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ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಯಾರು ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅನ್ನು ಹೇಗೆ ಆರಿಸುವುದು
- ಎ. ಗುಣಾತ್ಮಕ ಅಂಶಗಳು
- ಬಿ. ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳು
ಟಾಪ್ 8 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022
ಹೂಡಿಕೆದಾರರಾಗಿ ಪರಿಗಣಿಸಬೇಕಾದ ವಿಷಯಗಳು
Top 8 Equity - Multi Cap Funds

2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಉತ್ತಮ ಮಲ್ಟಿಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

Updated on April 20, 2025 , 59566 views

ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ನಿಧಿಗಳು ಅಥವಾ ಹೆಚ್ಚು ಸರಿಯಾಗಿ ವೈವಿಧ್ಯಗೊಳಿಸಲಾಗಿದೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳ ವರ್ಗವಾಗಿದೆ. ಹೆಚ್ಚಿನ ಹೂಡಿಕೆದಾರರು-ಅಪಾಯದ ಹಸಿವು ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಮಾನ್ಯತೆ ಪಡೆಯಲು ಬಯಸುವವರು ಸಾಮಾನ್ಯವಾಗಿ ಕಡೆಗೆ ಒಲವು ತೋರುತ್ತಾರೆಹೂಡಿಕೆ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ. ಹಾಗೆ,

ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆಮಾರುಕಟ್ಟೆ ಕ್ಯಾಪ್‌ಗಳು - ದೊಡ್ಡ ಕ್ಯಾಪ್, ಮಿಡ್ ಕ್ಯಾಪ್ &ಸಣ್ಣ ಕ್ಯಾಪ್, ಅವರು ಪೋರ್ಟ್ಫೋಲಿಯೊವನ್ನು ಸಮತೋಲನಗೊಳಿಸುವುದರಲ್ಲಿ ನಿಪುಣರಾಗಿದ್ದಾರೆ. ಅತ್ಯುತ್ತಮ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಹೂಡಿಕೆದಾರರು ಸ್ವಲ್ಪ ಹೆಚ್ಚು ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ಗಳಿಸಬಹುದು

ಆದಾಗ್ಯೂ, ಪ್ರಕ್ಷುಬ್ಧ ಮಾರುಕಟ್ಟೆ ಸ್ಥಿತಿಯ ಸಂದರ್ಭದಲ್ಲಿ ಷೇರುಗಳ ಚಂಚಲತೆಯಿಂದ ಅವರು ಇನ್ನೂ ಪ್ರಭಾವಿತರಾಗುತ್ತಾರೆ. ಉತ್ತಮ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್ ಅನ್ನು ಆಯ್ಕೆ ಮಾಡುವ ಪ್ರಕ್ರಿಯೆಯನ್ನು ಸುಲಭಗೊಳಿಸಲು, ನಾವು ಟಾಪ್ 4 ಅತ್ಯುತ್ತಮ ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳನ್ನು ಪಟ್ಟಿ ಮಾಡಿದ್ದೇವೆ - ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹೂಡಿಕೆಯ ಪ್ರಯಾಣದ ಸಮಯದಲ್ಲಿ ಗಣನೆಗೆ ತೆಗೆದುಕೊಳ್ಳಬಹುದು.

ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಯಾರು ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು, ಆದರೆ ಹೆಚ್ಚಿನ ಅಪಾಯವನ್ನು ತೆಗೆದುಕೊಳ್ಳಲು ಬಯಸುವುದಿಲ್ಲ, ಈ ನಿಧಿಯನ್ನು ಆದರ್ಶಪ್ರಾಯವಾಗಿ ಆದ್ಯತೆ ನೀಡಬಹುದು. ಈ ನಿಧಿಯು ಮಾರುಕಟ್ಟೆಯ ಕ್ಯಾಪ್‌ನಾದ್ಯಂತ ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ, ಇದು ಪೋರ್ಟ್‌ಫೋಲಿಯೊಗೆ ಉತ್ತಮ ವೈವಿಧ್ಯತೆಯನ್ನು ನೀಡುತ್ತದೆ. ಅಲ್ಲದೆ, ತಂತ್ರವನ್ನು ಚೆನ್ನಾಗಿ ತಿಳಿದಿರದ ಹೂಡಿಕೆದಾರರುಆಸ್ತಿ ಹಂಚಿಕೆ ಹೂಡಿಕೆಗೆ ಸಂಬಂಧಿಸಿದಂತೆ ತಮ್ಮ ನಿಧಿಯ ಒಂದು ಭಾಗವನ್ನು ಇಲ್ಲಿ ಹಾಕಬಹುದು. ಈ ನಿಧಿಯ ಕಾರ್ಯನಿರ್ವಹಣೆಯು ಫಂಡ್ ಮ್ಯಾನೇಜರ್‌ನ ಬುದ್ಧಿವಂತಿಕೆ ಮತ್ತು ಮಾರುಕಟ್ಟೆಯ ಪರಿಸ್ಥಿತಿಗಳಿಗೆ ಅನುಗುಣವಾಗಿ ಅವನು ಹೇಗೆ ಸ್ಟಾಕ್ ಅನ್ನು ಆಯ್ಕೆಮಾಡುತ್ತಾನೆ ಎಂಬುದರ ಕುರಿತು ಜ್ಞಾನವನ್ನು ಅವಲಂಬಿಸಿರುತ್ತದೆ. ಹೀಗಾಗಿ, ಒಂದುಹೂಡಿಕೆದಾರ ನಿಧಿ ವ್ಯವಸ್ಥಾಪಕರ ಹಿಂದಿನ ಅನುಭವಗಳು ಮತ್ತು ಅವರು ನಿರ್ವಹಿಸಿದ ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಪರಿಶೀಲಿಸಬೇಕು. ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ತಮ್ಮ ಹೂಡಿಕೆಯನ್ನು ಪ್ರಾರಂಭಿಸಲು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ವೈವಿಧ್ಯಮಯ ನಿಧಿಯಿಂದ ಪ್ರಾರಂಭಿಸಬಹುದು.

ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅನ್ನು ಹೇಗೆ ಆರಿಸುವುದು

ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ಯೋಜನೆಯ ಗುಣಾತ್ಮಕ ಮತ್ತು ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳನ್ನು ನೋಡಲು ಸಲಹೆ ನೀಡಲಾಗುತ್ತದೆ.

ಎ. ಗುಣಾತ್ಮಕ ಅಂಶಗಳು

ನಿಮ್ಮ ಫಂಡ್ ಮ್ಯಾನೇಜರ್ ಅನ್ನು ತಿಳಿದುಕೊಳ್ಳುವುದು ಮತ್ತು ಫಂಡ್ ಹೌಸ್‌ನ ಖ್ಯಾತಿಯಂತಹ ಗುಣಾತ್ಮಕ ಅಂಶಗಳು ಮುಖ್ಯವಾಗಿದೆ. ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಫಂಡ್‌ನಲ್ಲಿ, ಫಂಡ್ ಮ್ಯಾನೇಜರ್‌ನ ನೋಟವು ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ನಿರ್ಧರಿಸುತ್ತದೆ. ನಿಧಿ ವ್ಯವಸ್ಥಾಪಕರ ಹಿಂದಿನ ದಾಖಲೆಯನ್ನು ಮತ್ತು ನಿಧಿಯ ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳನ್ನು (ಅವರಿಂದ ನಿರ್ವಹಿಸಲಾಗಿದೆ), ವಿಶೇಷವಾಗಿ ಕಠಿಣ ಮಾರುಕಟ್ಟೆ ಹಂತದಲ್ಲಿ ಪರಿಶೀಲಿಸಬೇಕು. ಗುಣಮಟ್ಟದ ಮತ್ತು ಪ್ರಸಿದ್ಧ ಫಂಡ್ ಹೌಸ್‌ನಿಂದ ನಿಧಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡುವುದು ಮುಖ್ಯವಾಗಿದೆ. ಫಂಡ್ ಹೌಸ್ ದೀರ್ಘ ದಾಖಲೆಯನ್ನು ಹೊಂದಿದೆಯೇ ಎಂದು ನೋಡಿ, ದೊಡ್ಡ ಆಸ್ತಿ ನಿರ್ವಹಣೆ ಅಡಿಯಲ್ಲಿ (AUM), ಸ್ಟಾರ್ಡ್ ಫಂಡ್‌ಗಳು ಇತ್ಯಾದಿ.

ಬಿ. ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳು

ನಿಧಿಯ ಕಾರ್ಯಕ್ಷಮತೆ, ನಿಧಿಯ ಗಾತ್ರದಂತಹ ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳು ನೋಡಬೇಕಾದ ಪ್ರಮುಖ ಅಂಶಗಳಲ್ಲಿ ಒಂದಾಗಿದೆ. ಹೂಡಿಕೆದಾರರು 4-5 ವರ್ಷಗಳಿಂದ ಸ್ಥಿರವಾಗಿ ಅದರ ಮಾನದಂಡವನ್ನು ಸೋಲಿಸುವ ನಿಧಿಗೆ ಹೋಗಬೇಕಾಗುತ್ತದೆ. ನಿಧಿಯ ಗಾತ್ರವು ತುಂಬಾ ದೊಡ್ಡದಾಗಿರಬಾರದು ಅಥವಾ ಚಿಕ್ಕದಾಗಿರಬಾರದು. AUM ಸರಿಸುಮಾರು ವರ್ಗದಂತೆಯೇ ಇರುವ ನಿಧಿಗೆ ಹೋಗುವುದು ಸೂಕ್ತವಾಗಿದೆ.

