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What are Diversified Funds? - Fincash

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What are Diversified Funds (Multi Cap Funds)?

Updated on March 29, 2025 , 5929 views

In the game of Investing, where returns are essentially important, somehow risk-adjusted returns is what eventually counts. And to strengthen the risk-adjusted returns if one has a long-term view, diversified equities can prove to be beneficial. Diversified funds have historically proven to come out as a winner in most Market conditions given long holding periods. They invest across all spectrums of capitalization, within permitted risk levels. But are these funds for you? Let’s find out.


Diversified Equity Funds, also known as Multi-cap or Flexi cap funds, invest in stocks of companies across market capitalization i.e.,-large cap, mid and small cap stocks. In other words, they have the flexibility to adapt their portfolios according to the market. They typically invest anywhere between 40-60% in large cap stocks, 10-40% in mid-cap stocks and about 10% in small-cap stocks. Sometimes, the exposure to small-caps may be very small or none at all.

Diversified-Funds

Diversified funds do not have any limitations on market caps from an investment point of view. They don’t follow a sectoral approach, instead adopting a growth or Value investing strategy, buying stocks whose price are relatively lower to their historical performance, Book Value, Earnings, cash flow potential and dividend yields.

These funds balance out the risk and reduce the Volatility that usually comes with stock investments by investing across market capitalizations and sectors. Larger companies (large caps) tend to perform better during tough market times than the smaller companies, and they can provide investors with better investment returns. Mid-cap stocks can stabilize Portfolio returns with higher growth potential than the large cap stocks and less risky than the small cap stocks. However, irrespective of the market caps, all stock investments carry a certain level of risk, and investors should closely monitor their investments as business conditions can change daily. Given that the Underlying investment is equity, there is a risk of loss of Capital that can occur in the short term.

Nevertheless, diversified funds have exceptionally performed well over past 5 years, especially after elections, returning 23% p.a. and 21% p.a. for the last 3-5 years, respectively.

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Why to Invest in Diversified Funds?

As diversified funds or multi-cap funds invest across market caps, they have several benefits compared to funds focused on any one particular market cap. Some of these are discussed below:

  • The foremost advantage of diversified funds is that it reduces the need to keep a track on multiple funds in the portfolio distinctly. As the monies are invested across market capitalization, the need to maintain separate Large cap funds, mid and Small cap funds is eliminated.

  • During bull market phases, diversified funds tend to outperform large caps (in the long term) by capturing some of the upside offered by small and mid-cap funds. In the bull market rallies, the large-cap valuations (P/E multiples) run up faster to a point where they appear stretched, in such scenario mid-cap stocks tend to outperform.

  • Since, diversified funds have all three large cap, mid cap and small cap companies in their portfolio, they have potential to deliver good performance on a consistent Basis.

  • In the Bear Market phases, small and mid-cap stocks tend to suffer sharp declines and liquidity issues. Also, consequently, they face liquidity constraints when Redemption pressures increase during phases of bear markets, especially when investors are exiting investments. On the other hand, diversified funds don’t face liquidity problems as much—as large cap stocks comprise a sustainable portion of the portfolio.

  • Diversified funds are suitable for investors who start with just one fund and still want to invest across market caps. Also, investors who are not sure of their risk tolerance levels can take advantage of diversified funds.

  • Fund managers of diversified funds invest in companies of all sizes i.e. large, mid, small cap, based on their long-term growth potential. They also change their portfolio allocations between different sectors from time to time, to maximize fund the performance within defined investment objectives. Investing in diversified or multi-cap funds helps to prevent the tendency of investors to switch between large cap funds and mid-cap/small-cap funds based on short-term performance.

Risk in Diversified Funds

Diversified funds may suffer massively if the moves are extreme, during falls of the markets, diversified funds are affected from than large caps. This is due to the fact that during most declines, the fall in small & mid-caps is much higher. This can lead to higher volatility of returns, causing these funds to have a higher Standard Deviation, which is one of the important parameters to measure a fund's risk. Larger the standard deviation, higher will be the level of risk.

Who Should Invest in Diversified Mutual Funds?

