Multi Cap Fund
Fund Type
Open Ended
Investment Plan
Growth
Expense Ratio
2%
Asset Size
8728.77 Cr.
(As of 31 Dec, 2022)
Benchmark
S&P BSE 500 India TR INR
Riskometer
Investors understand that their principal will be at Very High Risk.
To generate capital appreciation by investing in equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be realized.
Fund manager
Shridatta Bhandwaldar
Exit load
1 %
(If redeemed within 365 days)Minimum sip
₹1000
Minimum investment
₹5000
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
HDFC Bank Ltd
9.20%
ICICI Bank Ltd
8.01%
Infosys Ltd
6.06%
Reliance Industries Ltd
4.60%
Multi-cap funds invest in stocks across market capitalizations, comprising large cap, mid cap and small cap stocks. This flexibility means that multi cap funds, at any given time, benefit from that segment of the market which performs better.These are relatively less riskier in comparison to pure mid-cap or small- cap funds and are mostly suitable for the not so aggressive investors. Due to their non-volatile nature, the multi cap funds are usually better wealth creators in the long run andprovide both growth and value to investors.
This fund is rated 4 stars by Morning Star Ratings.