Table of Contents
Top 5 Equity - Multi Cap Funds
वैविध्यपूर्ण फ्लेक्सी कॅप फंड किंवा अधिक योग्यरित्या वैविध्यपूर्णइक्विटी फंड इक्विटी फंडांचा एक वर्ग आहे. उच्चांक असलेले गुंतवणूकदार-जोखीम भूक ज्यांना इक्विटीमध्ये एक्सपोजर घ्यायचे आहे ते सहसा त्याकडे झुकतातगुंतवणूक वैविध्यपूर्ण फ्लेक्सी कॅप फंडांमध्ये.
जसे, वैविध्यपूर्ण फ्लेक्सी कॅप फंड सर्वत्र गुंतवणूक करतातबाजार कॅप्स जसे की - मोठी टोपी,मिड-कॅप आणि स्मॉल कॅप, पोर्टफोलिओ संतुलित करण्यात ते महारत आहेत. सर्वोत्कृष्ट वैविध्यपूर्ण फ्लेक्सी कॅप इक्विटी फंडांमध्ये गुंतवणूक करून, गुंतवणूकदार किंचित अधिक स्थिर परतावा मिळवू शकतात, तथापि, बाजाराच्या अशांत स्थितीत इक्विटीच्या अस्थिरतेचा त्यांना परिणाम होईल.
चांगला वैविध्यपूर्ण फ्लेक्सी कॅप इक्विटी फंड निवडण्याची प्रक्रिया सुलभ करण्यासाठी, आम्ही सर्वोत्कृष्ट फ्लेक्सी-कॅप इक्विटी फंड सूचीबद्ध केले आहेत – जे गुंतवणूकदार त्यांच्या गुंतवणूक प्रवासादरम्यान विचारात घेऊ शकतात.
(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 Below is the key information for JM Multicap Fund Returns up to 1 year are on 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 Below is the key information for IDFC Focused Equity Fund Returns up to 1 year are on (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 Below is the key information for Principal Multi Cap Growth Fund Returns up to 1 year are on (Erstwhile BNP Paribas Dividend Yield Fund) The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are
defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. 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 Below is the key information for BNP Paribas Multi Cap Fund Returns up to 1 year are on To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. It is a fund with Moderately High risk and has given a Below is the key information for L&T Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Multicap Fund Growth ₹104.36
↑ 0.70 ₹4,531 -3.3 13.1 54.8 26.4 24.6 40 IDFC Focused Equity Fund Growth ₹85.962
↑ 0.45 ₹1,794 6.7 17.1 46.9 16.3 18.1 31.3 Principal Multi Cap Growth Fund Growth ₹372.9
↑ 1.19 ₹2,854 -1.9 11.6 38.3 16.7 21.6 31.1 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 L&T Equity Fund Growth ₹124.542
↑ 0.00 ₹2,884 3.3 15.6 2.2 14.3 9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24 1. JM Multicap Fund
CAGR/Annualized
return of 15.7% since its launch. Ranked 16 in Multi Cap
category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (31 Oct 24) ₹104.36 ↑ 0.70 (0.67 %) Net Assets (Cr) ₹4,531 on 30 Sep 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 3.21 Information Ratio 1.8 Alpha Ratio 13.45 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 Oct 19 ₹10,000 31 Oct 20 ₹8,949 31 Oct 21 ₹14,858 31 Oct 22 ₹15,724 31 Oct 23 ₹19,376 31 Oct 24 ₹30,001 Returns for JM Multicap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -4.2% 3 Month -3.3% 6 Month 13.1% 1 Year 54.8% 3 Year 26.4% 5 Year 24.6% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% 2014 56% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.12 Yr. Asit Bhandarkar 1 Oct 24 0 Yr. Chaitanya Choksi 31 Dec 21 2.75 Yr. Ruchi Fozdar 4 Oct 24 0 Yr. Data below for JM Multicap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 23.63% Basic Materials 14.83% Industrials 14.15% Consumer Cyclical 13.39% Technology 9.68% Health Care 9.21% Consumer Defensive 5.28% Utility 4.63% Energy 1.68% Communication Services 1.51% Real Estate 1.03% Asset Allocation
Asset Class Value Cash 0.97% Equity 99.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹293 Cr 1,690,500
