Table of Contents
- Top 10 Best Performing Diversified Multicap Mutual Funds 2025
- How Invest in Multicap Mutual Funds Online?
- FAQs
Top 10 Equity - Multi Cap Funds
Best Multicap Mutual Funds to Invest in 2025
Diversified Multicap funds or more correctly diversified Equity Funds are a class of equity funds. Investors with a high-risk appetite who wish to take an exposure in equities usually incline towards Investing in diversified multicap funds.
As, diversified multicap funds invest across Market caps such as – large cap, mid-cap & small cap, they master in balancing the Portfolio. By investing in the best diversified multicap equity funds, investors can earn slightly more stable returns, however, they would still be affected by the Volatility of equities during a turbulent market condition.
To make the process of selecting a good diversified multicap equity fund easy, we have listed top 10 best multi-cap equity funds – that investors can take into account during their investing journey.
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Top 10 Best Performing Diversified Multicap Mutual Funds 2025
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Parag Parikh Long Term Equity Fund Growth ₹79.0303
↓ -0.07 ₹89,703 0.6 1.4 14 17.7 23.1 23.9 HDFC Equity Fund Growth ₹1,793.01
↑ 7.78 ₹65,967 -2.6 -2.6 12.8 21.7 22.1 23.5 Nippon India Multi Cap Fund Growth ₹258.324
↑ 2.59 ₹37,594 -9.1 -11.4 7.3 21.3 21.1 25.8 Mahindra Badhat Yojana Growth ₹30.9293
↑ 0.37 ₹4,750 -7.6 -12.9 0.5 15.6 20.7 23.4 JM Multicap Fund Growth ₹91.23
↑ 0.56 ₹5,255 -8.7 -13.8 6.6 21.2 20.4 33.3 Franklin India Equity Fund Growth ₹1,486.07
↑ 10.45 ₹17,203 -5.2 -7.9 6.9 15.9 20 21.8 Baroda Pioneer Multi Cap Fund Growth ₹257.572
↑ 1.89 ₹2,650 -8.2 -9.2 7.3 15.3 19.7 31.7 ICICI Prudential Multicap Fund Growth ₹717.43
↑ 3.61 ₹13,850 -5.3 -8.6 5.9 18.2 19.2 20.7 Principal Multi Cap Growth Fund Growth ₹334.976
↑ 2.92 ₹2,644 -7.2 -10.3 3 12.7 17.5 19.5 PGIM India Diversified Equity Fund Growth ₹32.47
↑ 0.18 ₹6,054 -4.6 -8.1 4.6 8.2 17.4 15.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 25 Diversified Multicap funds having AUM/Net Assets above 500 Crore. Sorted on Last 5 Year Return.
(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 Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on 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 Below is the key information for HDFC Equity Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on 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 Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (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 (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 Below is the key information for Franklin India Equity Fund Returns up to 1 year are on (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 Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on 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 Below is the key information for ICICI Prudential Multicap 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 To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives. PGIM India Diversified Equity Fund is a Equity - Multi Cap fund was launched on 4 Mar 15. It is a fund with Moderately High risk and has given a Below is the key information for PGIM India Diversified Equity Fund Returns up to 1 year are on 1. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.9% , 2023 was 36.6% and 2022 was -7.2% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (18 Feb 25) ₹79.0303 ↓ -0.07 (-0.09 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹13,049 31 Jan 22 ₹18,105 31 Jan 23 ₹17,744 31 Jan 24 ₹24,386 31 Jan 25 ₹29,413 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -0.1% 3 Month 0.6% 6 Month 1.4% 1 Year 14% 3 Year 17.7% 5 Year 23.1% 10 Year 15 Year Since launch 19.3% 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 9.02 Yr. Rajeev Thakkar 24 May 13 11.7 Yr. Raunak Onkar 24 May 13 11.7 Yr. Rukun Tarachandani 16 May 22 2.72 Yr. Mansi Kariya 22 Dec 23 1.11 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 30.97% Consumer Cyclical 10.23% Technology 9.12% Communication Services 6.9% Energy 6.6% Utility 6.56% Consumer Defensive 5.47% Health Care 3.86% Basic Materials 0.26% Industrials 0.08% Real Estate 0.01% Asset Allocation
Asset Class Value Cash 20.08% Equity 78.67% Debt 1.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹7,035 Cr 39,684,109 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG7% ₹6,322 Cr 5,318,918
