+91-22-48913909What are Diversified Funds (Multi Cap Funds)?
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 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 |
Fund Selection Methodology used to find 10 funds
Best Diversified Funds to Invest in 2026 - 2027
Top performing diversified funds in India are as follows-
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹35.72
↓ -0.13 ₹1,016 6 6.5 15.7 21.9 14.6 3.5 Mahindra Badhat Yojana Growth ₹36.3101
↓ -0.18 ₹5,661 1.4 -0.2 6.6 19.8 17.6 3.4 ICICI Prudential Multicap Fund Growth ₹822.92
↓ -5.28 ₹14,681 2.2 1.8 5.7 19.4 17.7 5.7 Nippon India Multi Cap Fund Growth ₹293.642
↓ -0.43 ₹46,321 -1.3 -3.3 2.4 18.8 20.9 4.1 Motilal Oswal Multicap 35 Fund Growth ₹55.325
↓ -0.23 ₹11,679 -4.6 -11.2 -7.8 18.1 12.3 -5.6 JM Multicap Fund Growth ₹93.7283
↓ -0.15 ₹4,504 -0.7 -4.6 -3.5 17.9 17.4 -6.8 HDFC Equity Fund Growth ₹1,936.08
↓ -2.29 ₹91,335 -6.6 -6.3 -1.1 17.8 18.5 11.4 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Baroda Pioneer Multi Cap Fund Growth ₹284.525
↑ 0.08 ₹2,861 0.7 -2.3 2.8 16.8 16.4 -2.8 Aditya Birla Sun Life Equity Fund Growth ₹1,824.87
↓ -5.00 ₹23,018 -2.2 -2.4 3.6 16.7 13.5 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 May 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Nippon India Multi Cap Fund Motilal Oswal Multicap 35 Fund JM Multicap Fund HDFC Equity Fund BNP Paribas Multi Cap Fund Baroda Pioneer Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Bottom quartile AUM (₹1,016 Cr). Lower mid AUM (₹5,661 Cr). Upper mid AUM (₹14,681 Cr). Top quartile AUM (₹46,321 Cr). Upper mid AUM (₹11,679 Cr). Lower mid AUM (₹4,504 Cr). Highest AUM (₹91,335 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹2,861 Cr). Upper mid AUM (₹23,018 Cr). Point 2 Established history (11+ yrs). Established history (9+ yrs). Oldest track record among peers (31 yrs). Established history (21+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (31+ yrs). Established history (20+ yrs). Established history (22+ yrs). Established history (27+ yrs). Point 3 Not Rated. Not Rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Top rated. Rating: 4★ (top quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.64% (lower mid). 5Y return: 17.57% (upper mid). 5Y return: 17.66% (upper mid). 5Y return: 20.86% (top quartile). 5Y return: 12.28% (bottom quartile). 5Y return: 17.39% (upper mid). 5Y return: 18.53% (top quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 16.43% (lower mid). 5Y return: 13.50% (bottom quartile). Point 6 3Y return: 21.92% (top quartile). 3Y return: 19.76% (top quartile). 3Y return: 19.37% (upper mid). 3Y return: 18.76% (upper mid). 3Y return: 18.13% (upper mid). 3Y return: 17.94% (lower mid). 3Y return: 17.82% (lower mid). 3Y return: 17.28% (bottom quartile). 3Y return: 16.84% (bottom quartile). 3Y return: 16.67% (bottom quartile). Point 7 1Y return: 15.75% (top quartile). 1Y return: 6.56% (upper mid). 1Y return: 5.70% (upper mid). 1Y return: 2.39% (lower mid). 1Y return: -7.80% (bottom quartile). 1Y return: -3.48% (bottom quartile). 1Y return: -1.06% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 2.82% (lower mid). 1Y return: 3.57% (upper mid). Point 8 Alpha: 0.00 (upper mid). Alpha: 2.90 (top quartile). Alpha: -1.27 (lower mid). Alpha: 0.48 (upper mid). Alpha: -8.96 (bottom quartile). Alpha: -6.15 (bottom quartile). Alpha: 0.41 (upper mid). Alpha: 0.00 (lower mid). Alpha: -2.80 (bottom quartile). Alpha: 2.66 (top quartile). Point 9 Sharpe: 0.06 (top quartile). Sharpe: -0.24 (upper mid). Sharpe: -0.52 (lower mid). Sharpe: -0.40 (upper mid). Sharpe: -1.03 (bottom quartile). Sharpe: -0.93 (bottom quartile). Sharpe: -0.44 (lower mid). Sharpe: 2.86 (top quartile). Sharpe: -0.66 (bottom quartile). Sharpe: -0.30 (upper mid). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.38 (lower mid). Information ratio: 0.23 (lower mid). Information ratio: 0.49 (upper mid). Information ratio: 0.51 (upper mid). Information ratio: 0.42 (upper mid). Information ratio: 1.07 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: -0.07 (bottom quartile). Information ratio: 0.92 (top quartile). Aditya Birla Sun Life Manufacturing Equity Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
Nippon India Multi Cap Fund
Motilal Oswal Multicap 35 Fund
JM Multicap Fund
HDFC Equity Fund
BNP Paribas Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Aditya Birla Sun Life Equity Fund
