Top Performing Multi Cap Funds in 5 Years

The table below shows a list Of the Best Multi Cap Funds Based on AUM, NAV and minimum SIP.

Content:

• Introduction to Top Performing Multi Cap Funds in 5 Years
  • Nippon India Multi Cap Fund
  • ICICI Pru Multicap Fund
  • Quant Active Fund
  • Mahindra Manulife Multi Cap Fund
  • Invesco India Multicap Fund
  • Sundaram Multi Cap Fund
  • Baroda BNP Paribas Multi Cap Fund
  • ITI Multi-Cap Fund
• What Are Multi Cap Funds?
• Features Of Top Performing Multi Cap Funds in 5 Years
• Best Performing Multi Cap Funds in 5 Years
• Top Performing Multi Cap Funds in 5 Years In India
• Top Performing Multi Cap Funds in 5 Years List 
• Factors To Consider When Investing In Top Performing Multi Cap Funds in 5 Years
• How To Invest In Top Performing Multi Cap Funds in 5 Years?
• Advantages Of Investing In Top Performing Multi Cap Funds in 5 Years
• Risks Of Investing In Top Performing Multi Cap Funds in 5 Years
• Importance of Multi Cap Funds
• How Long to Stay Invested in Multi Cap Funds?
• Tax Implications of Investing in Multi-Cap Funds
• Future of Multi Cap Funds
• Top Performing Multi Cap Funds in 5 Years – FAQs  

Introduction to Top Performing Multi Cap Funds in 5 Years

Nippon India Multi Cap Fund

Nippon India Multi Cap Fund Direct-Growth is a Multi Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Nippon India Multi Cap Fund as a fund investing in different market cap companies, manages assets valued at ₹37150.98 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 28.41%. This fund has an exit load of 1% and an expense ratio of 0.74%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at  97.95%, No Debt and Other at 2.05%.

ICICI Pru Multicap Fund

ICICI Prudential Multicap Fund Direct Plan-Growth is a multi-cap mutual fund scheme from ICICI Prudential Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

ICICI Pru Multicap Fund as a fund investing in different market cap companies, manages assets valued at ₹13920.86 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 25.04%. This fund has an exit load of 1% and an expense ratio of 0.94%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at  89.35%, Debt – 1.55% and Other at 9.09%.

Quant Active Fund

Quant Active Fund Direct-Growth is a multi-cap mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Quant Active Fund as a fund investing in different market cap companies, manages assets valued at ₹11249.35 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 34.59%. This fund has an exit load of 1% and an expense ratio of 0.94%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at  89.36%, Debt at 2.2% and Other at 8.43%.

Mahindra Manulife Multi Cap Fund

Mahindra Manulife Multi Cap Fund Direct-Growth is a Multi Cap mutual fund scheme from Mahindra Manulife Mutual Fund. This fund has been in existence for 7 years and 4 months, having been launched on 20/04/2017.

Mahindra Manulife Multi Cap Fund as a fund investing in different market cap companies, manages assets valued at ₹4416.50 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 30.36%. This fund has an exit load of 1% and an expense ratio of 0.37%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at  97.82%, No Debt and Other at 2.18%.

Invesco India Multicap Fund

Invesco India Multicap Fund Direct-Growth is a Multi Cap mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Invesco India Multicap Fund as a fund investing in different market cap companies, manages assets valued at ₹3736.34 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 26.55%. This fund has an exit load of 1% and an expense ratio of 0.66%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at  97.53%, No Debt and Other at 2.47%.

Sundaram Multi Cap Fund

Sundaram Multi Cap Fund Direct-Growth is a Multi Cap mutual fund scheme from Sundaram Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 01/01/2013.

Sundaram Multi Cap Fund as a fund investing in different market cap companies, manages assets valued at ₹2853.53 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 25.1%. This fund has an exit load of 1% and an expense ratio of 0.88%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at  95.94%, No Debt and Other at 4.06%.

Baroda BNP Paribas Multi Cap Fund

Baroda BNP Paribas Multi Cap Fund- Direct Plan-Growth is a Multi Cap mutual fund scheme from Baroda Bnp Paribas Mutual Fund. This fund has been in existence for 11 years and 8 months, having been launched on 02/01/2013.

Baroda BNP Paribas Multi Cap Fund as a fund investing in different market cap companies, manages assets valued at ₹2689.72 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 26.96%. This fund has an exit load of 1% and an expense ratio of 0.93%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at  96.79%, Debt at 0.36% and Other at 2.85%.