↓ -9,283 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 5328987% ₹5,729 Cr 185,577,147 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA6% ₹5,040 Cr 131,205,815 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC5% ₹4,788 Cr 98,994,120 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹4,318 Cr 33,693,059 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH4% ₹3,587 Cr 18,706,973 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI4% ₹3,304 Cr 3,043,078 Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL3% ₹3,049 Cr 1,881,357
↑ 1,880 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK3% ₹2,986 Cr 16,716,551
↑ 2,112,284 2. HDFC Equity Fund
CAGR/Annualized return of 18.8% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (19 Feb 25) ₹1,793.01 ↑ 7.78 (0.44 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,899 31 Jan 22 ₹15,463 31 Jan 23 ₹17,221 31 Jan 24 ₹23,344 31 Jan 25 ₹27,504 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -0.8% 3 Month -2.6% 6 Month -2.6% 1 Year 12.8% 3 Year 21.7% 5 Year 22.1% 10 Year 15 Year Since launch 18.8% 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 2.51 Yr. Dhruv Muchhal 22 Jun 23 1.62 Yr. Data below for HDFC Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 37.84% Consumer Cyclical 14.3% Health Care 11.58% Technology 6.86% Basic Materials 4.34% Communication Services 4.28% Industrials 4.11% Real Estate 3.1% Consumer Defensive 1.54% Utility 1.16% Energy 0.18% Asset Allocation
Asset Class Value Cash 9.15% Equity 89.3% Debt 1.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK10% ₹6,382 Cr 36,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹6,344 Cr 49,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322158% ₹5,376 Cr 50,492,787
↑ 2,492,787 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹2,947 Cr 16,500,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000874% ₹2,936 Cr 19,200,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI4% ₹2,715 Cr 2,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹2,693 Cr 19,368,082
↑ 592,889 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹2,596 Cr 16,352,700 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹2,435 Cr 12,700,000
↓ -1,300,000 Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | PPLPHARMA3% ₹1,928 Cr 72,415,689 3. Nippon India Multi Cap Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 63 in Multi Cap category. Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (19 Feb 25) ₹258.324 ↑ 2.59 (1.01 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹9,840 31 Jan 22 ₹15,028 31 Jan 23 ₹16,543 31 Jan 24 ₹23,848 31 Jan 25 ₹27,459 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -6.5% 3 Month -9.1% 6 Month -11.4% 1 Year 7.3% 3 Year 21.3% 5 Year 21.1% 10 Year 15 Year Since launch 17.8% 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 19.85 Yr. Ashutosh Bhargava 1 Sep 21 3.42 Yr. Kinjal Desai 25 May 18 6.7 Yr. Data below for Nippon India Multi Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 28.03% Industrials 19.23% Consumer Cyclical 18.53% Health Care 7.47% Technology 6.48% Utility 4.97% Basic Materials 4.56% Consumer Defensive 3.55% Energy 2.78% Communication Services 2.69% Real Estate 0.21% Asset Allocation
Asset Class Value Cash 1.5% Equity 98.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,358 Cr 13,300,448
↓ -700,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,536 Cr 11,981,360 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,317 Cr 6,341,917 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,184 Cr 6,300,504 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹1,118 Cr 10,500,121 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,094 Cr 9,000,000 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008403% ₹1,057 Cr 25,172,654
↓ -15,163 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 5008502% ₹965 Cr 11,000,112 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000342% ₹934 Cr 1,369,397
↑ 150,000 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹914 Cr 1,524,539 4. Mahindra Badhat Yojana