↑ 910,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹200 Cr 1,570,800
↑ 690,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY4% ₹168 Cr 897,750
↑ 225,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹138 Cr 375,231 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹136 Cr 1,725,000
↑ 725,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY3% ₹132 Cr 195,522 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5008203% ₹117 Cr 350,500
↑ 170,500 CESC Ltd (Utilities)
Equity, Since 30 Nov 23 | CESC3% ₹115 Cr 5,711,774
↓ -200,000 KEC International Ltd (Industrials)
Equity, Since 31 Mar 24 | 5327142% ₹106 Cr 1,023,531
↑ 90,325 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON2% ₹106 Cr 5,026,315
↑ 526,315 2. IDFC Focused Equity Fund
CAGR/Annualized
return of 12.2% since its launch. Ranked 13 in Multi Cap
category. Return for 2023 was 31.3% , 2022 was -5% and 2021 was 24.6% . IDFC Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (31 Oct 24) ₹85.962 ↑ 0.45 (0.52 %) Net Assets (Cr) ₹1,794 on 30 Sep 24 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.13 Sharpe Ratio 2.42 Information Ratio 0 Alpha Ratio 0 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 Oct 19 ₹10,000 31 Oct 20 ₹10,621 31 Oct 21 ₹14,612 31 Oct 22 ₹14,308 31 Oct 23 ₹15,659 31 Oct 24 ₹23,009 Returns for IDFC Focused Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -2.7% 3 Month 6.7% 6 Month 17.1% 1 Year 46.9% 3 Year 16.3% 5 Year 18.1% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.3% 2022 -5% 2021 24.6% 2020 14.9% 2019 8.9% 2018 -12.7% 2017 54.4% 2016 1.8% 2015 -4.8% 2014 32.2% Fund Manager information for IDFC Focused Equity Fund
Name Since Tenure Sumit Agrawal 20 Oct 16 7.95 Yr. Ritika Behera 7 Oct 23 0.99 Yr. Gaurav Satra 7 Jun 24 0.32 Yr. Data below for IDFC Focused Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 28.66% Consumer Cyclical 21.22% Industrials 12.68% Technology 12.17% Energy 5.3% Health Care 5.04% Real Estate 4.84% Utility 4.15% Consumer Defensive 3.76% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 5001809% ₹149 Cr 912,664 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321748% ₹133 Cr 1,078,678
↓ -141,500 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | TRENT6% ₹101 Cr 141,436
↓ -10,406 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | 5003255% ₹92 Cr 305,924 Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 23 | APARINDS5% ₹88 Cr 95,629
↓ -18,531 Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Nov 22 | PHOENIXLTD5% ₹84 Cr 223,835 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5112434% ₹77 Cr 530,834
↓ -35,369 INOX Green Energy Services Ltd (Utilities)
Equity, Since 31 Aug 24 | INOXGREEN4% ₹72 Cr 3,623,188
↑ 3,623,188 Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | 5002094% ₹61 Cr 314,307 FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433843% ₹58 Cr 2,812,367 3. Principal Multi Cap Growth Fund
CAGR/Annualized
return of 16.3% since its launch. Ranked 12 in Multi Cap
category. Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (31 Oct 24) ₹372.9 ↑ 1.19 (0.32 %) Net Assets (Cr) ₹2,854 on 30 Sep 24 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio 2.52 Information Ratio -0.45 Alpha Ratio 0.64 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 Oct 19 ₹10,000 31 Oct 20 ₹9,964 31 Oct 21 ₹16,741 31 Oct 22 ₹17,324 31 Oct 23 ₹19,239 31 Oct 24 ₹26,598 Returns for Principal Multi Cap Growth Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month -5.8% 3 Month -1.9% 6 Month 11.6% 1 Year 38.3% 3 Year 16.7% 5 Year 21.6% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.1% 2022 -1.6% 2021 46.3% 2020 15% 2019 3.9% 2018 -8.7% 2017 48.7% 2016 6.4% 2015 2.8% 2014 49.4% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.75 Yr. Sudhir Kedia 1 Jan 22 2.75 Yr. Data below for Principal Multi Cap Growth Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 19.83% Industrials 16.44% Consumer Cyclical 15.29% Technology 8.64% Energy 8.36% Health Care 7.75% Basic Materials 5.52% Communication Services 4.99% Consumer Defensive 3.98% Utility 2.85% Real Estate 2.28% Asset Allocation
Asset Class Value Cash 4.06% Equity 95.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE6% ₹168 Cr 556,134 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK4% ₹122 Cr 746,575 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5328103% ₹93 Cr 1,689,887 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT3% ₹85 Cr 230,571 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹83 Cr 425,850 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹81 Cr 1,955,077 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 5328143% ₹76 Cr 1,339,692 Lupin Ltd (Healthcare)
Equity, Since 30 Apr 24 | 5002572% ₹70 Cr 311,373 KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB2% ₹70 Cr 749,415 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5200562% ₹68 Cr 49,053 4. BNP Paribas Multi Cap Fund
CAGR/Annualized
return of 12.9% since its launch. Ranked 18 in Multi Cap
category. . 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 Oct 19 ₹10,000 31 Oct 20 ₹9,603 31 Oct 21 ₹15,926 Returns for BNP Paribas Multi Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 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. L&T Equity Fund
CAGR/Annualized
return of 15.5% since its launch. Ranked 25 in Multi Cap
category. . L&T Equity Fund
Growth Launch Date 16 May 05 NAV (25 Nov 22) ₹124.542 ↑ 0.00 (0.00 %) Net Assets (Cr) ₹2,884 on 31 Oct 22 Category Equity - Multi Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.07 Sharpe Ratio -0.16 Information Ratio -1.29 Alpha Ratio -2.7 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 Oct 19 ₹10,000 31 Oct 20 ₹9,862 31 Oct 21 ₹14,611 31 Oct 22 ₹14,804 Returns for L&T Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 31 Oct 24 Duration Returns 1 Month 2.7% 3 Month 3.3% 6 Month 15.6% 1 Year 2.2% 3 Year 14.3% 5 Year 9% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for L&T Equity Fund
Name Since Tenure Data below for L&T Equity Fund as on 31 Oct 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
काहीगुंतवणुकीचे फायदे फ्लेक्सी कॅप/मल्टी कॅप फंडांमध्ये खालीलप्रमाणे आहेत:
फ्लेक्सी-कॅप फंडांमध्ये गुंतवणूक करण्याचा सर्वात मोठा फायदा म्हणजे विविधता. हे फंड मार्केट कॅपमध्ये गुंतवणूक करतात, म्हणजे मोठ्या, मध्य आणिस्मॉल कॅप फंड, ते पोर्टफोलिओमध्ये विविधता आणतात. त्यामुळे, केवळ एका मार्केट कॅपमध्ये गुंतवणूक करण्याऐवजी, तुम्ही फ्लेक्सी-कॅप फंडांमध्ये गुंतवणूक करू शकता आणि सर्वांचा फायदा घेऊ शकता.
फ्लेक्सी-कॅप फंडांचे फंड व्यवस्थापक त्यांच्या दीर्घकालीन वाढीच्या क्षमतेवर आधारित सर्व आकारांच्या कंपन्यांमध्ये गुंतवणूक करतात. परिभाषित गुंतवणुकीच्या उद्दिष्टांमध्ये फंडाची कामगिरी वाढवण्यासाठी, व्यवस्थापक वेळोवेळी वेगवेगळ्या क्षेत्रांमधील पोर्टफोलिओ वाटप देखील बदलतात.
फ्लेक्सी-कॅप लार्ज, मिड आणि स्मॉल कॅप फंडांमध्ये गुंतवणूक करत असल्याने, त्यांच्याकडे दीर्घकालीन सातत्यपूर्ण परतावा देण्याची क्षमता असते.