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ಟಾಪ್ 8 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Multicap 35 Fund Growth	₹58.1072 ↑ 0.96	₹12,267	2.2	-4.6	16.1	20.8	22.5	45.7
Mirae Asset India Equity Fund Growth	₹108.459 ↑ 0.71	₹37,778	4.2	-1	10.6	11.9	20.8	12.7
Kotak Standard Multicap Fund Growth	₹80.311 ↑ 0.59	₹49,130	4.8	-0.6	9.4	15.5	22.6	16.5
BNP Paribas Multi Cap Fund Growth	₹73.5154 ↓ -0.01	₹588	-4.6	-2.6	19.3	17.3	13.6
IDFC Focused Equity Fund Growth	₹82.732 ↑ 0.39	₹1,685	-0.5	-3	14.3	16.1	22.2	30.3
Aditya Birla Sun Life Equity Fund Growth	₹1,714.16 ↑ 14.80	₹21,668	3.7	-2.8	11.1	15.1	24	18.5
Principal Multi Cap Growth Fund Growth	₹358.821 ↑ 1.33	₹2,615	1.7	-4.6	10.1	14.9	26	19.5
JM Multicap Fund Growth	₹95.5247 ↑ 0.56	₹5,263	-2	-8	7.3	23.4	28.2	33.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Apr 25

1. 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 17.2% 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 (23 Apr 25)	₹58.1072 ↑ 0.96 (1.68 %)
Net Assets (Cr)	₹12,267 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.56
Information Ratio	0.79
Alpha Ratio	11.84
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
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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 23 Apr 25

Duration	Returns
1 Month	1.2%
3 Month	2.2%
6 Month	-4.6%
1 Year	16.1%
3 Year	20.8%
5 Year	22.5%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.41 Yr.
Niket Shah	1 Jul 22	2.67 Yr.
Rakesh Shetty	22 Nov 22	2.27 Yr.
Atul Mehra	1 Oct 24	0.41 Yr.
Sunil Sawant	1 Jul 24	0.67 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Technology	20.44%
Industrials	18.3%
Consumer Cyclical	17.23%
Financial Services	9.73%
Communication Services	9.21%
Health Care	1.75%

Asset Allocation

Asset Class	Value
Cash	23.82%
Equity	76.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	10%	₹1,104 Cr	1,500,000 ↑ 137,475
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	8%	₹845 Cr	1,793,750 ↑ 6,917
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	7%	₹809 Cr	17,500,000 ↑ 250,000
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	7%	₹782 Cr	1,475,000 ↓ -321,350
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| 500251	7%	₹728 Cr	1,500,000 ↓ -335,546
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	6%	₹630 Cr	4,500,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| 500093	5%	₹601 Cr	10,500,000 ↑ 4,000,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹558 Cr	5,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIARTL	4%	₹471 Cr	3,000,000
PG Electroplast Ltd (Technology) Equity, Since 31 Dec 24 \| PGEL	4%	₹397 Cr	5,000,000

2. Mirae Asset India Equity Fund

(Erstwhile Mirae Asset India Opportunities Fund)

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

Mirae Asset India Equity Fund is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15% since its launch. Ranked 19 in Multi Cap category. Return for 2024 was 12.7% , 2023 was 18.4% and 2022 was 1.6% .

Below is the key information for Mirae Asset India Equity Fund

Mirae Asset India Equity Fund Growth
Launch Date	4 Apr 08
NAV (23 Apr 25)	₹108.459 ↑ 0.71 (0.66 %)
Net Assets (Cr)	₹37,778 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Mirae Asset Global Inv (India) Pvt. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.19
Sharpe Ratio	0.17
Information Ratio	-0.49
Alpha Ratio	2.2
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,868
31 Mar 22	₹19,935
31 Mar 23	₹19,738
31 Mar 24	₹24,832
31 Mar 25	₹26,943

Mirae Asset India Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Mirae Asset 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 23 Apr 25

Duration	Returns
1 Month	3.4%
3 Month	4.2%
6 Month	-1%
1 Year	10.6%
3 Year	11.9%
5 Year	20.8%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	12.7%
2022	18.4%
2021	1.6%
2020	27.7%
2019	13.7%
2018	12.7%
2017	-0.6%
2016	38.6%
2015	8.1%
2014	4.3%

Fund Manager information for Mirae Asset India Equity Fund

Name	Since	Tenure
Gaurav Misra	31 Jan 19	6.08 Yr.

