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മികച്ച 10 മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന വൈവിധ്യമാർന്ന മൾട്ടികാപ്പ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022
മൾട്ടിക്യാപ് മ്യൂച്വൽ ഫണ്ടുകളിൽ ഓൺലൈനിൽ നിക്ഷേപിക്കുന്നത് എങ്ങനെ?
പതിവുചോദ്യങ്ങൾ
Top 10 Equity - Multi Cap Funds

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.

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മികച്ച 10 മികച്ച പ്രകടനം കാഴ്ചവയ്ക്കുന്ന വൈവിധ്യമാർന്ന മൾട്ടികാപ്പ് മ്യൂച്വൽ ഫണ്ടുകൾ 2022

Fund	NAV	Net 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	-8.9	10.9	21.8	27.1	23.5
Parag Parikh Long Term Equity Fund Growth	₹76.3801 ↓ -0.47	₹89,703	-7.3	-4.5	12	17.5	26.9	23.9
Nippon India Multi Cap Fund Growth	₹254.543 ↓ -1.58	₹37,594	-15	-16.4	8.3	21.8	26.1	25.8
Mahindra Badhat Yojana Growth	₹29.8916 ↓ -0.18	₹4,750	-16.3	-18.6	4.2	15	24.1	23.4
Franklin India Equity Fund Growth	₹1,441.4 ↓ -4.84	₹17,203	-13.5	-14	6	16.5	23.7	21.8
ICICI Prudential Multicap Fund Growth	₹696.1 ↓ -3.31	₹13,850	-12.3	-15.3	6.9	18.5	23.5	20.7
Baroda Pioneer Multi Cap Fund Growth	₹250.041 ↓ -0.75	₹2,650	-17.7	-15.8	9.3	14.9	23.1	31.7
JM Multicap Fund Growth	₹87.175 ↓ -0.18	₹5,255	-18.4	-19.5	6.5	21.6	22.9	33.3
Principal Multi Cap Growth Fund Growth	₹328.351 ↓ -1.81	₹2,644	-14.2	-15.8	5.9	13.2	21.4	19.5
Invesco India Multicap Fund Growth	₹113.81 ↓ -0.21	₹3,728	-18.6	-17.9	9.8	15.6	21.1	29.8
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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Roshi Jain	29 Jul 22	2.59 Yr.
Dhruv Muchhal	22 Jun 23	1.69 Yr.

Data below for HDFC Equity Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	38.64%
Consumer Cyclical	15.43%
Health Care	10.33%
Technology	5.99%
Industrials	4.87%
Basic Materials	4.67%
Communication Services	4.33%
Real Estate	2.97%
Consumer Defensive	1.33%
Utility	1.14%
Energy	0.19%

Asset Allocation

Asset Class	Value
Cash	8.54%
Equity	89.9%
Debt	1.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	9%	₹6,201 Cr	49,500,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 13 \| HDFCBANK	9%	₹6,116 Cr	36,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 17 \| 532215	8%	₹5,522 Cr	56,000,000 ↑ 5,507,213
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 23 \| KOTAKBANK	5%	₹3,137 Cr	16,500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| MARUTI	5%	₹3,078 Cr	2,500,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 21 \| SBILIFE	4%	₹2,893 Cr	19,500,000 ↑ 131,918
Cipla Ltd (Healthcare) Equity, Since 30 Sep 12 \| 500087	4%	₹2,840 Cr	19,200,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	4%	₹2,635 Cr	16,200,000 ↓ -152,700
HCL Technologies Ltd (Technology) Equity, Since 30 Sep 20 \| HCLTECH	3%	₹2,071 Cr	12,000,000 ↓ -700,000
Piramal Pharma Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543635	3%	₹1,761 Cr	75,597,677 ↑ 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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Raj Mehta	27 Jan 16	9.1 Yr.
Rajeev Thakkar	24 May 13	11.78 Yr.
Raunak Onkar	24 May 13	11.78 Yr.
Rukun Tarachandani	16 May 22	2.79 Yr.
Mansi Kariya	22 Dec 23	1.19 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	30.2%
Consumer Cyclical	12%
Technology	8.49%
Communication Services	7.68%
Energy	7.01%
Utility	6.25%
Consumer Defensive	4.94%
Health Care	3.67%
Basic Materials	0.24%
Industrials	0.07%
Real Estate	0.01%

