Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. A Multi-cap fund is a very good investment option for the moderate risk taking investor. 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. Such volatility is higher than that experienced by Large cap funds but lower than small cap/mid cap funds. IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. Return for 2020 was 13.6% , 2019 was 11% and 2018 was -5.5% . Multi cap funds can be ideal wealth creators as compared to plain large cap funds. To generate capital appreciation by investing in equity and … Below is the key information for Aditya Birla Sun Life Equity Fund. Over to you. Before taking a leap to top 5 best multi cap funds to invest in 2019 for long term, let us discuss the basics of multi cap funds in India. 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. 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. Multi-Cap and all other asset class sizes are ranked based on their aggregate 3 … Since, this fund invests across the market cap, it gives a good diversification to the portfolio. Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 1.37Sharpe Ratio 0.42Information Ratio -0.62Alpha Ratio -1.92Min 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. 5. No. L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. Net Profit of ₹158,689 Invest Now 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. (Erstwhile Principal Growth Fund) The primary investment … Before investing in multi-cap funds it is advisable to look at the qualitative and quantitative factors of the scheme. Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. 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. 16.23. The primary investment objective of the scheme is to achieve long-term capital appreciation. 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. 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. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Crompton Greaves Consumer Electricals Ltd, Fine Organic Industries Ltd Ordinary Shares, Security and Intelligence Services (India) Ltd. PGIM India Diversified Equity Fund. Return for 2020 was 16.1% , 2019 was 8.5% and 2018 was -4.1% . 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.. 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. Return for 2020 was 14.9% , 2019 was 8.9% and 2018 was -12.7% . Mirae Asset India Equity Fund  is a Equity - Multi Cap fund was launched on 4 Apr 08. Owing to the selection of stocks, different funds perform during different periods. Those who choose multi cap funds need to be prepared to stick around at least for the said period to enable the fund to realise its full potential. 869.48. For e.g., my friend Arjun wanted to invest Rs.10, … Complete data and analysis for all 51 Equity: Multi Cap mutual funds. This flexibility also allows them to make changes in the portfolio as market conditions change. 13.53. Below is the key information for SBI Magnum Multicap Fund SBI Magnum Multicap Fund Growth Launch Date 29 Sep 05 NAV (04 Feb 21) ₹63.1315 ↑ 0.49   (0.79 %) Net Assets (Cr) ₹10,518 on 31 Dec 20 Category Equity - Multi CapAMC SBI Funds Management Private Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2Sharpe Ratio 0.42Information Ratio -0.55Alpha Ratio -3.85Min Investment 1,000 Min SIP Investment 500 Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL) Growth of 10,000 investment over the years. Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. All returns as of … 22.1. Investors who want to invest to begin their investment in equities, can start from the diversified fund. Diversified Multicap funds or more correctly diversified Equity Funds are a class of equity funds. Return for 2020 was 13.2% , 2019 was 4.9% and 2018 was -4.5% . Top Rated Funds ... Kotak Standard Multicap Dir | Invest Online: Below Avg. Why Axis Multi Cap Fund is the best multi cap mutual fund. Multi cap funds have a minimum of 65% of its corpus invested in equity. The fund manager is skilled at regularly modifying the asset allocation in order to take advantage of market movements. Multi-Cap Value and all other asset class size and styles are ranked based on their aggregate 3-month fund flows for all U.S.-listed ETFs that are classified by ETFdb.com as being mostly exposed to those respective asset class size and styles. Multi cap funds aim to achieve wealth accumulation by investing in stocks of companies which offer the best combination of high growth, risk, and value. DateValue31 Jan 16₹10,00031 Jan 17₹12,31331 Jan 18₹15,78631 Jan 19₹15,22331 Jan 20₹17,52031 Jan 21₹19,213 Kotak Standard 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 ₹458,689. Below is the key information for Motilal Oswal Multicap 35 Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch. Ranked 9 in Multi Cap category. Fincash » Mutual Funds » Best Diversified Multicap Funds. 4-star and 5-star rated mutual funds. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch. Shaded cells indicate the best-of-the-best funds based on 10-year … Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. The stock picking is based on investing style which can be Value investing or growth investing. Parag Parikh Flexi Cap Fund. Return for 2020 was 13.2% , 2019 was 4.9% and 2018 was -4.5% . Axis Multicap * Note – The returns are as on 3 rd Oct, 2020. Qualitative factors like knowing your fund manager and the reputation of the fund house is important. It’s advisable to go for a fund whose AUM is approximately same as the category. Principal Multi Cap Growth Fund (Erstwhile Principal Growth Fund) The primary investment objective of the scheme is to achieve long-term capital appreciation. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch. Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. L&T Equity Fund To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. Best Multicap Fund: Invest in top multicap mutual funds in India. Return for 2020 was 10.3% , 2019 was 7.9% and 2018 was -7.8% . Axis Multicap 1. Multi cap funds charge an expense ratio to manage your money. 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. CMFR covers various categories across equity, debt and hybrid asset classes. 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. Start Invest Online in Equity - Multi Cap Fund in India, Compare all Equity - Multi Cap Fund mutual funds & get regular updates on performance, portfolio holdings & free advisory with FundsIndia. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.4% since its launch. Key Features of some of the Best Multicap Funds. Kotak Standard Multicap Fund has returned 17.90% for the full year, which isn’t bad considering the volatility we saw in 2020. 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. Multi cap fund are basically suitable for individuals who have a medium to long-term investment horizon. 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. ICICI Prudential Bluechip Fund – Growth. Being a high risk-high return haven, these funds are capable of generating enough wealth which may help you to retire early and pursue your passion in life. Below is the key information for Motilal Oswal Multicap 35 Fund Motilal Oswal Multicap 35 Fund Growth Launch Date 28 Apr 14 NAV (04 Feb 21) ₹31.0996 ↑ 0.07   (0.24 %) Net Assets (Cr) ₹12,000 on 31 Dec 20 Category Equity - Multi CapAMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 1.44Sharpe Ratio 0.34Information Ratio -0.83Alpha Ratio -6.22Min 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. Return for 2020 was 13.7% , 2019 was 12.7% and 2018 was -0.6% . 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%. Add to compare. From India's independent mutual fund research house. Till now SEBI had mandated the upper limit of expense ratio to be 2.50% (Might Change time to time as per regulation). Thus, an investor should check on the fund manager's past experiences and the performances of the fund managed by him. Mirae Asset Large Cap was the best multi cap mutual fund to invest in 2019. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch. IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. The best balanced mutual funds are almost always the kind that investors can hold for years or even decades. Ranked 5 in Multi Cap category. Ranked 16 in Multi Cap category. 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. 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. Ranked 25 in Multi Cap category. However, they would still be affected by the volatility of equities during a turbulent market condition. Shaded cells indicate the best-of-the-best funds based on 10-year performance. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch. Unlike large or mid cap funds, they can decide how money gets allocated between big, mid-sized, and small companies. That mans, if you have been following our recommendations, you can continue with your investments in these schemes to achieve your long-term financial goals. 4-star and 5-star rated mutual funds. Below is the key information for IDFC Focused Equity Fund. They have a mixed portfolio of large, mid and small cap stocks. Return for 2020 was 15% , 2019 was 3.9% and 2018 was -8.7% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch. What Are Multicap Funds? Return for 2020 was 13.6% , 2019 was 11% and 2018 was -5.5% . Investors who want to invest in equities, but don’t want to take a very high-risk can ideally prefer this fund. 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. Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. Ranked 25 in Multi Cap category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch. After the order, multi cap funds will have to invest a minimum 25% in … 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. as on 4 Feb 21 DurationReturns1 Month 6.3% 3 Month 24.7% 6 Month 32.3% 1 Year 19.3% 3 Year 10.8% 5 Year 16.5% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis YearReturns2020 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 NameSinceTenureHarsha Upadhyaya4 Aug 128.5 Yr.Data below for Kotak Standard Multicap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial 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 ClassValueCash0.92%Equity99.07%Debt0.01%Other0% Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 31 Jan 16 | RELIANCE8%₹2,521 Cr12,700,000 ↓ -800,000 Infosys Ltd (Technology)Equity, Since 30 Nov 10 | INFY7%₹2,323 Cr18,500,000 ICICI Bank Ltd (Financial Services)Equity, Since 30 Sep 10 | ICICIBANK7%₹2,301 Cr43,000,000 ↓ -500,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Dec 10 | HDFCBANK6%₹2,011 Cr14,000,000 ↓ -300,000 Tata Consultancy Services Ltd (Technology)Equity, Since 31 May 18 | TCS6%₹1,909 Cr6,668,027 ↓ -81,973 UltraTech Cement Ltd (Basic Materials)Equity, Since 31 Mar 14 | ULTRACEMCO5%₹1,600 Cr3,025,000 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 Jan 20 | 5006964%₹1,246 Cr5,200,000 Axis Bank Ltd (Financial Services)Equity, Since 31 May 12 | 5322154%₹1,179 Cr19,000,000 ↓ -600,000 Larsen & Toubro Ltd (Industrials)Equity, Since 30 Sep 13 | LT3%₹1,159 Cr9,000,000 ↓ -700,000 SRF Ltd (Basic Materials)Equity, Since 31 Dec 18 | SRF3%₹1,059 Cr1,900,0003. 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