Data below for Mirae Asset India Equity Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	35.21%
Technology	11.87%
Consumer Cyclical	10.18%
Industrials	8.85%
Basic Materials	8.51%
Consumer Defensive	7.21%
Energy	5.33%
Health Care	4.15%
Communication Services	3.94%
Utility	3.03%
Real Estate	0.95%

Asset Allocation

Asset Class	Value
Cash	0.71%
Equity	99.29%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 09 \| HDFCBANK	10%	₹3,715 Cr	21,443,565
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹2,621 Cr	21,763,754
Infosys Ltd (Technology) Equity, Since 31 May 08 \| INFY	6%	₹2,087 Cr	12,367,643 ↓ -365,941
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 08 \| RELIANCE	5%	₹1,709 Cr	14,242,518
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 14 \| 532215	4%	₹1,500 Cr	14,768,985
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 10 \| BHARTIARTL	4%	₹1,398 Cr	8,906,173 ↓ -80,357
Tata Consultancy Services Ltd (Technology) Equity, Since 31 May 09 \| TCS	4%	₹1,299 Cr	3,729,032 ↑ 153,841
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	3%	₹1,220 Cr	3,856,728
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jul 15 \| KOTAKBANK	3%	₹1,008 Cr	5,299,526 ↓ -252,945
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹958 Cr	24,247,560 ↑ 856,000

3. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors.

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.2% since its launch. Ranked 3 in Multi Cap category. Return for 2024 was 16.5% , 2023 was 24.2% and 2022 was 5% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund Growth
Launch Date	11 Sep 09
NAV (23 Apr 25)	₹80.311 ↑ 0.59 (0.74 %)
Net Assets (Cr)	₹49,130 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.51
Sharpe Ratio	0.15
Information Ratio	0.09
Alpha Ratio	1.8
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
31 Mar 20	₹10,000
31 Mar 21	₹16,646
31 Mar 22	₹19,241
31 Mar 23	₹19,628
31 Mar 24	₹26,446
31 Mar 25	₹28,645

Kotak Standard Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Kotak Standard 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 23 Apr 25

Duration	Returns
1 Month	3.9%
3 Month	4.8%
6 Month	-0.6%
1 Year	9.4%
3 Year	15.5%
5 Year	22.6%
10 Year
15 Year
Since launch	14.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	16.5%
2022	24.2%
2021	5%
2020	25.4%
2019	11.8%
2018	12.3%
2017	-0.9%
2016	34.3%
2015	9.4%
2014	3%

Fund Manager information for Kotak Standard Multicap Fund

Name	Since	Tenure
Harsha Upadhyaya	4 Aug 12	12.58 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	25.44%
Industrials	20.53%
Basic Materials	13.89%
Consumer Cyclical	10.14%
Technology	9.57%
Energy	6%
Health Care	3.51%
Communication Services	2.96%
Utility	2.71%
Consumer Defensive	2.7%

Asset Allocation

Asset Class	Value
Cash	2.54%
Equity	97.46%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| ICICIBANK	7%	₹3,191 Cr	26,500,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	6%	₹2,772 Cr	16,000,000
Bharat Electronics Ltd (Industrials) Equity, Since 31 Aug 14 \| BEL	5%	₹2,389 Cr	97,000,000
Infosys Ltd (Technology) Equity, Since 30 Nov 10 \| INFY	4%	₹2,025 Cr	12,000,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 13 \| LT	4%	₹1,803 Cr	5,700,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| 532538	4%	₹1,772 Cr	1,750,000
SRF Ltd (Industrials) Equity, Since 31 Dec 18 \| SRF	4%	₹1,747 Cr	6,250,000
State Bank of India (Financial Services) Equity, Since 31 Jan 12 \| SBIN	4%	₹1,639 Cr	23,800,000
Jindal Steel & Power Ltd (Basic Materials) Equity, Since 31 Mar 18 \| 532286	4%	₹1,627 Cr	19,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532215	4%	₹1,625 Cr	16,000,000

4. 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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,201

BNP Paribas Multi Cap Fund SIP 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 23 Apr 25

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

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

5. IDFC Focused Equity Fund

The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.7% since its launch. Ranked 13 in Multi Cap category. Return for 2024 was 30.3% , 2023 was 31.3% and 2022 was -5% .

