Certified Financial Advisor

Summary
Scheme Name Launch
Date
AUM
(Crore)
Expense
Ratio (%)
1-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Since
Launch
Ret (%)
Groww Multicap Fund Reg Gr 16-12-2024 313.85 2.3 9.91 - - - 0.77
Mirae Asset Multicap Fund Reg Gr 01-08-2023 4593.75 1.83 9.75 - - - 15.17
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 2957.46 1.92 9.55 - - - 18.57
Franklin India Multi Cap Fund Gr 05-07-2024 5062.26 1.83 9.47 - - - 1.63
Kotak Multicap Fund Reg Gr 03-09-2021 23057.25 1.6 8.75 22.23 - - 16.65
Bank of India Multi Cap Fund Reg Gr 03-03-2023 1013.29 2.23 8.51 - - - 22.22
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 6132.78 1.77 8.23 19.04 20.2 - 15.53
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 5157.44 1.82 7.69 - - - 15.47
Union Multicap Fund Reg Gr 19-12-2022 1322.01 2.17 7.07 17.17 - - 16.6
Tata Multicap Fund Reg Gr 05-02-2023 3215.84 1.88 7.01 - - - 12.9
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 3174.61 1.89 6.64 - - - 18.95
ABSL Multi-Cap Fund Reg Gr 07-05-2021 6691.84 1.82 6.25 16.01 - - 14.59
PGIM India Multi Cap Fund Reg Gr 10-09-2024 416.21 2.39 6.17 - - - -4.49
Bandhan Multi Cap Fund Reg Gr 05-12-2021 2909.53 1.94 5.79 15.95 - - 13.18
HSBC Multi Cap Fund Reg Gr 05-01-2023 5315.11 1.84 5.69 - - - 22.32
Sundaram Multi Cap Fund Gr 01-01-2013 2907.68 1.98 5.61 16.47 16.31 15.02 15.14
Nippon India Multi Cap Gr Gr 25-03-2005 50352.17 1.49 5.46 19.77 23.1 15.51 17.44
ITI Multi Cap Reg Gr 15-05-2019 1348.96 1.99 5.29 18.03 13.59 - 13.18
ICICI Pru Multi Cap Gr 01-10-1994 16263.09 1.73 4.87 18.52 17.97 15.2 14.89
HDFC Multi Cap Fund Gr 01-12-2021 19884.94 1.68 4.59 18.59 - - 15.89
Axis Multicap Fund Reg Gr 05-12-2021 9182.93 1.77 4.58 21.22 - - 14.43
SBI Multicap Fund Reg Gr 05-03-2022 23724.05 1.66 3.23 15.85 - - 13.1
Motilal Oswal Multi Cap Fund Reg Gr 18-06-2024 4526.74 1.86 2.58 - - - 12.83
DSP Multicap Reg Gr 05-01-2024 2681.86 1.94 1.77 - - - 7.64
LIC MF Multi Cap Fund Reg Gr 31-10-2022 1828.32 2.0 1.73 18.75 - - 16.49
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 3142.21 1.96 1.49 17.18 17.7 14.75 15.99
TRUSTMF MULTI CAP FUND Reg PLAN GR 30-06-2025 339.94 2.35 - - - - 0.1
UTI Multi Cap Fund Reg Plan Gr 29-04-2025 1864.46 1.98 - - - - 2.55
Bajaj Finserv Multi Cap Fund Reg Gr 27-02-2025 1110.41 2.15 - - - - 11.44
Invesco India Multi Cap Gr 17-03-2008 4129.87 1.89 -2.55 15.01 15.31 13.79 14.94
quant Multi Cap Fund Gr Reg Plan 21-03-2001 8148.42 1.78 -6.66 7.91 15.97 16.8 17.69
Samco Multi Cap Fund Reg Gr 30-10-2024 292.97 2.4 -7.62 - - - -13.07
Category Average - - - 4.86 17.36 17.52 15.18 12.21
NIFTY 500 TRI - - - 8.6 15.5 15.36 15.26 12.29