Published: 17th Sep 2024
By: Value Research
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.
We look at the five multi-cap funds that delivered impressive returns in the last five years. Swipe left to find out.
Five-year annualised returns: 26.48% AUM: Rs 2,758 crore Expense ratio: 0.93
Five-year annualised returns: 27% AUM: Rs 3,865 crore Expense ratio: 0.66
Five-year annualised returns: 28.57% AUM: Rs 38,115 crore Expense ratio: 0.74
Five-year annualised returns: 30.62% AUM: Rs 4,686 crore Expense ratio: 0.40
Five-year annualised returns: 34.84% AUM: Rs 11,262 crore Expense ratio: 0.58
AUM is as of August 31, 2024. Returns for direct plans are as of September 13, 2024.