Below is the key information for IDFC Focused Equity Fund

IDFC Focused Equity Fund Growth
Launch Date	16 Mar 06
NAV (23 Apr 25)	₹82.732 ↑ 0.39 (0.48 %)
Net Assets (Cr)	₹1,685 on 31 Mar 25
Category	Equity - Multi Cap
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.13
Sharpe Ratio	0.31
Information Ratio	0.05
Alpha Ratio	5.49
Min Investment	5,000
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
31 Mar 20	₹10,000
31 Mar 21	₹15,916
31 Mar 22	₹18,505
31 Mar 23	₹17,630
31 Mar 24	₹24,650
31 Mar 25	₹27,492

IDFC Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for IDFC Focused 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 23 Apr 25

Duration	Returns
1 Month	3.1%
3 Month	-0.5%
6 Month	-3%
1 Year	14.3%
3 Year	16.1%
5 Year	22.2%
10 Year
15 Year
Since launch	11.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	30.3%
2022	31.3%
2021	-5%
2020	24.6%
2019	14.9%
2018	8.9%
2017	-12.7%
2016	54.4%
2015	1.8%
2014	-4.8%

Fund Manager information for IDFC Focused Equity Fund

Name	Since	Tenure
Manish Gunwani	2 Dec 24	0.24 Yr.
Kirthi Jain	2 Dec 24	0.24 Yr.
Ritika Behera	7 Oct 23	1.4 Yr.
Gaurav Satra	7 Jun 24	0.73 Yr.
Rahul Agarwal	2 Dec 24	0.24 Yr.

Data below for IDFC Focused Equity Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	25.37%
Technology	11.9%
Consumer Cyclical	11.11%
Health Care	8.41%
Real Estate	7.52%
Utility	5.75%
Industrials	5.15%
Energy	4.26%
Communication Services	3.74%
Consumer Defensive	3.47%

Asset Allocation

Asset Class	Value
Cash	13.32%
Equity	86.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 19 \| HDFCBANK	7%	₹118 Cr	681,364
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	6%	₹97 Cr	802,078
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Jan 25 \| PRESTIGE	5%	₹78 Cr	691,890 ↑ 39,000
Infosys Ltd (Technology) Equity, Since 31 Oct 19 \| INFY	5%	₹74 Cr	440,306
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 23 \| RELIANCE	4%	₹68 Cr	566,848
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Dec 24 \| BHARTIARTL	4%	₹60 Cr	380,000
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 24 \| 543320	4%	₹57 Cr	2,586,980 ↑ 33,300
One97 Communications Ltd (Technology) Equity, Since 31 Dec 24 \| 543396	4%	₹57 Cr	800,384
Mankind Pharma Ltd (Healthcare) Equity, Since 31 May 23 \| MANKIND	4%	₹57 Cr	249,302 ↑ 12,000
Varun Beverages Ltd (Consumer Defensive) Equity, Since 31 May 24 \| VBL	3%	₹55 Cr	1,268,285 ↑ 225,000

6. Aditya Birla Sun Life Equity Fund

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.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.2% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 18.5% , 2023 was 26% and 2022 was -1.1% .

Below is the key information for Aditya Birla Sun Life Equity Fund

Aditya Birla Sun Life Equity Fund Growth
Launch Date	27 Aug 98
NAV (23 Apr 25)	₹1,714.16 ↑ 14.80 (0.87 %)
Net Assets (Cr)	₹21,668 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	0.28
Information Ratio	-0.21
Alpha Ratio	3.82
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
31 Mar 20	₹10,000
31 Mar 21	₹17,397
31 Mar 22	₹21,099
31 Mar 23	₹20,222
31 Mar 24	₹27,766
31 Mar 25	₹30,687

Aditya Birla Sun Life Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Aditya Birla Sun Life 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 23 Apr 25

Duration	Returns
1 Month	3.6%
3 Month	3.7%
6 Month	-2.8%
1 Year	11.1%
3 Year	15.1%
5 Year	24%
10 Year
15 Year
Since launch	21.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	2.9%

Fund Manager information for Aditya Birla Sun Life Equity Fund

Name	Since	Tenure
Harish Krishnan	3 Nov 23	1.41 Yr.
Dhaval Joshi	21 Nov 22	2.36 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	33.46%
Consumer Cyclical	11.39%
Industrials	10.38%
Technology	9.94%
Basic Materials	9.45%
Health Care	7.48%
Consumer Defensive	7.44%
Energy	5.39%
Communication Services	3.13%
Real Estate	0.58%

Asset Allocation

Asset Class	Value
Cash	1.25%
Equity	98.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	8%	₹1,626 Cr	13,500,000
Infosys Ltd (Technology) Equity, Since 30 Apr 05 \| INFY	5%	₹1,074 Cr	6,365,588 ↓ -134,412
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	5%	₹936 Cr	5,404,179 ↑ 372,810
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| KOTAKBANK	4%	₹868 Cr	4,563,682 ↑ 63,682
Reliance Industries Ltd (Energy) Equity, Since 31 May 19 \| RELIANCE	4%	₹815 Cr	6,789,998
HCL Technologies Ltd (Technology) Equity, Since 30 Nov 11 \| HCLTECH	3%	₹567 Cr	3,600,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 18 \| SUNPHARMA	3%	₹536 Cr	3,365,000 ↓ -867,179
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 17 \| BHARTIARTL	3%	₹531 Cr	3,382,814 ↓ -153,374
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Jan 15 \| CHOLAFIN	2%	₹469 Cr	3,350,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	2%	₹445 Cr	1,407,458 ↓ -292,542

7. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

The primary investment objective of the scheme is to achieve long-term capital appreciation.

