Table of Contents

మల్టీ క్యాప్ ఫండ్స్‌లో ఎవరు పెట్టుబడి పెట్టాలి?
మల్టీ క్యాప్ మ్యూచువల్ ఫండ్‌ను ఎలా ఎంచుకోవాలి
- a. గుణాత్మక కారకాలు
- బి. పరిమాణాత్మక కారకాలు
టాప్ 8 బెస్ట్ పెర్ఫార్మింగ్ డైవర్సిఫైడ్ మల్టీక్యాప్ మ్యూచువల్ ఫండ్స్ 2022
పెట్టుబడిదారుడిగా పరిగణించవలసిన విషయాలు
Top 8 Equity - Multi Cap Funds

2022లో పెట్టుబడి పెట్టడానికి ఉత్తమ మల్టీక్యాప్ ఈక్విటీ మ్యూచువల్ ఫండ్‌లు

Updated on November 18, 2024 , 58969 views

డైవర్సిఫైడ్ మల్టీక్యాప్ ఫండ్స్ లేదా మరింత సరిగ్గా డైవర్సిఫైడ్ఈక్విటీ ఫండ్స్ ఈక్విటీ ఫండ్స్ యొక్క ఒక తరగతి. అధిక పెట్టుబడిదారులుఅపాయకరమైన ఆకలి ఈక్విటీలలో బహిర్గతం చేయాలనుకునే వారు సాధారణంగా వైపు మొగ్గు చూపుతారుపెట్టుబడి పెడుతున్నారు డైవర్సిఫైడ్ మల్టీక్యాప్ ఫండ్లలో. ఇలా,

డైవర్సిఫైడ్ మల్టీక్యాప్ ఫండ్స్ అంతటా ఇన్వెస్ట్ చేస్తాయిసంత వంటి టోపీలు - లార్జ్ క్యాప్, మిడ్ క్యాప్ &చిన్న టోపీ, వారు పోర్ట్‌ఫోలియోను బ్యాలెన్స్ చేయడంలో ప్రావీణ్యం కలిగి ఉంటారు. బెస్ట్ డైవర్సిఫైడ్ మల్టీక్యాప్ ఈక్విటీ ఫండ్స్‌లో ఇన్వెస్ట్ చేయడం ద్వారా, పెట్టుబడిదారులు కాస్త ఎక్కువ స్థిరమైన రాబడిని పొందవచ్చు.

ఏది ఏమైనప్పటికీ, కల్లోలమైన మార్కెట్ పరిస్థితిలో ఈక్విటీల అస్థిరత కారణంగా అవి ఇప్పటికీ ప్రభావితమవుతాయి. మంచి డైవర్సిఫైడ్ మల్టీక్యాప్ ఈక్విటీ ఫండ్‌ను ఎంచుకునే ప్రక్రియను సులభతరం చేయడానికి, మేము టాప్ 4 అత్యుత్తమ మల్టీ-క్యాప్ ఈక్విటీ ఫండ్‌లను జాబితా చేసాము - పెట్టుబడిదారులు తమ పెట్టుబడి ప్రయాణంలో పరిగణనలోకి తీసుకోవచ్చు.

మల్టీ క్యాప్ ఫండ్స్‌లో ఎవరు పెట్టుబడి పెట్టాలి?

ఈక్విటీలలో పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులు, కానీ చాలా ఎక్కువ రిస్క్ తీసుకోకూడదనుకునే వారు ఈ ఫండ్‌ను ఆదర్శంగా ఎంచుకోవచ్చు. ఈ ఫండ్ మార్కెట్ క్యాప్‌లో పెట్టుబడి పెడుతుంది కాబట్టి, ఇది పోర్ట్‌ఫోలియోకు మంచి వైవిధ్యాన్ని అందిస్తుంది. అలాగే, టెక్నిక్‌తో బాగా ప్రావీణ్యం లేని పెట్టుబడిదారులుఆస్తి కేటాయింపు పెట్టుబడులకు సంబంధించి కూడా తమ నిధులలో కొంత భాగాన్ని ఇక్కడ ఉంచవచ్చు. ఈ ఫండ్ యొక్క పనితీరు ఫండ్ మేనేజర్ తెలివితేటలు మరియు మార్కెట్ పరిస్థితులకు అనుగుణంగా అతను స్టాక్‌ను ఎలా ఎంచుకుంటాడనే దానిపై చాలా వరకు ఆధారపడి ఉంటుంది. అందువలన, ఒకపెట్టుబడిదారుడు ఫండ్ మేనేజర్ యొక్క గత అనుభవాలు మరియు అతనిచే నిర్వహించబడే ఫండ్ పనితీరును తనిఖీ చేయాలి. ఈక్విటీలలో తమ పెట్టుబడిని ప్రారంభించడానికి పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులు డైవర్సిఫైడ్ ఫండ్ నుండి ప్రారంభించవచ్చు.

