The stock picking is based on investing style which can be Value investing or growth investing. To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. In multi-cap fund, the fund manager’s view determines the fund’s performance. as on 4 Feb 21 DurationReturns1 Month 6.9% 3 Month 28.1% 6 Month 39.4% 1 Year 22.6% 3 Year 9.8% 5 Year 15.3% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis YearReturns2020 13.6% 2019 11% 2018 -5.5% 2017 37% 2016 5.8% 2015 9.8% 2014 56% 2013 5.2% 2012 38.4% 2011 -30.7% Fund Manager information for SBI Magnum Multicap Fund NameSinceTenureAnup Upadhyay1 Feb 174 Yr.Data below for SBI Magnum Multicap Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services31.16%Consumer Cyclical13.98%Technology11.07%Basic Materials8.12%Health Care6.84%Consumer Defensive6.4%Energy5.82%Industrials5.69%Communication Services3.75%Utility2.96% Asset Allocation Asset ClassValueCash3.96%Equity95.78%Other0.26% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 15 | HDFCBANK9%₹897 Cr6,244,442 ICICI Bank Ltd (Financial Services)Equity, Since 30 Apr 17 | ICICIBANK8%₹862 Cr16,111,935 HCL Technologies Ltd (Technology)Equity, Since 30 Apr 19 | HCLTECH6%₹594 Cr6,273,981 ITC Ltd (Consumer Defensive)Equity, Since 31 Jul 14 | ITC4%₹449 Cr21,476,717 ↑ 1,524,000 Tech Mahindra Ltd (Technology)Equity, Since 31 Aug 20 | 5327554%₹392 Cr4,025,000 Axis Bank Ltd (Financial Services)Equity, Since 30 Jun 18 | 5322154%₹391 Cr6,302,049 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)Equity, Since 30 Apr 19 | CROMPTON3%₹363 Cr9,530,000 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Mar 19 | LT3%₹356 Cr2,763,000 Hindalco Industries Ltd (Basic Materials)Equity, Since 31 Mar 17 | HINDALCO3%₹305 Cr12,690,324 Maruti Suzuki India Ltd (Consumer Cyclical)Equity, Since 30 Apr 20 | MARUTI3%₹292 Cr382,2005. Owing to the selection of stocks, different funds perform during different periods. as on 4 Feb 21 DurationReturns1 Month 3.9% 3 Month 20.7% 6 Month 26.5% 1 Year 19.7% 3 Year 6% 5 Year 12.6% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis YearReturns2020 13.2% 2019 4.9% 2018 -4.5% 2017 34.2% 2016 3.6% 2015 0.3% 2014 50.3% 2013 5.5% 2012 26% 2011 -21% Fund Manager information for L&T Equity Fund NameSinceTenureVenugopal Manghat17 Dec 191.13 Yr.Vihang Naik17 Dec 191.13 Yr.Alok Ranjan1 Oct 191.34 Yr.Data below for L&T Equity Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services24.91%Technology16.62%Basic Materials12.98%Health Care10.86%Consumer Defensive9.93%Consumer Cyclical7.27%Industrials6.72%Energy5.45%Communication Services3.07%Utility0.58% Asset Allocation Asset ClassValueCash1.59%Equity98.38%Other0.03% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 28 Feb 07 | HDFCBANK6%₹155 Cr1,079,400 ICICI Bank Ltd (Financial Services)Equity, Since 31 Aug 18 | ICICIBANK5%₹138 Cr2,581,229 HCL Technologies Ltd (Technology)Equity, Since 31 Dec 16 | HCLTECH5%₹137 Cr1,449,800 Reliance Industries Ltd (Energy)Equity, Since 31 Aug 18 | RELIANCE5%₹127 Cr637,400 Infosys Ltd (Technology)Equity, Since 30 Sep 18 | INFY5%₹120 Cr958,000 Tata Consultancy Services Ltd (Technology)Equity, Since 30 Jun 09 | TCS5%₹118 Cr412,000 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 May 17 | HDFC4%₹112 Cr436,300 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Jul 13 | KOTAKBANK3%₹85 Cr428,000 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Mar 06 | LT3%₹77 Cr599,300 Avenue Supermarts Ltd (Consumer Defensive)Equity, Since 31 Jan 20 | 5403763%₹74 Cr266,523, (Erstwhile Mirae Asset India Opportunities Fund). Watch out for our monthly updates. Below is the key information for Principal Multi Cap Growth 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. Ranked 16 in Multi Cap category. Principal Multi Cap Growth Fund (Erstwhile Principal Growth Fund) The primary investment objective of the scheme is to achieve long-term capital appreciation. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch. L&T Equity Fund To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. Multi cap fund are basically suitable for individuals who have a medium to long-term investment horizon. Additionally, the fund manager may consider other quantitative measures like P/E (Price / Earning) ratio, P/B (Price / Book) Ratio, EPS and Enterprise value to ensure that the portfolio is composed of only quality stocks. Multi cap equity funds invest in companies of all sizes and across sectors. Ranked 19 in Multi Cap category. Below is the key information for L&T Equity Fund. It has been in the last quartile for two months, third quartile for three months before that. 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. Return. Multi cap funds can be ideal wealth creators as compared to plain large cap funds. It was launched in June 2000 and since then it has gained high acceptance among investors, intermediaries and asset management companies. Best Multicap Fund: Invest in top multicap mutual funds in India. Complete data and analysis for all 51 Equity: Multi Cap mutual funds. IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. Motilal Oswal Multicap 35 Fund, one of the recommended multi cap schemes, was in the third quartile last month. DateValue31 Jan 16₹10,00031 Jan 17₹11,60631 Jan 18₹15,00331 Jan 19₹13,52631 Jan 20₹14,62131 Jan 21₹16,147 L&T Equity Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹415,684. Below is the key information 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 4 Feb 21 DurationReturns1 Month 6.3% 3 Month 25% 6 Month 33.5% 1 Year 22.5% 3 Year 6.9% 5 Year 16% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis YearReturns2020 15% 2019 3.9% 2018 -8.7% 2017 48.7% 2016 6.4% 2015 2.8% 2014 49.4% 2013 8.3% 2012 46% 2011 -30.9% Fund Manager information for Principal Multi Cap Growth Fund NameSinceTenureRavi Gopalakrishnan29 Jul 191.52 Yr.Siddarth Mohta28 Aug 182.43 Yr.Data below for Principal Multi Cap Growth Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services34.73%Technology12.97%Industrials11.57%Consumer Cyclical10.69%Basic Materials10.33%Health Care6.41%Energy5.04%Consumer Defensive4.48%Communication Services2.56%Real Estate1.06% Asset Allocation Asset ClassValueCash0.11%Equity99.89% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 09 | HDFCBANK8%₹54 Cr374,930 ↓ -53,805 Infosys Ltd (Technology)Equity, Since 30 Apr 08 | INFY6%₹39 Cr307,049 ↓ -90,305 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 09 | ICICIBANK5%₹37 Cr692,772 Reliance Industries Ltd (Energy)Equity, Since 31 Jan 05 | RELIANCE5%₹35 Cr176,849 ↓ -69,350 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Apr 08 | HDFC4%₹31 Cr119,478 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Mar 13 | LT4%₹24 Cr190,231 Bajaj Finance Ltd (Financial Services)Equity, Since 30 Nov 19 | 5000343%₹23 Cr44,185 Divi's Laboratories Ltd (Healthcare)Equity, Since 31 Jul 19 | DIVISLAB3%₹18 Cr46,815 ↓ -4,720 Bharti Airtel Ltd (Communication Services)Equity, Since 30 Nov 18 | BHARTIARTL3%₹18 Cr349,888 ↑ 130,900 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Jan 16 | KOTAKBANK2%₹17 Cr85,637 ↓ -37,335 6. PGIM India Diversified Equity Fund. 1. Best Multicap Mutual Funds To Invest In 2021, Best Diversified Multicap Mutual Funds To Invest In 2021, Best Flexi Cap Equity Mutual Funds To Invest In 2021, 9 Best Equity Funds By HDFC Mutual Fund 2021, 4 Best Equity Funds By Axis Mutual Fund 2021, 5 Best Equity Funds By ICICI Prudential Mutual Fund 2021, 6 Best Equity Funds By DSP Blackrock Mutual Fund 2021, 7 Best Equity Funds By Franklin Templeton Mutual Fund 2021, AMFI Registration No. This flexibility to switch between sectors and stocks belonging to any market capitalization allows the fund manager to take advantage of a larger pool from which to build and manage the portfolio and deliver returns.. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch. Flexi Cap Fund : Flexi Cap Fund : Fund has 99.53% investment in indian stocks of which 52.13% is in large cap stocks, 24.26% is in mid cap stocks, 14.07% in small cap stocks. N.A. Return for 2020 was 11.8% , 2019 was 12.3% and 2018 was -0.9% . Add to compare. Read all scheme related documents carefully. Ranked 13 in Multi Cap category. That mans, if you have been following our recommendations, you can continue with your investments in these schemes to achieve your long-term financial goals. Best Performing Multi-cap Funds Kotak Standard Multicap Fund. Parag Parikh Flexi Cap Fund. Unlike Flexi-cap funds … Quant Active Fund. One should check the past record of the fund manager and the fund’s past performances (managed by him), especially in the tough market phase. accept the terms of Privacy Policy and Ranked 9 in Multi Cap category. Multi-Cap and all other asset class sizes are ranked based on their aggregate 3 … Best multi-cap funds invest in equity shares of companies with different market capitalisation. Net Profit of ₹136,710 Invest Now 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. Return for 2020 was 10.3% , 2019 was 7.9% and 2018 was -7.8% . Top balanced funds will have the most important qualities that you'll find in any other type of mutual fund, so investors should only consider no-load funds with low expense ratios —especially when buying index balanced funds. Ranked 12 in Multi Cap category. The size of the fund should neither be too big nor too small. These are ideal for investors with a low-risk appetite, as the best multi-cap mutual funds of 2019 are less risky compared to pure mid-cap or small-cap funds. Multi cap funds have their name taken from the two words multiple and capital. Return for 2020 was 13.6% , 2019 was 11% and 2018 was -5.5% . Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.4Sharpe Ratio 0.46Information Ratio -1.27Alpha Ratio -1.93Min 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. Shaded cells indicate the best-of-the-best funds based on 10-year … Funds with the best ratings listed at Value Research. Usually, the fund experiences a lot of fluctuations during the short-run which averages out over the long-run. DateValue31 Jan 16₹10,00031 Jan 17₹11,45831 Jan 18₹16,98431 Jan 19₹14,58231 Jan 20₹16,33131 Jan 21₹18,225 IDFC Focused Equity Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. Return for 2020 was 13.2% , 2019 was 4.9% and 2018 was -4.5% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.4% since its launch. Ranked 5 in Multi Cap category. DateValue31 Jan 16₹10,00031 Jan 17₹12,31331 Jan 18₹15,78631 Jan 19₹15,22331 Jan 20₹17,52031 Jan 21₹19,213 Kotak Standard Multicap Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹458,689. Return for 2020 was 15% , 2019 was 3.9% and 2018 was -8.7% . Before investing in multi-cap funds it is advisable to look at the qualitative and quantitative factors of the scheme. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch. Shaded cells indicate the best-of-the-best funds based on 10-year performance. Of 337 small-cap funds at least 10 years old, 22 of them, or 7%, won awards. Return for 2020 was 11.8% , 2019 was 12.3% and 2018 was -0.9% . After the order, multi cap funds will have to invest a minimum 25% in … Above Avg. Nippon India Multicap Fund is a trend-based fund that uses its flexibility to be overweight in... 3. 4-star and 5-star rated mutual funds. Multicap funds invest in stocks across Large, Mid & Small market cap. Ranked 3 in Multi Cap category. Kotak Standard Multicap Fund has returned 17.90% for the full year, which isn’t bad considering the volatility we saw in 2020. However, they would still be affected by the volatility of equities during a turbulent market condition. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. 27 Aug' 98. Investors who want to invest in equities, but don’t want to take a very high-risk can ideally prefer this fund. Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. Find the best multicap mutual funds to invest in 2021. Below is the key information for Kotak Standard Multicap Fund, (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund). 