An investor who has a moderate-risk appetite and who wishes to have an exposure in equities can park their funds in diversified funds. Also, investors who are not well-versed with the technique of Asset Allocation in respect to investments can also put a part of their funds here.

Investors incline towards investing in these funds as it holds a mix of stocks across market capitalizations. Any high degree of volatility shown by either small cap or mid cap funds can be balanced by the stability provided by large-cap equity funds. However, the returns from such diversified funds are vastly dependent on the fund manager’s knowledge and intelligence as to how he is able to include stocks as per the market conditions. In this situation, there is a probability of fund manager going wrong in his allocation strategy. That is why it is advisable for investors to study the record of the fund manager before investing in diversified funds.

Taxation on Diversified Equity Funds

The short-term and long-term Capital Gains offered by Mutual Funds are taxed at different rates.

Fund Type Short-Term Capital Gains Long-Term Capital Gains
Equity funds 15% + cess + surcharge Up to Rs. 1 lakh a year is tax-exempt. Any gains above Rs. 1 lakh are taxed at 10% + cess + surcharge

Best Diversified Funds to Invest in 2025 - 2026

Top performing diversified funds in India are as follows-

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Equity Fund Growth ₹1,827.51
↓ -18.71
₹64,124-0.7-5.31522.232.223.5
Nippon India Multi Cap Fund Growth ₹266.142
↓ -3.09
₹35,353-6.8-12.110.121.23325.8
JM Multicap Fund Growth ₹90.0586
↓ -0.97
₹4,899-12.6-16.47.32128.533.3
Motilal Oswal Multicap 35 Fund Growth ₹56.2182
↓ -0.84
₹11,172-10.7-9.818.420.92445.7
ICICI Prudential Multicap Fund Growth ₹729.41
↓ -4.65
₹12,901-3.7-11.3918.628.920.7
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
Franklin India Equity Fund Growth ₹1,500.95
↓ -19.57
₹16,139-5.7-109.11729.621.8
Parag Parikh Long Term Equity Fund Growth ₹78.8834
↓ -0.04
₹88,005-2.3-3.513.816.830.323.9
Invesco India Multicap Fund Growth ₹118.46
↓ -1.41
₹3,364-11.7-13.210.416.227.129.8
Mahindra Badhat Yojana Growth ₹31.6203
↓ -0.30
₹4,448-8.4-13.56.715.729.523.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25

1. HDFC Equity Fund

Aims at providing capital appreciation through investments predominantly in equity oriented securities

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 34 in Multi Cap category.  Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (01 Apr 25) ₹1,827.51 ↓ -18.71   (-1.01 %)
Net Assets (Cr) ₹64,124 on 28 Feb 25
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio 0.25
Information Ratio 2.47
Alpha Ratio 7.03
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,422
31 Mar 22₹22,093
31 Mar 23₹24,501
31 Mar 24₹35,079
31 Mar 25₹40,334

HDFC Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 6.4%
3 Month -0.7%
6 Month -5.3%
1 Year 15%
3 Year 22.2%
5 Year 32.2%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.5%
2022 30.6%
2021 18.3%
2020 36.2%
2019 6.4%
2018 6.8%
2017 -3.5%
2016 36.9%
2015 7.3%
2014 -5.1%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 222.59 Yr.
Dhruv Muchhal22 Jun 231.69 Yr.

Data below for HDFC Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services39.58%
Consumer Cyclical15.19%
Health Care9.76%
Technology6.04%
Industrials4.99%
Basic Materials4.8%
Communication Services3.87%
Real Estate2.76%
Utility1.86%
Consumer Defensive1.22%
Energy0.42%
Asset Allocation
Asset ClassValue
Cash7.92%
Equity90.49%
Debt1.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
10%₹6,237 Cr36,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹5,960 Cr49,500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
9%₹5,687 Cr56,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
5%₹3,140 Cr16,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI
5%₹2,986 Cr2,500,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹2,789 Cr19,500,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
4%₹2,702 Cr19,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹2,281 Cr14,525,000
↓ -1,675,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
3%₹1,890 Cr12,000,000
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | PPLPHARMA
2%₹1,542 Cr81,212,854
↑ 5,615,177

2. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 63 in Multi Cap category.  Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (01 Apr 25) ₹266.142 ↓ -3.09   (-1.15 %)
Net Assets (Cr) ₹35,353 on 28 Feb 25
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio -0.08
Information Ratio 1.3
Alpha Ratio 4.88
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,405
31 Mar 22₹23,387
31 Mar 23₹25,174
31 Mar 24₹37,800
31 Mar 25₹41,605

Nippon India Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for Nippon India Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 7.4%
3 Month -6.8%
6 Month -12.1%
1 Year 10.1%
3 Year 21.2%
5 Year 33%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.8%
2022 38.1%
2021 14.1%
2020 48.9%
2019 0%
2018 2.2%
2017 -2.2%
2016 40.9%
2015 -6.7%
2014 0.5%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0519.93 Yr.
Ashutosh Bhargava1 Sep 213.5 Yr.
Kinjal Desai25 May 186.77 Yr.

Data below for Nippon India Multi Cap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services31.48%
Consumer Cyclical19.27%
Industrials17.08%
Health Care6.51%
Utility5.86%
Basic Materials5.33%
Technology4.64%
Energy3.18%
Consumer Defensive2.41%
Communication Services1.64%
Real Estate0.17%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
7%₹2,304 Cr13,300,448
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
4%₹1,483 Cr14,599,895
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,443 Cr11,981,360
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
3%₹1,168 Cr1,369,397
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹1,124 Cr9,368,975
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
3%₹904 Cr1,524,539
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 532555
3%₹897 Cr28,791,467
Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY
3%₹895 Cr5,300,504
↓ -500,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
2%₹871 Cr6,511,517
↑ 39,600
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
2%₹799 Cr11,600,000
↑ 600,000

3. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 16 in Multi Cap category.  Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (01 Apr 25) ₹90.0586 ↓ -0.97   (-1.07 %)
Net Assets (Cr) ₹4,899 on 28 Feb 25
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio -0.18
Information Ratio 1.18
Alpha Ratio 3.84
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,364
31 Mar 22₹19,803
31 Mar 23₹20,797
31 Mar 24₹32,659
31 Mar 25₹35,051

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 5.3%
3 Month -12.6%
6 Month -16.4%
1 Year 7.3%
3 Year 21%
5 Year 28.5%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 33.3%
2022 40%
2021 7.8%
2020 32.9%
2019 11.4%
2018 16.6%
2017 -5.4%
2016 39.5%
2015 10.5%
2014 -2.8%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.53 Yr.
Asit Bhandarkar1 Oct 240.41 Yr.
Chaitanya Choksi31 Dec 213.17 Yr.
Ruchi Fozdar4 Oct 240.41 Yr.

Data below for JM Multicap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services31.39%
Consumer Cyclical18.95%
Health Care8.86%
Industrials8.8%
Technology8.31%
Consumer Defensive7.29%
Basic Materials5.01%
Communication Services2.66%
Utility2.19%
Asset Allocation
Asset ClassValue
Cash6.55%
Equity93.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹302 Cr1,745,500
↓ -150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
6%₹292 Cr2,425,800
↑ 350,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
4%₹200 Cr167,679
↑ 20,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹176 Cr1,042,750
↓ -280,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 532977
3%₹165 Cr208,165
↑ 40,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK
3%₹162 Cr850,000
↑ 330,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹160 Cr2,325,000
↓ -375,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 532755
3%₹158 Cr1,063,515
↑ 144,215
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 24 | SUNPHARMA
3%₹153 Cr960,000
↑ 550,811
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹139 Cr438,247
↑ 72,225

4. 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.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 5 in Multi Cap category.  Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (01 Apr 25) ₹56.2182 ↓ -0.84   (-1.47 %)
Net Assets (Cr) ₹11,172 on 28 Feb 25
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 0.34
Information Ratio 0.63
Alpha Ratio 14.54
Min 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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,169
31 Mar 22₹16,552
31 Mar 23₹16,009
31 Mar 24₹24,719
31 Mar 25₹29,279