మల్టీ క్యాప్ మ్యూచువల్ ఫండ్‌ను ఎలా ఎంచుకోవాలి

మల్టీ-క్యాప్ ఫండ్స్‌లో పెట్టుబడి పెట్టే ముందు పథకం యొక్క గుణాత్మక మరియు పరిమాణాత్మక అంశాలను పరిశీలించడం మంచిది.

a. గుణాత్మక కారకాలు

మీ ఫండ్ మేనేజర్ మరియు ఫండ్ హౌస్ కీర్తిని తెలుసుకోవడం వంటి గుణాత్మక అంశాలు ముఖ్యమైనవి. మల్టీ-క్యాప్ ఫండ్‌లో, ఫండ్ మేనేజర్ వీక్షణ ఫండ్ పనితీరును నిర్ణయిస్తుంది. ఫండ్ మేనేజర్ యొక్క గత రికార్డును మరియు ఫండ్ యొక్క గత పనితీరును (అతను నిర్వహించేది) తనిఖీ చేయాలి, ముఖ్యంగా కఠినమైన మార్కెట్ దశలో. నాణ్యమైన మరియు బాగా తెలిసిన ఫండ్ హౌస్ నుండి ఫండ్‌ను ఎంచుకోవడం ముఖ్యం. ఫండ్ హౌస్ సుదీర్ఘ ట్రాక్ రికార్డ్, పెద్ద అసెట్ అండర్ మేనేజ్‌మెంట్ (AUM), స్టార్డ్ ఫండ్‌లు మొదలైనవి కలిగి ఉంటే చూడండి.

బి. పరిమాణాత్మక కారకాలు

ఫండ్ పనితీరు, ఫండ్ పరిమాణం వంటి పరిమాణాత్మక అంశాలు పరిశీలించాల్సిన కీలక అంశాల్లో ఒకటి. పెట్టుబడిదారుడు 4-5 సంవత్సరాలకు పైగా స్థిరంగా దాని బెంచ్‌మార్క్‌ను అధిగమించే ఫండ్ కోసం వెళ్లాలి. ఫండ్ పరిమాణం చాలా పెద్దదిగా లేదా చాలా చిన్నదిగా ఉండకూడదు. AUM కేటగిరీకి సమానంగా ఉండే ఫండ్‌కి వెళ్లడం మంచిది.

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టాప్ 8 బెస్ట్ పెర్ఫార్మింగ్ డైవర్సిఫైడ్ మల్టీక్యాప్ మ్యూచువల్ ఫండ్స్ 2022

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Multicap 35 Fund Growth	₹59.4739 ↑ 0.81	₹12,024	4	16	45	18.8	17.3	31
Kotak Standard Multicap Fund Growth	₹77.848 ↑ 0.10	₹50,582	-4.5	3.2	25.1	13.4	16.1	24.2
Mirae Asset India Equity Fund Growth	₹105.962 ↑ 0.39	₹39,337	-3.3	7.4	20.9	9.7	14.7	18.4
JM Multicap Fund Growth	₹99.9348 ↑ 0.50	₹4,722	-5.6	5.1	40.7	23.7	23.6	40
IDFC Focused Equity Fund Growth	₹84.32 ↑ 0.87	₹1,746	3.1	15.5	36.5	15.2	17.5	31.3
Aditya Birla Sun Life Equity Fund Growth	₹1,679.6 ↑ 6.12	₹22,507	-2.1	8.2	28.2	12.9	17.6	26
Principal Multi Cap Growth Fund Growth	₹360.89 ↑ 2.62	₹2,759	-3.4	6	27.1	14.1	20.6	31.1
SBI Magnum Multicap Fund Growth	₹104.999 ↑ 0.33	₹22,093	-3.9	4.4	21.2	10.6	15.6	22.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24

1. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch. Ranked 5 in Multi Cap category. Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (19 Nov 24)	₹59.4739 ↑ 0.81 (1.38 %)
Net Assets (Cr)	₹12,024 on 31 Oct 24
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	2.69
Information Ratio	0.49
Alpha Ratio	14.05
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	₹9,454
31 Oct 21	₹12,879
31 Oct 22	₹12,784
31 Oct 23	₹14,304
31 Oct 24	₹21,891

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

Duration	Returns
1 Month	-4.6%
3 Month	4%
6 Month	16%
1 Year	45%
3 Year	18.8%
5 Year	17.3%
10 Year
15 Year
Since launch	18.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	31%
2022	-3%
2021	15.3%
2020	10.3%
2019	7.9%
2018	-7.8%
2017	43.1%
2016	8.5%
2015	14.6%
2014

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.08 Yr.
Niket Shah	1 Jul 22	2.34 Yr.
Santosh Singh	1 Aug 23	1.25 Yr.
Rakesh Shetty	22 Nov 22	1.94 Yr.
Atul Mehra	1 Oct 24	0.08 Yr.
Sunil Sawant	1 Jul 24	0.34 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	30.36%
Financial Services	19.14%
Technology	18.68%
Industrials	18.29%
Communication Services	9.04%
Health Care	1.69%

Asset Allocation

Asset Class	Value
Cash	2.8%
Equity	97.2%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	10%	₹1,166 Cr	1,800,000 ↑ 400,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| 500251	10%	₹1,158 Cr	1,625,000 ↑ 875,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	10%	₹1,150 Cr	17,500,000 ↑ 136,819
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Jul 23 \| JIOFIN	9%	₹1,128 Cr	35,000,000 ↑ 3,028,653
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	9%	₹1,067 Cr	1,400,000 ↑ 100,000
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	9%	₹1,048 Cr	1,950,000 ↑ 75,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| M&M	6%	₹709 Cr	2,600,000 ↑ 2,600,000
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	5%	₹633 Cr	26,178,026 ↑ 7,678,026
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹603 Cr	5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	5%	₹573 Cr	4,500,000 ↑ 600,000

2. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

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

Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch. Ranked 3 in Multi Cap category. Return for 2023 was 24.2% , 2022 was 5% and 2021 was 25.4% .

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund Growth
Launch Date	11 Sep 09
NAV (19 Nov 24)	₹77.848 ↑ 0.10 (0.13 %)
Net Assets (Cr)	₹50,582 on 31 Oct 24
Category	Equity - Multi Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.51
Sharpe Ratio	1.8
Information Ratio	-0.37
Alpha Ratio	0.29
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	₹9,705
31 Oct 21	₹14,533
31 Oct 22	₹14,974
31 Oct 23	₹16,311
31 Oct 24	₹21,782

Kotak Standard Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

Duration	Returns
1 Month	-5.4%
3 Month	-4.5%
6 Month	3.2%
1 Year	25.1%
3 Year	13.4%
5 Year	16.1%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	24.2%
2022	5%
2021	25.4%
2020	11.8%
2019	12.3%
2018	-0.9%
2017	34.3%
2016	9.4%
2015	3%
2014	57.9%

Fund Manager information for Kotak Standard Multicap Fund

Name	Since	Tenure
Harsha Upadhyaya	4 Aug 12	12.25 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	23.33%
Industrials	17.97%
Basic Materials	17.42%
Consumer Cyclical	11.74%
Technology	8.42%
Energy	6.87%
Health Care	3.61%
Consumer Defensive	3.43%
Utility	2.95%
Communication Services	2.73%

Asset Allocation

Asset Class	Value
Cash	1.46%
Equity	98.54%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| ICICIBANK	6%	₹3,373 Cr	26,500,000
Bharat Electronics Ltd (Industrials) Equity, Since 31 Aug 14 \| BEL	5%	₹2,794 Cr	98,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	5%	₹2,771 Cr	16,000,000
Infosys Ltd (Technology) Equity, Since 30 Nov 10 \| INFY	4%	₹2,157 Cr	11,500,000 ↑ 800,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| 532538	4%	₹2,124 Cr	1,800,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 13 \| LT	4%	₹2,095 Cr	5,700,000
Jindal Steel & Power Ltd (Basic Materials) Equity, Since 31 Mar 18 \| 532286	4%	₹2,017 Cr	19,400,000 ↓ -100,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532215	4%	₹1,972 Cr	16,000,000
State Bank of India (Financial Services) Equity, Since 31 Jan 12 \| SBIN	3%	₹1,875 Cr	23,800,000
SRF Ltd (Basic Materials) Equity, Since 31 Dec 18 \| SRF	3%	₹1,574 Cr	6,300,000

