Returns are a reflection of the nature of your holdings and during a bull run, some multi-cap mutual funds may even outperform the returns offered by pure large/mid/small-cap funds. Multi-Cap and all other asset class sizes are ranked based on their aggregate 3 … To generate capital appreciation by investing in equity and … Funds with the best ratings listed at Value Research. INA100006898 | ARN - 112749, HDFC Retirement Savings Fund - Equity Plan, Nippon India Retirement Fund - Wealth Creation Scheme, Aditya Birla Sun Life Retirement Fund - The 30s Plan, ICICI Prudential Retirement Fund - Pure Equity Plan, Exposure to all key sectors driving the Indian economy forward, Ideal for an investment horizon of 5+ year, Eliminates the need for buying different funds for comprehensive market coverage. No. Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. Kotak Standard Multicap Fund is even out the best multi-cap fund of 2020 as well, and it has given a return of 18% as compared to the Multi-Cap category return of 15% and S&P BSE 500 Index return of 12%. CMFR covers various categories across equity, debt and hybrid asset classes. Canara Robeco Equity Diversified. An investor needs to go for a fund that consistently beats its benchmark for over 4-5 years. Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. Net Profit of ₹136,710 Invest Now Invest Now Returns for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch. Below is the key information for Aditya Birla Sun Life Equity Fund. First, there is no concept of best mutual fund. Why Axis Multi Cap Fund is the best multi cap mutual fund. Below is the key information 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch. Multicap funds invest in stocks across Large, Mid & Small market cap. Usually, the fund experiences a lot of fluctuations during the short-run which averages out over the long-run. Because of a dynamic investment strategy, these funds may accumulate larger wealth for achieving long-term Financial goals like children’s higher education or Retirement planning. Principal Multi Cap Growth Fund. From India's independent mutual fund research house. All Rights Reserved, Shepard Technologies Pvt. 1. The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for IDFC Focused Equity Fund. Quant Active Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch. Motilal Oswal Multicap 35 Fund (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Below is the key information for SBI Magnum Multicap Fund. Net Profit of ₹147,579 Invest Now 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. DateValue31 Jan 16₹10,00031 Jan 17₹12,07431 Jan 18₹16,25731 Jan 19₹15,71531 Jan 20₹17,58131 Jan 21₹19,982 Mirae Asset India Equity Fund  SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹470,047. Return for 2020 was 16.1% , 2019 was 8.5% and 2018 was -4.1% . An investor should ideally invest for a medium to long term investment horizon (5-7 years), to benefit from this investment. Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.4Sharpe Ratio 0.46Information Ratio -1.27Alpha Ratio -1.93Min 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. Read all scheme related documents carefully. Thus, an investor should check on the fund manager's past experiences and the performances of the fund managed by him. This fund is offered by Kotak Mutual Fund, which is a subsidiary of Kotak Mahindra Bank.These are the salient features and key points about this fund: Nippon India Multicap Fund is a trend-based fund that uses its flexibility to be overweight in... 3. Like other equity funds, multi cap funds also face the market risk wherein an overall rise or fall in the value of the index leads to a fluctuation in the fund value. Net Profit of ₹115,684 Invest Now Invest Now Returns for L&T Equity Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. As these funds are actively-managed to harness gains from market opportunities, it might have a higher turnover ratio and associated transaction costs. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch. Flexi cap mutual fund category is a new entrant to the equity mutual fund basket. DateValue31 Jan 16₹10,00031 Jan 17₹11,60631 Jan 18₹15,00331 Jan 19₹13,52631 Jan 20₹14,62131 Jan 21₹16,147 L&T Equity Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹415,684. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch. Return for 2020 was 14.9% , 2019 was 8.9% and 2018 was -12.7% . The best balanced mutual funds are almost always the kind that investors can hold for years or even decades. Axis Multicap Flexi Cap Fund : Flexi Cap Fund : Fund has 99.53% investment in indian stocks of which 52.13% is in large cap stocks, 24.26% is in mid cap stocks, 14.07% in small cap stocks. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. DateValue31 Jan 16₹10,00031 Jan 17₹12,34131 Jan 18₹17,28331 Jan 19₹15,31531 Jan 20₹16,43331 Jan 21₹18,600 Principal Multi Cap Growth Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. Axis Multicap Fund aims to invest in high conviction equity instruments with improved risk adjusted... 