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Multi-Cap Equity Mutual Funds, are open-ended equity schemes that invest across different caps of equity funds that are large-cap, mid-cap, and small-cap stocks. These funds as they invest across different equity caps, offer flexibility to the fund manager to switch between stocks to achieve high returns providing better diversification to the investors.
Investors looking for good returns and a diversified investment portfolio can plan to invest in multi-cap funds. Here we have prepared a list of some of the BEST MULTI-CAP MUTUAL FUNDS, based on returns, latest Nav, ratings, performance, etc. for your assistance.
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Invesco India Growth Opportunities Fund-Growth
A multi-cap category equity mutual fund, run and managed by Invesco Mutual Fund House. The fund has 97.67% investment in Indian stocks of which 48.08% is in large-cap stocks, 18.83% is in mid-cap stocks, 9.71% in small-cap stocks.
The fund size of the scheme is around Rs 4,070 crores and it charges a total expense ratio of around 1.92%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The objective of the scheme is to generate capital appreciation from a diversified portfolio of predominantly Equity and Equity Related Instruments of Large and Midcap companies.
SBI Focused Equity Fund - Regular Plan-Growth
A multi-cap category equity mutual fund, run and managed by SBI Mutual Fund House. The fund has 79.92% investment in Indian stocks of which 33.49% is in large-cap stocks, 24.25% is in mid-cap stocks, 6.04% is in small-cap stocks.
The fund size of the scheme is around Rs 23,186 crores and it charges a total expense ratio of around 1.92%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The objective of the scheme is to provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equity-related securities.
Aditya Birla Sun Life Focused Equity Fund -Growth
A multi-cap category equity mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 95.58% investment in Indian stocks of which 77.01% is in large-cap stocks, 5.56% is in mid-cap stocks, 2.09% in small-cap stocks.
The fund size of the scheme is around Rs 5,246 crores and it charges a total expense ratio of around 1.99%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The investment objective of the Scheme is to achieve long-term capital appreciation by investing in up to 30 companies with long-term sustainable competitive advantage and growth potential.
Tata Large & Mid Cap Fund – Growth
A multi-cap category equity mutual fund, run and managed by Tata Mutual Fund House. The fund has 96.48% investment in Indian stocks of which 46.68% is in large-cap stocks, 29.21% is in mid-cap stocks, 12.17% in small-cap stocks.
The fund size of the scheme is around Rs 2,904 crores and it charges a total expense ratio of around 2.11%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The investment objective of the Scheme is to provide income distribution and /or medium to long-term capital gains while at all times emphasizing the importance of capital appreciation.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-6604453 or mail us at- [email protected].
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).
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