3. Mirae Asset India Equity Fund

(Erstwhile Mirae Asset India Opportunities Fund)

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

Mirae Asset India Equity Fund is a Equity - Multi Cap fund was launched on 4 Apr 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch. Ranked 19 in Multi Cap category. Return for 2023 was 18.4% , 2022 was 1.6% and 2021 was 27.7% .

Below is the key information for Mirae Asset India Equity Fund

Mirae Asset India Equity Fund Growth
Launch Date	4 Apr 08
NAV (19 Nov 24)	₹105.962 ↑ 0.39 (0.37 %)
Net Assets (Cr)	₹39,337 on 31 Oct 24
Category	Equity - Multi Cap
AMC	Mirae Asset Global Inv (India) Pvt. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.19
Sharpe Ratio	1.48
Information Ratio	-0.79
Alpha Ratio	-2.24
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,869
31 Oct 21	₹14,995
31 Oct 22	₹15,079
31 Oct 23	₹15,940
31 Oct 24	₹20,334

Mirae Asset India Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Returns for Mirae Asset India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

Duration	Returns
1 Month	-4.6%
3 Month	-3.3%
6 Month	7.4%
1 Year	20.9%
3 Year	9.7%
5 Year	14.7%
10 Year
15 Year
Since launch	15.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	18.4%
2022	1.6%
2021	27.7%
2020	13.7%
2019	12.7%
2018	-0.6%
2017	38.6%
2016	8.1%
2015	4.3%
2014	52.9%

Fund Manager information for Mirae Asset India Equity Fund

Name	Since	Tenure
Gaurav Misra	31 Jan 19	5.76 Yr.

Data below for Mirae Asset India Equity Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	35.92%
Technology	13.63%
Consumer Cyclical	10%
Basic Materials	9.84%
Industrials	7.41%
Energy	5.31%
Consumer Defensive	5.28%
Health Care	4.7%
Communication Services	3.99%
Utility	2.51%
Real Estate	0.69%

Asset Allocation

Asset Class	Value
Cash	0.73%
Equity	99.27%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 09 \| HDFCBANK	9%	₹3,889 Cr	22,455,492 ↓ -454,474
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹3,042 Cr	23,898,432 ↓ -1,067,043
Infosys Ltd (Technology) Equity, Since 31 May 08 \| INFY	6%	₹2,621 Cr	13,973,661 ↓ -465,596
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 08 \| RELIANCE	5%	₹1,941 Cr	6,571,552 ↓ -507,227
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 14 \| 532215	4%	₹1,859 Cr	15,089,722 ↑ 427,640
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 10 \| BHARTIARTL	4%	₹1,682 Cr	9,840,616 ↓ -125,355
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹1,634 Cr	4,445,529 ↑ 393,288
Tata Consultancy Services Ltd (Technology) Equity, Since 31 May 09 \| TCS	3%	₹1,359 Cr	3,182,834 ↑ 547,052
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹1,306 Cr	25,199,993 ↓ -1,671,035
State Bank of India (Financial Services) Equity, Since 31 Jul 08 \| SBIN	3%	₹1,250 Cr	15,866,395 ↓ -546,509

4. 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 15.3% since its launch. Ranked 16 in Multi Cap category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund Growth
Launch Date	23 Sep 08
NAV (19 Nov 24)	₹99.9348 ↑ 0.50 (0.50 %)
Net Assets (Cr)	₹4,722 on 31 Oct 24
Category	Equity - Multi Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.17
Sharpe Ratio	2.71
Information Ratio	2
Alpha Ratio	15.55
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

JM 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 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 19 Nov 24

Duration	Returns
1 Month	-6.2%
3 Month	-5.6%
6 Month	5.1%
1 Year	40.7%
3 Year	23.7%
5 Year	23.6%
10 Year
15 Year
Since launch	15.3%

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	3.2 Yr.
Asit Bhandarkar	1 Oct 24	0.08 Yr.
Chaitanya Choksi	31 Dec 21	2.84 Yr.
Ruchi Fozdar	4 Oct 24	0.08 Yr.

