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ഫിൻകാഷ് »മ്യൂച്വൽ ഫണ്ടുകൾ »മികച്ച 10 മൾട്ടിക്യാപ് ഫണ്ടുകൾ

2022-ൽ നിക്ഷേപിക്കാനുള്ള മികച്ച മൾട്ടികാപ്പ് മ്യൂച്വൽ ഫണ്ടുകൾ

Updated on March 13, 2025 , 25073 views

ഡൈവേഴ്‌സിഫൈഡ് മൾട്ടികാപ്പ് ഫണ്ടുകൾ അല്ലെങ്കിൽ കൂടുതൽ കൃത്യമായി വൈവിധ്യവൽക്കരിക്കപ്പെട്ടത്ഇക്വിറ്റി ഫണ്ടുകൾ ഇക്വിറ്റി ഫണ്ടുകളുടെ ഒരു വിഭാഗമാണ്. ഉയർന്ന നിക്ഷേപമുള്ള നിക്ഷേപകർ-റിസ്ക് വിശപ്പ് ഇക്വിറ്റികളിൽ ഒരു എക്സ്പോഷർ എടുക്കാൻ ആഗ്രഹിക്കുന്നവർ സാധാരണയായി അതിലേക്ക് ചായുന്നുനിക്ഷേപിക്കുന്നു വൈവിധ്യമാർന്ന മൾട്ടിക്യാപ് ഫണ്ടുകളിൽ.

വൈവിധ്യമാർന്ന മൾട്ടിക്യാപ് ഫണ്ടുകൾ ഉടനീളം നിക്ഷേപിക്കുന്നത് പോലെവിപണി പോലുള്ള തൊപ്പികൾ - വലിയ തൊപ്പി,മിഡ് ക്യാപ് &ചെറിയ തൊപ്പി, പോർട്ട്ഫോളിയോ ബാലൻസ് ചെയ്യുന്നതിൽ അവർ വൈദഗ്ദ്ധ്യം നേടിയിട്ടുണ്ട്. മികച്ച വൈവിധ്യമാർന്ന മൾട്ടിക്യാപ് ഇക്വിറ്റി ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നതിലൂടെ, നിക്ഷേപകർക്ക് കുറച്ചുകൂടി സ്ഥിരതയുള്ള വരുമാനം നേടാൻ കഴിയും, എന്നിരുന്നാലും, പ്രക്ഷുബ്ധമായ മാർക്കറ്റ് അവസ്ഥയിൽ ഇക്വിറ്റികളുടെ അസ്ഥിരത അവരെ ഇപ്പോഴും ബാധിക്കും.

ഒരു നല്ല വൈവിധ്യമാർന്ന മൾട്ടിക്യാപ് ഇക്വിറ്റി ഫണ്ട് തിരഞ്ഞെടുക്കുന്നതിനുള്ള പ്രക്രിയ എളുപ്പമാക്കുന്നതിന്, നിക്ഷേപകർക്ക് അവരുടെ നിക്ഷേപ യാത്രയിൽ കണക്കിലെടുക്കാൻ കഴിയുന്ന മികച്ച 10 മികച്ച മൾട്ടി-ക്യാപ് ഇക്വിറ്റി ഫണ്ടുകൾ ഞങ്ങൾ ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്.