The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund Returns up to 1 year are on 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. Research Highlights for Mahindra Badhat Yojana Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. Research Highlights for ICICI Prudential Multicap Fund Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (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. Research Highlights for Nippon India Multi Cap Fund Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (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. Research Highlights for Motilal Oswal Multicap 35 Fund Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (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. Research Highlights for JM Multicap Fund Below is the key information for JM Multicap Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities Research Highlights for HDFC Equity Fund Below is the key information for HDFC Equity Fund Returns up to 1 year are on (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. Research Highlights for BNP Paribas Multi Cap Fund Below is the key information for BNP Paribas Multi Cap Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Research Highlights for Aditya Birla Sun Life Equity Fund Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Growth Launch Date 31 Jan 15 NAV (15 May 26) ₹35.72 ↓ -0.13 (-0.36 %) Net Assets (Cr) ₹1,016 on 31 Mar 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating Risk High Expense Ratio 2.26 Sharpe Ratio 0.06 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,072 30 Apr 23 ₹11,026 30 Apr 24 ₹16,680 30 Apr 25 ₹16,783 30 Apr 26 ₹20,241 Returns for Aditya Birla Sun Life Manufacturing Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month 4.4% 3 Month 6% 6 Month 6.5% 1 Year 15.7% 3 Year 21.9% 5 Year 14.6% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.5% 2023 25% 2022 32.5% 2021 -1.4% 2020 22.1% 2019 26.3% 2018 -4% 2017 -12.9% 2016 41.7% 2015 9.2% Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.49 Yr. Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Consumer Cyclical 28.13% Industrials 25.79% Basic Materials 18.58% Health Care 11.69% Consumer Defensive 4.81% Energy 4.53% Technology 1.57% Utility 1.01% Asset Allocation
Asset Class Value Cash 1.57% Equity 98.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO5% ₹62 Cr 600,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE5% ₹52 Cr 366,616 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | 5004804% ₹45 Cr 85,582 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M4% ₹45 Cr 144,570 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI4% ₹41 Cr 30,843 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL3% ₹38 Cr 1,795,574 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA3% ₹34 Cr 190,238 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5322863% ₹31 Cr 256,435 Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 15 | BEL3% ₹29 Cr 678,274 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5004932% ₹26 Cr 139,474 2. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (15 May 26) ₹36.3101 ↓ -0.18 (-0.50 %) Net Assets (Cr) ₹5,661 on 31 Mar 26 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.24 Information Ratio 0.38 Alpha Ratio 2.9 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,851 30 Apr 23 ₹13,018 30 Apr 24 ₹19,926 30 Apr 25 ₹20,651 30 Apr 26 ₹22,729 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month 2.1% 3 Month 1.4% 6 Month -0.2% 1 Year 6.6% 3 Year 19.8% 5 Year 17.6% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.4% 2023 23.4% 2022 34.2% 2021 1.6% 2020 50.8% 2019 16.6% 2018 13.8% 2017 -9.9% 2016 2015 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Fatema Pacha 16 Oct 20 5.54 Yr. Vishal Jajoo 3 Nov 25 0.49 Yr. Data below for Mahindra Badhat Yojana as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 23.47% Industrials 16.65% Health Care 14.01% Basic Materials 13.35% Consumer Cyclical 12.09% Technology 4.79% Communication Services 4.08% Energy 2.91% Consumer Defensive 1.62% Utility 1.18% Asset Allocation
Asset Class Value Cash 5.84% Equity 94.15% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 25 | 5322964% ₹211 Cr 989,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 25 | LT3% ₹184 Cr 526,466
↑ 92,238 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹169 Cr 285,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5325382% ₹134 Cr 125,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB2% ₹132 Cr 193,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 26 | APLAPOLLO2% ₹126 Cr 650,138
↑ 650,138 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 5348162% ₹123 Cr 2,930,000
↓ -1,500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | 5433202% ₹116 Cr 5,057,699