CAGR/Annualized return of 15.6% since its launch. Return for 2024 was 23.4% , 2023 was 34.2% and 2022 was 1.6% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (19 Feb 25) ₹30.9293 ↑ 0.37 (1.20 %) Net Assets (Cr) ₹4,750 on 31 Jan 25 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,437 31 Jan 22 ₹17,536 31 Jan 23 ₹16,953 31 Jan 24 ₹25,389 31 Jan 25 ₹27,114 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -7.3% 3 Month -7.6% 6 Month -12.9% 1 Year 0.5% 3 Year 15.6% 5 Year 20.7% 10 Year 15 Year Since launch 15.6% 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 4.12 Yr. Fatema Pacha 16 Oct 20 4.3 Yr. Data below for Mahindra Badhat Yojana as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 27.83% Consumer Cyclical 16.44% Industrials 12.28% Technology 10.89% Health Care 7.87% Consumer Defensive 6.13% Energy 6.08% Basic Materials 5.92% Communication Services 1.5% Real Estate 1.24% Utility 0.88% Asset Allocation
Asset Class Value Cash 2.93% Equity 97.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK7% ₹351 Cr 1,980,000
↑ 225,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE4% ₹202 Cr 1,665,000
↑ 315,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB4% ₹181 Cr 297,000
↑ 63,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 23 | PERSISTENT3% ₹145 Cr 225,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5002513% ₹134 Cr 188,100
↑ 18,000 BSE Ltd (Financial Services)
Equity, Since 31 Oct 24 | BSE2% ₹122 Cr 229,500 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR2% ₹117 Cr 504,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK2% ₹115 Cr 900,000
↑ 225,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO2% ₹115 Cr 252,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES2% ₹102 Cr 137,025
↑ 19,000 5. JM Multicap Fund
CAGR/Annualized return of 14.4% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (19 Feb 25) ₹91.23 ↑ 0.56 (0.62 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,914 31 Jan 22 ₹14,789 31 Jan 23 ₹15,466 31 Jan 24 ₹23,307 31 Jan 25 ₹27,469 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -8% 3 Month -8.7% 6 Month -13.8% 1 Year 6.6% 3 Year 21.2% 5 Year 20.4% 10 Year 15 Year Since launch 14.4% 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 3.45 Yr. Asit Bhandarkar 1 Oct 24 0.34 Yr. Chaitanya Choksi 31 Dec 21 3.09 Yr. Ruchi Fozdar 4 Oct 24 0.33 Yr. Data below for JM Multicap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 21.24% Consumer Cyclical 14.77% Health Care 12.02% Technology 11.7% Industrials 11.46% Basic Materials 8.76% Consumer Defensive 5.45% Utility 4.04% Communication Services 2.97% Energy 1.77% Asset Allocation
Asset Class Value Cash 4.21% Equity 95.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹309 Cr 1,745,500
↓ -283,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY5% ₹249 Cr 1,322,750
↑ 140,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹221 Cr 1,725,800
↓ -195,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹201 Cr 2,525,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY3% ₹183 Cr 1,320,801
↑ 300,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC3% ₹174 Cr 3,606,000
↑ 1,150,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹159 Cr 1,000,000
↓ -53,335 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 5327553% ₹148 Cr 869,300
↑ 68,000 Biocon Ltd (Healthcare)
Equity, Since 29 Feb 24 | BIOCON3% ₹147 Cr 4,020,318
↑ 720,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹132 Cr 366,022 6. Franklin India Equity Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 50 in Multi Cap category. Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (19 Feb 25) ₹1,486.07 ↑ 10.45 (0.71 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,843 31 Jan 22 ₹16,338 31 Jan 23 ₹16,442 31 Jan 24 ₹22,688 31 Jan 25 ₹25,636 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -3.4% 3 Month -5.2% 6 Month -7.9% 1 Year 6.9% 3 Year 15.9% 5 Year 20% 10 Year 15 Year Since launch 17.9% 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 14.01 Yr. Sandeep Manam 18 Oct 21 3.29 Yr. Rajasa Kakulavarapu 1 Dec 23 1.17 Yr. Data below for Franklin India Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 28.12% Consumer Cyclical 12.72% Industrials 11.42% Technology 10.23% Health Care 7.2% Communication Services 5.75% Consumer Defensive 5.63% Basic Materials 5.32% Energy 3.2% Utility 3.02% Real Estate 2.39% Asset Allocation
