Top Performed Multi Cap Fund in 10 years

The below table shows a list Of the Top Performing Multi Cap Fund in 10 years based on AUM, NAV, and minimum SIP.

What Is a Multi Cap Fund?

A Multi Cap Fund is a type of mutual fund that invests in stocks across different market capitalizations, including large-cap, mid-cap, and small-cap companies. This diversified approach aims to balance growth potential with risk management, offering investors exposure to various market segments.

Multi Cap Funds provide flexibility to fund managers, allowing them to adjust allocations based on market conditions and opportunities. They can potentially capture growth from smaller companies while maintaining stability through investments in established large-cap stocks.

These funds are suitable for investors seeking a balance between risk and reward. By spreading investments across market caps, Multi Cap Funds aims to optimize returns while mitigating some of the volatility associated with focusing on a single market segment.

Best Top Performed Multi Cap Fund in 10 years

The table below shows the Best Top Performed Multi Cap Fund in 10 years based on the lowest to highest expense ratio.

List Of Top Performed Multi Cap Fund in 10 Years

The table below shows the List Of Top Performing Multi Cap Fund in 10 years based on the Highest 3Y CAGR.

Top Performed Multi Cap Fund in 10 years

The table below shows the Top Performing Multi Cap Fund in 10 years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.

Who Should Invest In Top Performed Multi Cap Fund in 10 years?

Investors with a moderate to high risk tolerance and a long-term investment horizon should consider the Top Performed Multi Cap Funds. These funds are suitable for those seeking exposure to various market segments and aiming to balance growth potential with diversification.

Multi Cap Funds can be appropriate for investors looking to benefit from the growth potential of different market capitalizations. They offer a way to participate in various market trends without the need to actively manage individual stock selections.

These funds may also suit investors who want professional management of their portfolio across market caps. They provide a convenient option for those who prefer a diversified approach but lack the time or expertise to manage multiple investments themselves.

How To Invest In Top Performed Multi Cap Fund in 10 years?

To invest in Top Performed Multi Cap Funds, start by researching different funds based on performance, expense ratios, and strategies. Determine your investment goals and risk tolerance. Open an account with Alice Blue to access your chosen fund.

Choose between a lump sum investment or set up a Systematic Investment Plan (SIP) for regular contributions. Consider consulting a financial advisor for personalized guidance on fund selection and investment strategy.

Remember to review and rebalance your investment periodically to ensure it continues to meet your financial goals and risk profile over time. Stay informed about market trends and fund performance to make informed decisions.

Performance Metrics Of Best Performed Multi Cap Fund in 10 years

Key performance metrics for Best Performed Multi Cap Funds include returns over various time periods (1-year, 3-year, 5-year, and 10-year), risk-adjusted returns (Sharpe ratio), and consistency of performance. These metrics help investors assess the fund’s historical performance and risk management.

Other important indicators include the fund’s alpha (excess return compared to the benchmark), beta (volatility relative to the market), and standard deviation (measure of risk). These metrics provide insights into the fund’s ability to generate returns and manage risk.

Additionally, investors should consider the fund’s expense ratio, portfolio turnover rate, and asset allocation across different market capitalizations. These factors can impact the overall returns and suitability of the fund for an investor’s specific goals and risk tolerance.

Benefits Of Investing In Top Performed Multi Cap Fund in 10 years

The main benefits of investing in Top Performed Multi Cap Funds include diversification across market capitalizations, the potential for higher returns, professional management, and flexibility in asset allocation. These funds offer exposure to various market segments, balancing growth opportunities with risk management.

• Diversification: Multi Cap Funds spread investments across large, mid, and small-cap stocks, reducing the risk associated with concentrating in a single market segment. This diversification can help smooth out returns and potentially lower overall portfolio volatility.

• Growth Potential: By investing in companies of different sizes, Multi Cap Funds can capture growth opportunities across the market spectrum. Small and mid-cap stocks may offer higher growth potential, while large-cap stocks can provide stability and consistent returns.

• Professional Management: Fund managers actively monitor and adjust the portfolio based on market conditions and opportunities. This expertise can be valuable for investors who lack the time or knowledge to manage a diversified portfolio themselves.

• Flexibility: Multi Cap Funds have the flexibility to adjust allocations between different market caps based on prevailing market conditions. This adaptability allows fund managers to potentially capitalize on emerging trends and sectors while managing risk.

Challenges Of Investing In Best Performed Multi Cap Fund in 10 years

The main challenges of investing in Best Performed Multi Cap Funds include market volatility, potential underperformance in specific market conditions, higher expense ratios, and the need for a long-term investment horizon. Investors should be aware of these factors when considering Multi Cap Funds.

• Market Volatility: Multi Cap Funds can experience significant fluctuations due to their exposure to different market segments. Small and mid-cap stocks, in particular, may be more volatile, potentially leading to a higher short-term risk for investors.

• Sector-Specific Risks: Depending on the fund’s allocation, it may be exposed to sector-specific risks. If a particular sector underperforms, it could negatively impact the fund’s overall returns, especially if the fund has a significant allocation to that sector.

• Performance Variability: The fund’s performance can vary depending on market conditions. It may underperform in certain market environments where a specific market cap or sector is favoured, potentially leading to disappointment for some investors.

• Higher Expense Ratios: Multi Cap Funds often have higher expense ratios compared to passive index funds due to their active management style. These higher costs can impact overall returns, especially in periods of lower market performance.

Introduction to Top Performed Multi Cap Fund in 10 years

SBI Magnum Mid Cap Direct Plan-Growth

SBI Magnum Mid Cap Direct Plan-Growth is a Mid Cap mutual fund offering from SBI Mutual Fund. Launched on January 1, 2013, this investment vehicle has been serving investors for 11 years and 7 months.