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.7% since its launch. Ranked 12 in Multi Cap category. Return for 2024 was 19.5% , 2023 was 31.1% and 2022 was -1.6% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund Growth
Launch Date	25 Oct 00
NAV (23 Apr 25)	₹358.821 ↑ 1.33 (0.37 %)
Net Assets (Cr)	₹2,615 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.05
Sharpe Ratio	0.22
Information Ratio	-0.68
Alpha Ratio	2.54
Min Investment	5,000
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
31 Mar 20	₹10,000
31 Mar 21	₹16,965
31 Mar 22	₹22,308
31 Mar 23	₹21,467
31 Mar 24	₹29,975
31 Mar 25	₹32,864

Principal Multi Cap Growth Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Apr 25

Duration	Returns
1 Month	3.3%
3 Month	1.7%
6 Month	-4.6%
1 Year	10.1%
3 Year	14.9%
5 Year	26%
10 Year
15 Year
Since launch	15.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	19.5%
2022	31.1%
2021	-1.6%
2020	46.3%
2019	15%
2018	3.9%
2017	-8.7%
2016	48.7%
2015	6.4%
2014	2.8%

Fund Manager information for Principal Multi Cap Growth Fund

Name	Since	Tenure
Ratish Varier	1 Jan 22	3.16 Yr.
Sudhir Kedia	1 Jan 22	3.16 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	21.38%
Industrials	18.97%
Consumer Cyclical	14.29%
Technology	7.58%
Energy	7.16%
Health Care	7.1%
Basic Materials	5.89%
Communication Services	5.8%
Consumer Defensive	3.95%
Utility	2.7%

Asset Allocation

Asset Class	Value
Cash	5.14%
Equity	94.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	6%	₹135 Cr	778,994
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	5%	₹109 Cr	903,967 ↑ 60,398
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 05 \| RELIANCE	4%	₹100 Cr	836,759
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 23 \| LT	3%	₹81 Cr	256,848
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532215	3%	₹78 Cr	772,466 ↑ 39,770
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| KOTAKBANK	3%	₹75 Cr	391,704
Indian Bank (Financial Services) Equity, Since 31 Dec 23 \| 532814	3%	₹61 Cr	1,197,042
Infosys Ltd (Technology) Equity, Since 30 Apr 08 \| INFY	2%	₹60 Cr	354,987
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 18 \| BHARTIARTL	2%	₹56 Cr	355,661 ↑ 16,088
Affle India Ltd (Communication Services) Equity, Since 31 May 22 \| AFFLE	2%	₹52 Cr	373,348

8. 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 14.5% 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 (23 Apr 25)	₹95.5247 ↑ 0.56 (0.59 %)
Net Assets (Cr)	₹5,263 on 31 Mar 25
Category	Equity - Multi Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.17
Sharpe Ratio	0.11
Information Ratio	1.11
Alpha Ratio	1.9
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
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

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 23 Apr 25

Duration	Returns
1 Month	3.7%
3 Month	-2%
6 Month	-8%
1 Year	7.3%
3 Year	23.4%
5 Year	28.2%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Satish Ramanathan	20 Aug 21	3.53 Yr.
Asit Bhandarkar	1 Oct 24	0.41 Yr.
Chaitanya Choksi	31 Dec 21	3.17 Yr.
Ruchi Fozdar	4 Oct 24	0.41 Yr.

Data below for JM Multicap Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	31.39%
Consumer Cyclical	18.95%
Health Care	8.86%
Industrials	8.8%
Technology	8.31%
Consumer Defensive	7.29%
Basic Materials	5.01%
Communication Services	2.66%
Utility	2.19%

Asset Allocation

Asset Class	Value
Cash	6.55%
Equity	93.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| HDFCBANK	6%	₹302 Cr	1,745,500 ↓ -150,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 21 \| ICICIBANK	6%	₹292 Cr	2,425,800 ↑ 350,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| MARUTI	4%	₹200 Cr	167,679 ↑ 20,000
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	4%	₹176 Cr	1,042,750 ↓ -280,000
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 30 Sep 24 \| 532977	3%	₹165 Cr	208,165 ↑ 40,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| KOTAKBANK	3%	₹162 Cr	850,000 ↑ 330,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹160 Cr	2,325,000 ↓ -375,000
Tech Mahindra Ltd (Technology) Equity, Since 31 Jul 24 \| 532755	3%	₹158 Cr	1,063,515 ↑ 144,215
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Oct 24 \| SUNPHARMA	3%	₹153 Cr	960,000 ↑ 550,811
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	3%	₹139 Cr	438,247 ↑ 72,225

