Multicap funds are diversified mutual funds that invest in stocks across market capitalization. They are market capitalization agnostic. These funds invest in large-cap, mid-cap, and small-cap companies together. This factor makes it a diversified fund, whereby it is stable with investments in large-cap funds and also holds a certain amount of volatility through investments in small-cap funds. You can have a look at the best multi cap funds 2024 for a brief overview here.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
ICICI Prudential Retirement Fund | Equity | Moderately High | 47.3% | 5 | ₹1,035 |
ICICI Prudential India Equity FOF Fund | Equity | Very High | 45.1% | 5 | ₹153 |
Bank of India Flexi Cap Fund | Equity | Very High | 54.0% | 4 | ₹1,700 |
Invesco India Focused Fund | Equity | Very High | 65.0% | 4 | ₹3,249 |
Mahindra Manulife Focused Fund | Equity | Very High | 43.7% | 4 | ₹1,850 |
HSBC Flexi Cap Fund | Equity | Very High | 42.4% | 4 | ₹5,164 |
Baroda BNP Paribas Multi Cap Fund | Equity | Very High | 44.1% | 4 | ₹2,810 |
Kotak Focused Equity Fund | Equity | Very High | 35.9% | 4 | ₹3,758 |
Union Flexi Cap Fund | Equity | Very High | 29.1% | 4 | ₹2,354 |
Motilal Oswal Flexi Cap Fund | Equity | Very High | 53.8% | 3 | ₹12,563 |
Tata Focused Equity Fund | Equity | Very High | 36.7% | 3 | ₹1,956 |
Shriram Flexi Cap Fund | Equity | Very High | 36.5% | 3 | ₹138 |
Motilal Oswal Nifty 500 Index Fund | Equity | Moderately High | 32.8% | 3 | ₹2,102 |
Bandhan Flexi Cap Fund | Equity | Very High | 31.0% | 3 | ₹7,917 |
Canara Robeco Flexi Cap Fund | Equity | Very High | 34.1% | 3 | ₹13,712 |
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A multi-cap fund can suit the below-mentioned investors:
Estimate your returns on mutual funds investment with SIP calculator. It is an easy-to-use tool that allows investors to assess probable returns on SIP.
A few factors you will have to consider before beginning to invest in top multi cap mutual Funds 2024:
During the search for the best performing multi cap mutual funds, make sure to understand that such funds have a moderate risk-return profile.
The risk-return profile of multi-cap funds is thought to be modest. When markets are rising, they can outperform large-cap and mid-cap funds. During market rallies, they also withdraw good gains from small-cap companies.
When markets are down, however, large-cap funds can provide the cushioning needed to keep returns from being eroded and severely damaged. In the long run, they are less volatile than mid-cap funds but riskier than large-cap funds.
Multicap funds, like any other equity scheme, are appropriate for all long-term equity investors. Anyone aiming for capital appreciation on a 5/7/10 year or longer time horizon should explore multicap funds.
Multi-cap funds outperform mid-cap funds in terms of diversification by investing in more stocks. However, a mid-cap fund can assist in catering to different investment goals.
Due to their diverse portfolio, multi-cap funds are suitable for first-time stock investors since they keep risk under control. Since new investors might not be familiar with the risks associated with a multi-cap fund, this is the best option for them.
Investors who intend to hold their investments for an extended period of time should consider investing in them. After all, in the long term, mid and small caps beat large caps, and multicaps spend at least 50% of their assets in these categories.
Multi-cap funds provide a balanced exposure to companies of various sizes, offering a mix of stability and growth. They may be suitable for investors seeking diversity across sectors and market capitalizations. Flexi Cap Funds allow for asset allocation flexibility.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The ICICI Prudential Retirement Fund has given 25.29% annualized returns in the past three years and 26.29% in the last 5 years. The ICICI Prudential Retirement Fund comes under the Equity category of ICICI Prudential Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Retirement Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,035Cr |
| 1Y Returns | 47.3% |
Fund Performance: The ICICI Prudential India Equity FOF Fund comes under the Equity category of ICICI Prudential Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential India Equity FOF Fund via lump sum is ₹500 and via SIP is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹153Cr |
| 1Y Returns | 45.1% |
Fund Performance: The Bank of India Flexi Cap Fund comes under the Equity category of BOI AXA Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bank of India Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,700Cr |
| 1Y Returns | 54.0% |
Fund Performance: The Invesco India Focused Fund comes under the Equity category of Invesco Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Focused Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹3,249Cr |
| 1Y Returns | 65.0% |
Fund Performance: The Mahindra Manulife Focused Fund comes under the Equity category of Mahindra Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Mahindra Manulife Focused Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,850Cr |
| 1Y Returns | 43.7% |
Fund Performance: The HSBC Flexi Cap Fund has given 19.24% annualized returns in the past three years and 21.41% in the last 5 years. The HSBC Flexi Cap Fund comes under the Equity category of HSBC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HSBC Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹5,164Cr |
| 1Y Returns | 42.4% |
Fund Performance: The Baroda BNP Paribas Multi Cap Fund has given 18.52% annualized returns in the past three years and 24.32% in the last 5 years. The Baroda BNP Paribas Multi Cap Fund comes under the Equity category of Baroda BNP Paribas Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Multi Cap Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,810Cr |
| 1Y Returns | 44.1% |
Fund Performance: The Kotak Focused Equity Fund has given 15.42% annualized returns in the past three years and 20.55% in the last 5 years. The Kotak Focused Equity Fund comes under the Equity category of Kotak Mahindra Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Kotak Focused Equity Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹3,758Cr |
| 1Y Returns | 35.9% |
Fund Performance: The Union Flexi Cap Fund has given 14.32% annualized returns in the past three years and 21.32% in the last 5 years. The Union Flexi Cap Fund comes under the Equity category of Union Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Union Flexi Cap Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹2,354Cr |
| 1Y Returns | 29.1% |
Fund Performance: The Motilal Oswal Flexi Cap Fund has given 19.39% annualized returns in the past three years and 18.76% in the last 5 years. The Motilal Oswal Flexi Cap Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Flexi Cap Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹12,563Cr |
| 1Y Returns | 53.8% |
Fund Performance: The Tata Focused Equity Fund comes under the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Focused Equity Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,956Cr |
| 1Y Returns | 36.7% |
Fund Performance: The Shriram Flexi Cap Fund has given 15.44% annualized returns in the past three years and 17.83% in the last 5 years. The Shriram Flexi Cap Fund comes under the Equity category of Shriram Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Shriram Flexi Cap Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹138Cr |
| 1Y Returns | 36.5% |
Fund Performance: The Motilal Oswal Nifty 500 Index Fund has given 14.67% annualized returns in the past three years and 19.86% in the last 5 years. The Motilal Oswal Nifty 500 Index Fund comes under the Equity category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Nifty 500 Index Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹2,102Cr |
| 1Y Returns | 32.8% |
Fund Performance: The Bandhan Flexi Cap Fund has given 14.46% annualized returns in the past three years and 17.33% in the last 5 years. The Bandhan Flexi Cap Fund comes under the Equity category of IDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Bandhan Flexi Cap Fund via lump sum is ₹1,000 and via SIP is ₹100.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹7,917Cr |
| 1Y Returns | 31.0% |
Fund Performance: The Canara Robeco Flexi Cap Fund has given 13.94% annualized returns in the past three years and 20.79% in the last 5 years. The Canara Robeco Flexi Cap Fund comes under the Equity category of Canara Robeco Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Canara Robeco Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹13,712Cr |
| 1Y Returns | 34.1% |
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