Best Multi Cap Mutual Funds

Best Multi Cap Mutual Funds

The table below shows the Best Multi Cap Mutual Funds based on the AUM, NAV, and minimum SIP.

NameAUM (Cr)NAVMinimum SIP
Nippon India Multi Cap Fund27745.6292.681500
ICICI Pru Multicap Fund11881.7775.73500
Quant Active Fund9790.6721.631000
Aditya Birla SL Multi-Cap Fund5461.618.52100
Mahindra Manulife Multi Cap Fund3478.136.46500
Invesco India Multicap Fund3166.0134.46100
Sundaram Multi Cap Fund2497.8377.70100
Baroda BNP Paribas Multi Cap Fund2423.5288.97500
ITI Multi-Cap Fund1064.524.86500

Content:

What are Multi Cap Mutual Funds?

Multi Cap Mutual Funds invest in stocks across all market capitalizations, including large, mid, and small-cap companies. This diversification allows investors to benefit from the growth potential of small and mid-caps and the stability of large caps, aiming to balance risk and return.

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Top Multi Cap Mutual Funds 

The table below shows the Top Multi Cap Mutual Funds based on the lowest to highest expense ratio. 

NameExpense Ratio %Minimum SIP
Mahindra Manulife Multi Cap Fund0.37500
ITI Multi-Cap Fund0.5500
Aditya Birla SL Multi-Cap Fund0.6100
Quant Active Fund0.621000
Invesco India Multicap Fund0.66100
Nippon India Multi Cap Fund0.821500
ICICI Pru Multicap Fund0.88500
Sundaram Multi Cap Fund0.88100
Baroda BNP Paribas Multi Cap Fund1.04500

Best Multi Cap Mutual Funds

The table below shows the Best Multi Cap Mutual Funds based on the Highest 3Y CAGR.

NameCAGR 3Y %Minimum SIP
Nippon India Multi Cap Fund31.581500
Quant Active Fund25.141000
Mahindra Manulife Multi Cap Fund24.88500
Baroda BNP Paribas Multi Cap Fund24.11500
ICICI Pru Multicap Fund22.58500
Sundaram Multi Cap Fund22.23100
Aditya Birla SL Multi-Cap Fund20.67100
Invesco India Multicap Fund19.71100
ITI Multi-Cap Fund19.13500

List Of Top Multi Cap Mutual Funds In India

The table below shows a List Of the Top Multi Cap Mutual Funds In India based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

NameExit Load %AMC
Nippon India Multi Cap Fund1Nippon Life India Asset Management Limited
ICICI Pru Multicap Fund1ICICI Prudential Asset Management Company Limited
Quant Active Fund1Quant Money Managers Limited
Aditya Birla SL Multi-Cap Fund1Aditya Birla Sun Life AMC Limited
Mahindra Manulife Multi Cap Fund1Mahindra Manulife Investment Management Private Limited
Invesco India Multicap Fund1Invesco Asset Management Company Pvt Ltd.
Sundaram Multi Cap Fund1Sundaram Asset Management Company Limited
Baroda BNP Paribas Multi Cap Fund1Baroda BNP Paribas Asset Management India Pvt. Ltd.
ITI Multi-Cap Fund1ITI Asset Management Limited

Best Multi Cap Mutual Funds In India

The table below shows the Best Multi Cap Mutual Funds In India based on Absolute 1-Year Return and AMC.

NameAbsolute Returns – 1Y %AMC
ITI Multi-Cap Fund54.40ITI Asset Management Limited
Quant Active Fund52.34Quant Money Managers Limited
Nippon India Multi Cap Fund51.08Nippon Life India Asset Management Limited
Mahindra Manulife Multi Cap Fund49.20Mahindra Manulife Investment Management Private Limited
Baroda BNP Paribas Multi Cap Fund44.89Baroda BNP Paribas Asset Management India Pvt. Ltd.
ICICI Pru Multicap Fund44.37ICICI Prudential Asset Management Company Limited
Sundaram Multi Cap Fund41.67Sundaram Asset Management Company Limited
Invesco India Multicap Fund40.91Invesco Asset Management Company Pvt Ltd.
Aditya Birla SL Multi-Cap Fund37.29Aditya Birla Sun Life AMC Limited

Who Should Invest In Multi Cap Mutual Funds?

Investors looking for diversification across different company sizes and sectors should consider Multi Cap Mutual Funds. They are suitable for those with a moderate risk tolerance who seek exposure to varying market dynamics, aiming for potentially higher returns balanced with the stability of larger companies.

How To Invest in the Multi Cap Mutual Funds?