हे फंड जोखीम आणि परतावा संतुलित करण्यासाठी ओळखले जातात. उदाहरणार्थ, बाजारातील काही परिस्थितींमध्ये, एखादा फंड कामगिरी करू शकला नाही, तर परतावा संतुलित करण्यासाठी इतर फंड असतात. त्यामुळे, गुंतवणूकदार या फंडातून जोखीम आणि परतावा यांचा समतोल साधण्याचा फायदा घेतात.
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तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा
दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!
अ: फ्लेक्सी-कॅप फंड उच्च परतावा देतात, परंतु हे सहसा उच्च-जोखीम फंड मानले जातात. याचे प्राथमिक कारण हे आहे की या इक्विटींवर बाजारातील परिस्थितीचा परिणाम होतो ज्यामुळे ROI फरक होतो. तथापि, जर तुम्हाला जोखीम घेण्याची भूक असेल, तर तुम्ही सर्वोत्तम कामगिरी करणाऱ्या फ्लेक्सी-कॅपमध्ये गुंतवणूक करू शकता.म्युच्युअल फंड, आणि हे उत्कृष्ट परतावा देण्यासाठी ओळखले जातात.
अ: नुसारसेबी नियमानुसार, गुंतवणूक करणे आवश्यक आहे२५%
मोठ्या, मध्य आणि लहान मधील मालमत्तेचेभांडवल साठा हे वैविध्य याची खात्री देते की तुमची गुंतवणूक सुरक्षित आहे आणि तुम्ही अधिक चांगले मिळवू शकतागुंतवणुकीवर परतावा.
अ: फंड मॅनेजर तुम्हाला मार्केटच्या विशिष्ट विभागाचे मूल्यांकन करण्यात मदत करू शकतो. कालांतराने, त्याला असे वाटत असेल की हा विभाग अआकर्षक झाला आहे, तर तो विशिष्ट विभागातून गुंतवणूक काढून दुसर्या विभागात पुन्हा गुंतवणूक करू शकतो. हे तुमची गुंतवणूक सुरक्षित करते आणि तुम्हाला चांगले परतावा मिळण्याची खात्री करते.
अ: जर तुम्ही विशिष्ट दिवसांची संख्या पूर्ण होण्यापूर्वी विभाग सोडला तर सर्व फ्लेक्सी-कॅप फंड एक्झिट लोड करत नाहीत. उदाहरणार्थ, विशिष्ट फ्लेक्सी-कॅपचा एक्झिट लोड लागू करू शकतो२%
जर तुम्ही तुमची गुंतवणूक 365 दिवसांपूर्वी स्विच केली किंवा रिडीम केली तर आणि1%
तुम्ही 763 दिवसांपूर्वी बदलल्यास. तथापि, तुम्ही दोन वर्षांनी मालमत्ता बदलल्यास म्युच्युअल फंड कोणतेही एक्झिट लोड आकारत नाहीत.
अ: ग्रीन लेव्ही कंपन्यांना पर्यावरणास अनुकूल तंत्रज्ञानामध्ये गुंतवणूक करण्यास प्रोत्साहित करते आणि सरकार अशा कंपन्यांना विविध कर लाभ देते. तुमच्या गुंतवणुकीच्या पोर्टफोलिओमध्ये Flexi-cap म्युच्युअल फंडांचा समावेश असेल जे पर्यावरणास अनुकूल तंत्रज्ञानाचे पालन करणाऱ्या कंपन्यांमध्ये गुंतवणूक करतात.
अ: सर्वोत्कृष्ट कामगिरी करणारा फंड ओळखण्याचा सर्वोत्तम मार्ग म्हणजे त्याचे मागील ४ वर्षांचे उत्पन्न तपासणे. उदाहरणार्थ, दबडोदा पायोनियर मल्टी-कॅप फंड, ज्यामध्ये एनाही रु.129.8 आणि 5 वर्षांचा परतावा19.5%, प्रिन्सिपल मल्टी कॅप ग्रोथ फंडापेक्षा चांगला आहे, ज्याची NAV रु. १७८.७८ आहे आणि ५ वर्षांचा परतावा आहे.१५%.