Top 5 Multi Cap Mutual Funds with highest SIP returns in 10 years: Rs 15,000 monthly investment in No. 1 fund has grown to Rs 53.38 lakh
Multi cap mutual funds are ideal for an investment horizon of 5+ years. Unlike those funds that focus on a single market cap (e.g., large-cap or small-cap), multi cap funds offer exposure to companies across the entire spectrum of market capitalisation. Thus, investing across different market caps can help reduce portfolio volatility and overall risk.
As the name suggests, Multi Cap funds invest their corpus in a portfolio of equity and equity-related stocks of companies with varying market capitalisations. So, in a Multi Cap mutual fund, you will find investments in large-cap, small-cap, and mid-cap companies. Every scheme invests in different proportions, making the Multi Cap Fund category a good option to match your risk tolerance. Multicap funds provide a diverse portfolio since they invest in firms of various sizes and sectors. This method of diversification reduces your risk. Therefore, check out the top 5 Multi Cap Mutual Funds with the highest SIP returns in 10 years. Explore how Rs 15,000 monthly investment in No. 1 fund has grown to Rs 49.98 lakh.
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DISCLAIMER: Not financial advice; invest at your own risk
Nippon India Multi Cap Fund
In 10 years, Nippon India Multi Cap Fund has given a 19.39 per cent annualised return. Its assets under management (AUM) are Rs 38,637 crore, while its net asset value (NAV) is Rs 305.45. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 16.83 per cent since its launch in January 2013.
Nippon India Multi Cap Fund
With an expense ratio of 0.77 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A monthly SIP investment of Rs 15,000 and a total investment of Rs 18 lakh has grown to Rs 49,98,000 in 10 years.
ICICI Prudential Multicap Fund
This ICICI Prudential Multicap Fund has delivered a 17.83 per cent annualised return in 10 years. It has a fund size of Rs 13,938 crore and a unit price of Rs 844.42. Its benchmark is the Nifty 500 Multicap 50:25:25 TRI, and since its launch in January 2013, it has achieved an annualised return of 16.87 per cent.
ICICI Prudential Multicap Fund
With an expense ratio of 0.99 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 5,000 for lump sum. In 10 years, a Rs 15,000 monthly SIP investment has grown to Rs 45,95,000.
Baroda BNP Paribas Multi Cap Fund
In 10 years, Baroda BNP Paribas Multi Cap Fund has given a 17.78 per cent annualised return. Its assets under management (AUM) are Rs 2,616 crore, while its net asset value (NAV) is Rs 304.78. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 15.64 per cent since its launch in January 2013.
Baroda BNP Paribas Multi Cap Fund
With an expense ratio of 0.95 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A monthly SIP investment of Rs 15,000 and a total investment of Rs 18 lakh has grown to Rs 45,81,000 in 10 years.
Invesco India Multicap Fund
This Invesco India Multicap Fund has delivered a 17.54 per cent annualised return in 10 years. It has a fund size of Rs 3,65 crore and a unit price of Rs 147.38. Its benchmark is the Nifty 500 Multicap 50:25:25 TRI, and since its launch in January 2013, it has achieved an annualised return of 18.68 per cent.
Invesco India Multicap Fund
With an expense ratio of 0.7 per cent, the fund’s minimum investment requirements are Rs 500 for SIPs and Rs 1,000 for lump sum. In 10 years, a Rs 15,000 monthly SIP investment has grown to Rs 45,22,000.
Quant Active Fund
In 10 years, Quant Active Fund has given a 20.61 per cent annualised return. Its assets under management (AUM) are Rs 9,389 crore, while its net asset value (NAV) is Rs 654.38. Benchmarked against Nifty 500 Multicap 50:25:25 TRI, the fund has given annualised returns of 19.4 per cent since its launch in January 2013.
Quant Active Fund
With an expense ratio of 0.57 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment. A monthly SIP investment of Rs 15,000 and a total investment of Rs 18 lakh has grown to Rs 53,38,000 in 10 years.