Data below for JM Multicap Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	23.4%
Consumer Cyclical	12.39%
Basic Materials	12.15%
Industrials	11.85%
Health Care	11.65%
Technology	9.79%
Consumer Defensive	5.5%
Utility	4.54%
Communication Services	2.83%
Energy	1.57%
Real Estate	0.66%

Asset Allocation

Asset Class	Value
Cash	2.63%
Equity	97.37%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| HDFCBANK	6%	₹293 Cr	1,690,500
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 21 \| ICICIBANK	5%	₹248 Cr	1,920,800 ↑ 350,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	4%	₹191 Cr	2,325,000 ↑ 600,000
Infosys Ltd (Technology) Equity, Since 30 Nov 20 \| INFY	4%	₹184 Cr	1,047,750 ↑ 150,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	3%	₹136 Cr	375,231
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹134 Cr	828,335 ↑ 428,335
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 31 Jul 24 \| DRREDDY	3%	₹129 Cr	1,012,038 ↑ 34,428
ITC Ltd (Consumer Defensive) Equity, Since 31 Aug 24 \| ITC	3%	₹120 Cr	2,456,000 ↑ 456,000
CESC Ltd (Utilities) Equity, Since 30 Nov 23 \| CESC	2%	₹108 Cr	5,711,774
Biocon Ltd (Healthcare) Equity, Since 29 Feb 24 \| BIOCON	2%	₹104 Cr	3,295,318 ↑ 1,065,318

5. IDFC Focused Equity Fund

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

IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.1% since its launch. Ranked 13 in Multi Cap category. Return for 2023 was 31.3% , 2022 was -5% and 2021 was 24.6% .

Below is the key information for IDFC Focused Equity Fund

IDFC Focused Equity Fund Growth
Launch Date	16 Mar 06
NAV (19 Nov 24)	₹84.32 ↑ 0.87 (1.04 %)
Net Assets (Cr)	₹1,746 on 31 Oct 24
Category	Equity - Multi Cap
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.13
Sharpe Ratio	2.36
Information Ratio	0.1
Alpha Ratio	11.71
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

IDFC Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for IDFC Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

Duration	Returns
1 Month	-3.9%
3 Month	3.1%
6 Month	15.5%
1 Year	36.5%
3 Year	15.2%
5 Year	17.5%
10 Year
15 Year
Since launch	12.1%

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	8.04 Yr.
Ritika Behera	7 Oct 23	1.07 Yr.
Gaurav Satra	7 Jun 24	0.4 Yr.

Data below for IDFC Focused Equity Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	27.23%
Consumer Cyclical	21.54%
Technology	13.77%
Industrials	13.02%
Health Care	5.34%
Energy	5.04%
Real Estate	4.61%
Consumer Defensive	4.33%
Utility	4.2%

Asset Allocation

Asset Class	Value
Cash	0.92%
Equity	99.08%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 19 \| HDFCBANK	9%	₹158 Cr	912,664
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	8%	₹137 Cr	1,078,678
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| 500251	6%	₹107 Cr	141,436
Apar Industries Ltd (Industrials) Equity, Since 31 Aug 23 \| APARINDS	5%	₹91 Cr	95,629
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 23 \| RELIANCE	5%	₹90 Cr	305,924
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Jun 22 \| CHOLAFIN	5%	₹85 Cr	530,834
Phoenix Mills Ltd (Real Estate) Equity, Since 30 Nov 22 \| 503100	5%	₹83 Cr	447,670
INOX Green Energy Services Ltd (Utilities) Equity, Since 31 Aug 24 \| INOXGREEN	4%	₹75 Cr	3,623,188
Coforge Ltd (Technology) Equity, Since 31 May 24 \| COFORGE	4%	₹72 Cr	102,392 ↑ 19,964
Infosys Ltd (Technology) Equity, Since 31 Oct 19 \| INFY	4%	₹68 Cr	360,307 ↑ 46,000

6. Aditya Birla Sun Life Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 21.6% since its launch. Ranked 16 in Multi Cap category. Return for 2023 was 26% , 2022 was -1.1% and 2021 was 30.3% .