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 8.1%
3 Month -10.7%
6 Month -9.8%
1 Year 18.4%
3 Year 20.9%
5 Year 24%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 45.7%
2022 31%
2021 -3%
2020 15.3%
2019 10.3%
2018 7.9%
2017 -7.8%
2016 43.1%
2015 8.5%
2014 14.6%
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Ajay Khandelwal1 Oct 240.41 Yr.
Niket Shah1 Jul 222.67 Yr.
Rakesh Shetty22 Nov 222.27 Yr.
Atul Mehra1 Oct 240.41 Yr.
Sunil Sawant1 Jul 240.67 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Technology20.44%
Industrials18.3%
Consumer Cyclical17.23%
Financial Services9.73%
Communication Services9.21%
Health Care1.75%
Asset Allocation
Asset ClassValue
Cash23.82%
Equity76.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
10%₹1,104 Cr1,500,000
↑ 137,475
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
8%₹845 Cr1,793,750
↑ 6,917
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
7%₹809 Cr17,500,000
↑ 250,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
7%₹782 Cr1,475,000
↓ -321,350
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500251
7%₹728 Cr1,500,000
↓ -335,546
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
6%₹630 Cr4,500,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 500093
5%₹601 Cr10,500,000
↑ 4,000,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹558 Cr5,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
4%₹471 Cr3,000,000
PG Electroplast Ltd (Technology)
Equity, Since 31 Dec 24 | PGEL
4%₹397 Cr5,000,000

5. ICICI Prudential Multicap Fund

To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries.

ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.1% since its launch.  Ranked 49 in Multi Cap category.  Return for 2024 was 20.7% , 2023 was 35.4% and 2022 was 4.7% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (01 Apr 25) ₹729.41 ↓ -4.65   (-0.63 %)
Net Assets (Cr) ₹12,901 on 28 Feb 25
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio -0.19
Information Ratio 0.72
Alpha Ratio 2.75
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,357
31 Mar 22₹21,376
31 Mar 23₹22,053
31 Mar 24₹32,682
31 Mar 25₹35,634

ICICI Prudential Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for ICICI Prudential Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 6.8%
3 Month -3.7%
6 Month -11.3%
1 Year 9%
3 Year 18.6%
5 Year 28.9%
10 Year
15 Year
Since launch 15.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.7%
2022 35.4%
2021 4.7%
2020 36.4%
2019 9.2%
2018 6%
2017 0.2%
2016 28%
2015 10.1%
2014 3.1%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Sankaran Naren1 Jul 222.67 Yr.
Anand Sharma1 Jul 222.67 Yr.
Sharmila D’mello31 Jul 222.59 Yr.

Data below for ICICI Prudential Multicap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services27.23%
Basic Materials12.01%
Industrials11.89%
Consumer Cyclical9.73%
Consumer Defensive6.43%
Health Care6.35%
Energy6.08%
Communication Services5.2%
Technology4.38%
Utility2.31%
Real Estate1.18%
Asset Allocation
Asset ClassValue
Cash7.2%
Equity92.8%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹723 Cr6,001,508
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
5%₹600 Cr3,465,411
↑ 134,583
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹434 Cr3,615,337
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 532215
3%₹427 Cr4,201,052
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
3%₹331 Cr1,963,452
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
2%₹269 Cr1,685,489
↑ 824,708
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹266 Cr1,691,248
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
2%₹239 Cr756,010
↑ 50,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN
2%₹238 Cr3,449,649
↑ 339,372
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI
2%₹226 Cr189,282
↓ -15,000

6. BNP Paribas Multi Cap Fund

(Erstwhile BNP Paribas Dividend Yield Fund)

The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 18 in Multi Cap category. .

