5 multi-cap funds with the highest five-year returns

Published: 17th Sep 2024

By: Value Research

What are multi-cap funds?

Multi-cap funds invest at least 75% of their money across equities, with at least 25% of the investment being in large-, mid- and small-cap stocks each.

Which multi-cap funds have performed well in the past?

We look at the five multi-cap funds that delivered impressive returns in the last five years. Swipe left to find out.

#5 Baroda BNP Paribas Multi Cap

Five-year annualised returns: 26.48% AUM: Rs 2,758 crore Expense ratio: 0.93

#4 Invesco India Multicap

Five-year annualised returns: 27% AUM: Rs 3,865 crore Expense ratio: 0.66

#3 Nippon India Multi Cap

Five-year annualised returns: 28.57% AUM: Rs 38,115 crore Expense ratio: 0.74

#2 Mahindra Manulife Multi Cap

Five-year annualised returns: 30.62% AUM: Rs 4,686 crore Expense ratio: 0.40

#1 Quant Active

Five-year annualised returns: 34.84% AUM: Rs 11,262 crore Expense ratio: 0.58

Important note

AUM is as of August 31, 2024. Returns for direct plans are as of September 13, 2024.

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