Category: Equity: Multi Cap |
Launch Date: 05-03-2022 |
Asset Class: |
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
TER: 1.69% As on (31-03-2025) |
Status: Open Ended Schemes |
Minimum Investment: 5000.0 |
Minimum Topup: 1000.0 |
Total Assets: 19,192.41 Cr As on 31-03-2025(Source:AMFI) |
Turn over: 34% | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
The scheme seeks to provide investors with opportunities for long term growth in capital from a diversified portfolio of equity and equity related instruments across market capitalization.
Standard Deviation | 13.65 |
Sharpe Ratio | 0.58 |
Alpha | 0.79 |
Beta | 0.82 |
Yield to Maturity | - |
Average Maturity | - |
Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
---|---|---|---|---|---|---|
SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 17.17 | 25.26 | 16.34 | - | - |
LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 14.06 | 25.62 | - | - | - |
Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 13.0 | 30.28 | 18.79 | - | - |
WhiteOak Capital Multi Cap Fund Regular Plan Growth | 22-09-2023 | 12.65 | - | - | - | - |
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 10.46 | - | - | - | - |
Invesco India Multicap Fund - Growth Option | 17-03-2008 | 10.22 | 25.41 | 16.35 | 24.87 | 12.98 |
ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 9.4 | 27.57 | 18.53 | 26.49 | 14.01 |
Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 9.37 | - | - | - | - |
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 8.96 | 25.41 | 15.48 | 26.75 | 12.97 |
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 01-01-2013 | 8.96 | 22.78 | 13.56 | 24.26 | 13.22 |
Small Cap
28.25%
Others
8.11%
Large Cap
36.1%
Mid Cap
27.54%