| Category: Equity: Multi Cap |
| Launch Date: 05-07-2024 |
| Asset Class: Equity |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| TER: 1.86% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,273.12 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | Exit Load: In respect of each purchase of Units - 1% if the Units are redeemed/switched-out within one year of allotment |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The investment objective of the scheme is to generate long-term capital appreciation by investing in a portfolio of equity and equity related securities of large cap, midcap and small cap companies. There is no assurance that the investment objective of the scheme will be achielved.
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Franklin India Multi Cap Fund - Growth | 05-07-2024 | 7.56 | - | - | - | - |
| Groww Multicap Fund - Regular - Growth | 16-12-2024 | 19.02 | - | - | - | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 13.63 | 8.24 | 21.65 | - | - |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 15-05-2019 | 11.94 | 5.68 | 19.86 | 13.31 | - |
| Tata Multicap Fund - Regular Plan - Growth | 05-02-2023 | 11.91 | 5.38 | 13.62 | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | 11.8 | 8.24 | 23.32 | - | - |
| Union Multicap Fund - Regular Plan - Growth Option | 19-12-2022 | 10.45 | 7.36 | 18.23 | - | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 10.3 | 7.24 | 20.9 | 18.12 | - |
| WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 10.1 | 10.84 | - | - | - |
| HSBC Multi Cap Fund - Regular - Growth | 05-01-2023 | 10.05 | 6.72 | 22.54 | - | - |
Small Cap
26.3%
Others
3.96%
Large Cap
39.91%
Mid Cap
29.81%