2. Return for 2020 was 13.6% , 2019 was 11% and 2018 was -5.5% . Since, this fund invests across the market cap, it gives a good diversification to the portfolio. Fincash » Mutual Funds » Best Diversified Multicap Funds. Below is the key information for Principal Multi Cap Growth Fund Principal Multi Cap Growth Fund Growth Launch Date 25 Oct 00 NAV (04 Feb 21) ₹178.01 ↑ 2.30   (1.31 %) Net Assets (Cr) ₹697 on 31 Dec 20 Category Equity - Multi CapAMC Principal Pnb Asset Mgmt. 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. 5.75. Ranked 13 in Multi Cap category. Also, investors who are not well-versed with the technique of Asset Allocation with respect to investments can also put a part of their funds here. Ranked 19 in Multi Cap category. Unlike Flexi-cap funds … To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments. 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. Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. … As per last available data, 70.59 percent of its total portfolio … 22.1. One should check the past record of the fund manager and the fund’s past performances (managed by him), especially in the tough market phase. These schemes came to life after Sebi changed the investment mandate of multi cap funds. Investors who want to invest to begin their investment in equities, can start from the diversified fund. What Are Multicap Funds? Net Profit of ₹147,579 Invest Now 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. Return for 2020 was 16.1% , 2019 was 8.5% and 2018 was -4.1% . All Rights Reserved, 2021 Shepard Technologies Private Limited. 16.23. Return for 2020 was 10.3% , 2019 was 7.9% and 2018 was -7.8% . Net Profit of ₹158,689 Invest Now 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. Unlike large or mid cap funds, they can decide how money gets allocated between big, mid-sized, and small companies. Multi cap equity funds invest in companies of all sizes and across sectors. Mutual fund investments are subject to market risks. The performance of this fund vastly depends on the fund manager's intelligence and knowledge on how he picks the stock as per the market conditions. as on 4 Feb 21 DurationReturns1 Month 6.1% 3 Month 23.5% 6 Month 32.3% 1 Year 24.2% 3 Year 11.3% 5 Year 17.6% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis YearReturns2020 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  NameSinceTenureHarshad Borawake1 May 173.76 Yr.Gaurav Misra31 Jan 192.01 Yr.Data below for Mirae Asset India Equity Fund  as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial 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 ClassValueCash0.32%Equity99.68%Other0.01% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 28 Feb 09 | HDFCBANK11%₹2,328 Cr16,207,823 Infosys Ltd (Technology)Equity, Since 31 May 08 | INFY9%₹1,981 Cr15,772,961 Reliance Industries Ltd (Energy)Equity, Since 30 Apr 08 | RELIANCE9%₹1,926 Cr9,701,392 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 09 | ICICIBANK8%₹1,754 Cr32,780,586 Axis Bank Ltd (Financial Services)Equity, Since 31 Mar 14 | 5322154%₹860 Cr13,853,484 Tata Consultancy Services Ltd (Technology)Equity, Since 31 May 09 | TCS4%₹843 Cr2,944,869 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Aug 10 | BHARTIARTL4%₹843 Cr16,538,198 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 30 Sep 15 | 5006964%₹787 Cr3,286,598 State Bank of India (Financial Services)Equity, Since 31 Jul 08 | SBIN3%₹668 Cr24,281,723 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 31 Jul 18 | 5001243%₹606 Cr1,165,0212. Funds with the best ratings listed at Value Research. 4-star and 5-star rated mutual funds. Compared to pure large caps/small caps, multi cap funds may have a higher expense ratio. Consistency. * Note – The returns are as on 3 rd Oct, 2020. N.A. as on 4 Feb 21. They have a mixed portfolio of large, mid and small cap stocks. Diversified Multicap funds or more correctly diversified Equity Funds are a class of equity funds. Best multi-cap funds invest in equity shares of companies with different market capitalisation. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch. It’s advisable to go for a fund whose AUM is approximately same as the category. 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. 13.53. Mirae Asset Large Cap was the best multi cap mutual fund to invest in 2019. DateValue31 Jan 16₹10,00031 Jan 17₹12,55031 Jan 18₹16,70031 Jan 19₹14,85431 Jan 20₹16,67031 Jan 21₹17,952 Motilal Oswal Multicap 35 Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹436,710. Key Features of some of the Best Multicap Funds. Aditya Birla Sun Life Equity Fund. Choose from our list of top 10 multicap growth fund schemes to start sip or lump sum investment. To make the process of selecting a good diversified multicap equity fund easy, we have listed top 4 best multi-cap equity funds – that investors can take into account during their investing journey. Return for 2020 was 13.6% , 2019 was 11% and 2018 was -5.5% . Ranked 25 in Multi Cap category. Kotak Standard Multicap Fund has returned 17.90% for the full year, which isn’t bad considering the volatility we saw in 2020. It has been in the last quartile for two months, third quartile for three months before that. as on 4 Feb 21 DurationReturns1 Month 6.9% 3 Month 28.1% 6 Month 39.4% 1 Year 22.6% 3 Year 9.8% 5 Year 15.3% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis YearReturns2020 13.6% 2019 11% 