multi-cap

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മികച്ച 10 മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന വൈവിധ്യമാർന്ന മൾട്ടികാപ്പ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Equity Fund Growth ₹1,750.08
↓ -6.02
₹65,967-8.7-8.910.921.827.123.5
Parag Parikh Long Term Equity Fund Growth ₹76.3801
↓ -0.47
₹89,703-7.3-4.51217.526.923.9
Nippon India Multi Cap Fund Growth ₹254.543
↓ -1.58
₹37,594-15-16.48.321.826.125.8
Mahindra Badhat Yojana Growth ₹29.8916
↓ -0.18
₹4,750-16.3-18.64.21524.123.4
Franklin India Equity Fund Growth ₹1,441.4
↓ -4.84
₹17,203-13.5-14616.523.721.8
ICICI Prudential Multicap Fund Growth ₹696.1
↓ -3.31
₹13,850-12.3-15.36.918.523.520.7
Baroda Pioneer Multi Cap Fund Growth ₹250.041
↓ -0.75
₹2,650-17.7-15.89.314.923.131.7
JM Multicap Fund Growth ₹87.175
↓ -0.18
₹5,255-18.4-19.56.521.622.933.3
Principal Multi Cap Growth Fund Growth ₹328.351
↓ -1.81
₹2,644-14.2-15.85.913.221.419.5
Invesco India Multicap Fund Growth ₹113.81
↓ -0.21
₹3,728-18.6-17.99.815.621.129.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Mar 25
*മുകളിൽ മികച്ചവയുടെ ലിസ്റ്റ്വൈവിധ്യമാർന്ന മൾട്ടികാപ്പ് മുകളിൽ AUM/നെറ്റ് അസറ്റുകൾ ഉള്ള ഫണ്ടുകൾ500 കോടി. ക്രമീകരിച്ചുകഴിഞ്ഞ 5 വർഷത്തെ റിട്ടേൺ.

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 18.7% 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 (13 Mar 25) ₹1,750.08 ↓ -6.02   (-0.34 %)
Net Assets (Cr) ₹65,967 on 31 Jan 25
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio 1.03
Information Ratio 2.14
Alpha Ratio 7.41
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,350
28 Feb 22₹15,965
28 Feb 23₹18,358
29 Feb 24₹26,134
28 Feb 25₹28,569

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 ₹598,181.
Net Profit of ₹298,181
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 13 Mar 25

DurationReturns
1 Month -2.6%
3 Month -8.7%
6 Month -8.9%
1 Year 10.9%
3 Year 21.8%
5 Year 27.1%
10 Year
15 Year
Since launch 18.7%
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 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services38.64%
Consumer Cyclical15.43%
Health Care10.33%
Technology5.99%
Industrials4.87%
Basic Materials4.67%
Communication Services4.33%
Real Estate2.97%
Consumer Defensive1.33%
Utility1.14%
Energy0.19%
Asset Allocation
Asset ClassValue
Cash8.54%
Equity89.9%
Debt1.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹6,201 Cr49,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹6,116 Cr36,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
8%₹5,522 Cr56,000,000
↑ 5,507,213
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
5%₹3,137 Cr16,500,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI
5%₹3,078 Cr2,500,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹2,893 Cr19,500,000
↑ 131,918
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
4%₹2,840 Cr19,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹2,635 Cr16,200,000
↓ -152,700
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
3%₹2,071 Cr12,000,000
↓ -700,000
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | 543635
3%₹1,761 Cr75,597,677
↑ 3,181,988

2. 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 18.8% 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 (13 Mar 25) ₹76.3801 ↓ -0.47   (-0.61 %)
Net Assets (Cr) ₹89,703 on 31 Jan 25
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.4
Sharpe Ratio 1.59
Information Ratio 0.5
Alpha Ratio 10.31
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
29 Feb 20₹10,000
28 Feb 21₹14,117
28 Feb 22₹18,140
28 Feb 23₹18,557
29 Feb 24₹26,494
28 Feb 25₹29,368

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 ₹584,107.
Net Profit of ₹284,107
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 13 Mar 25

DurationReturns
1 Month -3.7%
3 Month -7.3%
6 Month -4.5%
1 Year 12%
3 Year 17.5%
5 Year 26.9%
10 Year
15 Year
Since launch 18.8%
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 169.1 Yr.
Rajeev Thakkar24 May 1311.78 Yr.
Raunak Onkar24 May 1311.78 Yr.
Rukun Tarachandani16 May 222.79 Yr.
Mansi Kariya22 Dec 231.19 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services30.2%
Consumer Cyclical12%
Technology8.49%
Communication Services7.68%
Energy7.01%
Utility6.25%
Consumer Defensive4.94%
Health Care3.67%
Basic Materials0.24%
Industrials0.07%
Real Estate0.01%
Asset Allocation
Asset ClassValue
Cash20.27%
Equity79.13%
Debt0.59%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹7,273 Cr42,813,069
↑ 3,128,960
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹6,149 Cr5,318,918
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
6%₹5,598 Cr185,577,147
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
6%₹5,516 Cr139,335,199
↑ 8,129,384
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹4,430 Cr98,994,120
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹4,383 Cr34,986,740
↑ 1,293,681
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK
4%₹3,756 Cr19,753,232
↑ 3,036,681
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
4%₹3,715 Cr3,018,078
↓ -25,000
Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | META
4%₹3,528 Cr591,056
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
4%₹3,325 Cr1,881,947
↑ 590