SBI Magnum Midcap Fund, categorized as a Mid Cap Fund, manages an impressive AUM of 18398.62 crores. It has delivered a robust 5-year CAGR of 29.53%. The fund imposes an exit load of 1% and maintains an expense ratio of 0.79%. SEBI classifies its risk level as Very High. The fund’s asset allocation stands at Equity 94.41%, Cash & Equivalents 5.34%, and Treasury Bills 0.25%.

Kotak Multicap Fund Direct-Growth

Kotak Multicap Fund Direct-Growth is a Multi Cap mutual fund scheme offered by Kotak Mahindra Mutual Fund. This relatively new fund has been operational for 2 years and 10 months, having been introduced to investors on September 8, 2021.

Kotak Multicap Fund, falling under the Multi Cap Fund category, has accumulated an AUM of 11371.74 crores. As a newer fund, it doesn’t have a 5-year CAGR yet. The fund charges an exit load of 1% and maintains a low expense ratio of 0.38%. SEBI rates its risk level as Very High. The fund’s portfolio consists of Equity 97.40%, Cash & Equivalents 2.08%, and Mutual Funds 0.52%.

Canara Robeco Equity Hybrid Fund Direct-Growth

Canara Robeco Equity Hybrid Fund Direct-Growth is an Aggressive Hybrid mutual fund scheme from Canara Robeco Mutual Fund. This investment option has been available to investors for 11 years and 7 months, having started operations on January 1, 2013.

Canara Rob Equity Hybrid Fund, categorized as an Aggressive Hybrid Fund, manages an AUM of 10152.64 crores. It has generated a 5-year CAGR of 18.67%. The fund imposes an exit load of 1% and has an expense ratio of 0.57%. SEBI classifies its risk level as Very High. The fund’s asset allocation is Equity 74.57%, Corporate Debt 11.03%, Government Securities 10.42%, Cash & Equivalents 3.90%, and Treasury Bills 0.09%.

HDFC Retirement Savings Fund Equity Plan Direct-Growth

HDFC Retirement Savings Fund Equity Plan Direct-Growth is a Retirement Solutions mutual fund scheme offered by HDFC Mutual Fund. This fund has been serving investors for 8 years and 6 months, having been launched on February 5, 2016.

HDFC Equity Savings Fund, categorized as Equity Savings, has an AUM of 4306.53 crores. It has delivered a 5-year CAGR of 12.37%. The fund charges an exit load of 1% and maintains an expense ratio of 0.98%. SEBI rates its risk level as Moderately High. The fund’s portfolio comprises Equity 66.14%, Corporate Debt 13.16%, Government Securities 10.75%, Cash & Equivalents 7.51%, and REITs & InvIT 2.44%.

Parag Parikh Liquid Fund Direct-Growth

Parag Parikh Liquid Fund Direct-Growth is a Liquid mutual fund scheme from PPFAS Mutual Fund. This fund has been operational for 6 years and 2 months, having been introduced to investors on May 9, 2018.

Parag Parikh Liquid Fund, falling under the Liquid Fund category, manages an AUM of 2159.25 crores. It has achieved a 5-year CAGR of 4.93%. The fund imposes a minimal exit load of 0.01% and maintains a low expense ratio of 0.16%. SEBI classifies its risk level as Moderately Low. The fund’s asset allocation is Treasury Bills at 39.05%, Certificate of Deposit at 34.38%, Commercial Paper at 18.27%, Cash & Equivalents at 3.91%, Government Securities at 3.00%, and other instruments at 1.40%.

DSP Equity Savings Fund Direct-Growth

DSP Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme from DSP Mutual Fund. This investment option has been available to investors for 8 years and 4 months, having commenced operations on March 8, 2016.

DSP Equity Savings Fund, categorized as Equity Savings, has an AUM of 1206.01 crores. It has generated a 5-year CAGR of 11.81%. The fund charges no exit load and has an expense ratio of 0.5%. SEBI rates its risk level as Moderately High. The fund’s portfolio consists of Equity 68.57%, Government Securities 13.92%, Cash & Equivalents 8.59%, Corporate Debt 5.69%, REITs & InvIT 3.12%, and other instruments 0.11%.

Motilal Oswal Multi Cap Fund Direct-Growth

Motilal Oswal Multi Cap Fund Direct Growth is an Equity Mutual Fund Scheme launched by Motilal Oswal Mutual Fund. This investment vehicle was made available to investors on December 29, 2009, making it a well-established fund in the market.

Motilal Oswal Multi Cap Fund, categorized as a Multi Cap Fund, manages an AUM of 1146.32 crores. As per the provided information, it doesn’t have a 5-year CAGR listed. The fund imposes an exit load of 1% and maintains an expense ratio of 0.74%. SEBI classifies its risk level as Very High. The fund’s asset allocation stands at Equity 94.85% and Cash & Equivalents 5.15%.

Aditya Birla Sun Life Equity Savings Fund Direct-Growth

Aditya Birla Sun Life Equity Savings Fund Direct-Growth is an Equity Savings mutual fund scheme from Aditya Birla Sun Life Mutual Fund. This fund has been serving investors for 9 years and 8 months, having been launched on November 11, 2014.

Aditya Birla SL Equity Savings Fund, falling under the Equity Savings category, has an AUM of 545.54 crores. It has delivered a 5-year CAGR of 10.27%. The fund charges an exit load of 0.25% and maintains an expense ratio of 0.61%. SEBI rates its risk level as Moderate. The fund’s portfolio comprises Equity at 69.92%, Government Securities at 15.01%, Cash & Equivalents at 6.66%, Mutual Funds at 4.74%, Corporate Debt at 2.88%, and other instruments at 0.79%.

Best Top Performed Multi Cap Fund in 10 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.