Asset Allocation

Asset Class	Value
Cash	20.27%
Equity	79.13%
Debt	0.59%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	8%	₹7,273 Cr	42,813,069 ↑ 3,128,960
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 31 Oct 16 \| BAJAJHLDNG	7%	₹6,149 Cr	5,318,918
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Sep 21 \| 532898	6%	₹5,598 Cr	185,577,147
Coal India Ltd (Energy) Equity, Since 31 May 22 \| COALINDIA	6%	₹5,516 Cr	139,335,199 ↑ 8,129,384
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 20 \| ITC	5%	₹4,430 Cr	98,994,120
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 14 \| ICICIBANK	5%	₹4,383 Cr	34,986,740 ↑ 1,293,681
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| KOTAKBANK	4%	₹3,756 Cr	19,753,232 ↑ 3,036,681
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 22 \| MARUTI	4%	₹3,715 Cr	3,018,078 ↓ -25,000
Meta Platforms Inc Class A (Communication Services) Equity, Since 31 Jul 17 \| META	4%	₹3,528 Cr	591,056
Alphabet Inc Class A (Communication Services) Equity, Since 31 May 21 \| GOOGL	4%	₹3,325 Cr	1,881,947 ↑ 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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Sailesh Raj Bhan	31 Mar 05	19.93 Yr.
Ashutosh Bhargava	1 Sep 21	3.5 Yr.
Kinjal Desai	25 May 18	6.77 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	30.16%
Consumer Cyclical	18.15%
Industrials	17.72%
Health Care	7.01%
Technology	6.03%
Utility	5.61%
Basic Materials	5.17%
Energy	3.15%
Consumer Defensive	2.39%
Communication Services	1.82%
Real Estate	0.2%

Asset Allocation

Asset Class	Value
Cash	2.58%
Equity	97.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 10 \| HDFCBANK	6%	₹2,259 Cr	13,300,448
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹1,501 Cr	11,981,360
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 15 \| 532215	4%	₹1,390 Cr	14,099,895 ↑ 3,599,774
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 20 \| RELIANCE	3%	₹1,185 Cr	9,368,975 ↑ 368,975
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 May 12 \| 522275	3%	₹1,157 Cr	6,471,917 ↑ 130,000
Infosys Ltd (Technology) Equity, Since 30 Apr 09 \| INFY	3%	₹1,090 Cr	5,800,504 ↓ -500,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 22 \| 500034	3%	₹1,080 Cr	1,369,397
Linde India Ltd (Basic Materials) Equity, Since 31 May 13 \| 523457	3%	₹956 Cr	1,524,539
NTPC Ltd (Utilities) Equity, Since 30 Jun 23 \| 532555	2%	₹933 Cr	28,791,467 ↑ 5,791,467
EIH Ltd (Consumer Cyclical) Equity, Since 31 Jul 14 \| 500840	2%	₹907 Cr	24,478,983 ↓ -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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Manish Lodha	21 Dec 20	4.19 Yr.
Fatema Pacha	16 Oct 20	4.38 Yr.

Data below for Mahindra Badhat Yojana as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	29.06%
Consumer Cyclical	17.84%
Industrials	11.18%
Technology	8.14%
Health Care	7.83%
Energy	6.09%
Basic Materials	5.16%
Communication Services	4.3%
Consumer Defensive	4.16%
Utility	1.87%
Real Estate	1.09%

Asset Allocation

Asset Class	Value
Cash	3.29%
Equity	96.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| HDFCBANK	8%	₹367 Cr	2,160,000 ↑ 180,000
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 24 \| RELIANCE	4%	₹211 Cr	1,665,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Apr 23 \| DIVISLAB	3%	₹166 Cr	297,000
BSE Ltd (Financial Services) Equity, Since 31 Oct 24 \| BSE	3%	₹150 Cr	283,500 ↑ 54,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| 500034	3%	₹149 Cr	189,000 ↑ 63,000
Persistent Systems Ltd (Technology) Equity, Since 31 Dec 23 \| PERSISTENT	3%	₹136 Cr	225,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Aug 24 \| 500251	3%	₹129 Cr	224,100 ↑ 36,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| HINDUNILVR	3%	₹124 Cr	504,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 24 \| ICICIBANK	2%	₹113 Cr	900,000
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Jan 25 \| 534816	2%	₹112 Cr	3,240,000 ↑ 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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
R. Janakiraman	1 Feb 11	14.09 Yr.
Sandeep Manam	18 Oct 21	3.37 Yr.
Rajasa Kakulavarapu	1 Dec 23	1.25 Yr.