↑ 2,657,699 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE2% ₹111 Cr 825,000 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5402222% ₹109 Cr 1,100,000 3. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (15 May 26) ₹822.92 ↓ -5.28 (-0.64 %) Net Assets (Cr) ₹14,681 on 31 Mar 26 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.52 Information Ratio 0.23 Alpha Ratio -1.27 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,191 30 Apr 23 ₹13,030 30 Apr 24 ₹19,471 30 Apr 25 ₹21,090 30 Apr 26 ₹22,722 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month 2.6% 3 Month 2.2% 6 Month 1.8% 1 Year 5.7% 3 Year 19.4% 5 Year 17.7% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.7% 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% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Lalit Kumar 29 Sep 25 0.59 Yr. Sharmila D’mello 31 Jul 22 3.75 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Basic Materials 28.3% Industrials 21.43% Consumer Cyclical 15.82% Financial Services 15.43% Communication Services 5.06% Health Care 3.99% Real Estate 3.79% Energy 1.92% Technology 1.72% Consumer Defensive 0.7% Utility 0% Asset Allocation
Asset Class Value Cash 1.84% Equity 98.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5002955% ₹743 Cr 11,352,245 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹483 Cr 2,712,297
↓ -437,067 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5325383% ₹449 Cr 418,008
↑ 50,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5322863% ₹423 Cr 3,800,436 BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE3% ₹414 Cr 1,543,998 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO2% ₹321 Cr 813,428
↑ 100,687 ABB India Ltd (Industrials)
Equity, Since 31 Aug 25 | ABB2% ₹288 Cr 484,711 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 25 | MCX2% ₹288 Cr 1,204,496 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5004932% ₹264 Cr 1,575,011 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | MOTHERSON2% ₹262 Cr 24,891,842 4. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (15 May 26) ₹293.642 ↓ -0.43 (-0.15 %) Net Assets (Cr) ₹46,321 on 31 Mar 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.4 Information Ratio 0.49 Alpha Ratio 0.48 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹13,338 30 Apr 23 ₹15,067 30 Apr 24 ₹23,404 30 Apr 25 ₹24,522 30 Apr 26 ₹26,285 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month 0.4% 3 Month -1.3% 6 Month -3.3% 1 Year 2.4% 3 Year 18.8% 5 Year 20.9% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 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% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 21.1 Yr. Kinjal Desai 25 May 18 7.94 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Multi Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 23.74% Consumer Cyclical 22.12% Industrials 17.79% Health Care 10.01% Utility 6.74% Consumer Defensive 5.85% Basic Materials 5.41% Technology 4.69% Energy 2.06% Communication Services 1.15% Asset Allocation
Asset Class Value Cash 0.45% Equity 99.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹3,243 Cr 42,024,725
↑ 7,454,929 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹2,160 Cr 17,093,364 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹1,793 Cr 14,140,351 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,355 Cr 3,034,382
↓ -491,386 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,352 Cr 11,439,713
↑ 1,000,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹1,188 Cr 29,762,573 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹1,116 Cr 1,524,539 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE2% ₹1,083 Cr 7,568,975 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹1,055 Cr 6,653,107 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹1,001 Cr 2,494,471 5. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (15 May 26) ₹55.325 ↓ -0.23 (-0.42 %) Net Assets (Cr) ₹11,679 on 31 Mar 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -1.03 Information Ratio 0.51 Alpha Ratio -8.96 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹10,425 30 Apr 23 ₹10,581 30 Apr 24 ₹16,255 30 Apr 25 ₹18,517 30 Apr 26 ₹18,039 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month -1.6% 3 Month -4.6% 6 Month -11.2% 1 Year -7.8% 3 Year 18.1% 5 Year 12.3% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.6% 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% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.27 Yr. Swapnil Mayekar 18 Nov 25 0.45 Yr. Ajay Khandelwal 1 Oct 24 1.58 Yr. Ankit Agarwal 21 Jan 26 0.27 Yr. Rakesh Shetty 22 Nov 22 3.44 Yr. Atul Mehra 1 Oct 24 1.58 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.84% Industrials 18.01% Technology 17.88% Consumer Cyclical 16.17% Communication Services 6.1% Health Care 4% Energy 2.76% Asset Allocation