Asset Class Value Cash 4.07% Equity 95.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,495 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,398 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹883 Cr 5,558,607 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹870 Cr 4,627,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹769 Cr 2,131,779 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH4% ₹682 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹585 Cr 3,600,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹566 Cr 5,311,448 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433203% ₹473 Cr 17,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE2% ₹411 Cr 3,384,026 7. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (19 Feb 25) ₹257.572 ↑ 1.89 (0.74 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,530 31 Jan 22 ₹17,019 31 Jan 23 ₹16,759 31 Jan 24 ₹22,850 31 Jan 25 ₹26,833 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -8.4% 3 Month -8.2% 6 Month -9.2% 1 Year 7.3% 3 Year 15.3% 5 Year 19.7% 10 Year 15 Year Since launch 16.4% 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 9.26 Yr. Sandeep Jain 14 Mar 22 2.89 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 24.75% Technology 16.04% Industrials 13.19% Health Care 11.36% Consumer Cyclical 7.76% Consumer Defensive 6.94% Basic Materials 5.3% Energy 3.06% Utility 2.78% Communication Services 1.67% Real Estate 1.31% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹103 Cr 799,815 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹89 Cr 499,736 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Aug 24 | 5222753% ₹82 Cr 396,712 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹76 Cr 625,000 PB Fintech Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5433903% ₹74 Cr 350,000
↓ -50,000 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Oct 23 | DIXON2% ₹70 Cr 39,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5433202% ₹65 Cr 2,323,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹64 Cr 340,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5002512% ₹64 Cr 90,000 Oracle Financial Services Software Ltd (Technology)
Equity, Since 30 Apr 24 | OFSS2% ₹64 Cr 50,000 8. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.1% since its launch. Ranked 49 in Multi Cap category. Return for 2024 was 20.7% , 2023 was 35.4% and 2022 was 4.7% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (19 Feb 25) ₹717.43 ↑ 3.61 (0.51 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹10,918 31 Jan 22 ₹14,948 31 Jan 23 ₹15,361 31 Jan 24 ₹21,838 31 Jan 25 ₹24,955 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -3.8% 3 Month -5.3% 6 Month -8.6% 1 Year 5.9% 3 Year 18.2% 5 Year 19.2% 10 Year 15 Year Since launch 15.1% 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 2.59 Yr. Anand Sharma 1 Jul 22 2.59 Yr. Sharmila D’mello 31 Jul 22 2.51 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 26.34% Basic Materials 12.02% Consumer Cyclical 11.56% Industrials 11.5% Health Care 6.28% Energy 5.88% Communication Services 5.78% Consumer Defensive 4.42% Technology 4.04% Utility 2.29% Real Estate 1.51% Asset Allocation
Asset Class Value Cash 8.4% Equity 91.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹769 Cr 6,001,508 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK4% ₹546 Cr 3,079,864 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹500 Cr 4,115,337 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322153% ₹418 Cr 3,924,873 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY2% ₹313 Cr 1,663,452 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL2% ₹269 Cr 1,691,248
↑ 133,179 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI2% ₹254 Cr 234,282 State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN2% ₹247 Cr 3,110,277 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹233 Cr 647,203 Syngene International Ltd (Healthcare)
Equity, Since 31 Aug 23 | 5392681% ₹208 Cr 2,421,504
↑ 173,281 9. Principal Multi Cap Growth Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 12 in Multi Cap category. Return for 2024 was 19.5% , 2023 was 31.1% and 2022 was -1.6% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (19 Feb 25) ₹334.976 ↑ 2.92 (0.88 %) 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 31 Jan 20 ₹10,000 31 Jan 21 ₹11,318 31 Jan 22 ₹16,683 31 Jan 23 ₹16,035 31 Jan 24 ₹22,133 31 Jan 25 ₹24,403 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -5.8% 3 Month -7.2% 6 Month -10.3% 1 Year 3% 3 Year 12.7% 5 Year 17.5% 10 Year 15 Year Since launch 15.5% 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 3.09 Yr. Sudhir Kedia 1 Jan 22 3.09 Yr. Data below for Principal Multi Cap Growth Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 19.05% Consumer Cyclical 16.72% Industrials 16.25% Technology 9.44% Health Care 8.21% Basic Materials 6.89% Energy 6.3% Communication Services 5.78% Consumer Defensive 3.18% Utility 2.06% Real Estate 1.12% Asset Allocation