3. 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 17.6% 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 (13 Mar 25) ₹254.543 ↓ -1.58   (-0.62 %)
Net Assets (Cr) ₹37,594 on 31 Jan 25
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 0.6
Information Ratio 1.22
Alpha Ratio 5.08
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
29 Feb 20₹10,000
28 Feb 21₹12,217
28 Feb 22₹15,173
28 Feb 23₹17,487
29 Feb 24₹25,924
28 Feb 25₹27,069

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 ₹584,107.
Net Profit of ₹284,107
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 13 Mar 25

DurationReturns
1 Month -2.4%
3 Month -15%
6 Month -16.4%
1 Year 8.3%
3 Year 21.8%
5 Year 26.1%
10 Year
15 Year
Since launch 17.6%
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 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services30.16%
Consumer Cyclical18.15%
Industrials17.72%
Health Care7.01%
Technology6.03%
Utility5.61%
Basic Materials5.17%
Energy3.15%
Consumer Defensive2.39%
Communication Services1.82%
Real Estate0.2%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹2,259 Cr13,300,448
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,501 Cr11,981,360
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
4%₹1,390 Cr14,099,895
↑ 3,599,774
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹1,185 Cr9,368,975
↑ 368,975
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
3%₹1,157 Cr6,471,917
↑ 130,000
Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY
3%₹1,090 Cr5,800,504
↓ -500,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 500034
3%₹1,080 Cr1,369,397
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
3%₹956 Cr1,524,539
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 532555
2%₹933 Cr28,791,467
↑ 5,791,467
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
2%₹907 Cr24,478,983
↓ -693,671

4. 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% 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 (13 Mar 25) ₹29.8916 ↓ -0.18   (-0.60 %)
Net Assets (Cr) ₹4,750 on 31 Jan 25
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 0.06
Information Ratio -0.11
Alpha Ratio -2.68
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
29 Feb 20₹10,000
28 Feb 21₹13,357
28 Feb 22₹17,194
28 Feb 23₹17,463
29 Feb 24₹26,421
28 Feb 25₹26,099

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 ₹556,833.
Net Profit of ₹256,833
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 13 Mar 25

DurationReturns
1 Month -4.6%
3 Month -16.3%
6 Month -18.6%
1 Year 4.2%
3 Year 15%
5 Year 24.1%
10 Year
15 Year
Since launch 15%
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 204.19 Yr.
Fatema Pacha16 Oct 204.38 Yr.

Data below for Mahindra Badhat Yojana as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services29.06%
Consumer Cyclical17.84%
Industrials11.18%
Technology8.14%
Health Care7.83%
Energy6.09%
Basic Materials5.16%
Communication Services4.3%
Consumer Defensive4.16%
Utility1.87%
Real Estate1.09%
Asset Allocation
Asset ClassValue
Cash3.29%
Equity96.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
8%₹367 Cr2,160,000
↑ 180,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
4%₹211 Cr1,665,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB
3%₹166 Cr297,000
BSE Ltd (Financial Services)
Equity, Since 31 Oct 24 | BSE
3%₹150 Cr283,500
↑ 54,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 500034
3%₹149 Cr189,000
↑ 63,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 23 | PERSISTENT
3%₹136 Cr225,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 500251
3%₹129 Cr224,100
↑ 36,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR
3%₹124 Cr504,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK
2%₹113 Cr900,000
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 534816
2%₹112 Cr3,240,000
↑ 3,240,000

5. 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 17.7% 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 (13 Mar 25) ₹1,441.4 ↓ -4.84   (-0.33 %)
Net Assets (Cr) ₹17,203 on 31 Jan 25
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 0.5
Information Ratio 0.65
Alpha Ratio 2.74
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
29 Feb 20₹10,000
28 Feb 21₹13,850
28 Feb 22₹16,698
28 Feb 23₹17,327
29 Feb 24₹24,960
28 Feb 25₹25,727