5. Net Profit of ₹147,579 Invest Now 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 4 Feb 21 This fund is offered by Kotak Mutual Fund, which is a subsidiary of Kotak Mahindra Bank.These are the salient features and key points about this fund: 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. Aditya Birla Sun Life Equity Fund. Diversified Multicap funds or more correctly diversified Equity Funds are a class of equity funds. Investors who want to invest to begin their investment in equities, can start from the diversified fund. 22.1. Best multi cap mutual funds are equity mutual funds. Returns are a reflection of the nature of your holdings and during a bull run, some multi-cap mutual funds may even outperform the returns offered by pure large/mid/small-cap funds. Multicap mutual funds are investment options that deal with stocks of large, mid, and small-cap stocks in a specific proportion, instead of investing in a particular type all at once. However, it has underperformed the BSE 500 Index. The best balanced mutual funds are almost always the kind that investors can hold for years or even decades. Flexi cap mutual fund category is a new entrant to the equity mutual fund basket. EQ-MLC: 10.75: 1,10,753: 46.66: 1,48,201: Qualitative factors like knowing your fund manager and the reputation of the fund house is important. They have a mixed portfolio of large, mid and small cap stocks. Ranked 25 in Multi Cap category. Below is the key information for Motilal Oswal Multicap 35 Fund Motilal Oswal Multicap 35 Fund Growth Launch Date 28 Apr 14 NAV (04 Feb 21) ₹31.0996 ↑ 0.07   (0.24 %) Net Assets (Cr) ₹12,000 on 31 Dec 20 Category Equity - Multi CapAMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 1.44Sharpe Ratio 0.34Information Ratio -0.83Alpha Ratio -6.22Min 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. Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. 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. Ranked 12 in Multi Cap category. An investor needs to go for a fund that consistently beats its benchmark for over 4-5 years. Return for 2020 was 13.7% , 2019 was 12.7% and 2018 was -0.6% . Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. By investing in the best diversified multicap equity funds, investors can earn slightly more stable returns. Return for 2020 was 14.9% , 2019 was 8.9% and 2018 was -12.7% . Below is the key information for Motilal Oswal Multicap 35 Fund. There is no assurance or guarantee that the objectives of the scheme will be realized. DateValue31 Jan 16₹10,00031 Jan 17₹12,34131 Jan 18₹17,28331 Jan 19₹15,31531 Jan 20₹16,43331 Jan 21₹18,600 Principal Multi Cap Growth Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. as on 4 Feb 21 DurationReturns1 Month 6.1% 3 Month 23.5% 6 Month 32.3% 1 Year 24.2% 3 Year 11.3% 5 Year 17.6% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis YearReturns2020 13.7% 2019 12.7% 2018 -0.6% 2017 38.6% 2016 8.1% 2015 4.3% 2014 52.9% 2013 8.9% 2012 33.3% 2011 -19.6% Fund Manager information for Mirae Asset India Equity Fund  NameSinceTenureHarshad Borawake1 May 173.76 Yr.Gaurav Misra31 Jan 192.01 Yr.Data below for Mirae Asset India Equity Fund  as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services33.64%Technology13.79%Energy11.85%Consumer Defensive10.61%Consumer Cyclical8.2%Health Care7.55%Industrials6.63%Communication Services4.68%Utility1.26%Basic Materials1.12% Asset Allocation Asset ClassValueCash0.32%Equity99.68%Other0.01% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 28 Feb 09 | HDFCBANK11%₹2,328 Cr16,207,823 Infosys Ltd (Technology)Equity, Since 31 May 08 | INFY9%₹1,981 Cr15,772,961 Reliance Industries Ltd (Energy)Equity, Since 30 Apr 08 | RELIANCE9%₹1,926 Cr9,701,392 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 09 | ICICIBANK8%₹1,754 Cr32,780,586 Axis Bank Ltd (Financial Services)Equity, Since 31 Mar 14 | 5322154%₹860 Cr13,853,484 Tata Consultancy Services Ltd (Technology)Equity, Since 31 May 09 | TCS4%₹843 Cr2,944,869 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Aug 10 | BHARTIARTL4%₹843 Cr16,538,198 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 30 Sep 15 | 5006964%₹787 Cr3,286,598 State Bank of India (Financial Services)Equity, Since 31 Jul 08 | SBIN3%₹668 Cr24,281,723 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 31 Jul 18 | 5001243%₹606 Cr1,165,0212. Compared to pure large caps/small caps, multi