Top Multi Cap Mutual Fund Schemes: Many investors are confused between multi-cap and flexi-cap mutual fund schemes. In multi-cap mutual fund schemes, the fund manager is required to buy large-cap, mid-cap, and small-cap stocks in their scheme portfolio. According to the rules, multi-cap mutual funds must allocate 75% of their scheme Assets Under Management (AUM) in equity.
The percentage distribution of equity investments in multi-cap mutual fund schemes is as follows: a minimum of 25% in large-cap, a minimum of 25% in mid-cap, and a minimum of 25% in small-cap. This ensures that multi-cap mutual funds always have companies from all three segments, regardless of the market conditions.
The multi-cap mutual fund scheme manager faces some limitations, allowing them to adjust the ratios between large-cap, mid-cap, and small-cap stocks according to market conditions.
In this article, we are going to provide you with a list of multi-cap mutual fund schemes to help you select the right multi-cap mutual fund scheme for your investment. You can check the returns of various multi-cap mutual fund schemes across different time frames. You will notice that the longer the time frame, the fewer schemes there are.
Top Multi Cap mutual fund schemes by returns in the last 6 months
Sr No | Top Multi Cap mutual fund schemes | Returns (%) |
1 | Quant Active Fund Direct Plan Growth | 34.30% |
2 | HSBC Multi Cap Fund Direct Plan Growth | 31.44% |
3 | Kotak Multicap Fund Direct Plan Growth | 30.22% |
4 | ITI Multi Cap Fund Direct Plan Growth | 29.38% |
5 | Baroda BNP Paribas Multi Cap Fund Direct Plan Growth | 28.29% |
6 | Bank of India Multicap Fund Direct Plan Growth | 28.14% |
7 | Mahindra Manulife Multi Cap Fund Direct Plan Growth | 26.37% |
8 | ICICI Prudential Multicap Fund Direct Plan Growth | 26.19% |
9 | Axis Multicap Fund Direct Plan Growth | 26.13% |
10 | Nippon India Multicap Fund Direct Plan Growth | 25.90% |
Top Multi Cap mutual fund Schemes by returns in the last 1 year
Sr No | Top Multi Cap mutual fund schemes | Returns (%) |
1 | HSBC Multi Cap Fund – Direct Plan – Growth | 62.49% |
2 | Kotak Multicap Fund – Direct Plan – Growth | 61.02% |
3 | ITI Multi Cap Fund Direct Plan Growth | 57.63% |
4 | Nippon India Multicap Fund Direct Plan Growth | 55.58% |
5 | Quant Active Fund Direct Plan Growth | 55.22% |
6 | Bank of India Multicap Fund Direct Plan Growth | 54.95% |
7 | Mahindra Manulife Multi Cap Fund Direct Plan Growth | 54.55% |
8 | Axis Multicap Fund Direct Plan Growth | 52.71% |
9 | HDFC Multicap Fund Direct Plan Growth | 51.81% |
10 | ICICI Prudential Multicap Fund Direct Plan Growth | 51.28% |
Top Multi Cap mutual fund Schemes by returns in the last 2 years
Sr No | Top Multi Cap mutual fund schemes | Returns (%) |
1 | Kotak Multicap Fund Direct Plan Growth | 32.51% |
2 | Kotak Multicap Fund Direct Plan Growth | 32.51% |
3 | Nippon India Multicap Fund Direct Plan Growth | 31.24% |
4 | ITI Multi Cap Fund Direct Plan Growth | 30.56% |
5 | HDFC Multicap Fund Direct Plan Growth | 30.39% |
6 | ICICI Prudential Multicap Fund Direct Plan Growth | 26.32% |
7 | Axis Multicap Fund Direct Plan Growth | 25.77% |
8 | Axis Multicap Fund Direct Plan Growth | 25.77% |
9 | IDFC Multicap Fund Direct Plan Growth | 24.46% |
10 | Bandhan Multicap Fund Direct Plan Growth | 24.46% |
Top Multi Cap mutual fund Schemes by returns in the last 3 years
Sr No | Top Multi Cap mutual fund schemes | Returns (%) |
1 | Nippon India Multicap Fund Direct Plan Growth | 33.49% |
2 | Quant Active Fund Direct Plan Growth | 29.20% |
3 | Mahindra Manulife Multi Cap Fund Direct Plan Growth | 28.48% |
4 | ICICI Prudential Multicap Fund Direct Plan Growth | 26.59% |
5 | Baroda BNP Paribas Multi Cap Fund Direct Plan Growth | 25.98% |
6 | Sundaram Multi Cap Fund Direct Plan Growth | 24.17% |
7 | Invesco India Multicap Fund Direct Plan Growth | 23.72% |
8 | ITI Multi Cap Fund Direct Plan Growth | 21.41% |
9 | Edelweiss Maiden Opportunities Fund-Series I Direct Plan Growth | 17.92% |
10 | Edelweiss Recently Listed IPO Fund Direct Plan Growth | 17.92% |
Top Multi Cap mutual fund Schemes by returns in the last 5 years
Sr No | Top Multi Cap mutual fund schemes | Returns (%) |
1 | Quant Active Fund Direct Plan Growth | 30.60% |
2 | Mahindra Manulife Multi Cap Fund Direct Plan Growth | 25.69% |
3 | Edelweiss Maiden Opportunities Fund-Series I Direct Plan Growth | 22.76% |
4 | Edelweiss Recently Listed IPO Fund Direct Plan Growth | 22.76% |
5 | Nippon India Multicap Fund Direct Plan Growth | 22.04% |
6 | Baroda BNP Paribas Multi Cap Fund Direct Plan Growth | 21.79% |
7 | Invesco India Multicap Fund Direct Plan Growth | 20.64% |
8 | ICICI Prudential Multicap Fund Direct Plan Growth | 19.69% |
9 | Sundaram Multi Cap Fund Direct Plan Growth | 19.32% |
Must Checkout: Top small cap mutual fund schemes
Top Multi Cap mutual fund Schemes by returns in the last 10 years
Sr No | Top Multi Cap Mutual Fund schemes | Returns (%) |
1 | Quant Active Fund Direct Plan Growth | 23.87% |
2 | Invesco India Multicap Fund Direct Plan Growth | 19.36% |
3 | Nippon India Multicap Fund Direct Plan Growth | 18.44% |
4 | ICICI Prudential Multicap Fund Direct Plan Growth | 18.20% |
5 | Sundaram Multi Cap Fund Direct Plan Growth | 17.87% |
6 | Baroda BNP Paribas Multi Cap Fund Direct Plan Growth | 16.94% |
Conclusion
Multi-cap mutual fund schemes are for investors who want exposure to all types of market segments in one place. Although fund managers are bound by certain rules, multi-cap schemes diversify your investment as a requirement. Normally, a multi-cap mutual fund manager invests in large-cap stocks. In a multi-cap mutual fund scheme, investors gain the stability of large-cap stocks and the attractive returns of mid-cap and small-cap stocks.
Disclaimer
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
Also Read: Top Dividend Yield Mutual Fund Schemes which gives huge returns in the past