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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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Edelweiss Flexi Cap Fund
A flexible-cap fund category equity mutual fund, run and managed by Edelweiss Mutual Fund House. The fund has 96.08% investment in Indian stocks of which 53.6% is in large-cap stocks, 15.63% is in mid-cap stocks, 14.88% in small-cap stocks.
The fund size of the scheme is around Rs 910 crores and it charges a total expense ratio of around 2.24%. Fund also charges a kind of exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalizations.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Aditya Birla Sun Life Focused Equity Fund
A focused fund category equity mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 96.37% investment in Indian stocks of which 77.6% is in large-cap stocks, 5.41% is in mid-cap stocks, 2.05% in small-cap stocks.
The fund size of the scheme is around Rs 5283 crores and it charges a total expense ratio of around 1.99%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
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.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
IIFL Focused Equity Fund
A focused fund category equity mutual fund, run and managed by IIFL Mutual Fund House. The fund has 97.82% investment in Indian stocks of which 51.71% is in large-cap stocks, 18.33% is in mid-cap stocks, 14.3% in small-cap stocks
The fund size of the scheme is around Rs 2630 crores and it charges a total expense ratio of around 1.98%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The investment objective of the Scheme is to generate long-term capital appreciation for investors from a portfolio of equity and equity-related securities.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
Mahindra Manulife Multi Cap Badhat Yojana
A focused fund category equity mutual fund, run and managed by Mahindra Manulife Mutual Fund House. The fund has 96.92% investment in Indian stocks of which 44.75% is in large-cap stocks, 19.91% is in mid-cap stocks, 27.62% in small-cap stocks.
The fund size of the scheme is around Rs 919 crores and it charges a total expense ratio of around 2.39%. Fund also charges a kind of exit load equal to 1.0% of sell value if a fund is sold before 365 days.
The investment objective of the Scheme is to provide medium to long-term capital appreciation through appropriate diversification and taking the low risk on business quality. The diversified portfolio would predominantly consist of equity and equity-related securities including derivatives.
This fund is best recommended to investors looking to invest money for at least 5 years or more and high returns.
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).