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Top Performing Multi Cap Funds in 1 Year

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Top Performing Multi Cap Funds in 1 Year

The table below shows Top Performing Multi Cap Funds in 1 Year based on AUM, NAV, and Minimum SIP.

NameAUM Cr.NAVMinimum SIP Rs
Nippon India Multi Cap Fund37,150.98321.261,500.00
ICICI Pru Multicap Fund13,920.86883.77500.00
Quant Active Fund11,249.35778.331,000.00
Aditya Birla SL Multi-Cap Fund5,984.9220.62100.00
Mahindra Manulife Multi Cap Fund4,416.5041.37500.00
Invesco India Multicap Fund3,736.34155.80100.00
Sundaram Multi Cap Fund2,724.92417.88100.00
Baroda BNP Paribas Multi Cap Fund2,689.72321.55500.00
ITI Multi-Cap Fund1,364.4227.38500.00

Introduction to Top Performing Multi Cap Funds in 1 Year

Nippon India Multi Cap Fund

Nippon India Multi Cap Fund is a Multi Cap Fund with an AUM of ₹37,150.98 Crores, a 5-year CAGR of 28.69%, and an expense ratio of 0.75%, with a 1% exit load.

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 Jun 1995. The fund’s asset allocation consists of 98% in Equity, with no Debt, and 2% in Cash, indicating a strong focus on equity investments and minimal liquidity.

ICICI Pru Multicap Fund

ICICI Pru Multicap Fund is a Multi Cap Fund with an AUM of ₹13,920.86 Crores, a 5-year CAGR of 25.42%, and an expense ratio of 0.94%, with a 1% exit load.

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. This fund allocates 89.4% to Equity, 1.6% to Debt, and 9.1% to Cash, reflecting a balanced strategy with a strong emphasis on equity while maintaining some liquidity.

Quant Active Fund

Quant Active Fund is a Multi Cap Fund with an AUM of ₹11,249.35 Crores, a 5-year CAGR of 36.25%, and an expense ratio of 0.58%, with a 1% exit load. 

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 asset allocation for this fund features 89.4% in Equity, 2.2% in Debt, and 8.4% in Cash, highlighting a strong equity focus alongside modest allocations to fixed income and liquidity.

Aditya Birla SL Multi-Cap Fund

Aditya Birla SL Multi-Cap Fund is a Multi Cap Fund with an AUM of ₹5,984.92 Crores,   and an expense ratio of 0.68%, with a 1% exit load.

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 fund’s asset allocation comprises 98.1% in Equity, with no Debt, and 1.9% in Cash, reflecting a significant emphasis on equity investments with limited cash reserves.

Mahindra Manulife Multi Cap Fund

Mahindra Manulife Multi Cap Fund is a Multi Cap Fund with an AUM of ₹4,416.50 Crores, a 5-year CAGR of 31.03%, and an expense ratio of 0.37%, with a 1% exit load. 

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. This fund allocates 97.8% to Equity, with no Debt and 2.2% in Cash, indicating a strong focus on equity investments and a small cash allocation for liquidity.

Invesco India Multicap Fund

Invesco India Multicap Fund is a Multi Cap Fund with an AUM of ₹3,736.34 Crores, a 5-year CAGR of 26.98%, and an expense ratio of 0.66%, with a 1% exit load.

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 fund’s asset allocation consists of 97.5% in Equity, with no Debt, and 2.5% in Cash, indicating a strong commitment to equity investments and minimal liquidity.

Sundaram Multi Cap Fund

Sundaram Multi Cap Fund is a Multi Cap Fund with an AUM of ₹2,724.92 Crores, a 5-year CAGR of 25.38%, and an expense ratio of 0.88%, with a 1% exit load. 

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. This fund allocates 95.9% to Equity, with no Debt and 4.1% in Cash, reflecting a significant focus on equity while maintaining a small cash reserve for liquidity.

