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: 32
💰 Total AUM: 2,23,139 Cr

Best performing Multi Cap Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Nippon India Multi Cap Fund	50,048.31	0.71	6.30%	20.76%	24.04%
Mahindra Manulife Multi Cap Fund	6,132.78	0.40	9.73%	20.87%	22.16%
ICICI Pru Multicap Fund	16,263.09	0.93	5.71%	19.54%	18.98%
Baroda BNP Paribas Multi Cap Fund	3,142.21	0.90	2.56%	18.45%	18.89%
Sundaram Multi Cap Fund	2,907.68	0.88	6.72%	17.79%	18.27%
Quant Multi Cap Fund	8,187.51	0.68	5.59%	9.13%	17.54%
Invesco India Multicap Fund	4,129.87	0.69	1.38%	16.50%	16.82%
ITI Multi-Cap Fund	1,348.96	0.42	6.91%	20.10%	15.74%
Axis Multicap Fund	9,270.66	0.72	5.66%	22.73%	—%
Kotak Multicap Fund	23,057.25	0.45	10.05%	23.92%	—%

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Overview of Multi Cap Mutual Funds

Nippon India Multi Cap Fund

AUM
₹ 50,048.31 Cr.
Expense Ratio
0.71%
5Y CAGR
24.04%

Performance

The fund's annualised performance has been 16.09% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.09% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 41.68% along with the largest allocation towards Private Banks at 12.13%.

Mahindra Manulife Multi Cap Fund

AUM
₹ 6,132.78 Cr.
Expense Ratio
0.4%
5Y CAGR
22.16%

Performance

The fund's annualised performance has been 17.59% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.67% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 41.44% along with the largest allocation towards Pharmaceuticals at 13.04%.

ICICI Pru Multicap Fund

AUM
₹ 16,263.09 Cr.
Expense Ratio
0.93%
5Y CAGR
18.98%

Performance

The fund's annualised performance has been 16.13% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.85% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 37.44% along with the largest allocation towards Metals - Diversified at 6.91%.

Baroda BNP Paribas Multi Cap Fund

AUM
₹ 3,142.21 Cr.
Expense Ratio
0.9%
5Y CAGR
18.89%

Performance

The fund's annualised performance has been 14.94% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.67% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 39.32% along with the largest allocation towards Private Banks at 11.61%.

Sundaram Multi Cap Fund

AUM
₹ 2,907.68 Cr.
Expense Ratio
0.88%
5Y CAGR
18.27%

Performance

The fund's annualised performance has been 16.24% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 12.57% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 43.63% along with the largest allocation towards Private Banks at 18.35%.

Quant Multi Cap Fund

AUM
₹ 8,187.51 Cr.
Expense Ratio
0.68%
5Y CAGR
17.54%

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 15.55% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 42.02% along with the largest allocation towards Pharmaceuticals at 9.76%.

Invesco India Multicap Fund

AUM
₹ 4,129.87 Cr.
Expense Ratio
0.69%
5Y CAGR
16.82%

Performance

The fund's annualised performance has been 17.36% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.89% vs its category average of 13.62%.

Composition

Mid Cap makes up for the majority of the fund at 35.84% along with the largest allocation towards Specialized Finance at 10.18%.

ITI Multi-Cap Fund

AUM
₹ 1,348.96 Cr.
Expense Ratio
0.42%
5Y CAGR
15.74%

Performance

The fund's annualised performance has been 15.39% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.97% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 46.31% along with the largest allocation towards Private Banks at 13.52%.

Axis Multicap Fund

AUM
₹ 9,270.66 Cr.
Expense Ratio
0.72%
5Y CAGR
0%

Performance

The fund's annualised performance has been 15.88% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 13.58% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 46.39% along with the largest allocation towards Private Banks at 14.6%.

Kotak Multicap Fund

AUM
₹ 23,057.25 Cr.
Expense Ratio
0.45%
5Y CAGR
0%

Performance

The fund's annualised performance has been 18.29% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 14.35% vs its category average of 13.62%.

Composition

Large Cap makes up for the majority of the fund at 47.35% along with the largest allocation towards IT Services & Consulting at 8.39%.

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.