Asset Class Value Cash 6.24% Equity 93.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹856 Cr 22,782,390 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000937% ₹792 Cr 12,086,645
↓ -447,984 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹713 Cr 4,000,000
↑ 4,000,000 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE6% ₹675 Cr 6,056,632
↓ -854,810 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433205% ₹640 Cr 27,969,643
↓ -4,529,247 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT5% ₹627 Cr 1,284,719
↓ -228,122 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK5% ₹588 Cr 4,872,470
↓ -510,360 Waaree Energies Ltd (Technology)
Equity, Since 28 Feb 26 | 5442774% ₹516 Cr 1,660,221
↑ 277,997 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK3% ₹398 Cr 5,436,855
↓ -2,056,899 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT3% ₹396 Cr 1,129,002
↑ 129,002 6. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (15 May 26) ₹93.7283 ↓ -0.15 (-0.16 %) Net Assets (Cr) ₹4,504 on 31 Mar 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.93 Information Ratio 0.42 Alpha Ratio -6.15 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,944 30 Apr 23 ₹13,367 30 Apr 24 ₹22,068 30 Apr 25 ₹22,483 30 Apr 26 ₹22,247 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month 2.5% 3 Month -0.7% 6 Month -4.6% 1 Year -3.5% 3 Year 17.9% 5 Year 17.4% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.8% 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% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.7 Yr. Asit Bhandarkar 1 Oct 24 1.58 Yr. Ruchi Fozdar 4 Oct 24 1.57 Yr. Deepak Gupta 11 Apr 25 1.05 Yr. Data below for JM Multicap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 27.77% Consumer Cyclical 16.82% Technology 9.78% Industrials 8.56% Health Care 8.44% Basic Materials 8.17% Energy 7.41% Consumer Defensive 4.66% Utility 3.67% Communication Services 2.74% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK4% ₹171 Cr 2,332,760
↑ 225,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹171 Cr 1,415,062 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 25 | RELIANCE4% ₹161 Cr 1,200,000
↑ 200,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 25 | DRREDDY3% ₹150 Cr 1,196,532 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹129 Cr 690,000
↓ -10,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹123 Cr 692,200 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹118 Cr 1,202,196
↓ -300,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 26 | 5325553% ₹113 Cr 3,054,299
↑ 854,299 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹109 Cr 310,668
↓ -50,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 25 | APOLLOHOSP2% ₹105 Cr 141,828 7. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (15 May 26) ₹1,936.08 ↓ -2.29 (-0.12 %) Net Assets (Cr) ₹91,335 on 31 Mar 26 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.44 Information Ratio 1.07 Alpha Ratio 0.41 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.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,799 30 Apr 23 ₹14,557 30 Apr 24 ₹20,821 30 Apr 25 ₹24,121 30 Apr 26 ₹24,417 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month -2.4% 3 Month -6.6% 6 Month -6.3% 1 Year -1.1% 3 Year 17.8% 5 Year 18.5% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 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% Fund Manager information for HDFC Equity Fund
Name Since Tenure Amit Ganatra 1 Feb 26 0.24 Yr. Dhruv Muchhal 22 Jun 23 2.86 Yr. Data below for HDFC Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 37.72% Consumer Cyclical 15.77% Health Care 10.17% Industrials 7.55% Technology 7.14% Basic Materials 4.57% Energy 3.24% Communication Services 3.19% Utility 2.95% Real Estate 2.41% Consumer Defensive 0.77% Asset Allocation
Asset Class Value Cash 3.96% Equity 95.49% Debt 0.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹8,058 Cr 66,819,580
↑ 2,819,580 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK7% ₹6,433 Cr 87,941,295
↑ 5,941,295 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322157% ₹6,271 Cr 54,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN5% ₹4,338 Cr 44,293,005
↑ 293,005 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹3,555 Cr 20,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹3,216 Cr 91,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹2,914 Cr 16,349,344 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹2,851 Cr 21,249,649 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT3% ₹2,822 Cr 8,052,646
↑ 1,367,228 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 23 | 5328983% ₹2,695 Cr 91,000,000 8. 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.