Baroda BNP Paribas Multi Cap Fund

Baroda BNP Paribas Multi Cap Fund is a Multi Cap Fund with an AUM of ₹2,689.72 Crores, a 5-year CAGR of 27.19%, and an expense ratio of 1.01%, with a 1% exit load. 

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 asset allocation for this fund features 96.8% in Equity and 3.2% in Debt, with no specified Cash allocation, highlighting a strong equity focus alongside some fixed-income exposure.

ITI Multi-Cap Fund

ITI Multi-Cap Fund is a Multi Cap Fund with an AUM of ₹1,364.42 Crores, a 5-year CAGR of 22.52%, and an expense ratio of 0.50%, with a 1% exit load.

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 fund’s asset allocation comprises 98.4% in Equity, with no Debt, and 1.6% in Cash, emphasizing a substantial commitment to equity investments with limited cash reserves for liquidity.

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What Are Multi Cap Funds?

Multi Cap Funds are equity mutual funds that invest in stocks across large-cap, mid-cap, and small-cap companies. They offer diversification by spreading investments across different market capitalizations, aiming to balance growth and risk for investors.

Features Of Top Performing Multi Cap Funds in 1 Year

The main features of top-performing multi-cap funds in 1 Year include broad diversification, dynamic allocation, growth potential, and risk management. These funds are designed to capitalize on opportunities across market segments while balancing risk and return.

  • Broad Diversification

Multi-cap funds invest across large-cap, mid-cap, and small-cap stocks, offering broad exposure to different sectors. This diversification helps reduce the risk of overexposure to a single market segment.

  • Dynamic Allocation

These funds have the flexibility to adjust their allocations between different market caps based on market conditions. This allows fund managers to optimize growth opportunities by shifting investments as needed.

  • Growth Potential

By investing in small-cap and mid-cap stocks, Multi Cap Funds tap into the growth potential of emerging companies. This enhances the chances of higher returns over the long term.

  • Risk Management

Although they include higher-risk small-caps, Multi Cap Funds balance this by including stable large-cap stocks. This combination helps manage volatility while still aiming for substantial growth.

Best Performing Multi Cap Funds in 1 Year

The table below shows the Best Performing Multi Cap Funds in 1 Year based on the Expense Ratio and Minimum SIP.

NameExpense RatioMinimum SIP Rs.
Mahindra Manulife Multi Cap Fund0.37500.00
ITI Multi-Cap Fund0.50500.00
Quant Active Fund0.581,000.00
Invesco India Multicap Fund0.66100.00
Aditya Birla SL Multi-Cap Fund0.68100.00
Nippon India Multi Cap Fund0.751,500.00
Sundaram Multi Cap Fund0.88100.00
ICICI Pru Multicap Fund0.94500.00
Baroda BNP Paribas Multi Cap Fund1.01500.00

Top Performing Multi Cap Funds in 1 Year In India

The table below shows the Top Performing Multi Cap Funds in 1 Year In India based on CAGR 3 Year and Minimum SIP.

NameCAGR 3Y %Minimum SIP Rs.
Nippon India Multi Cap Fund32.341,500.00
Quant Active Fund27.111,000.00
Mahindra Manulife Multi Cap Fund26.85500.00
ICICI Pru Multicap Fund25.76500.00
Baroda BNP Paribas Multi Cap Fund24.97500.00
ITI Multi-Cap Fund24.27500.00
Invesco India Multicap Fund22.98100.00
Sundaram Multi Cap Fund22.45100.00
Aditya Birla SL Multi-Cap Fund21.28100.00

Top Performing Multi Cap Funds in 1 Year List 

The table below shows Top Performing Multi Cap Funds in 1 Year List based on Exit Load and AMC.