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

Aditya Birla Sun Life Equity Fund Growth
Launch Date	27 Aug 98
NAV (19 Nov 24)	₹1,679.6 ↑ 6.12 (0.37 %)
Net Assets (Cr)	₹22,507 on 31 Oct 24
Category	Equity - Multi Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.69
Sharpe Ratio	2.05
Information Ratio	-0.7
Alpha Ratio	2.32
Min Investment	1,000
Min SIP Investment	100
Exit Load	0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,983
31 Oct 21	₹15,941
31 Oct 22	₹15,579
31 Oct 23	₹17,054
31 Oct 24	₹23,521

Aditya Birla Sun Life Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Aditya Birla Sun Life Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24

Duration	Returns
1 Month	-6.4%
3 Month	-2.1%
6 Month	8.2%
1 Year	28.2%
3 Year	12.9%
5 Year	17.6%
10 Year
15 Year
Since launch	21.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	26%
2022	-1.1%
2021	30.3%
2020	16.1%
2019	8.5%
2018	-4.1%
2017	33.5%
2016	15.2%
2015	2.9%
2014	56.6%

Fund Manager information for Aditya Birla Sun Life Equity Fund

Name	Since	Tenure
Harish Krishnan	3 Nov 23	1 Yr.
Dhaval Joshi	21 Nov 22	1.95 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	28.79%
Consumer Cyclical	12.46%
Industrials	11.15%
Technology	10.76%
Health Care	9.55%
Basic Materials	8.63%
Consumer Defensive	6.87%
Energy	5.32%
Communication Services	4.66%
Real Estate	0.65%
Utility	0.01%

Asset Allocation

Asset Class	Value
Cash	1.17%
Equity	98.83%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	7%	₹1,692 Cr	13,287,988
Infosys Ltd (Technology) Equity, Since 30 Apr 05 \| INFY	5%	₹1,219 Cr	6,500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 17 \| BHARTIARTL	4%	₹892 Cr	5,219,815
Reliance Industries Ltd (Energy) Equity, Since 31 May 19 \| RELIANCE	4%	₹888 Cr	3,008,250 ↑ 208,250
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	4%	₹871 Cr	5,031,369
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 18 \| SUNPHARMA	4%	₹866 Cr	4,495,840 ↓ -164,492
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| KOTAKBANK	3%	₹757 Cr	4,085,437 ↑ 134,400
HCL Technologies Ltd (Technology) Equity, Since 30 Nov 11 \| HCLTECH	3%	₹749 Cr	4,168,873 ↓ -678,889
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Dec 23 \| LT	3%	₹630 Cr	1,713,497
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Apr 14 \| RADICO	2%	₹542 Cr	2,650,000 ↓ -135,478

7. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

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

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.1% since its launch. Ranked 12 in Multi Cap category. Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund Growth
Launch Date	25 Oct 00
NAV (19 Nov 24)	₹360.89 ↑ 2.62 (0.73 %)
Net Assets (Cr)	₹2,759 on 31 Oct 24
Category	Equity - Multi Cap
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.05
Sharpe Ratio	2
Information Ratio	-0.6
Alpha Ratio	0.88
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

Principal Multi Cap Growth Fund SIP Returns

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

Returns for 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 19 Nov 24

Duration	Returns
1 Month	-6.2%
3 Month	-3.4%
6 Month	6%
1 Year	27.1%
3 Year	14.1%
5 Year	20.6%
10 Year
15 Year
Since launch	16.1%

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	2.84 Yr.
Sudhir Kedia	1 Jan 22	2.84 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	19.04%
Industrials	15.99%
Consumer Cyclical	15.74%
Technology	8.31%
Health Care	7.76%
Energy	7%
Basic Materials	6.72%
Communication Services	5.02%
Consumer Defensive	4.02%
Utility	2.97%
Real Estate	2.62%

Asset Allocation

Asset Class	Value
Cash	4.76%
Equity	95.23%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Jan 05 \| RELIANCE	5%	₹133 Cr	449,586 ↓ -106,548
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 09 \| HDFCBANK	4%	₹129 Cr	746,575
NTPC Ltd (Utilities) Equity, Since 31 Mar 23 \| 532555	3%	₹87 Cr	1,955,077
Larsen & Toubro Ltd (Industrials) Equity, Since 31 May 23 \| LT	3%	₹85 Cr	230,571
Infosys Ltd (Technology) Equity, Since 30 Apr 08 \| INFY	3%	₹80 Cr	425,850
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 Dec 20 \| 532929	3%	₹76 Cr	539,440
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 24 \| 532215	2%	₹71 Cr	577,823
Indian Bank (Financial Services) Equity, Since 31 Dec 23 \| 532814	2%	₹70 Cr	1,339,692
Blue Star Ltd (Industrials) Equity, Since 31 Jul 22 \| BLUESTARCO	2%	₹70 Cr	337,653
Lupin Ltd (Healthcare) Equity, Since 30 Apr 24 \| 500257	2%	₹68 Cr	311,373

8. SBI Magnum Multicap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments.

SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. Ranked 9 in Multi Cap category. Return for 2023 was 22.8% , 2022 was 0.7% and 2021 was 30.8% .