Date Value 30 Apr 21 ₹10,000 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 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
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (15 May 26) ₹284.525 ↑ 0.08 (0.03 %) Net Assets (Cr) ₹2,861 on 31 Mar 26 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.66 Information Ratio -0.07 Alpha Ratio -2.8 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,583 30 Apr 23 ₹13,089 30 Apr 24 ₹19,350 30 Apr 25 ₹20,217 30 Apr 26 ₹21,212 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month 2.6% 3 Month 0.7% 6 Month -2.3% 1 Year 2.8% 3 Year 16.8% 5 Year 16.4% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 31.7% 2022 30.8% 2021 -3% 2020 47.9% 2019 19.5% 2018 8.9% 2017 -11.9% 2016 36.8% 2015 2.3% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 10.5 Yr. Kirtan Mehta 29 Nov 25 0.42 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 26.32% Industrials 15.04% Consumer Cyclical 13.12% Basic Materials 11.67% Technology 8.56% Health Care 7.9% Consumer Defensive 4.29% Energy 3.26% Communication Services 3.08% Utility 1.34% Real Estate 0.9% Asset Allocation
Asset Class Value Cash 3.42% Equity 95.49% Debt 1.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹99 Cr 525,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | 5001033% ₹95 Cr 2,700,000
↓ -300,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | INDUSINDBK3% ₹94 Cr 1,025,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR3% ₹89 Cr 130,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE2% ₹79 Cr 550,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT2% ₹77 Cr 160,000
↑ 10,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹75 Cr 218,076 Cummins India Ltd (Industrials)
Equity, Since 31 Mar 26 | 5004802% ₹74 Cr 140,000
↑ 41,188 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5900032% ₹73 Cr 2,500,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | TITAN2% ₹70 Cr 160,000 10. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (15 May 26) ₹1,824.87 ↓ -5.00 (-0.27 %) Net Assets (Cr) ₹23,018 on 31 Mar 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.3 Information Ratio 0.92 Alpha Ratio 2.66 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,465 30 Apr 23 ₹11,744 30 Apr 24 ₹16,114 30 Apr 25 ₹17,819 30 Apr 26 ₹19,007 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 May 26 Duration Returns 1 Month 0.2% 3 Month -2.2% 6 Month -2.4% 1 Year 3.6% 3 Year 16.7% 5 Year 13.5% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.2% 2023 18.5% 2022 26% 2021 -1.1% 2020 30.3% 2019 16.1% 2018 8.5% 2017 -4.1% 2016 33.5% 2015 15.2% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.49 Yr. Dhaval Joshi 21 Nov 22 3.44 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 29.98% Consumer Cyclical 14.76% Basic Materials 11.22% Industrials 10.94% Health Care 8.59% Technology 8.32% Consumer Defensive 7.56% Energy 4.43% Communication Services 2.28% Real Estate 0.54% Asset Allocation
Asset Class Value Cash 1.39% Equity 98.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹1,497 Cr 11,849,171 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK4% ₹926 Cr 12,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK3% ₹885 Cr 23,096,430 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE3% ₹816 Cr 5,706,067 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY3% ₹728 Cr 6,161,817 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹694 Cr 6,500,000
↑ 200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL2% ₹585 Cr 3,100,000 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO2% ₹571 Cr 5,500,000
↓ -128,825 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 30 Jun 17 | 5004932% ₹543 Cr 2,883,624 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH2% ₹492 Cr 4,103,703
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.
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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Research Highlights for Aditya Birla Sun Life Manufacturing Equity Fund