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 ₹543,623.
Net Profit of ₹243,623
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 13 Mar 25

DurationReturns
1 Month -3.6%
3 Month -13.5%
6 Month -14%
1 Year 6%
3 Year 16.5%
5 Year 23.7%
10 Year
15 Year
Since launch 17.7%
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 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services28.3%
Industrials12.46%
Consumer Cyclical11.82%
Technology10.25%
Health Care7.12%
Communication Services6.22%
Consumer Defensive5.53%
Basic Materials4.6%
Utility3.95%
Energy2.93%
Real Estate2.22%
Asset Allocation
Asset ClassValue
Cash3.62%
Equity96.38%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
8%₹1,433 Cr8,434,642
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,367 Cr10,908,206
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹904 Cr5,558,607
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹870 Cr4,627,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
4%₹760 Cr2,131,779
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
4%₹613 Cr3,555,589
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
3%₹524 Cr5,311,448
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR
3%₹513 Cr3,600,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE
2%₹428 Cr3,384,026
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 543320
2%₹424 Cr19,250,000
↑ 2,250,000

6. 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% 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 (13 Mar 25) ₹696.1 ↓ -3.31   (-0.47 %)
Net Assets (Cr) ₹13,850 on 31 Jan 25
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.6
Information Ratio 0.66
Alpha Ratio 4.5
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
29 Feb 20₹10,000
28 Feb 21₹13,055
28 Feb 22₹15,290
28 Feb 23₹16,409
29 Feb 24₹24,105
28 Feb 25₹24,800

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 ₹543,623.
Net Profit of ₹243,623
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 13 Mar 25

DurationReturns
1 Month -3.9%
3 Month -12.3%
6 Month -15.3%
1 Year 6.9%
3 Year 18.5%
5 Year 23.5%
10 Year
15 Year
Since launch 15%
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 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services26.72%
Basic Materials12.85%
Industrials12.35%
Consumer Cyclical10.76%
Consumer Defensive6.98%
Energy5.9%
Communication Services5.35%
Health Care5.26%
Technology4.56%
Utility2.39%
Real Estate1.09%
Asset Allocation
Asset ClassValue
Cash5.81%
Equity94.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹752 Cr6,001,508
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
4%₹566 Cr3,330,828
↑ 250,964
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹457 Cr3,615,337
↓ -500,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 532215
3%₹414 Cr4,201,052
↑ 276,179
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
3%₹369 Cr1,963,452
↑ 300,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹275 Cr1,691,248
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
2%₹252 Cr706,010
↑ 58,807
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI
2%₹251 Cr204,282
↓ -30,000
State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN
2%₹240 Cr3,110,277
Adani Wilmar Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 543458
2%₹240 Cr9,000,000
↑ 9,000,000

7. Baroda Pioneer Multi Cap Fund

(Erstwhile Baroda Pioneer Growth Fund)

To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.

Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Ranked 37 in Multi Cap category.  Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (13 Mar 25) ₹250.041 ↓ -0.75   (-0.30 %)
Net Assets (Cr) ₹2,650 on 31 Jan 25
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 0.77
Information Ratio 0.05
Alpha Ratio 7.28
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹13,230
28 Feb 22₹16,706
28 Feb 23₹17,174
29 Feb 24₹24,360
28 Feb 25₹25,057

Baroda Pioneer 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 ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Baroda Pioneer 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 13 Mar 25

DurationReturns
1 Month -4.9%
3 Month -17.7%
6 Month -15.8%
1 Year 9.3%
3 Year 14.9%
5 Year 23.1%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 -1.6%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 159.34 Yr.
Sandeep Jain14 Mar 222.97 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services23.45%
Technology13.5%
Health Care13.23%
Industrials12.3%
Consumer Cyclical10.68%
Consumer Defensive9.03%
Basic Materials5.17%
Energy3.58%
Utility2%
Communication Services1.84%
Real Estate1.42%
Asset Allocation
Asset ClassValue
Cash2.92%
Equity97.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹100 Cr799,815
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹95 Cr750,000
↑ 125,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
3%₹85 Cr499,736
Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY
2%₹60 Cr320,000
Sagility India Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY
2%₹60 Cr12,031,677
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹59 Cr340,000
Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR
2%₹58 Cr140,000
↑ 30,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | DIVISLAB
2%₹56 Cr100,000
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD
2%₹56 Cr379,226
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO
2%₹54 Cr249,003
↑ 42,000

