Top 7 Multi Cap Mutual Funds That Have Given up to 41% Return in 1 Year: Know how Rs 22,222 monthly SIP investment has performed in each of them
Top 7 Multi Cap Mutual Funds With Best SIP Returns in 1 Year: Multi cap mutual funds need to have at least 25 per cent of their investments in large, mid, and small cap stocks. The category has given 32.05 per cent annualised return in 1 year and 20.62 per cent in 3 years, as per Value Research data.
Top 7 Multi Cap Mutual Funds With Best SIP Returns in 1 Year: Mutual fund investors seeking diversification in their portfolio prefer including large, mid, and small cap mutual funds in some form or other. Though categorised high-risk, all three caps provide them the opportunity to get stability, growth, or both in their investments. In multi cap mutual funds, they can invest in all 3 caps together. As per Security Exchange Board of India's (Sebi) categorisation of mutual funds, multi cap mutual funds need to have at least 75 per cent of their investments in equity or equity-related instruments. At the same time, they need to maintain the balance of 25 per cent each of large, mid, and small cap stocks. The category has given 32.05 per cent annualised return in 1 year and 20.62 per cent in 3 years, as per Value Research data. Here, we take you through the top 7 multi cap mutual funds with best annualised SIP returns in 1 year. Also know the value of Rs 22,222 monthly SIP investment in the same time frame.
Photos: Unsplash/Pixabay
Invesco India Multicap Fund - Direct Plan
The fund has given 40.28 per cent annualised SIP return in 1 year.
It has assets under management (AUM) of Rs 3,897 crore, while its net asset value (NAV) is Rs 165.9400.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 20.49 per cent annualised return since its debut 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 and Rs 1,000 as the minimum lump sum investment.
A Rs 22,222 monthly SIP investment in the 1-year period, , or a total investment of Rs 2,66,664, has grown to Rs 3,21,650.
WhiteOak Capital Multi Cap Fund - Direct Plan
The fund has given 39.21 per cent annualised SIP return in the 1-year time frame.
It AUM of Rs 1,398 crore, while its NAV is Rs 15.4650.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 42.88 per cent annualised return since its inception in September 2023.
WhiteOak Capital Multi Cap Fund - Direct Plan
At an expense ratio of 0.43 per cent, the fund has Rs 100 as the minimum SIP and Rs 500 as the minimum lump sum investment.
A Rs 22,222 monthly SIP investment in 1 year has converted into Rs 3,20,246.
LIC MF Multi Cap Fund - Direct Plan
The fund has given 38.58 per cent annualised SIP return the 1-year period.
It has an asset base of Rs 1,417 crore, while its unit price is Rs 18.2163.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 32.78 per cent annualised return since its launch in October 2022.
LIC MF Multi Cap Fund - Direct Plan
With an expense ratio of 0.46 per cent, the fund has Rs 200 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 22,222 monthly SIP investment in the 1-year time frame has jumped to Rs 3,19,426.
Axis Multicap Fund - Direct Plan
The fund has given 38.49 per cent annualised SIP return in 1 year.
It has a fund size of Rs 6,807 crore, while its unit price is Rs 19.1100.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 24.19 per cent annualised return since its starting in December 2021.
Axis Multicap Fund - Direct Plan
At an expense ratio of 0.71 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 22,222 monthly SIP investment in the 1-year period has swelled to Rs 3,19,311.
Baroda BNP Paribas Multi Cap Fund - Direct Plan
The fund has given 37.05 per cent annualised SIP return in the 1-year time frame.
Its AUM is Rs 3,585 crore, while its NAV is Rs 340.3359.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 17.96 per cent annualised return since its beginning in January 2013.
Baroda BNP Paribas Multi Cap Fund - Direct Plan
With an expense ratio of 0.93 per cent, the fund has Rs 500 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 22,222 monthly SIP investment in 1 year has grown to Rs 3,17,432.
Edelweiss Multi Cap Fund - Direct Plan
The fund has given 36.01 per cent annualised SIP return the 1-year period.
It has an asset base of Rs 1,609 crore, while its NAV is Rs 16.0577.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 51.98 per cent annualised return since its launch in October 2023.
Edelweiss Multi Cap Fund - Direct Plan
At an expense ratio of 0.26 per cent, the fund has Rs 100 as the minimum SIP and lump sum investment each.
A Rs 22,500 monthly SIP investment in the 1-year time frame has converted into Rs 3,16,056.
HSBC Multi Cap Fund - Direct Plan
The fund has given 32.87 per cent annualised SIP return in 1 year.
It has a fund size of Rs 4,362 crore, while its unit price is Rs 20.0243.
Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given 45.09 per cent annualised return since its inception in January 2023.
HSBC Multi Cap Fund - Direct Plan
With an expense ratio of 0.60 per cent, the fund has Rs 500 as the minimum SIP and Rs 5,000 as the minimum lump sum investment.
A Rs 22,222 monthly SIP investment in the 1-year period has jumped to Rs 3,11,922.