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund Growth
Launch Date	29 Sep 05
NAV (19 Nov 24)	₹104.999 ↑ 0.33 (0.31 %)
Net Assets (Cr)	₹22,093 on 31 Oct 24
Category	Equity - Multi Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.72
Sharpe Ratio	1.59
Information Ratio	-1.14
Alpha Ratio	-2.84
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,493
31 Oct 21	₹15,177
31 Oct 22	₹15,339
31 Oct 23	₹16,457
31 Oct 24	₹21,190

SBI Magnum Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for SBI Magnum 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 19 Nov 24

Duration	Returns
1 Month	-5.4%
3 Month	-3.9%
6 Month	4.4%
1 Year	21.2%
3 Year	10.6%
5 Year	15.6%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2023	22.8%
2022	0.7%
2021	30.8%
2020	13.6%
2019	11%
2018	-5.5%
2017	37%
2016	5.8%
2015	9.8%
2014	56%

Fund Manager information for SBI Magnum Multicap Fund

Name	Since	Tenure
R. Srinivasan	1 Jan 22	2.84 Yr.
Pradeep Kesavan	31 Dec 23	0.84 Yr.

Data below for SBI Magnum Multicap Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Financial Services	22.97%
Consumer Cyclical	17.25%
Industrials	12.36%
Basic Materials	10.2%
Energy	7.2%
Technology	6.93%
Communication Services	6.73%
Consumer Defensive	4.88%
Health Care	4.18%
Utility	2.28%

Asset Allocation

Asset Class	Value
Cash	5.01%
Equity	94.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	5%	₹1,041 Cr	7,816,540
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 17 \| ICICIBANK	4%	₹925 Cr	7,160,055 ↑ 950,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| KOTAKBANK	4%	₹882 Cr	5,094,000 ↓ -1,600,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 15 \| HDFCBANK	4%	₹881 Cr	5,075,354 ↓ -2,400,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 19 \| LT	3%	₹660 Cr	1,821,034
Infosys Ltd (Technology) Equity, Since 31 Oct 20 \| INFY	3%	₹655 Cr	3,725,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 16 \| BHARTIARTL	3%	₹605 Cr	3,750,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Jun 22 \| M&M	3%	₹592 Cr	2,170,000
Cognizant Technology Solutions Corp Class A (Technology) Equity, Since 31 Jan 24 \| CTSH	3%	₹564 Cr	900,000
Nuvoco Vista Corp Ltd (Basic Materials) Equity, Since 31 Aug 21 \| 543334	2%	₹448 Cr	12,710,062

పెట్టుబడిదారుడిగా పరిగణించవలసిన విషయాలు

1. ఫండ్ లక్ష్యాలు

మల్టీ క్యాప్ ఫండ్‌లు అధిక వృద్ధి, రిస్క్ మరియు విలువ యొక్క ఉత్తమ కలయికను అందించే కంపెనీల స్టాక్‌లలో పెట్టుబడి పెట్టడం ద్వారా సంపద సంచితాన్ని సాధించాలని లక్ష్యంగా పెట్టుకున్నాయి. స్టాక్ పికింగ్ అనేది పెట్టుబడి శైలిపై ఆధారపడి ఉంటుందివిలువ పెట్టుబడి లేదా వృద్ధి పెట్టుబడి. అదనంగా, ఫండ్ మేనేజర్ P/E (ధర / సంపాదన) నిష్పత్తి, P/B (ధర / పుస్తకం) నిష్పత్తి, EPS వంటి ఇతర పరిమాణాత్మక చర్యలను పరిగణించవచ్చు మరియుఎంటర్ప్రైజ్ విలువ పోర్ట్‌ఫోలియో నాణ్యమైన స్టాక్‌లతో మాత్రమే రూపొందించబడిందని నిర్ధారించడానికి.