ಹೂಡಿಕೆದಾರರಾಗಿ ಪರಿಗಣಿಸಬೇಕಾದ ವಿಷಯಗಳು

1. ನಿಧಿಯ ಉದ್ದೇಶಗಳು

ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಹೆಚ್ಚಿನ ಬೆಳವಣಿಗೆ, ಅಪಾಯ ಮತ್ತು ಮೌಲ್ಯದ ಅತ್ಯುತ್ತಮ ಸಂಯೋಜನೆಯನ್ನು ನೀಡುವ ಕಂಪನಿಗಳ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಸಂಪತ್ತಿನ ಸಂಗ್ರಹವನ್ನು ಸಾಧಿಸುವ ಗುರಿಯನ್ನು ಹೊಂದಿವೆ. ಸ್ಟಾಕ್ ಪಿಕಿಂಗ್ ಹೂಡಿಕೆ ಶೈಲಿಯನ್ನು ಆಧರಿಸಿದೆಮೌಲ್ಯದ ಹೂಡಿಕೆ ಅಥವಾ ಬೆಳವಣಿಗೆ ಹೂಡಿಕೆ. ಹೆಚ್ಚುವರಿಯಾಗಿ, ನಿಧಿ ವ್ಯವಸ್ಥಾಪಕರು P/E (ಬೆಲೆ / ಗಳಿಕೆ) ಅನುಪಾತ, P/B (ಬೆಲೆ / ಪುಸ್ತಕ) ಅನುಪಾತ, EPS ಮತ್ತು ಇತರ ಪರಿಮಾಣಾತ್ಮಕ ಕ್ರಮಗಳನ್ನು ಪರಿಗಣಿಸಬಹುದುಎಂಟರ್‌ಪ್ರೈಸ್ ಮೌಲ್ಯ ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ಕೇವಲ ಗುಣಮಟ್ಟದ ಸ್ಟಾಕ್‌ಗಳಿಂದ ಕೂಡಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು.

2. ಅಪಾಯ

ಇತರ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಂತೆ, ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಮಾರುಕಟ್ಟೆಯ ಅಪಾಯವನ್ನು ಎದುರಿಸುತ್ತವೆ, ಇದರಲ್ಲಿ ಒಟ್ಟಾರೆ ಏರಿಕೆ ಅಥವಾ ಸೂಚ್ಯಂಕದ ಮೌಲ್ಯದಲ್ಲಿನ ಕುಸಿತವು ಫಂಡ್ ಮೌಲ್ಯದಲ್ಲಿ ಏರಿಳಿತಕ್ಕೆ ಕಾರಣವಾಗುತ್ತದೆ. ಅಂತಹ ಚಂಚಲತೆಯು ಅನುಭವಿಸಿದಕ್ಕಿಂತ ಹೆಚ್ಚಾಗಿರುತ್ತದೆದೊಡ್ಡ ಕ್ಯಾಪ್ ನಿಧಿಗಳು ಆದರೆ ಸಣ್ಣ ಕ್ಯಾಪ್ಗಿಂತ ಕಡಿಮೆ/ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು. ಮಾರುಕಟ್ಟೆ ಚಲನೆಗಳ ಲಾಭವನ್ನು ಪಡೆಯಲು ನಿಧಿ ವ್ಯವಸ್ಥಾಪಕರು ನಿಯಮಿತವಾಗಿ ಆಸ್ತಿ ಹಂಚಿಕೆಯನ್ನು ಮಾರ್ಪಡಿಸುವಲ್ಲಿ ಪರಿಣತಿ ಹೊಂದಿದ್ದಾರೆ.

