Multi Cap funds, side by side
16 Multi Cap funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis Multicap FundAxis Mutual Fund | +18.7% | — | 1.01% | -18.1% | — | ₹11,985 cr |
| Bandhan Multi Cap FundBandhan Mutual Fund | +11.9% | — | 0.93% | -18.3% | — | ₹3,038 cr |
| Baroda BNP Paribas Multi Cap FundBaroda BNP Paribas Mutual Fund | +13.8% | +12.1% | 1.20% | -34.3% | ₹1,67,007 | ₹3,364 cr |
| Canara Robeco Multi Cap FundCanara Robeco Mutual Fund | +13.4% | — | 0.66% | -18.3% | — | ₹5,770 cr |
| DSP Multi Cap FundDSP Mutual Fund | — | — | 0.68% | -21.3% | — | ₹3,025 cr |
| Edelweiss Multi Cap FundEdelweiss Mutual Fund | — | — | 0.71% | -20.2% | — | ₹3,420 cr |
| Franklin India Multi Cap FundFranklin Templeton Mutual Fund | — | — | 1.02% | -18.7% | — | ₹5,198 cr |
| HDFC Multi Cap FundHDFC Mutual Fund | +10.7% | — | 0.93% | -20.2% | — | ₹20,649 cr |
| HSBC Multi Cap FundHSBC Mutual Fund | +17.5% | — | 0.81% | -20.1% | — | ₹6,493 cr |
| Invesco India Multi Cap FundInvesco Mutual Fund | +12.5% | +11.4% | 0.93% | -38.0% | ₹1,62,449 | ₹4,408 cr |
| Kotak Multi Cap FundKotak Mahindra Mutual Fund | +16.2% | — | 0.70% | -21.0% | — | ₹31,275 cr |
| Mirae Asset Multicap FundMirae Asset Mutual Fund | +12.9% | — | 0.85% | -18.2% | — | ₹5,619 cr |
| SBI MultiCap FundSBI Mutual Fund | +12.4% | — | 1.07% | -15.1% | — | ₹24,525 cr |
| Sundaram Multi Cap FundSundaram Mutual Fund | +12.0% | — | 1.26% | -19.5% | — | ₹2,953 cr |
| UTI Multi Cap FundUTI Mutual Fund | — | — | 1.13% | -14.1% | — | ₹2,190 cr |
| WhiteOak Capital Multi Cap FundWhiteOak Capital Mutual Fund | +17.6% | — | 0.89% | -16.9% | — | ₹4,351 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.66% to 1.26%lowest to highest
Return a year over 5 years+11.4% to +12.1%lowest to highest
Worst fall from a peak-38.0% to -14.1%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.