To invest in Multi Cap Mutual Funds, first, select a fund based on its performance history and management. Then, register with a brokerage or mutual fund platform, complete KYC procedures, and make your investment either as a lump sum or through systematic investment plans (SIPs).

Performance Metrics Of Multi Cap Mutual Funds 

Here are some key performance metrics typically used to evaluate Multi Cap Mutual Funds:

  • Returns: Compare the historical performance over different time frames such as 1-year, 3-year, and 5-year returns.
  • Risk: Evaluate risk metrics like standard deviation and beta to understand volatility and market sensitivity.
  • Expense Ratio: Consider the cost of the fund, including management fees.
  • Sharpe Ratio: Check this ratio to understand risk-adjusted returns.
  • Alpha: Measures the fund’s ability to beat the market or its benchmark.
  • Fund Manager Tenure and Experience: The longevity and expertise of the fund manager can impact fund performance.

Benefits of Investing in Multi Cap Mutual Funds 

The main benefits of investing in Multi Cap Mutual Funds include diversified portfolio management, exposure to different market segments, balanced risk, and the potential for attractive returns across various economic conditions.

  • Diversified Portfolio: Multi Cap Funds invest across large, mid, and small-cap stocks, which helps in reducing the risk associated with market fluctuations. This diversification ensures that the potential downturn in one segment can be offset by gains in another.
  • Flexibility in Investment: Fund managers of Multi Cap Funds have the flexibility to shift investments between different market caps based on market conditions and growth opportunities. This active management can potentially lead to higher returns.
  • Balanced Risk: By spreading investments across various market caps, Multi Cap Funds balance the stability of large caps with the growth potential of mid and small caps, thus moderating overall portfolio risk.
  • Suitable for Various Investors: These funds are ideal for investors who are looking for growth and are comfortable with moderate risk. They suit both new investors seeking broad market exposure and experienced investors looking to diversify their portfolios.

Challenges Of Investing In Multi Cap Mutual Funds 

The main challenges of investing in Multi Cap Mutual Funds include managing volatility, dependency on fund manager expertise, higher costs compared to passive funds, and potential underperformance in skewed markets.

  • Volatility Management: Multi Cap Funds invest across different market caps, which can lead to higher volatility. This requires investors to have a higher risk tolerance and the ability to endure market swings that may affect fund performance negatively in the short term.
  • Dependence on Fund Manager Skill: The success of Multi Cap Funds heavily relies on the fund manager’s ability to make timely and effective investment decisions. Inadequate management can result in subpar returns, making the choice of a skilled fund manager crucial.
  • Higher Expense Ratios: Compared to passive funds, Multi Cap Funds often come with higher expense ratios due to active management. These fees can eat into the overall returns, especially if the fund does not perform significantly better than the market.
  • Market Bias Risks: During certain market phases, one segment (large, mid, or small cap) may dominate returns. Multi Cap Funds might underperform if the bulk of assets is not allocated to the outperforming segment, challenging the fund manager’s strategy to balance the holdings effectively.

Introduction to Best Multi Cap Mutual Funds 

ITI Multi-Cap Fund

ITI Multi Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by ITI Mutual Fund. This scheme was made available to investors on 14 May 2018.

The ITI Multi-Cap Fund, categorized as a Multi Cap Fund, has an AUM of ₹1,064.54 crore and a 5-year CAGR of 18.70%. The fund has an exit load of 1% and an expense ratio of 0.5%. The fund primarily invests in debt instruments, allocating 98.7% to debt securities. A small portion, 1.3%, is held in cash, while the fund does not currently hold any equity positions.

Quant Active Fund

Quant Active Fund Direct-Growth is an Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 15 Apr 1996.

The Quant Active Fund, a Multi Cap Fund, has an AUM of ₹9,790.64 crore and a 5-year CAGR of 30.58%. It has an exit load of 1% and an expense ratio of 0.62%. The fund heavily focuses on equity investments, with 96.2% allocated to stocks. It maintains a minimal exposure to debt securities at 2.9% and holds a small cash position of 0.9%.

Nippon India Multi Cap Fund

Nippon India Multi Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 30 June 1995.

The Nippon India Multi Cap Fund, classified under Multi Cap Funds, has an AUM of ₹27,745.59 crore and a 5-year CAGR of 22.31%. The fund has an exit load of 1% and an expense ratio of 0.82%. The fund is entirely dedicated to debt securities, allocating 99% to this asset class. It maintains a small cash reserve of 1% and does not currently invest in equities.

Mahindra Manulife Multi Cap Fund

Mahindra Manulife Multi Cap Fund Direct-Growth is an Equity Mutual Fund Scheme launched by Mahindra Mutual Fund. This scheme was made available to investors on 04 Feb 2016.