Below is the key information for BNP Paribas Multi Cap Fund

BNP Paribas Multi Cap Fund
Growth
Launch Date 15 Sep 05
NAV (13 Mar 22) ₹73.5154 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹588 on 31 Jan 22
Category Equity - Multi Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 2.86
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,201

BNP Paribas Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for BNP Paribas Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month -4.4%
3 Month -4.6%
6 Month -2.6%
1 Year 19.3%
3 Year 17.3%
5 Year 13.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for BNP Paribas Multi Cap Fund
NameSinceTenure

Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

7. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Ranked 50 in Multi Cap category.  Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (01 Apr 25) ₹1,500.95 ↓ -19.57   (-1.29 %)
Net Assets (Cr) ₹16,139 on 28 Feb 25
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio -0.19
Information Ratio 0.94
Alpha Ratio 2.73
Min 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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,490
31 Mar 22₹22,848
31 Mar 23₹23,246
31 Mar 24₹33,541
31 Mar 25₹36,582

Franklin India Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Franklin India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 6.5%
3 Month -5.7%
6 Month -10%
1 Year 9.1%
3 Year 17%
5 Year 29.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.8%
2022 30.8%
2021 5.3%
2020 40.3%
2019 16%
2018 3.3%
2017 -4.4%
2016 30.6%
2015 5%
2014 4.4%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1114.09 Yr.
Sandeep Manam18 Oct 213.37 Yr.
Rajasa Kakulavarapu1 Dec 231.25 Yr.

Data below for Franklin India Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services29.87%
Consumer Cyclical13.13%
Technology9.85%
Industrials9.51%
Health Care7.44%
Communication Services6.1%
Consumer Defensive5.09%
Utility4.94%
Basic Materials4.23%
Energy2.6%
Real Estate2%
Asset Allocation
Asset ClassValue
Cash4.44%
Equity95.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
9%₹1,461 Cr8,434,642
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,313 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹826 Cr5,258,607
↓ -300,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹781 Cr4,627,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹674 Cr2,131,779
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹575 Cr5,661,448
↑ 350,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹560 Cr3,555,589
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR
3%₹443 Cr3,452,563
↓ -147,437
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
3%₹428 Cr19,250,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
3%₹406 Cr3,384,026

8. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 34 in Multi Cap category.  Return for 2024 was 23.9% , 2023 was 36.6% and 2022 was -7.2% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (31 Mar 25) ₹78.8834 ↓ -0.04   (-0.05 %)
Net Assets (Cr) ₹88,005 on 28 Feb 25
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio 0.42
Information Ratio 0.69
Alpha Ratio 7.56
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,092
31 Mar 22₹23,554
31 Mar 23₹23,562
31 Mar 24₹33,001
31 Mar 25₹37,555

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 2.7%
3 Month -2.3%
6 Month -3.5%
1 Year 13.8%
3 Year 16.8%
5 Year 30.3%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.9%
2022 36.6%
2021 -7.2%
2020 45.5%
2019 32.3%
2018 14.4%
2017 -0.4%
2016 29.4%
2015 3.3%
2014 8.9%
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 169.18 Yr.
Rajeev Thakkar24 May 1311.86 Yr.
Raunak Onkar24 May 1311.86 Yr.
Rukun Tarachandani16 May 222.88 Yr.
Mansi Kariya22 Dec 231.27 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services30.56%
Consumer Cyclical11.55%
Technology8.15%
Communication Services7.17%
Energy6.9%
Utility5.53%
Consumer Defensive4.57%
Health Care4.3%
Basic Materials0.23%
Industrials0.1%
Real Estate0.01%
Asset Allocation
Asset ClassValue
Cash22.16%
Equity77.24%
Debt0.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹7,417 Cr42,813,069
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹6,156 Cr5,318,918
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
6%₹5,268 Cr142,636,407
↑ 3,301,208
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
6%₹4,854 Cr193,498,810
↑ 7,921,663
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹4,213 Cr34,986,740
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹3,997 Cr101,194,120
↑ 2,200,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK
4%₹3,759 Cr19,753,232
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
4%₹3,605 Cr3,018,078
Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | META
4%₹3,456 Cr591,056
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
3%₹2,946 Cr18,706,973

9. Invesco India Multicap Fund

(Erstwhile Invesco India Mid N Small Cap Fund)

The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies.

Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 37 in Multi Cap category.  Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% .