Data below for Franklin India Equity Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	28.3%
Industrials	12.46%
Consumer Cyclical	11.82%
Technology	10.25%
Health Care	7.12%
Communication Services	6.22%
Consumer Defensive	5.53%
Basic Materials	4.6%
Utility	3.95%
Energy	2.93%
Real Estate	2.22%

Asset Allocation

Asset Class	Value
Cash	3.62%
Equity	96.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 11 \| HDFCBANK	8%	₹1,433 Cr	8,434,642
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹1,367 Cr	10,908,206
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	5%	₹904 Cr	5,558,607
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	5%	₹870 Cr	4,627,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	4%	₹760 Cr	2,131,779
HCL Technologies Ltd (Technology) Equity, Since 31 Dec 13 \| HCLTECH	4%	₹613 Cr	3,555,589
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	3%	₹524 Cr	5,311,448
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Aug 19 \| UNITDSPR	3%	₹513 Cr	3,600,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	2%	₹428 Cr	3,384,026
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	2%	₹424 Cr	19,250,000 ↑ 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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Sankaran Naren	1 Jul 22	2.67 Yr.
Anand Sharma	1 Jul 22	2.67 Yr.
Sharmila D’mello	31 Jul 22	2.59 Yr.

Data below for ICICI Prudential Multicap Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	26.72%
Basic Materials	12.85%
Industrials	12.35%
Consumer Cyclical	10.76%
Consumer Defensive	6.98%
Energy	5.9%
Communication Services	5.35%
Health Care	5.26%
Technology	4.56%
Utility	2.39%
Real Estate	1.09%

Asset Allocation

Asset Class	Value
Cash	5.81%
Equity	94.19%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹752 Cr	6,001,508
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| HDFCBANK	4%	₹566 Cr	3,330,828 ↑ 250,964
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 20 \| RELIANCE	3%	₹457 Cr	3,615,337 ↓ -500,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| 532215	3%	₹414 Cr	4,201,052 ↑ 276,179
Infosys Ltd (Technology) Equity, Since 31 Oct 18 \| INFY	3%	₹369 Cr	1,963,452 ↑ 300,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	2%	₹275 Cr	1,691,248
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 19 \| LT	2%	₹252 Cr	706,010 ↑ 58,807
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 22 \| MARUTI	2%	₹251 Cr	204,282 ↓ -30,000
State Bank of India (Financial Services) Equity, Since 30 Sep 24 \| SBIN	2%	₹240 Cr	3,110,277
Adani Wilmar Ltd (Consumer Defensive) Equity, Since 31 Jan 25 \| 543458	2%	₹240 Cr	9,000,000 ↑ 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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Sanjay Chawla	1 Nov 15	9.34 Yr.
Sandeep Jain	14 Mar 22	2.97 Yr.

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

Equity Sector Allocation

Sector	Value
Financial Services	23.45%
Technology	13.5%
Health Care	13.23%
Industrials	12.3%
Consumer Cyclical	10.68%
Consumer Defensive	9.03%
Basic Materials	5.17%
Energy	3.58%
Utility	2%
Communication Services	1.84%
Real Estate	1.42%

Asset Allocation

Asset Class	Value
Cash	2.92%
Equity	97.08%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 17 \| ICICIBANK	4%	₹100 Cr	799,815
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	4%	₹95 Cr	750,000 ↑ 125,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 17 \| HDFCBANK	3%	₹85 Cr	499,736
Infosys Ltd (Technology) Equity, Since 29 Feb 24 \| INFY	2%	₹60 Cr	320,000
Sagility India Ltd (Healthcare) Equity, Since 30 Nov 24 \| SAGILITY	2%	₹60 Cr	12,031,677
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Nov 20 \| SUNPHARMA	2%	₹59 Cr	340,000
Navin Fluorine International Ltd (Basic Materials) Equity, Since 30 Jun 24 \| NAVINFLUOR	2%	₹58 Cr	140,000 ↑ 30,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Jun 24 \| DIVISLAB	2%	₹56 Cr	100,000
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive) Equity, Since 30 Apr 23 \| BECTORFOOD	2%	₹56 Cr	379,226
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Sep 20 \| RADICO	2%	₹54 Cr	249,003 ↑ 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.

