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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: 2,05,230 Cr

Best performing Multi Cap Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
Nippon India Multi Cap Fund45,881.410.710.66%24.40%28.97%
Mahindra Manulife Multi Cap Fund5,727.030.414.47%20.88%25.78%
Baroda BNP Paribas Multi Cap Fund2,953.130.942.65%20.20%23.97%
ICICI Pru Multicap Fund15,523.250.933.14%21.01%23.69%
Quant Multi Cap Fund9,631.800.6116.36%13.12%23.46%
Sundaram Multi Cap Fund2,842.030.941.15%17.72%23.01%
Invesco India Multicap Fund4,069.960.683.55%19.77%22.86%
ITI Multi-Cap Fund1,275.410.665.46%21.14%20.87%
Kotak Multicap Fund18,854.400.423.50%24.21%—%
Bandhan Multi Cap Fund2,701.040.562.97%19.54%—%

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Overview of Multi Cap Mutual Funds

Nippon India Multi Cap Fund
  • AUM
    ₹ 45,881.41 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    28.97%
Performance
The fund's annualised performance has been 16.96% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.9% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 43.81% along with the largest allocation towards Private Banks at 13.02%.
Mahindra Manulife Multi Cap Fund
  • AUM
    ₹ 5,727.03 Cr.
  • Expense Ratio
    0.41%
  • 5Y CAGR
    25.78%
Performance
The fund's annualised performance has been 18.07% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.15% vs its category average of 15.34%.
Composition
Mid Cap makes up for the majority of the fund at 37.37% along with the largest allocation towards Pharmaceuticals at 12.81%.
Baroda BNP Paribas Multi Cap Fund
  • AUM
    ₹ 2,953.13 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    23.97%
Performance
The fund's annualised performance has been 15.53% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 15.63% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 41.94% along with the largest allocation towards Private Banks at 10.56%.
ICICI Pru Multicap Fund
  • AUM
    ₹ 15,523.25 Cr.
  • Expense Ratio
    0.93%
  • 5Y CAGR
    23.69%
Performance
The fund's annualised performance has been 16.66% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 12.7% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 41.42% along with the largest allocation towards Private Banks at 13.75%.
Quant Multi Cap Fund
  • AUM
    ₹ 9,631.80 Cr.
  • Expense Ratio
    0.61%
  • 5Y CAGR
    23.46%
Performance
The fund's annualised performance has been 18.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 17.5% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 35.88% along with the largest allocation towards Miscellaneous at 10.21%.
Sundaram Multi Cap Fund
  • AUM
    ₹ 2,842.03 Cr.
  • Expense Ratio
    0.94%
  • 5Y CAGR
    23.01%
Performance
The fund's annualised performance has been 16.85% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.15% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 41.15% along with the largest allocation towards Private Banks at 17.86%.
Invesco India Multicap Fund
  • AUM
    ₹ 4,069.96 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    22.86%
Performance
The fund's annualised performance has been 18.41% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.87% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 40.58% along with the largest allocation towards Private Banks at 10.04%.
ITI Multi-Cap Fund
  • AUM
    ₹ 1,275.41 Cr.
  • Expense Ratio
    0.66%
  • 5Y CAGR
    20.87%
Performance
The fund's annualised performance has been 16.36% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.97% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 48.84% along with the largest allocation towards Private Banks at 12.5%.
Kotak Multicap Fund
  • AUM
    ₹ 18,854.40 Cr.
  • Expense Ratio
    0.42%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 18.88% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 16.07% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 40.05% along with the largest allocation towards IT Services & Consulting at 9.76%.
Bandhan Multi Cap Fund
  • AUM
    ₹ 2,701.04 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 16.65% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 13.8% vs its category average of 15.34%.
Composition
Large Cap makes up for the majority of the fund at 47.97% along with the largest allocation towards Private Banks at 16.33%.
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.