NameAMCExit Load %
Quant Active FundQuant Money Managers Limited1.00
Mahindra Manulife Multi Cap FundMahindra Manulife Investment Management Private Limited1.00
Nippon India Multi Cap FundNippon Life India Asset Management Limited1.00
Baroda BNP Paribas Multi Cap FundBaroda BNP Paribas Asset Management India Pvt. Ltd.1.00
Invesco India Multicap FundInvesco Asset Management Company Pvt Ltd.1.00
ICICI Pru Multicap FundICICI Prudential Asset Management Company Limited1.00
Sundaram Multi Cap FundSundaram Asset Management Company Limited1.00
ITI Multi-Cap FundITI Asset Management Limited1.00
Aditya Birla SL Multi-Cap FundAditya Birla Sun Life AMC Limited1.00

Factors To Consider When Investing In Top Performing Multi Cap Funds in 1 Year

The Main Factors To Consider When Investing In Top Performing Multi Cap Funds in 1 Year are fund performance, portfolio diversification, expense ratio, and the fund manager’s expertise. These elements help assess the fund’s potential to meet your financial goals and manage risk effectively.

  • Fund Performance

Review the fund’s historical performance, especially during volatile market conditions. Strong past performance can indicate the fund’s resilience, although it’s not a guarantee of future returns.

  • Portfolio Diversification

Check how the fund diversifies across large-cap, mid-cap, and small-cap stocks. A well-diversified portfolio reduces the risk of overexposure to any single segment of the market.

  • Expense Ratio

The expense ratio impacts your returns. Opt for a fund with a lower expense ratio to ensure more of your earnings are retained, contributing to long-term gains.

  • Fund Manager’s Expertise

A skilled fund manager with a strong track record can significantly influence the fund’s success. Research the manager’s experience in handling multi-cap funds and navigating market fluctuations.

How To Invest In Top Performing Multi Cap Funds in 1 Year?

To invest in top-performing Multi Cap Funds, open a mutual fund account through a trusted broker or platform, research the fund’s performance and diversification, and complete your investment online or via the platform’s app to monitor and manage your portfolio effectively.

Advantages Of Investing In Top Performing Multi Cap Funds in 1 Year?

The Main Advantages Of Investing In Top Performing Multi Cap Funds in 1 Year include diversification, flexibility, growth potential, and risk balancing. These features make Multi Cap Funds attractive for investors seeking both stability and capital appreciation across various market segments.

  • Diversification

Multi Cap Funds invest across market caps, offering exposure to large-cap, mid-cap, and small-cap stocks. This broad diversification reduces risk while tapping into growth across different segments.

  • Flexibility

These funds provide flexibility in asset allocation, allowing fund managers to adjust investments according to market conditions, and optimizing returns across market cycles.

  • Growth Potential

With exposure to mid-cap and small-cap stocks, Multi Cap Funds offer substantial growth potential, making them ideal for investors looking for capital appreciation over time.

  • Risk Balancing

Large-cap stocks in the portfolio offer stability, while mid-cap and small-cap stocks provide higher growth prospects. This balanced approach manages risk without sacrificing returns.

Risks Of Investing In Top Performing Multi Cap Funds in 1 Year?

The Main Risks Of Investing In Top Performing Multi Cap Funds in 1 Year include market volatility, sector concentration, liquidity issues, and performance fluctuation. While Multi Cap Funds aim for growth, they also come with risks that need careful consideration.

  • Market Volatility

Multi Cap Funds are exposed to all market segments, making them susceptible to broader market fluctuations. This can lead to short-term volatility in the fund’s performance.

  • Sector Concentration

If a fund is overly concentrated in certain sectors, it may face higher risks if that sector underperforms. Diversification across sectors can help mitigate this risk.

  • Liquidity Issues

Investments in small-cap stocks may face liquidity challenges, particularly in volatile markets, making it harder to sell these stocks without affecting the fund’s performance.

  • Performance Fluctuation

The fund’s performance may vary due to changes in market conditions or sector-specific events, impacting both the short-term and long-term returns of the investment.

Importance of Multi Cap Funds

The Main Importance of Multi Cap Funds lies in their diversified approach, flexibility, growth potential, and ability to manage risk. These funds offer a balanced investment strategy across different market capitalizations.

  • Diversified Approach

Multi Cap Funds provide broad market exposure by investing across large-cap, mid-cap, and small-cap stocks, reducing the risk of concentration in one market segment.