Below is the key information for Invesco India Multicap Fund

Invesco India Multicap Fund
Growth
Launch Date 17 Mar 08
NAV (01 Apr 25) ₹118.46 ↓ -1.41   (-1.18 %)
Net Assets (Cr) ₹3,364 on 28 Feb 25
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio -0.07
Information Ratio 0.05
Alpha Ratio 5.74
Min 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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,205
31 Mar 22₹21,096
31 Mar 23₹21,030
31 Mar 24₹29,992
31 Mar 25₹33,104

Invesco India Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181
Invest Now

Returns for Invesco India Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 7.1%
3 Month -11.7%
6 Month -13.2%
1 Year 10.4%
3 Year 16.2%
5 Year 27.1%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.8%
2022 31.8%
2021 -2.2%
2020 40.7%
2019 18.8%
2018 4.6%
2017 -12.5%
2016 46.2%
2015 0.7%
2014 6.7%
Fund Manager information for Invesco India Multicap Fund
NameSinceTenure
Amit Nigam3 Sep 204.49 Yr.
Dhimant Kothari1 Dec 231.25 Yr.

Data below for Invesco India Multicap Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials17.74%
Financial Services17.27%
Consumer Cyclical14.89%
Health Care11.53%
Technology10.91%
Basic Materials9.08%
Consumer Defensive7.3%
Real Estate2.82%
Utility2.38%
Communication Services2.33%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
6%₹205 Cr1,217,384
↑ 99,385
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹174 Cr1,445,363
↑ 214,219
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 500251
4%₹120 Cr246,706
↑ 37,629
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK
3%₹109 Cr629,714
↑ 89,315
Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 24 | POWERINDIA
3%₹99 Cr87,985
↑ 2,695
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN
3%₹90 Cr644,407
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL
2%₹81 Cr1,858,181
↑ 478,685
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
2%₹78 Cr703,382
↑ 2,992
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 500800
2%₹67 Cr699,807
↓ -72,845
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
2%₹64 Cr247,339
↑ 84,179

10. Mahindra Badhat Yojana

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Return for 2024 was 23.4% , 2023 was 34.2% and 2022 was 1.6% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (01 Apr 25) ₹31.6203 ↓ -0.30   (-0.95 %)
Net Assets (Cr) ₹4,448 on 28 Feb 25
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio -0.38
Information Ratio 0.05
Alpha Ratio -0.04
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,594
31 Mar 22₹23,512
31 Mar 23₹22,936
31 Mar 24₹34,133
31 Mar 25₹36,417

Mahindra Badhat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
Invest Now

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25

DurationReturns
1 Month 7.6%
3 Month -8.4%
6 Month -13.5%
1 Year 6.7%
3 Year 15.7%
5 Year 29.5%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 23.4%
2022 34.2%
2021 1.6%
2020 50.8%
2019 16.6%
2018 13.8%
2017 -9.9%
2016
2015
2014
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 204.28 Yr.
Fatema Pacha16 Oct 204.46 Yr.

Data below for Mahindra Badhat Yojana as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services29.63%
Consumer Cyclical18.08%
Industrials9.44%
Basic Materials8.52%
Health Care8.24%
Technology7.44%
Communication Services6.07%
Energy4.3%
Consumer Defensive3.25%
Utility2.25%
Asset Allocation
Asset ClassValue
Cash2.77%
Equity97.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
8%₹359 Cr2,070,000
↓ -90,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
4%₹178 Cr1,485,000
↓ -180,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 500034
4%₹177 Cr207,000
↑ 18,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB
4%₹163 Cr297,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 534816
3%₹144 Cr4,455,000
↑ 1,215,000
BSE Ltd (Financial Services)
Equity, Since 31 Oct 24 | BSE
3%₹131 Cr283,500
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 23 | PERSISTENT
3%₹119 Cr225,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO
3%₹119 Cr265,500
↑ 13,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 532538
2%₹109 Cr108,000
↑ 108,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 500251
2%₹109 Cr224,100

Conclusion

When making a long-term investment, investors are advised to take into account their risk appetite. Investors who wish to invest in equity funds should smartly allocate funds to their portfolio. However, there are no hard and fast rules, investors should see the level of risk they can take and then decide the funds to invest. Investors could thoroughly study these funds and invest according to their investment objectives by adding the Best diversified funds to their portfolio.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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