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 14.1% 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 (13 Mar 25) ₹87.175 ↓ -0.18   (-0.20 %)
Net Assets (Cr) ₹5,255 on 31 Jan 25
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 0.67
Information Ratio 1.42
Alpha Ratio 7.28
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
29 Feb 20₹10,000
28 Feb 21₹12,336
28 Feb 22₹14,716
28 Feb 23₹15,934
29 Feb 24₹25,188
28 Feb 25₹25,537

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 ₹530,691.
Net Profit of ₹230,691
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 13 Mar 25

DurationReturns
1 Month -6.4%
3 Month -18.4%
6 Month -19.5%
1 Year 6.5%
3 Year 21.6%
5 Year 22.9%
10 Year
15 Year
Since launch 14.1%
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 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services27.15%
Consumer Cyclical17.58%
Health Care12.66%
Industrials10.89%
Technology10.54%
Basic Materials7.96%
Consumer Defensive5.24%
Utility2.9%
Communication Services2.57%
Asset Allocation
Asset ClassValue
Cash1.39%
Equity98.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹322 Cr1,895,500
↑ 150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
5%₹260 Cr2,075,800
↑ 350,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
5%₹249 Cr1,322,750
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹209 Cr2,700,000
↑ 175,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI
3%₹182 Cr147,679
↑ 147,679
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY
3%₹161 Cr1,320,801
Biocon Ltd (Healthcare)
Equity, Since 29 Feb 24 | BIOCON
3%₹160 Cr4,420,318
↑ 400,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 532755
3%₹154 Cr919,300
↑ 50,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 532977
3%₹149 Cr168,165
↑ 80,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL
3%₹135 Cr830,000
↓ -170,000

9. 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 15.4% 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 (13 Mar 25) ₹328.351 ↓ -1.81   (-0.55 %)
Net Assets (Cr) ₹2,644 on 31 Jan 25
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 0.29
Information Ratio -0.86
Alpha Ratio 0.74
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.

DateValue
29 Feb 20₹10,000
28 Feb 21₹12,728
28 Feb 22₹16,376
28 Feb 23₹16,377
29 Feb 24₹22,806
28 Feb 25₹23,057

Principal Multi Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
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 13 Mar 25

DurationReturns
1 Month -3.3%
3 Month -14.2%
6 Month -15.8%
1 Year 5.9%
3 Year 13.2%
5 Year 21.4%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier1 Jan 223.16 Yr.
Sudhir Kedia1 Jan 223.16 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services19.63%
Industrials19.27%
Consumer Cyclical14.61%
Technology7.67%
Energy7.02%
Health Care6.57%
Basic Materials6.03%
Communication Services5.55%
Consumer Defensive3.65%
Utility3.09%
Real Estate1.11%
Asset Allocation
Asset ClassValue
Cash5.77%
Equity94.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
5%₹132 Cr778,994
↑ 32,419
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
4%₹106 Cr836,759
↓ -20,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹106 Cr843,569
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT
3%₹92 Cr256,848
↓ -3,894
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK
3%₹74 Cr391,704
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532215
3%₹72 Cr732,696
↑ 154,873
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
3%₹67 Cr354,987
↓ -70,863
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
3%₹67 Cr1,197,042
↑ 25,622
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 20 | KEI
2%₹59 Cr147,730
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | AMBER
2%₹59 Cr90,000

10. 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 15.4% 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 (13 Mar 25) ₹113.81 ↓ -0.21   (-0.18 %)
Net Assets (Cr) ₹3,728 on 31 Jan 25
Category Equity - Multi Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 0.66
Information Ratio 0.02
Alpha Ratio 6.39
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
29 Feb 20₹10,000
28 Feb 21₹12,638
28 Feb 22₹14,957
28 Feb 23₹15,479
29 Feb 24₹21,890
28 Feb 25₹22,703