ITI Multi-Cap Fund

ITI Multi Cap Fund Direct-Growth is a Multi Cap mutual fund scheme from ITI Mutual Fund. This fund has been in existence for 6 years and 4 months, having been launched on 14/05/2018.

ITI Multi-Cap Fund as a fund investing in different market cap companies, manages assets valued at ₹1364.42 crore. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 21.74%. This fund has an exit load of 1% and an expense ratio of 0.47%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises Equity at  96.7%, No Debt and Other at 3.25%.

What Are Multi Cap Funds?

Multi-cap funds are mutual funds that invest across various market capitalizations, including large-cap, mid-cap, and small-cap stocks. This diversified approach aims to balance risk and return by spreading investments across different company sizes and sectors.

By including stocks from various market caps, multi-cap funds seek to capture growth opportunities across the market. They offer investors exposure to a wide range of companies, potentially enhancing returns and reducing dependency on any single market segment.

These funds are suitable for investors seeking diversification and growth potential without having to manage multiple funds. Their broad investment scope can help balance risk and provide a well-rounded portfolio.

Features Of Top Performing Multi Cap Funds in 5 Years

The main features of top-performing multi-cap funds over five years include diversified investments, strong historical performance, low expense ratios and effective fund management. These features contribute to balanced risk and return, making them suitable for long-term investment goals.

• Diversified Investments: Top-performing multi-cap funds invest across various market capitalizations, including large, mid, and small caps. This diversification spreads risk and captures growth opportunities in different sectors, helping to balance performance and reduce reliance on any single market segment.
• Strong Historical Performance: These funds typically have a track record of delivering consistent, high returns over extended periods. A strong historical performance indicates effective fund management and the ability to navigate market fluctuations, although past results do not guarantee future performance.
• Low Expense Ratios: Top-performing multi-cap funds maintain low expense ratios, which means lower management and operational costs. This efficiency ensures that a larger portion of returns is retained by investors, maximizing the fund’s profitability and overall investment gains.
• Effective Fund Management: Successful multi-cap funds are managed by experienced professionals who make strategic decisions based on market conditions and economic trends. Effective management involves selecting a balanced mix of stocks and adjusting allocations to optimize returns and manage risk.

Best Performing Multi Cap Funds in 5 Years

The table below shows the Best-performing Multi Cap Funds Based on the highest to lowest expense ratio.

Top Performing Multi Cap Funds in 5 Years In India

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

Top Performing Multi Cap Funds in 5 Years List

The table below shows Best Performing Multi Cap Funds In India Based on Exit Load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Factors To Consider When Investing In Top Performing Multi Cap Funds in 5 Years

The main factors to consider when investing in top-performing multi-cap funds over five years include fund performance history, expense ratio, portfolio diversification and manager expertise. Evaluating these aspects ensures you choose a fund that aligns with your long-term investment goals.

• Fund Performance History: Review the fund’s historical performance to assess consistency and reliability. Strong past performance can indicate effective fund management, but remember to also consider current market conditions and future prospects, as past results do not guarantee future returns.
• Expense Ratio: Examine the fund’s expense ratio, which affects overall returns. A lower expense ratio means that more of your investment’s gains are retained, while higher fees can erode profits. Choose a fund with a reasonable expense ratio to maximize net returns.
• Portfolio Diversification: Assess the fund’s portfolio diversification across different market capitalizations and sectors. A well-diversified portfolio reduces risk by spreading investments, helping to mitigate the impact of poor performance in any single stock or sector.
• Manager Expertise: Evaluate the experience and track record of the fund manager. The manager’s expertise and investment strategy play a crucial role in the fund’s performance. A skilled manager with a proven track record can enhance the likelihood of achieving top returns.

How To Invest In Top Performing Multi Cap Funds in 5 Years?

To invest in top-performing multi-cap funds over five years, start by researching fund options and analyzing their performance history, portfolio composition and expense ratios. Choose funds with a strong track record and effective management across various market caps.

Open an account with Alice Blue that offers multi-cap funds. Complete the necessary documentation and select your chosen fund based on your investment goals and risk tolerance. Consider investing through lump sum or systematic investment plans (SIPs).

