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Top 5 Multicap Mutual Funds With Best Returns in 5 Years: Rs 25,00,000 lumpsum investmentin No. 1 fund led to Rs 61.69 lakh wealth
- Written by Priya Vishwakarma
Published: Zee Business| Updated: Zee Business
Top 5 Multicap Mutual Funds With Best Returns in 5 Years: Mutual funds are an asset class that invests money in various assets like stocks, equities and bonds on behalf of investors. By asset class, there are three types of mutual funds: equity, debt & hybrid. Multi-cap mutual funds are a type of equity mutual fund that diversifies investments across companies of all sizes –
large-cap,
mid-cap, and
small-cap.
As of June 18, these are the top 5 Multicap mutual funds with the highest returns over the previous five years. According to calculations, a Rs 25,00,000 one-time investment in the top fund has grown to Rs 61.69 lakh in just 5 years.
1/10
Nippon India Multi Cap Fund
1/10In 5 years, Nippon India Multi Cap Fund has given a 19.80 per cent annualised return. Its assets under management (AUM) are Rs 53,411 crore, while its net asset value (NAV) is Rs 300.79. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 17.43 per cent since its launch in February 2005.
2/10
Nippon India Multi Cap Fund
2/10With an expense ratio of 1.43 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 25,00,000, the fund has grown to Rs 61,69,000 in 5 years.
3/10
ICICI Prudential Multicap Fund
3/10In 5 years, ICICI Prudential Multicap Fund has given a 16.69 per cent annualised return. Its assets under management (AUM) are Rs 17,676 crore, while its net asset value (NAV) is Rs 852.75. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 15.04 per cent since its launch in August 1994.
4/10
ICICI Prudential Multicap Fund
4/10With an expense ratio of 1.67 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 25,00,000, the fund has grown to Rs 54,09,000 in 5 years.
5/10
Mahindra Manulife Multi Cap Fund
5/10In 5 years, the Mahindra Manulife Multi Cap Fund has given a 16.31 per cent annualised return. Its assets under management (AUM) are Rs 6,643 crore, while its net asset value (NAV) is Rs 37.49. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 15.64 per cent since its launch in April 2017.
6/10
Mahindra Manulife Multi Cap Fund
6/10With an expense ratio of 1.79 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 25,00,000, the fund has grown to Rs 53,20,000 in 5 years.
7/10
Baroda BNP Paribas Multi Cap Fund
7/10In 5 years, Baroda BNP Paribas Multi Cap Fund has given a 15.19 per cent annualised return. Its assets under management (AUM) are Rs 3,282 crore, while its net asset value (NAV) is Rs 289.62. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 16 per cent since its launch in August 2003.
8/10
Baroda BNP Paribas Multi Cap Fund
8/10With an expense ratio of 1.96 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 25,00,000, the fund has grown to Rs 50,69,000 in 5 years.
9/10
ITI Multi Cap Fund
9/10In 5 years, the ITI Multi Cap Fund has given a 12.42 per cent annualised return. Its assets under management (AUM) are Rs 1,412 crore, while its net asset value (NAV) is Rs 25.34. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 13.98 per cent since its launch in April 2019.
10/10
ITI Multi Cap Fund
10/10With an expense ratio of 2.1 per cent, the fund has Rs 3,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. With a lump sum investment of Rs 25,00,000, the fund has grown to Rs 44,89,000 in 5 years.
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