Asset Class Value Cash 4.97% Equity 95.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹132 Cr 746,575 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹108 Cr 843,569 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE4% ₹104 Cr 856,759
↓ -42,413 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT3% ₹94 Cr 260,742
↓ -16,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹80 Cr 425,850 Lupin Ltd (Healthcare)
Equity, Since 30 Apr 24 | 5002573% ₹73 Cr 311,373 Blue Star Ltd (Industrials)
Equity, Since 31 Jul 22 | BLUESTARCO3% ₹71 Cr 331,150 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK3% ₹70 Cr 391,704 Affle India Ltd (Communication Services)
Equity, Since 31 May 22 | AFFLE2% ₹67 Cr 373,348 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | AMBER2% ₹66 Cr 90,000 10. PGIM India Diversified Equity Fund
CAGR/Annualized return of 12.5% since its launch. Return for 2024 was 15.5% , 2023 was 19.9% and 2022 was -6.4% . PGIM India Diversified Equity Fund
Growth Launch Date 4 Mar 15 NAV (19 Feb 25) ₹32.47 ↑ 0.18 (0.56 %) Net Assets (Cr) ₹6,054 on 31 Jan 25 Category Equity - Multi Cap AMC Pramerica Asset Managers Private Limited Rating Risk Moderately High Expense Ratio 1.78 Sharpe Ratio 0.35 Information Ratio -1.28 Alpha Ratio 1.06 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 20 ₹10,000 31 Jan 21 ₹13,139 31 Jan 22 ₹18,603 31 Jan 23 ₹17,353 31 Jan 24 ₹21,243 31 Jan 25 ₹23,617 Returns for PGIM India Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 25 Duration Returns 1 Month -4.2% 3 Month -4.6% 6 Month -8.1% 1 Year 4.6% 3 Year 8.2% 5 Year 17.4% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.5% 2022 19.9% 2021 -6.4% 2020 43.5% 2019 35.9% 2018 10% 2017 -7.9% 2016 36.6% 2015 -0.6% 2014 Fund Manager information for PGIM India Diversified Equity Fund
Name Since Tenure Vinay Paharia 1 Apr 23 1.84 Yr. Puneet Pal 1 Apr 23 1.84 Yr. A. Anandha Padmanabhan 1 Jun 21 3.67 Yr. Chetan Gindodia 29 Mar 24 0.84 Yr. Vivek Sharma 15 Apr 24 0.8 Yr. Data below for PGIM India Diversified Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 27.37% Technology 12.8% Industrials 12.47% Consumer Cyclical 12.11% Health Care 11.4% Consumer Defensive 5.8% Energy 4.73% Basic Materials 4.3% Communication Services 4.05% Utility 1.36% Real Estate 0.62% Asset Allocation
Asset Class Value Cash 2.55% Equity 97.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK8% ₹493 Cr 2,778,883 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK7% ₹467 Cr 3,640,819 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹299 Cr 2,460,808
↑ 650,290 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 24 | TCS5% ₹290 Cr 707,026 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT4% ₹227 Cr 351,444 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | VBL4% ₹225 Cr 3,522,697 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 23 | DIXON3% ₹170 Cr 94,562
↓ -22,198 Bharti Airtel Ltd (Communication Services)
Equity, Since 29 Feb 24 | BHARTIARTL3% ₹166 Cr 1,047,598 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 23 | MCX2% ₹149 Cr 238,637 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 24 | SUNPHARMA2% ₹148 Cr 784,511
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FAQs
1. What are the benefits of Investing in Mutual Funds?
A: Mutual Funds can help diversify your investment portfolio, and you can ensure that you have multiple points of earning passive Income. It also reduces the risk of investment, and you can invest in multiple stocks and shares with the same fund. Therefore, if one stock does not perform, the risk will be Offset with the other well-performing stock.
2. How long should you wait for the fund to mature?
A: You should wait for 5-7 years for your funds to mature. This will help you earn maximum benefit from your investment.
3. Is it beneficial to invest in multi-cap funds than other mutual funds?
A: Multi-cap funds are ideal if you want to reduce the risks of an investment portfolio. These funds have lower risks.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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