cap funds may have a higher expense ratio. Below is the key information for SBI Magnum Multicap Fund SBI Magnum Multicap Fund Growth Launch Date 29 Sep 05 NAV (04 Feb 21) ₹63.1315 ↑ 0.49   (0.79 %) Net Assets (Cr) ₹10,518 on 31 Dec 20 Category Equity - Multi CapAMC SBI Funds Management Private Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2Sharpe Ratio 0.42Information Ratio -0.55Alpha Ratio -3.85Min 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. INA100006898 | ARN - 112749, HDFC Retirement Savings Fund - Equity Plan, Nippon India Retirement Fund - Wealth Creation Scheme, Aditya Birla Sun Life Retirement Fund - The 30s Plan, ICICI Prudential Retirement Fund - Pure Equity Plan, Exposure to all key sectors driving the Indian economy forward, Ideal for an investment horizon of 5+ year, Eliminates the need for buying different funds for comprehensive market coverage. 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. Mutual fund investments are subject to market risks. UTI Equity Fund. What is meant by Multi Cap Funds? No. 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 (04 Feb 21) ₹939.72 ↑ 4.88   (0.52 %) Net Assets (Cr) ₹12,624 on 31 Dec 20 Category Equity - Multi CapAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆Risk Moderately HighExpense Ratio 1.89Sharpe Ratio 0.48Information Ratio 0Alpha Ratio 0Min 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. Those who choose multi cap funds need to be prepared to stick around at least for the said period to enable the fund to realise its full potential. Return for 2020 was 15% , 2019 was 3.9% and 2018 was -8.7% . as on 4 Feb 21 DurationReturns1 Month 4.3% 3 Month 24.8% 6 Month 36.7% 1 Year 20.5% 3 Year 9.2% 5 Year 16.4% 10 Year 15 Year Since launch 22.4% Historical performance (Yearly) on absolute basis YearReturns2020 16.1% 2019 8.5% 2018 -4.1% 2017 33.5% 2016 15.2% 2015 2.9% 2014 56.6% 2013 7.1% 2012 35.7% 2011 -29.4% Fund Manager information for Aditya Birla Sun Life Equity Fund NameSinceTenureAnil Shah3 Oct 128.34 Yr.Data below for Aditya Birla Sun Life Equity Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services31.49%Health Care14.73%Basic Materials13.36%Technology12.81%Communication Services8.3%Consumer Cyclical5.78%Consumer Defensive5.17%Industrials2.76%Energy2.05%Utility1.27% Asset Allocation Asset ClassValueCash2.18%Equity97.82% Top Securities Holdings / Portfolio NameHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 30 Nov 16 | ICICIBANK9%₹1,163 Cr21,740,000 ↓ -800,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 08 | HDFCBANK8%₹1,003 Cr6,982,231 ↓ -275,000 Infosys Ltd (Technology)Equity, Since 30 Apr 05 | INFY7%₹902 Cr7,179,615 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 28 Feb 15 | 5001246%₹760 Cr1,460,952 ↑ 21,041 Bharti Airtel Ltd (Communication Services)Equity, Since 30 Nov 17 | BHARTIARTL5%₹689 Cr13,521,721 ↑ 500,000 HCL Technologies Ltd (Technology)Equity, Since 30 Nov 11 | HCLTECH4%₹461 Cr4,876,624 Sun Pharmaceuticals Industries Ltd (Healthcare)Equity, Since 31 Dec 18 | SUNPHARMA3%₹405 Cr6,832,678 ↓ -368,711 ICICI Lombard General Insurance Co Ltd (Financial Services)Equity, Since 30 Sep 19 | 5407163%₹375 Cr2,464,013 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 28 Feb 19 | KOTAKBANK3%₹366 Cr1,835,924 ↓ -275,000 Bajaj Finance Ltd (Financial Services)Equity, Since 30 Sep 16 | 5000342%₹290 Cr547,5317. Quantitative factors like fund performance, the size of the fund is one of the key factors to be looked at. It means funds which invest in different companies of varied capitalization. There is no assurance or guarantee that the objectives of the scheme will be realized. This flexibility also allows them to make changes in the portfolio as market conditions change. These schemes came to life after Sebi changed the investment mandate of multi cap funds. 14.73. Because of a dynamic investment strategy, these funds may accumulate larger wealth for achieving long-term Financial goals like children’s higher education or Retirement planning. 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 CAGR/Annualized return of 11% since its launch. Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 1.37Sharpe Ratio 0.42Information Ratio -0.62Alpha Ratio -1.92Min 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. Below is the key information for SBI Magnum Multicap Fund. Below is the key information for Kotak Standard Multicap Fund Kotak Standard Multicap Fund Growth Launch Date 11 Sep 09 NAV (04 Feb 21) ₹45.136 ↑ 0.59   (1.32 %) Net Assets (Cr) ₹33,462 on 31 Dec 20 Category Equity - Multi CapAMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆☆Risk Moderately HighExpense Ratio 1.48Sharpe Ratio 0.38Information Ratio -0.38Alpha Ratio -3.98Min 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.4% since its launch. Like other equity funds, multi cap funds also face the market risk wherein an overall rise or fall in the value of the index leads to a fluctuation in the fund value. DateValue31 Jan 16₹10,00031 Jan 17₹13,05931 Jan 18₹16,42631 Jan 19₹15,25131 Jan 20₹17,29731 Jan 21₹19,351 Aditya Birla Sun Life Equity Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹458,689. Before taking a leap to top 5 best multi cap funds to invest in 2019 for long term, let us discuss the basics of multi cap funds in India. All Rights Reserved, 2021 Shepard Technologies Private Limited. 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. It is an excellent investment option that offers a well-diversified portfolio and best in the current market scenario. Return for 2020 was 13.2% , 2019 was 4.9% and 2018 was -4.5% . Below is the key information for Aditya Birla Sun Life Equity Fund. Fincash » Mutual Funds » Best Diversified Multicap Funds. Below is the key information for L&T Equity Fund L&T Equity Fund Growth Launch Date 16 May 05 NAV (04 Feb 21) ₹100.023 ↑ 0.89   (0.90 %) Net Assets (Cr) ₹2,600 on 31 Dec 20 Category Equity - Multi CapAMC L&T Investment Management Ltd Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.12Sharpe Ratio 0.41Information Ratio -1.05Alpha Ratio -4.24Min 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. As, Diversified multicap funds invest across market caps such as – large cap, mid cap & small cap, they master in balancing the portfolio. Return for 2020 was 13.6% , 2019 was 11% and 2018 was -5.5% . Axis Multicap ICICI Prudential Bluechip fund is next in the list of … DateValue31 Jan 16₹10,00031 Jan 17₹11,75631 Jan 18₹15,40231 Jan 19₹14,27731 Jan 20₹16,31531 Jan 21₹18,333 SBI Magnum Multicap Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹447,579. Choose from our list of top 10 multicap growth fund schemes to start sip or lump sum investment. 869.48. Choosing a fund from a quality and well-known fund house is important. Multi cap funds aim to achieve wealth accumulation by investing in stocks of companies which offer the best combination of high growth, risk, and value. IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. The performance of this fund vastly depends on the fund manager's intelligence and knowledge on how he picks the stock as per the market conditions. Ranked 5 in Multi Cap category. However, the quantum of gains made by multi caps are good enough to compensate for high costs. SBI Magnum Multicap Fund is a Equity - Multi Cap fund was launched on 29 Sep 05. Below is the key information for Mirae Asset India Equity Fund  Mirae Asset India Equity Fund  Growth Launch Date 4 Apr 08 NAV (04 Feb 21) ₹66.309 ↑ 0.51   (0.78 %) Net Assets (Cr) ₹22,093 on 31 Dec 20 Category Equity - Multi CapAMC Mirae Asset Global Inv (India) Pvt. First, there is no concept of best mutual fund. Kotak Standard Multicap Fund is a Equity - Multi Cap fund was launched on 11 Sep 09. The fund manager is skilled at regularly modifying the asset allocation in order to take advantage of market movements. It’s advisable to go for a fund whose AUM is approximately same as the category. Ranked 13 in Multi Cap category. To generate capital appreciation by investing in equity and … ICICI Prudential Bluechip Fund – Growth. Return for 2020 was 10.3% , 2019 was 7.9% and 2018 was -7.8% . 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