The Mahindra Manulife Multi Cap Fund, a Multi Cap Fund, has an AUM of ₹3,478.08 crore and a 5-year CAGR of 25.71%. It has an exit load of 1% and an expense ratio of 0.37%. The fund is fully invested in debt instruments, with 97.9% of its assets allocated to this category. It holds a modest cash position of 2.1% and has no equity exposure.

Baroda BNP Paribas Multi Cap Fund

Baroda BNP Paribas Multi Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Baroda BNP Paribas Mutual Fund. This scheme was made available to investors on 15 Apr 2004.

The Baroda BNP Paribas Multi Cap Fund, categorized as a Multi Cap Fund, has an AUM of ₹2,423.52 crore and a 5-year CAGR of 22.05%. The fund has an exit load of 1% and an expense ratio of 1.04%. The fund’s portfolio is entirely composed of debt securities, with 96.8% allocated to this asset class. It maintains a cash position of 3.2% and does not invest in equities.

ICICI Pru Multicap Fund

ICICI Prudential Multicap Fund Direct Plan-Growth is an Equity Mutual Fund Scheme launched by ICICI Prudential Mutual Fund. This scheme was made available to investors on 12 Oct 1993.

The ICICI Pru Multicap Fund, part of the Multi Cap Funds, has an AUM of ₹11,881.69 crore and a 5-year CAGR of 19.59%. It has an exit load of 1% and an expense ratio of 0.88%. The fund allocates the majority of its assets, 94.2%, to equity investments. It holds a small portion, 5.1%, in debt securities and maintains a minimal cash position of 0.7%.

Sundaram Multi Cap Fund

Sundaram Multi Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996.

The Sundaram Multi Cap Fund, a Multi Cap Fund, has an AUM of ₹2,497.79 crore and a 5-year CAGR of 19.88%. The fund has an exit load of 1% and an expense ratio of 0.88%. The fund primarily invests in equities, allocating 95.5% to this asset class. It maintains a small exposure to debt securities at 2.8% and holds 1.7% in cash reserves.

Invesco India Multicap Fund

Invesco India Multicap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006.

The Invesco India Multicap Fund, a Multi Cap Fund, has an AUM of ₹3,166.03 crore and a 5-year CAGR of 20.97%. It has an exit load of 1% and an expense ratio of 0.66%. The fund’s portfolio is exclusively invested in debt instruments, allocating 96.5% to this asset class. It holds a 3.5% cash position and does not currently invest in equities.

Aditya Birla SL Multi-Cap Fund

Aditya Birla Sun Life Multi Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994.

The Aditya Birla SL Multi-Cap Fund, a Multi Cap Fund, has an AUM of ₹5,461.57 crore and a 5-year CAGR of 0.00%. The fund has an exit Load of 1% and an expense ratio of 0.6%. The fund is fully allocated to debt securities, with 97.1% invested in this asset class. It maintains a cash reserve of 2.9% and has no current equity investments.

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Top Multi Cap Mutual Funds – FAQs

1. Which Are The Best Multi Cap Mutual Funds?

The Best Multi Cap Mutual Funds # 1: Nippon India Multi Cap Fund
The Best Multi Cap Mutual Funds # 2: ICICI Pru Multicap Fund
The Best Multi Cap Mutual Funds # 3: Quant Active Fund
The Best Multi Cap Mutual Funds # 4: Aditya Birla SL Multi-Cap Fund
The Best Multi Cap Mutual Funds # 5: Mahindra Manulife Multi Cap Fund
The Best Multi Cap Mutual Funds are based on AUM.

2. What Are The Top Multi Cap Mutual Funds?

Based on Expense Ratio, Top Multi Cap Mutual Funds like Mahindra Manulife Multi Cap Fund, ITI Multi-Cap Fund, Aditya Birla SL Multi-Cap Fund, Quant Active Fund, and Invesco India Multicap Fund invest across large, mid, and small-cap companies without any market capitalization bias.

3. Can I Invest In Multi Cap Mutual Funds?

Yes, you can invest in Multi Cap Mutual Funds. They offer diverse exposure across company sizes, potentially balancing risk and growth.

4. Is It Good To Invest In Multi Cap Mutual Funds?

Investing in Multi Cap Mutual Funds can be beneficial. They balance risk through diversification across various market capitalizations.

5. How To Invest In Multi Cap Mutual Funds?

To invest in Multi Cap Mutual Funds, choose a reputable fund, assess its performance, and invest via a financial platform or advisor.

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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.

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