Date	Value
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

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

Duration	Returns
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

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 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	27.15%
Consumer Cyclical	17.58%
Health Care	12.66%
Industrials	10.89%
Technology	10.54%
Basic Materials	7.96%
Consumer Defensive	5.24%
Utility	2.9%
Communication Services	2.57%

Asset Allocation

Asset Class	Value
Cash	1.39%
Equity	98.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| HDFCBANK	6%	₹322 Cr	1,895,500 ↑ 150,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 21 \| ICICIBANK	5%	₹260 Cr	2,075,800 ↑ 350,000
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	5%	₹249 Cr	1,322,750
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹209 Cr	2,700,000 ↑ 175,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| MARUTI	3%	₹182 Cr	147,679 ↑ 147,679
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 24 \| DRREDDY	3%	₹161 Cr	1,320,801
Biocon Ltd (Healthcare) Equity, Since 29 Feb 24 \| BIOCON	3%	₹160 Cr	4,420,318 ↑ 400,000
Tech Mahindra Ltd (Technology) Equity, Since 31 Jul 24 \| 532755	3%	₹154 Cr	919,300 ↑ 50,000
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 30 Sep 24 \| 532977	3%	₹149 Cr	168,165 ↑ 80,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹135 Cr	830,000 ↓ -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.

Date	Value
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

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

Duration	Returns
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

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 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	19.63%
Industrials	19.27%
Consumer Cyclical	14.61%
Technology	7.67%
Energy	7.02%
Health Care	6.57%
Basic Materials	6.03%
Communication Services	5.55%
Consumer Defensive	3.65%
Utility	3.09%
Real Estate	1.11%

Asset Allocation

Asset Class	Value
Cash	5.77%
Equity	94.23%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	5%	₹132 Cr	778,994 ↑ 32,419
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 05 \| RELIANCE	4%	₹106 Cr	836,759 ↓ -20,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹106 Cr	843,569
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 23 \| LT	3%	₹92 Cr	256,848 ↓ -3,894
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Jun 24 \| KOTAKBANK	3%	₹74 Cr	391,704
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532215	3%	₹72 Cr	732,696 ↑ 154,873
Infosys Ltd (Technology) Equity, Since 30 Apr 08 \| INFY	3%	₹67 Cr	354,987 ↓ -70,863
Indian Bank (Financial Services) Equity, Since 31 Dec 23 \| 532814	3%	₹67 Cr	1,197,042 ↑ 25,622
KEI Industries Ltd (Industrials) Equity, Since 31 Dec 20 \| KEI	2%	₹59 Cr	147,730
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| AMBER	2%	₹59 Cr	90,000

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.

Date	Value
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

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

Duration	Returns
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

Year	Returns
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

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.49 Yr.
Dhimant Kothari	1 Dec 23	1.25 Yr.

Data below for Invesco India Multicap Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	17.59%
Industrials	16.09%
Technology	14.25%
Consumer Cyclical	13.88%
Health Care	12.43%
Basic Materials	8.77%
Consumer Defensive	6.67%
Real Estate	3.17%
Utility	2.58%
Communication Services	2.25%

Asset Allocation

Asset Class	Value
Cash	2.33%
Equity	97.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Jun 24 \| INFY	6%	₹210 Cr	1,117,999 ↓ -188,824
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	4%	₹154 Cr	1,231,144 ↓ -293,630
Trent Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| 500251	3%	₹120 Cr	209,077 ↑ 42,453
Hitachi Energy India Ltd Ordinary Shares (Technology) Equity, Since 31 Aug 24 \| POWERINDIA	3%	₹110 Cr	85,290 ↑ 17,575
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| HDFCBANK	2%	₹92 Cr	540,399 ↑ 540,399
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	2%	₹84 Cr	700,390 ↑ 27,521
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Apr 21 \| CHOLAFIN	2%	₹83 Cr	644,407
Tata Consumer Products Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 500800	2%	₹79 Cr	772,652
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Sep 24 \| VBL	2%	₹74 Cr	1,379,496 ↑ 163,114
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 23 \| MCX	2%	₹65 Cr	113,063 ↓ -2,196

മൾട്ടിക്യാപ് മ്യൂച്വൽ ഫണ്ടുകളിൽ ഓൺലൈനിൽ നിക്ഷേപിക്കുന്നത് എങ്ങനെ?

Fincash.com-ൽ ആജീവനാന്ത സൗജന്യ നിക്ഷേപ അക്കൗണ്ട് തുറക്കുക.

നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക

രേഖകൾ അപ്‌ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

തുടങ്ങി

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.

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.