Multi Cap Mutual Funds

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.

⏱ Horizon: Long
🔢 Total funds: 33
💰 Total AUM: 2,48,560 Cr

Best performing Multi Cap Mutual Funds

Name	AUM (Cr)	Base Exp. Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Kotak Multi Cap Fund	30,335.28	0.42	0.49%	15.18%	15.74%
Nippon India Multi Cap Fund	53,766.63	0.59	4.43%	11.78%	14.54%
Mahindra Manulife Multi Cap Fund	7,457.36	0.45	7.57%	15.94%	13.56%
ITI Multi Cap Fund	1,499.93	0.54	9.19%	15.76%	12.67%
ICICI Pru Multi Cap Fund	18,717.26	0.78	1.37%	13.56%	12.54%
Aditya Birla SL Multi-Cap Fund	7,531.29	0.68	3.25%	12.97%	11.10%
Invesco India Multicap Fund	4,300.98	0.62	3.19%	11.83%	10.37%
Baroda BNP Paribas Multi Cap Fund	3,296.83	0.75	1.56%	13.09%	10.19%
Sundaram Multi Cap Fund	2,900.87	0.77	3.58%	11.40%	9.96%
Quant Multi Cap Fund	7,501.45	0.61	3.72%	9.04%	9.57%

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Overview of Multi Cap Mutual Funds

Kotak Multi Cap Fund

AUM
₹ 30,335.28 Cr.
Base Exp. Ratio
0.42%
5Y CAGR
15.74%

Performance

The fund's annualised performance has been 15.75% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.66% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 39.61% along with the largest allocation towards Private Banks at 14.59%.

Nippon India Multi Cap Fund

AUM
₹ 53,766.63 Cr.
Base Exp. Ratio
0.59%
5Y CAGR
14.54%

Performance

The fund's annualised performance has been 15.32% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.22% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 45.22% along with the largest allocation towards Private Banks at 16.37%.

Mahindra Manulife Multi Cap Fund

AUM
₹ 7,457.36 Cr.
Base Exp. Ratio
0.45%
5Y CAGR
13.56%

Performance

The fund's annualised performance has been 17.22% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.38% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 41.47% along with the largest allocation towards Pharmaceuticals at 16.16%.

ITI Multi Cap Fund

AUM
₹ 1,499.93 Cr.
Base Exp. Ratio
0.54%
5Y CAGR
12.67%

Performance

The fund's annualised performance has been 15.6% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.45% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 45.62% along with the largest allocation towards Private Banks at 11.88%.

ICICI Pru Multi Cap Fund

AUM
₹ 18,717.26 Cr.
Base Exp. Ratio
0.78%
5Y CAGR
12.54%

Performance

The fund's annualised performance has been 15.62% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.78% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 34.38% along with the largest allocation towards Specialized Finance at 8.56%.

Aditya Birla SL Multi-Cap Fund

AUM
₹ 7,531.29 Cr.
Base Exp. Ratio
0.68%
5Y CAGR
11.1%

Performance

The fund's annualised performance has been 15.48% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.24% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 38.5% along with the largest allocation towards Private Banks at 10.78%.

Invesco India Multicap Fund

AUM
₹ 4,300.98 Cr.
Base Exp. Ratio
0.62%
5Y CAGR
10.37%

Performance

The fund's annualised performance has been 16.88% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 16.47% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 37.02% along with the largest allocation towards Private Banks at 15.16%.

Baroda BNP Paribas Multi Cap Fund

AUM
₹ 3,296.83 Cr.
Base Exp. Ratio
0.75%
5Y CAGR
10.19%

Performance

The fund's annualised performance has been 14.32% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.73% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 42.82% along with the largest allocation towards Private Banks at 12.11%.

Sundaram Multi Cap Fund

AUM
₹ 2,900.87 Cr.
Base Exp. Ratio
0.77%
5Y CAGR
9.96%

Performance

The fund's annualised performance has been 15.43% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.33% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 39.93% along with the largest allocation towards Private Banks at 11.38%.

Quant Multi Cap Fund

AUM
₹ 7,501.45 Cr.
Base Exp. Ratio
0.61%
5Y CAGR
9.57%

Performance

The fund's annualised performance has been 17.83% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 15.18% vs its category average of 14.89%.

Composition

Large Cap makes up for the majority of the fund at 35.46% along with the largest allocation towards Pharmaceuticals at 21.74%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.