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 ₹518,033.
Net Profit of ₹218,033
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 13 Mar 25

DurationReturns
1 Month -5%
3 Month -18.6%
6 Month -17.9%
1 Year 9.8%
3 Year 15.6%
5 Year 21.1%
10 Year
15 Year
Since launch 15.4%
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 31 Jan 25

Equity Sector Allocation
SectorValue
Financial Services17.59%
Industrials16.09%
Technology14.25%
Consumer Cyclical13.88%
Health Care12.43%
Basic Materials8.77%
Consumer Defensive6.67%
Real Estate3.17%
Utility2.58%
Communication Services2.25%
Asset Allocation
Asset ClassValue
Cash2.33%
Equity97.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY
6%₹210 Cr1,117,999
↓ -188,824
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
4%₹154 Cr1,231,144
↓ -293,630
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 500251
3%₹120 Cr209,077
↑ 42,453
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 24 | POWERINDIA
3%₹110 Cr85,290
↑ 17,575
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK
2%₹92 Cr540,399
↑ 540,399
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
2%₹84 Cr700,390
↑ 27,521
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN
2%₹83 Cr644,407
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 500800
2%₹79 Cr772,652
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL
2%₹74 Cr1,379,496
↑ 163,114
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 23 | MCX
2%₹65 Cr113,063
↓ -2,196

മൾട്ടിക്യാപ് മ്യൂച്വൽ ഫണ്ടുകളിൽ ഓൺലൈനിൽ നിക്ഷേപിക്കുന്നത് എങ്ങനെ?

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പതിവുചോദ്യങ്ങൾ

1. മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നതിന്റെ നേട്ടങ്ങൾ എന്തൊക്കെയാണ്?

എ: മ്യൂച്വൽ ഫണ്ടുകൾ നിങ്ങളുടെ നിക്ഷേപ പോർട്ട്‌ഫോളിയോ വൈവിധ്യവത്കരിക്കാൻ സഹായിക്കും, കൂടാതെ നിങ്ങൾക്ക് നിഷ്ക്രിയമായി സമ്പാദിക്കുന്നതിന് ഒന്നിലധികം പോയിന്റുകൾ ഉണ്ടെന്ന് ഉറപ്പാക്കാനും കഴിയുംവരുമാനം. ഇത് നിക്ഷേപത്തിന്റെ അപകടസാധ്യത കുറയ്ക്കുന്നു, നിങ്ങൾക്ക് ഒരേ ഫണ്ടിൽ ഒന്നിലധികം സ്റ്റോക്കുകളിലും ഷെയറുകളിലും നിക്ഷേപിക്കാം. അതിനാൽ, ഒരു സ്റ്റോക്ക് പ്രകടനം നടത്തിയില്ലെങ്കിൽ, അപകടസാധ്യതയുണ്ടാകുംഓഫ്സെറ്റ് മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന മറ്റ് സ്റ്റോക്കിനൊപ്പം.

2. ഫണ്ട് പക്വത പ്രാപിക്കാൻ നിങ്ങൾ എത്ര സമയം കാത്തിരിക്കണം?

എ: നിങ്ങളുടെ ഫണ്ടുകൾ പക്വത പ്രാപിക്കാൻ നിങ്ങൾ 5-7 വർഷം കാത്തിരിക്കണം. നിങ്ങളുടെ നിക്ഷേപത്തിൽ നിന്ന് പരമാവധി ലാഭം നേടാൻ ഇത് നിങ്ങളെ സഹായിക്കും.

3. മറ്റ് മ്യൂച്വൽ ഫണ്ടുകളേക്കാൾ മൾട്ടി-ക്യാപ് ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് പ്രയോജനകരമാണോ?

എ: ഒരു നിക്ഷേപ പോർട്ട്‌ഫോളിയോയുടെ അപകടസാധ്യതകൾ കുറയ്ക്കണമെങ്കിൽ മൾട്ടി-ക്യാപ് ഫണ്ടുകൾ അനുയോജ്യമാണ്. ഈ ഫണ്ടുകൾക്ക് അപകടസാധ്യത കുറവാണ്.

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