  • Flexibility

Fund managers can dynamically allocate assets based on market trends, making Multi Cap Funds adaptable to changing market conditions and maximizing growth opportunities.

  • Growth Potential

By including mid-cap and small-cap stocks, Multi Cap Funds offer significant growth potential, helping investors achieve long-term capital appreciation.

  • Risk Management

The inclusion of large-cap stocks provides stability, while mid-cap and small-cap investments offer growth opportunities, creating a balanced portfolio to manage risk effectively.

How Long to Stay Invested in Multi Cap Funds?

Investors should consider a long-term horizon when investing in Multi Cap Funds, typically 5-7 years. This allows the fund to navigate market fluctuations and capitalize on growth opportunities across different market segments.

However, the specific duration depends on individual financial goals and risk tolerance. Regularly reviewing the fund’s performance and market conditions ensures the investment aligns with long-term objectives.

Tax Implications of Investing in Multi Cap Funds

Multi Cap Funds are taxed as equity funds. Short-term capital gains (held for less than 1 year) are taxed at 15%, while long-term capital gains (held for over 1 year) exceeding ₹1 lakh are taxed at 10%.

Additionally, dividend income from Multi Cap Funds is taxable in the hands of the investor according to their tax slab, making it important to consider the tax implications when calculating net returns.

Future of Multi Cap Funds

The future of Multi Cap Funds looks promising as they offer a balanced approach to market investments, combining stability and growth. With increasing market participation, Multi Cap Funds are expected to remain popular among both retail and institutional investors.

As market dynamics evolve, the flexibility and diversification of Multi Cap Funds will allow them to adapt to changing conditions, positioning them as a reliable option for long-term wealth creation.

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Top Performing Multi Cap Funds in 1 Year FAQs 

What Are Multi Cap Funds?

Multi Cap Funds are equity mutual funds that invest in large-cap, mid-cap, and small-cap companies, offering diversification across market segments for balanced growth potential and risk management.

What Are The Top Performing Multi Cap Funds in 1 Year?

Top Performing Multi Cap Funds in 1 Year #1: Nippon India Multi Cap Fund
Top Performing Multi Cap Funds in 1 Year #2: ICICI Pru Multicap Fund
Top Performing Multi Cap Funds in 1 Year #3: Quant Active Fund
Top Performing Multi Cap Funds in 1 Year #4: Aditya Birla SL Multi-Cap Fund
Top Performing Multi Cap Funds in 1 Year #5: Mahindra Manulife Multi Cap Fund

Top Performing Multi Cap Funds in 1 Year based on AUM.

What Are Best Performing Multi Cap Funds in 1 Year?

Best performing multi-cap funds in 1 year based on expense ratio include Mahindra Manulife Multi Cap Fund, ITI Multi-Cap Fund, Quant Active Fund, Invesco India Multicap Fund, and Aditya Birla SL Multi-Cap Fund.

What are the Top 5 Performing Multi Cap Funds in 1 Year?

Top 5 Performing Multi Cap Funds in 1 Year #1: Nippon India Multi Cap Fund
Top 5 Performing Multi Cap Funds in 1 Year #2: Quant Active Fund
Top 5 Performing Multi Cap Funds in 1 Year #3: Mahindra Manulife Multi Cap Fund
Top 5 Performing Multi Cap Funds in 1 Year #4: ICICI Pru Multicap Fund
Top 5 Performing Multi Cap Funds in 1 Year #5: Baroda BNP Paribas Multi Cap Fund

Top 5 Performing Multi Cap Funds in 1 Year based on 3Y CAGR

Is It Good To Invest In Top Performing Multi Cap Funds in 1 Year?

Yes, top-performing Multi Cap Funds offer growth opportunities through diversified investments, balancing risk across market segments. However, they are best suited for long-term investments, typically beyond one year.

Can I Buy Top Performing Multi Cap Funds in 1 Year?

Yes, you can buy top-performing Multi Cap Funds in 1 year by opening a mutual fund account with Alice Blue and selecting funds based on performance, diversification, and expense ratio.

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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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