2018 -5.5% 2017 37% 2016 5.8% 2015 9.8% 2014 56% 2013 5.2% 2012 38.4% 2011 -30.7% Fund Manager information for SBI Magnum Multicap Fund NameSinceTenureAnup Upadhyay1 Feb 174 Yr.Data below for SBI Magnum Multicap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services31.16%Consumer Cyclical13.98%Technology11.07%Basic Materials8.12%Health Care6.84%Consumer Defensive6.4%Energy5.82%Industrials5.69%Communication Services3.75%Utility2.96% Asset Allocation Asset ClassValueCash3.96%Equity95.78%Other0.26% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 15 | HDFCBANK9%₹897 Cr6,244,442 ICICI Bank Ltd (Financial Services)Equity, Since 30 Apr 17 | ICICIBANK8%₹862 Cr16,111,935 HCL Technologies Ltd (Technology)Equity, Since 30 Apr 19 | HCLTECH6%₹594 Cr6,273,981 ITC Ltd (Consumer Defensive)Equity, Since 31 Jul 14 | ITC4%₹449 Cr21,476,717 ↑ 1,524,000 Tech Mahindra Ltd (Technology)Equity, Since 31 Aug 20 | 5327554%₹392 Cr4,025,000 Axis Bank Ltd (Financial Services)Equity, Since 30 Jun 18 | 5322154%₹391 Cr6,302,049 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)Equity, Since 30 Apr 19 | CROMPTON3%₹363 Cr9,530,000 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Mar 19 | LT3%₹356 Cr2,763,000 Hindalco Industries Ltd (Basic Materials)Equity, Since 31 Mar 17 | HINDALCO3%₹305 Cr12,690,324 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 30 Apr 20 | MARUTI3%₹292 Cr382,2005. UTI Equity Fund. Current Value. ICICI Prudential Bluechip fund is next in the list of … 14.73. Return for 2020 was 15% , 2019 was 3.9% and 2018 was -8.7% . DateValue31 Jan 16₹10,00031 Jan 17₹11,75631 Jan 18₹15,40231 Jan 19₹14,27731 Jan 20₹16,31531 Jan 21₹18,333 SBI Magnum Multicap Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. Below is the key information for L&T Equity Fund. The primary investment objective of the scheme is to achieve long-term capital appreciation. Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. SEBI had recently introduced a new mutual fund category – Flexi cap Funds.This had come as a major relief to investors and fund managers, who were planning to recategorize their existing multi-cap funds to other categories in light of the rule change for multi-cap funds.. Ltd. N.A. 4-star and 5-star rated mutual funds. Instead of investing in a particular capitalisation, best multi-cap funds incorporate large-cap, mid-cap, and small-cap equity stocks in the portfolio in specific proportion. 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. Below is the key information for Kotak Standard Multicap Fund Kotak Standard Multicap Fund Growth Launch Date 11 Sep 09 NAV (04 Feb 21) ₹45.136 ↑ 0.59   (1.32 %) Net Assets (Cr) ₹33,462 on 31 Dec 20 Category Equity - Multi CapAMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 1.48Sharpe Ratio 0.38Information Ratio -0.38Alpha Ratio -3.98Min 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. Multi cap funds can be ideal wealth creators as compared to plain large cap funds. Ranked 12 in Multi Cap category. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. Investors who want to invest in equities, but don’t want to take a very high-risk can ideally prefer this fund. So you are looking for which Multicap funds have become Flexicap Funds? The stock picking is based on investing style which can be Value investing or growth investing. Look if the fund house has a long track record, large Asset Under Management (AUM), stared funds, etc. DateValue31 Jan 16₹10,00031 Jan 17₹11,45831 Jan 18₹16,98431 Jan 19₹14,58231 Jan 20₹16,33131 Jan 21₹18,225 IDFC Focused Equity Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. Till now SEBI had mandated the upper limit of expense ratio to be 2.50% (Might Change time to time as per regulation). Below is the key information for Mirae Asset India Equity Fund  Mirae Asset India Equity Fund  Growth Launch Date 4 Apr 08 NAV (04 Feb 21) ₹66.309 ↑ 0.51   (0.78 %) Net Assets (Cr) ₹22,093 on 31 Dec 20 Category Equity - Multi CapAMC Mirae Asset Global Inv (India) Pvt. Before investing in multi-cap funds it is advisable to look at the qualitative and quantitative factors of the scheme. PGIM India Diversified Equity Fund. Ranked 9 in Multi Cap category. Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is an excellent investment option that offers a well-diversified portfolio and best in the current market scenario. IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I Return for 2020 was 14.9% , 2019 was 8.9% and 2018 was -12.7% . Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. However, the fund is the key factors to be overweight in... 3 Oct,.. Has underperformed the BSE 500 Index are basically suitable for individuals who have medium. Sep 09 in Equity shares of companies with different market capitalisation Note – returns... Under management ( AUM ), to benefit from this investment how money allocated... Sum investment can decide how money gets allocated between big, mid-sized, and small Cap stocks than... Diversified Equity funds which can be Value investing or Growth investing skilled at regularly modifying the Asset in! Fund basket flexibility to be looked at quantitative factors of the fund experiences a lot of fluctuations the... 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