cr5,200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532215
4%₹1,179 Cr19,000,000
↓ -600,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 13 | LT
3%₹1,159 Cr9,000,000
↓ -700,000
SRF Ltd (Basic Materials)
Equity, Since 31 Dec 18 | SRF
3%₹1,059 Cr1,900,000

8. 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 10.3% since its launch.  Return for 2020 was 14.4% , 2019 was 8.4% and 2018 was -4.9% .

Below is the key information for Edelweiss Multi Cap Fund 

Edelweiss Multi Cap Fund 
Growth
Launch Date 3 Feb 15
NAV (15 Jan 21) ₹17.902 ↓ -0.19   (-1.04 %)
Net Assets (Cr) ₹599 on 30 Nov 20
Category Equity - Multi Cap
AMC Edelweiss Asset Management Limited
Rating Not Rated
Risk High
Expense Ratio 2.43
Sharpe Ratio 0.27
Information Ratio -0.53
Alpha Ratio -1.84
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 Dec 15₹10,000
31 Dec 16₹10,038
31 Dec 17₹14,794
31 Dec 18₹14,067
31 Dec 19₹15,246
31 Dec 20₹17,436

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 ₹436,710.
Net Profit of ₹136,710
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 15 Jan 21

DurationReturns
1 Month 7.1%
3 Month 24.2%
6 Month 36.7%
1 Year 16.6%
3 Year 6.1%
5 Year 14.6%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2020 14.4%
2019 8.4%
2018 -4.9%
2017 47.4%
2016 0.4%
2015
2014
2013
2012
2011
Fund Manager information for Edelweiss Multi Cap Fund 
NameSinceTenure
Harshad Patwardhan3 Feb 155.91 Yr.

Data below for Edelweiss Multi Cap Fund  as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services34.46%
Technology16.42%
Basic Materials10.88%
Industrials8.11%
Health Care6.63%
Consumer Cyclical4.56%
Energy4.27%
Consumer Defensive3.95%
Communication Services3.72%
Real Estate2.75%
Utility1.39%
Asset Allocation
Asset ClassValue
Cash2.86%
Equity97.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY
9%₹54 Cr430,817
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK
8%₹51 Cr358,419
↓ -21,886
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK
7%₹46 Cr868,166
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 17 | HDFC
5%₹30 Cr117,494
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL
4%₹23 Cr457,110
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE
4%₹23 Cr113,416
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
3%₹19 Cr148,021
↑ 12,042
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500696
3%₹18 Cr76,630
↓ -6,985
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jan 20 | 540699
3%₹17 Cr12,993
State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN
3%₹16 Cr580,091

9. IDFC Focused Equity Fund

The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.9% since its launch.  Ranked 13 in Multi Cap category.  Return for 2020 was 14.9% , 2019 was 8.9% and 2018 was -12.7% .

Below is the key information for IDFC Focused Equity Fund

IDFC Focused Equity Fund
Growth
Launch Date 16 Mar 06
NAV (15 Jan 21) ₹46.55 ↓ -0.24   (-0.51 %)
Net Assets (Cr) ₹1,444 on 30 Nov 20
Category Equity - Multi Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 0.36
Information Ratio -0.7
Alpha Ratio 1.19
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,178
31 Dec 17₹15,717
31 Dec 18₹13,717
31 Dec 19₹14,939
31 Dec 20₹17,164

IDFC Focused 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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for IDFC Focused 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 15 Jan 21

DurationReturns
1 Month 6.8%
3 Month 17.3%
6 Month 32.7%
1 Year 18.7%
3 Year 4%
5 Year 14.2%
10 Year
15 Year
Since launch 10.9%
Historical performance (Yearly) on absolute basis
YearReturns
2020 14.9%
2019 8.9%
2018 -12.7%
2017 54.4%
2016 1.8%
2015 -4.8%
2014 32.2%
2013 2.9%
2012 20.8%
2011 -20.6%
Fund Manager information for IDFC Focused Equity Fund
NameSinceTenure
Sumit Agrawal20 Oct 164.2 Yr.

Data below for IDFC Focused Equity Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services29.51%
Technology17.17%
Consumer Cyclical14.93%
Communication Services9.85%
Basic Materials8.85%
Energy7.67%
Health Care5.21%
Industrials4.71%
Consumer Defensive2.29%
Asset Allocation
Asset ClassValue
Equity100.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 20 | BHARTIARTL
10%₹143 Cr2,800,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
8%₹114 Cr2,125,901
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | INFY
8%₹114 Cr904,333
↑ 264,892
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 18 | RELIANCE
8%₹111 Cr559,848
↓ -30,294
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK
8%₹109 Cr761,882
Fine Organic Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Jun 18 | 541557
7%₹106 Cr419,812
↓ -2,237
EPL Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 30 Sep 20 | 500135
6%₹87 Cr3,439,725
↑ 628,452
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 19 | TCS
5%₹74 Cr259,990
↑ 101,071
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
5%₹69 Cr2,513,459
↓ -54,421
Security and Intelligence Services (India) Ltd (Industrials)
Equity, Since 31 Jul 17 | 540673
5%₹68 Cr1,588,500
↓ -11,500

10. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

The primary investment objective of the scheme is to achieve long-term capital appreciation.

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch.  Ranked 12 in Multi Cap category.  Return for 2020 was 15% , 2019 was 3.9% and 2018 was -8.7% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (15 Jan 21) ₹169.86 ↓ -1.48   (-0.86 %)
Net Assets (Cr) ₹679 on 30 Nov 20
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.4
Sharpe Ratio 0.27
Information Ratio -1.25
Alpha Ratio -1.89
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Dec 15₹10,000
31 Dec 16₹10,641
31 Dec 17₹15,827
31 Dec 18₹14,455
31 Dec 19₹15,024
31 Dec 20₹17,279

Principal Multi Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Jan 21

DurationReturns
1 Month 6.7%
3 Month 21.9%
6 Month 33.9%
1 Year 16.2%
3 Year 2.6%
5 Year 14%
10 Year
15 Year
Since launch 15%
Historical performance (Yearly) on absolute basis
YearReturns
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
2014 49.4%
2013 8.3%
2012 46%
2011 -30.9%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ravi Gopalakrishnan29 Jul 191.43 Yr.
Siddarth Mohta28 Aug 182.35 Yr.

Data below for Principal Multi Cap Growth Fund as on 30 Nov 20

Equity Sector Allocation
SectorValue
Financial Services34.73%
Technology12.97%
Industrials11.57%
Consumer Cyclical10.69%
Basic Materials10.33%
Health Care6.41%
Energy5.04%
Consumer Defensive4.48%
Communication Services2.56%
Real Estate1.06%
Asset Allocation
Asset ClassValue
Cash0.11%
Equity99.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
8%₹54 Cr374,930
↓ -53,805
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
6%₹39 Cr307,049
↓ -90,305
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹37 Cr692,772
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
5%₹35 Cr176,849
↓ -69,350
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 08 | HDFC
4%₹31 Cr119,478
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 13 | LT
4%₹24 Cr190,231
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 500034
3%₹23 Cr44,185
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 19 | DIVISLAB
3%₹18 Cr46,815
↓ -4,720
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL
3%₹18 Cr349,888
↑ 130,900
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 16 | KOTAKBANK
2%₹17 Cr85,637
↓ -37,335

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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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