Compare 3 Brokers
Report List Back <<

Top 10 Best Performing Multi Cap Fund

Explain Multi-Cap Fund (Equity Fund)

Multi-Cap fund mainly invests in large, mid and small-cap companies who have sound superior financial strength, likely to achieve above-average growth and sustainable business model. Under the multi-cap fund, fund manager tries to identify companies that have distinct competitive advantages and a cross-section of companies diversified across major industries, economic sectors, and a market capitalization that offer an acceptable risk-reward balance.

Equity funds are high risk and high gain funds invest in shares of companies. Usually, Equity funds produce a higher return than debt funds and fixed deposits.


Asset Allocation

  • Large, Mid and Small Cap Equity companies – 65 to 100% on risk high level.
  • Debt Securities – 0-35% on low to medium risk profile.
  • REITs and InvITs – 0 to 10% - medium to high risk.
  • Non-convertible preference shares – 0 -10% on low to medium risk.
  • In practical, funds are mainly invested in major NIFTY 50, NIFTY-MIDCAP-100 and NIFTY-SMALLCAP-100 companies, very small % of fund can be invested in other given options.

Benefits of Multi-Cap Mutual Funds

  • Moderate-High Risk – As funds are mainly invested in large, mid and small-cap securities, it’s completely depending on company-specific factors and macro economy factors to drive the growth. Multi-Cap funds are considered under Moderate-High Risk
  • Return – Multi-Cap Fund are exposed to equity so capital upside is possible in the long term. The average return is 10-12% in 1-year time horizon.
  • Long Team Investment Horizon - Multi-Cap Fund Funds are equity funds in nature and for long term investment, so you should plan for your long term goal.
  • Tax – Multi Cap funds are Equity Funds. So the short term capital gain (STCG), if invested for up to one year window is 15%, for long term till Rs 1 lakh is tax-free, after that 10% long-term capital gains (LTCG) is applicable.


Consideration of Multi-Cap Fund Mutual Funds

  • Equity funds are considered high risk and high return, but due to high-risk factors, your personal goals can be affected if invested for a short team.
  • Need to pay exit load charges if redeemed/switched-out within 1 year from the date of allotment.

Why invest in Multi-Cap Fund?

Multi-Cap Funds are alternate investments in predominantly in top securities in all. Due to the even distribution of your funds under diversified sectors, it diversify your risk across sectors.

Who can invest in Multi-Cap Fund?

Multi-Cap Funds are for long term investment (10+ Years). You can plan your retirement corpus, long term wealth creation or education corpus. The best approach to invest in Multi-Cap funds is regular SIP, which will help you in rupee cost averaging as investors get more units when NAV is low and vice versa.

In this section, we have defined “Top 10 best performing Multi-Cap Funds in the last one month” in India. The calculation is done clearly between current NAV and 30 days prior NAV. This is not an average return.

Top 10 Best Performing Multi Cap Fund-2-Years

Scheme Name Current Nav Perevious Two Year Nav Rating % Change Invest Now
Quant Active Fund-GROWTH OPTION-Direct Plan298.3562169.5188176.00%Enquire
PGIM India Flexi Cap Fund-Direct Plan-Growth22.1112.82272.46%Enquire
Mahindra Manulife Multi Cap Badhat Yojana-Direct Plan-Growth16.631410.4747358.78%Enquire
Parag Parikh Flexi Cap Fund-Direct Plan-Growth39.209524.8863457.55%Enquire
UTI-Flexi Cap Fund-Growth-Direct217.1229137.8799557.47%Enquire
DSP Flexi Cap Fund-Direct Plan-Growth57.99937.24655.74%Enquire
Union Flexi Cap Fund-Direct Plan-Growth28.5119750.05%Enquire
Canara Robeco Flexi Cap Fund-Direct Plan-Growth194.46130.21849.34%Enquire
UTI-Flexi Cap Fund-Income-Direct152.0437102.1143948.90%Enquire
Axis Flexi Cap Fund-Direct Plan-Growth16.3611.061047.92%Enquire

Start SIP, Direct MF Investment


Email   State 

Reference Topics

Disclaimer: We personally suggest you to start SIP, so you can average your NAV. The above list is not a recommendation of funds, nor does it claim to the only correct way to rank funds. Please check the complete risk document of Mutual Funds and their current exposure to market before doing your investment.

Last updated on 02-Mar-21

More Mutual Fund reports ...List of all reports
  1. Top 10 Stock Brokers in India
  2. Top 10 Stock Broking Companies in India
  3. Top 10 Discount Brokers in India
  4. Top 10 Best Performing Growth Fund
  5. Top 10 Best Performing Fund of Funds Overseas
  6. Top 10 Best Performing GOLD ETFs
  7. Top 10 Best Performing Mutual Fund Houses by AUM
  8. Top 10 Best Performing Medium Duration Fund
  9. Top 10 Best Performing Other ETFs
  10. Top 10 Best Performing Floater Fund
  11. Top 10 Best Performing Fund of Funds Domestic
  12. Top 10 Best Performing Small Cap Fund
  13. Top 10 Best Performing Liquid Funds
  14. Top 10 Best Performing Index Funds
  15. Top 10 Best Performing Retirement Fund
  16. Top 10 Best Performing Childrens Fund
  17. Top 10 Best Performing Gilt Fund
  18. Top 10 Best Performing ELSS
  19. Top 10 Best Performing Sectoral and Thematic Fund
  20. Top 10 Best Performing Focussed Fund
  21. Top 10 Best Performing Value Fund
  22. Top 10 Best Performing Large and Mid Cap Fund
  23. Top 10 Best Performing Multi Cap Fund
  24. Top 10 Best Performing Mid Cap Fund
  25. Top 10 Best Performing Large Cap Fund
  26. Top 10 Best Performing Long Duration Fund
  27. Top 10 Best Performing Medium to Long Duration Fund
  28. Top 10 Best Performing Short Duration Fund
  29. Top 10 Best Performing Money Market Fund
  30. Top 10 Best Performing Low Duration Fund
  31. Top 10 Best Performing Ultra Short Duration Fund
  32. Top 10 Best Performing Overnight Fund
  33. Top 10 Best Performing Dynamic Bond
  34. Top 10 Best Performing Credit Risk Fund
  35. Top 10 Best Performing Corporate Bond Fund
  36. Top 10 Best Performing Banking and PSU Fund
  37. Top 10 Best Performing Balanced Fund
  38. Top 10 Best Performing Arbitrage Fund
  39. Top 10 Best Performing Conservative Hybrid Fund
  40. Top 10 Best Performing Dynamic Asset Allocation or Balanced Advantage Fund
  41. Top 10 Best Performing Equity Savings Fund
  42. Top 10 Best Performing Aggressive Hybrid Fund
  43. Top 10 Best Performing Income Fund
  44. Top 10 Best Performing Mutual Funds