Top 6 Multi Cap Mutual Funds With Highest Annualised Returns in 10 Years: Rs 1,25,000 one-time investment in No. 1 fund has sprung to Rs 6,15,389
Top 6 Multi Cap Mutual Funds With Best Returns in 10 Years: Multi cap mutual funds have 25 per cent of their investment each in large, mid, and small cap stocks. The fund manager needs to maintain at least 75 per cent of investments in equity. Investors seeking diversification through a single equity fund often invest in multi-cap funds.
Top 6 Multi Cap Mutual Funds With Best Returns in 10 Years: Large, mid, and small cap mutual funds have a majority of their respective cap stocks. Large cap funds have at least 80 per cent large cap stocks in their portfolio, while mid and small cap funds need to have at least 65 per cent mid and small cap stocks, respectively, in their portfolio. So when mutual fund investors pick them, they practically select the majority of a particular cap. For the diversification of their portfolio, they may need to pick large, mid, and small cap stocks. However, in a multi cap mutual fund, investors may find all three caps in nearly the same proportion. More than that, the presence of at least 25 per cent large, mid, and small cap stocks in a multi cap fund ensures its diversification. The fund manager needs to maintain at least 75 per cent of a multi cap fund's investments in equity and can select debt, commodities, and other assets for the rest of the 25 per cent portion. However, if they want, they can fill the 25 per cent gap with equity, making it heavy on one particular cap. In this write-up, we take you through the best multi cap mutual funds with highest annualised return (CAGR) in 10 years. Also know how each fund has performed on a Rs 1,00,000 one-time investment in a decade.
(Mutual fund returns and NAV prices are as on February 25, 2025)
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Quant Active Fund - Direct Plan
The fund has given 17.28 per cent annualised SIP returns in the 10-year time frame.
It has assets under management (AUM) of Rs 9,863 crore, while its net asset value (NAV) is Rs 612.6732.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund given 19.03 per cent annualised returns since its debut in January 2013.
Quant Active Fund - Direct Plan
With an expense ratio of 0.56 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 100,000 one-time investment in the fund in 10 years has converted into Rs 6,15,389.
ICICI Prudential Multicap Fund - Direct Plan
The fund has given 16.40 per cent annualised SIP returns in 10 years.
It has AUM of Rs 13,850 crore, while its NAV is Rs 136.8800.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund given 16.40 per cent annualised returns since its inception in January 2013.
ICICI Prudential Multicap Fund - Direct Plan
At an expense ratio of 0.99 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 100,000 one-time investment in the fund has grown to Rs 4,80,341 in the 10-year period.
Invesco India Multicap Fund - Direct Plan
The fund has given 14.00 per cent annualised SIP returns in the 10-year period.
It has an asset base of Rs 3,728 crore, while its unit price is Rs 239.5360.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund given 18.22 per cent annualised returns since its launch in January 2013.
Invesco India Multicap Fund - Direct Plan
With an expense ratio of 0.66 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 100,000 one-time investment in the fund in the 10-year time frame has jumped to Rs 4,63,403.
Baroda BNP Paribas Multi Cap Fund - Direct Plan
The fund has given 13.91 per cent annualised SIP returns in the 10-year time frame.
It has an asset base of Rs 2,650 crore, while its NAV is Rs 284.8397.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund given 15.92 per cent annualised returns since its beginning in January 2013.
Baroda BNP Paribas Multi Cap Fund - Direct Plan
At an expense ratio of 0.95 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 100,000 one-time investment in the fund has grown to Rs 4,59,757 in 10 years.
Sundaram Multi Cap Fund - Direct Plan
The fund has given 13.67 per cent annualised SIP returns in 10 years.
Its AUM is Rs 64,929 crore, while its NAV is Rs 368.1385.
Sundaram Multi Cap Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund given 15.97 per cent annualised returns since its starting in January 2013.
Sundaram Multi Cap Fund - Direct Plan
With an expense ratio of 1.03 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment.
A Rs 100,000 one-time investment in the fund in the 10-year period has swelled to Rs 4,50,162.
Nippon India Multi Cap Fund - Direct Plan
The fund has given 13.66 per cent annualised SIP returns in the 10-year period.
Its AUM is Rs 37,594 crore, while its unit price is Rs 280.8725.
Nippon India Multi Cap Fund - Direct Plan
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund given 16.26 per cent annualised returns since its launch in January 2013.
Nippon India Multi Cap Fund - Direct Plan
At an expense ratio of 0.78 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 100,000 one-time investment in the fund has grown to Rs 4,49,766 in the 10-year time frame.