Greeting To Our Readers!
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.
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Invesco India Growth Opportunities Fund-Growth
A multi-cap category equity mutual fund, run and managed by Invesco Mutual Fund House. The fund has 99.05% investment in Indian stocks of which 50.37% is in large-cap stocks, 24.54% is in mid-cap stocks, 6.91% in small-cap stocks.
The fund size of the scheme is around Rs 4,153 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 81.91% investment in Indian stocks, out of which 35.85% is in large-cap stocks, 27.54% is in mid-cap stocks, 7.14% in small-cap stocks.
The fund size of the scheme is around Rs 19,429 crores and it charges a total expense ratio of around 1.7%. 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 - Regular Plan-Growth
A multi-cap category equity mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 94.78% investment in Indian stocks, out of which 74.15% is in large-cap stocks, 5.2% is in mid-cap stocks, 1.79% in small-cap stocks.
The fund size of the scheme is around Rs 5,309 crores and it charges a total expense ratio of around 2.02%. 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.
Parag Parikh Flexi Cap Fund - Direct Plan-Growth
A multi-cap category equity mutual fund, run and managed by Parag Parikh Mutual Fund House. The fund has 65.59% investment in Indian stocks, out of which 37.65% is in large-cap stocks, 9.06% is in mid-cap stocks, 17.02% in small-cap stocks.
The fund size of the scheme is around Rs 14,590 crores and it charges a total expense ratio of around 0.88%. The fund charges an exit load equal to 2.0% of the sell value if the fund sold before 365 days of units allotted and 1.0% of the sell value if the fund sold before 730 days of allotment of units.
The investment objective of the Scheme is to generate long-term capital growth from an actively managed portfolio primarily of equity and Equity Related Securities.
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).
_____________________________________________________________________________________