3. ವೆಚ್ಚ

ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ನಿಮ್ಮ ಹಣವನ್ನು ನಿರ್ವಹಿಸಲು ವೆಚ್ಚದ ಅನುಪಾತವನ್ನು ವಿಧಿಸುತ್ತವೆ. ಇದುವರೆಗೂSEBI ವೆಚ್ಚದ ಅನುಪಾತದ ಮೇಲಿನ ಮಿತಿಯನ್ನು 2.50% ಎಂದು ಕಡ್ಡಾಯಗೊಳಿಸಿದೆ (ನಿಯಂತ್ರಣದ ಪ್ರಕಾರ ಕಾಲಕಾಲಕ್ಕೆ ಬದಲಾಗಬಹುದು). ಮಾರುಕಟ್ಟೆಯ ಅವಕಾಶಗಳಿಂದ ಲಾಭವನ್ನು ಬಳಸಿಕೊಳ್ಳಲು ಈ ನಿಧಿಗಳು ಸಕ್ರಿಯವಾಗಿ ನಿರ್ವಹಿಸಲ್ಪಟ್ಟಿರುವುದರಿಂದ, ಇದು ಹೆಚ್ಚಿನ ವಹಿವಾಟು ಅನುಪಾತ ಮತ್ತು ಸಂಬಂಧಿತ ವಹಿವಾಟು ವೆಚ್ಚಗಳನ್ನು ಹೊಂದಿರಬಹುದು. ಶುದ್ಧ ದೊಡ್ಡ ಕ್ಯಾಪ್‌ಗಳು/ಸ್ಮಾಲ್ ಕ್ಯಾಪ್‌ಗಳಿಗೆ ಹೋಲಿಸಿದರೆ, ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಹೆಚ್ಚಿನ ವೆಚ್ಚದ ಅನುಪಾತವನ್ನು ಹೊಂದಿರಬಹುದು. ಆದಾಗ್ಯೂ, ಮಲ್ಟಿ ಕ್ಯಾಪ್‌ಗಳಿಂದ ಗಳಿಸಿದ ಲಾಭಗಳ ಪ್ರಮಾಣವು ಹೆಚ್ಚಿನ ವೆಚ್ಚವನ್ನು ಸರಿದೂಗಿಸಲು ಸಾಕಷ್ಟು ಉತ್ತಮವಾಗಿದೆ.

4. ಹೂಡಿಕೆ ಹಾರಿಜಾನ್

ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್ ಮೂಲತಃ ಮಧ್ಯಮದಿಂದ ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆಯ ಹಾರಿಜಾನ್ ಹೊಂದಿರುವ ವ್ಯಕ್ತಿಗಳಿಗೆ ಸೂಕ್ತವಾಗಿದೆ. ಸಾಮಾನ್ಯವಾಗಿ, ನಿಧಿಯು ಅಲ್ಪಾವಧಿಯ ಸಮಯದಲ್ಲಿ ಬಹಳಷ್ಟು ಏರಿಳಿತಗಳನ್ನು ಅನುಭವಿಸುತ್ತದೆ, ಇದು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಸರಾಸರಿಯಾಗುತ್ತದೆ. ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳನ್ನು ಆಯ್ಕೆ ಮಾಡುವವರು ಫಂಡ್‌ಗೆ ಅದರ ಸಂಪೂರ್ಣ ಸಾಮರ್ಥ್ಯವನ್ನು ಅರಿತುಕೊಳ್ಳಲು ಕನಿಷ್ಠ ಹೇಳಿದ ಅವಧಿಯವರೆಗೆ ಅಂಟಿಕೊಳ್ಳಲು ಸಿದ್ಧರಾಗಿರಬೇಕು.

5. ಹಣಕಾಸಿನ ಗುರಿಗಳು

ಸರಳ ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಿಗೆ ಹೋಲಿಸಿದರೆ ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಆದರ್ಶ ಸಂಪತ್ತು ಸೃಷ್ಟಿಕರ್ತರಾಗಬಹುದು. ಡೈನಾಮಿಕ್ ಹೂಡಿಕೆ ತಂತ್ರದ ಕಾರಣ, ಈ ನಿಧಿಗಳು ದೀರ್ಘಾವಧಿಯನ್ನು ಸಾಧಿಸಲು ದೊಡ್ಡ ಸಂಪತ್ತನ್ನು ಸಂಗ್ರಹಿಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಮಕ್ಕಳ ಉನ್ನತ ಶಿಕ್ಷಣದ ಹಾಗೆ ಅಥವಾನಿವೃತ್ತಿ ಯೋಜನೆ. ಹೆಚ್ಚಿನ ಅಪಾಯ-ಹೆಚ್ಚಿನ ಆದಾಯದ ಸ್ವರ್ಗವಾಗಿರುವುದರಿಂದ, ಈ ನಿಧಿಗಳು ಸಾಕಷ್ಟು ಸಂಪತ್ತನ್ನು ಉತ್ಪಾದಿಸುವ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿವೆ, ಇದು ನಿಮಗೆ ಬೇಗನೆ ನಿವೃತ್ತಿ ಹೊಂದಲು ಮತ್ತು ಜೀವನದಲ್ಲಿ ನಿಮ್ಮ ಉತ್ಸಾಹವನ್ನು ಮುಂದುವರಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆ.

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.