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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.55 | 42.06 | 1.68 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 52.28 | 1.44 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Multi Cap Fund(IDCW Reinvest) | 29.97% | 20.94% | 20.92% |
Nippon India Multi Cap Fund(IDCW) | 26.67% | 20.60% | 11.26% |
SBI Multicap Fund(IDCW Payout) | 31.11% | — | 21.22% |
HDFC Multi Cap Fund(IDCW Reinvst) | 24.06% | — | 23.16% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
5.01 %
Holdings
3.84 %
Holdings
2.66 %
Daylynn Pinto
AUM: ₹21,682.67 Cr.
|
Exp: —
Harshal Joshi
AUM: ₹52,410.30 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%