2. ప్రమాదం

ఇతర ఈక్విటీ ఫండ్స్ లాగానే, మల్టీ క్యాప్ ఫండ్స్ కూడా మార్కెట్ రిస్క్‌ను ఎదుర్కొంటాయి, ఇందులో ఇండెక్స్ విలువలో మొత్తం పెరుగుదల లేదా పతనం ఫండ్ విలువలో హెచ్చుతగ్గులకు దారితీస్తుంది. అటువంటి అస్థిరత అనుభవించిన దానికంటే ఎక్కువగా ఉంటుందిలార్జ్ క్యాప్ ఫండ్స్ కానీ స్మాల్ క్యాప్ కంటే తక్కువ/మిడ్ క్యాప్ ఫండ్స్. మార్కెట్ కదలికల ప్రయోజనాన్ని పొందడానికి ఫండ్ మేనేజర్ ఆస్తి కేటాయింపును క్రమం తప్పకుండా సవరించడంలో నైపుణ్యం కలిగి ఉంటారు.

3. ఖర్చు

మల్టీ క్యాప్ ఫండ్‌లు మీ డబ్బును నిర్వహించడానికి ఖర్చు నిష్పత్తిని వసూలు చేస్తాయి. ఇప్పటి వరకుSEBI వ్యయ నిష్పత్తి యొక్క గరిష్ట పరిమితిని 2.50%గా తప్పనిసరి చేసింది (నిబంధన ప్రకారం ఎప్పటికప్పుడు మారవచ్చు). మార్కెట్ అవకాశాల నుండి లాభాలను పొందేందుకు ఈ నిధులు చురుకుగా నిర్వహించబడుతున్నందున, ఇది అధిక టర్నోవర్ నిష్పత్తి మరియు అనుబంధ లావాదేవీ ఖర్చులను కలిగి ఉండవచ్చు. స్వచ్ఛమైన లార్జ్ క్యాప్స్/స్మాల్ క్యాప్స్‌తో పోలిస్తే, మల్టీ క్యాప్ ఫండ్‌లు అధిక వ్యయ నిష్పత్తిని కలిగి ఉండవచ్చు. అయినప్పటికీ, బహుళ క్యాప్‌ల ద్వారా వచ్చే లాభాల పరిమాణం అధిక ఖర్చులను భర్తీ చేయడానికి సరిపోతుంది.

4. పెట్టుబడి హారిజన్

మల్టీ క్యాప్ ఫండ్ ప్రాథమికంగా మీడియం నుండి దీర్ఘకాలిక పెట్టుబడి హోరిజోన్ ఉన్న వ్యక్తులకు అనుకూలంగా ఉంటుంది. సాధారణంగా, ఫండ్ స్వల్పకాల వ్యవధిలో చాలా హెచ్చుతగ్గులను అనుభవిస్తుంది, ఇది దీర్ఘకాలంలో సగటున ఉంటుంది. మల్టీ క్యాప్ ఫండ్‌లను ఎంచుకునే వారు, ఫండ్ తన పూర్తి సామర్థ్యాన్ని గ్రహించేందుకు వీలుగా కనీసం పేర్కొన్న కాలానికి అయినా కట్టుబడి ఉండేందుకు సిద్ధంగా ఉండాలి.

5. ఆర్థిక లక్ష్యాలు

సాదా పెద్ద క్యాప్ ఫండ్‌లతో పోలిస్తే మల్టీ క్యాప్ ఫండ్‌లు ఆదర్శవంతమైన సంపద సృష్టికర్తలుగా ఉంటాయి. డైనమిక్ ఇన్వెస్ట్‌మెంట్ వ్యూహం కారణంగా, ఈ ఫండ్‌లు దీర్ఘకాలాన్ని సాధించడానికి పెద్ద సంపదను కూడబెట్టుకోవచ్చుఆర్థిక లక్ష్యాలు పిల్లల ఉన్నత విద్య వంటి లేదాపదవీ విరమణ ప్రణాళిక. అధిక రిస్క్-అధిక రాబడి స్వర్గధామం కావడం వల్ల, ఈ ఫండ్‌లు తగినంత సంపదను ఉత్పత్తి చేయగలవు, ఇది మీకు త్వరగా పదవీ విరమణ చేయడంలో మరియు జీవితంలో మీ అభిరుచిని కొనసాగించడంలో సహాయపడుతుంది.

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