Who Should Invest in Multicap Funds?
Before we discuss the category of investors most suitable for multicap funds, we need to first understand the different categories of multicap funds and the comparative performance of different types of equity funds. View More
Features of Multicap Funds
Before plunging into investing in Multicap funds and studying which is the best multicap fund to invest in, you need to know the features and characteristics of these funds in detail. View More
Factors to consider while investing in Multicap Funds
Here is a list of factors you can consider before investing in multicap funds. View More
Taxability of Multicap Funds
Like other mutual funds, multicap funds are also taxable. For every investment, it is the post-tax returns that matter. To rule that out, you need to be well versed with the taxation policies for multicap funds. The capital gains you make on selling on multicap funds that are taxed, depending upon how long you hold on to these investments. View More
The Risk Involved With Multicap Funds
Multicap funds have their own set of risks and expenses that come attached with them. As someone who is an investor, you should be aware of these in detail before you step forward to invest in them. View More
Advantages of Multicap Mutual Funds
Multicap mutual fund invests in all three kinds of companies – India’s biggest, mid-size, and small companies. Like every other category of funds, multi-cap funds have their share of advantages. View More
Popular Multi Cap Funds
- Fund Name
- Min SIP Investment Amt
- AUM (Cr.)
- 3Y Return
Quant Active Fund – Direct Growth is an Multi Cap scheme that was launched on 07-01-13 and is currently under the management of our experienced fund manager Sanjeev Sharma. With an impressive AUM of ₹5,688 Crores, this scheme's latest NAV is ₹544.2989 as of 03-10-23.
Quant Active Fund – Direct Growth scheme has delivered a return performance of 20.4% in the last 1 year, 33.8% in the last 3 years, and an 20.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Multi Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹5,688
- 3Y Return
- 20.4%
PGIM India Flexi Cap Fund – Dir Growth is an Flexi Cap scheme that was launched on 04-03-15 and is currently under the management of our experienced fund manager Aniruddha Naha. With an impressive AUM of ₹5,881 Crores, this scheme's latest NAV is ₹31.8 as of 03-10-23.
PGIM India Flexi Cap Fund – Dir Growth scheme has delivered a return performance of 15.5% in the last 1 year, 24% in the last 3 years, and an 14.4% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹5,881
- 3Y Return
- 15.5%
Parag Parikh Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 28-05-13 and is currently under the management of our experienced fund manager Rajeev Thakkar. With an impressive AUM of ₹40,760 Crores, this scheme's latest NAV is ₹62.8402 as of 29-09-23.
Parag Parikh Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 26.3% in the last 1 year, 24.1% in the last 3 years, and an 19.4% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹40,760
- 3Y Return
- 26.3%
Canara Robeco Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Shridatta Bhandwaldar. With an impressive AUM of ₹10,133 Crores, this scheme's latest NAV is ₹274.17 as of 03-10-23.
Canara Robeco Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 17.3% in the last 1 year, 21.5% in the last 3 years, and an 14.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹10,133
- 3Y Return
- 17.3%
Invesco India Multicap Fund – Direct Growth is an Multi Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Pranav Gokhale. With an impressive AUM of ₹2,695 Crores, this scheme's latest NAV is ₹109.33 as of 03-10-23.
Invesco India Multicap Fund – Direct Growth scheme has delivered a return performance of 23.6% in the last 1 year, 26.9% in the last 3 years, and an 18.3% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Multi Cap funds.
- Min SIP Investment Amt
- ₹1,000
- AUM (Cr.)
- ₹2,695
- 3Y Return
- 23.6%
UTI-Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Ajay Tyagi. With an impressive AUM of ₹25,611 Crores, this scheme's latest NAV is ₹271.562 as of 03-10-23.
UTI-Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 9.7% in the last 1 year, 19.2% in the last 3 years, and an 14.6% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹25,611
- 3Y Return
- 9.7%
DSP Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 02-01-13 and is currently under the management of our experienced fund manager Atul Bhole. With an impressive AUM of ₹8,827 Crores, this scheme's latest NAV is ₹83.78 as of 03-10-23.
DSP Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 24.8% in the last 1 year, 25.1% in the last 3 years, and an 15.3% since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹100
- AUM (Cr.)
- ₹8,827
- 3Y Return
- 24.8%
Edelweiss Flexi Cap Fund – Dir Growth is an Flexi Cap scheme that was launched on 03-02-15 and is currently under the management of our experienced fund manager Trideep Bhattacharya. With an impressive AUM of ₹1,294 Crores, this scheme's latest NAV is ₹29.939 as of 03-10-23.
Edelweiss Flexi Cap Fund – Dir Growth scheme has delivered a return performance of 21.3% in the last 1 year, 25.7% in the last 3 years, and an 13.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹1,294
- 3Y Return
- 21.3%
Franklin India Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Anand Radhakrishnan. With an impressive AUM of ₹11,749 Crores, this scheme's latest NAV is ₹1291.7224 as of 03-10-23.
Franklin India Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 24.8% in the last 1 year, 30.6% in the last 3 years, and an 16.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹11,749
- 3Y Return
- 24.8%
Tata Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 06-09-18 and is currently under the management of our experienced fund manager Sonam Udasi. With an impressive AUM of ₹2,375 Crores, this scheme's latest NAV is ₹19.7461 as of 03-10-23.
Tata Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 18.8% in the last 1 year, 19.5% in the last 3 years, and an 14.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.
- Min SIP Investment Amt
- ₹5,000
- AUM (Cr.)
- ₹2,375
- 3Y Return
- 18.8%
Frequently Asked Questions
Is there any proportion of allocation for multi-cap funds?
There is no specific proportion that fund managers need to allocate to multi-cap funds. It enables the fund manager to make decisions without worrying about allocation like other funds. This flexibility allows the fund to diversify in multiple companies, be it small-cap, mid-cap, or large-cap. Fund managers will make decisions based on existing market conditions and promise of return, making this the ideal option for first-time investors.
Who should invest in multi-cap funds?
Investing in multi-cap funds is ideal for someone who wants to diversify their portfolio and does not want to focus only on a particular cap, i.e., small-cap, mid-cap, or large-cap. Since multi-cap companies invest in multiple company types irrespective of their market capitalization, they have a relatively lower risk than small-cap or mid-cap, while also being ideal for a long-term investment horizon of at least 5-7 years.
Are multi-cap funds subject to taxation?
Since multi-cap funds invest in equity and equity-linked instruments, a tax is levied on capital gains or profits from selling the multi-cap fund. The tax is 15% if the investment is sold within 12 months, which is the short-term capital gains tax (STCG). For any capital gains post the 12 months, the long-term capital gains (LTCG) tax is levied at 10%.
Are multi-cap funds risky?
As multi-cap funds primarily invest in equity-linked instruments, the stocks are exposed to risk and are volatile to market conditions in the short term. So, multi-cap funds are categorized in the high-risk category.
What are the advantages of investing in a multi-cap fund?
Multi-cap funds offer several advantages to investors, such as the ability to diversify their portfolio into multiple sectors without any limitation of the company’s market cap. It also allows the fund manager to consider the best options per market conditions, enabling the investors to get a comparatively minimum risk and exposure to all key sectors and companies.
Is there a lock-in period for a multi-cap fund?
For most multi-cap funds, there is no lock-in period. Investors can invest and exit at anytime as per their preference.