Regularly monitor your investment to ensure it aligns with your financial objectives. Review fund performance, market conditions and any changes in fund management to make informed decisions about continuing or adjusting your investment strategy.

Advantages Of Investing In Top Performing Multi Cap Funds in 5 Years

The main advantages of investing in top-performing multi-cap funds over five years include diversified exposure, potential for high returns, risk management and flexibility. These benefits make multi-cap funds a robust option for long-term growth and balanced portfolio allocation.

• Diversified Exposure: Multi-cap funds invest in a range of large, mid and small-cap stocks, providing broad market exposure. This diversification helps mitigate risk by spreading investments across different sectors and company sizes, enhancing overall portfolio stability.
• Potential for High Returns: By investing across various market capitalizations, multi-cap funds capitalize on growth opportunities in different segments. This broad approach can lead to higher returns compared to single-cap funds, benefiting from the growth of both large and emerging companies.
• Risk Management: The diversification within multi-cap funds helps manage risk by reducing dependency on any single sector or company. This balanced exposure minimizes the impact of underperforming stocks or sectors, contributing to more stable returns over the long term.
• Flexibility: Multi-cap funds offer flexibility by adjusting their allocations based on market conditions. Fund managers can shift investments between large, mid and small caps to capitalize on changing market trends, aligning the fund’s strategy with current economic environments.

Risks Of Investing In Top Performing Multi Cap Funds in 5 Years

The main risks of investing in top-performing multi-cap funds over five years include market volatility, sector concentration, manager risk and liquidity risk. Understanding these risks helps in making informed decisions and managing potential downsides associated with diversified equity investments.

• Market Volatility: Multi-cap funds are exposed to market fluctuations across various capitalizations. High market volatility can lead to significant price swings, affecting the fund’s performance and potentially resulting in unpredictable returns and capital loss during downturns.
• Sector Concentration: Even with diversified investments, multi-cap funds might have substantial exposure to specific sectors. If these sectors underperform, it could negatively impact overall returns. Reviewing sector allocations helps assess potential risks related to market sector concentration.
• Manager Risk: The performance of multi-cap funds heavily relies on the fund manager’s expertise and decisions. Poor management or changes in the fund manager can affect fund performance, making it crucial to evaluate the manager’s track record and investment strategy.
• Liquidity Risk: While multi-cap funds are generally liquid, extreme market conditions can impact liquidity. In adverse situations, it might be challenging to buy or sell fund units at desired prices, potentially affecting the ability to access or adjust investments quickly.

Importance of Multi Cap Funds

Multi-cap funds are important for diversifying investment portfolios by including stocks from various market capitalizations—large, mid, and small caps. This diversification helps balance risk and return, capturing growth opportunities across different segments of the market.

Additionally, multi-cap funds offer flexibility and adaptability to changing market conditions. By investing in a broad range of companies, they can potentially provide higher returns while mitigating the impact of volatility in any single market segment, making them suitable for long-term growth.

How Long to Stay Invested in Multi Cap Funds?

It’s advisable to stay invested in multi-cap funds for at least five to seven years to fully benefit from their growth potential. This extended period allows the fund to capitalize on market fluctuations and economic cycles, optimizing returns.

For long-term financial goals, maintaining your investment beyond five years can further enhance growth. Multi-cap funds invest across various market segments and a longer investment horizon helps smooth out short-term volatility, potentially yielding higher returns as market conditions evolve.

Tax Implications of Investing in Multi-Cap Funds

Investing in multi-cap funds can lead to capital gains tax implications. Long-term capital gains exceeding ₹1 lakh are taxed at 10% without indexation benefits, while short-term gains, if redeemed within three years, are taxed at 15%, affecting overall returns.

Dividends received from multi-cap funds are also subject to tax. While the fund itself pays a Dividend Distribution Tax (DDT), dividends are added to your taxable income and taxed according to your income tax slab, impacting your overall tax liability.

Future of Multi Cap Funds

The future of multi-cap funds is likely to see increased adoption of technology and data analytics to enhance fund management and performance. Advances in these areas could improve decision-making and portfolio optimization, offering better returns and investor experience.

Additionally, evolving market dynamics and regulatory changes may impact multi-cap funds. Investors should stay informed about market trends and regulatory updates to adapt their strategies, ensuring that multi-cap funds continue to meet their long-term growth and diversification goals.

Top Performing Multi Cap Funds in 5 Years FAQs  

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.