Best Multi Cap Mutual Funds December 2024

  • Invesco India Multicap Fund has exhibited average performance in the Multi Cap Fund category. The fund has rank of 5 out of 12 funds in the category. The fund has delivered return of 17.01% in 1 year, 16.68% in 3 years, 20.08% in 5 years and 13.74% in 10 years. The category average for the same periods is 12.51%, 17.22%, 21.29% and 14.39% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation …
  • HDFC Multi Cap Fund has exhibited good performance in the Multi Cap Fund category. The fund has rank of 4 out of 12 funds in the category. The fund has delivered return of 10.45% in 1 year and 19.92% in 3 years. The category average for the same periods is 12.51% and 17.22% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 13.67, VaR of -14.38, Average Drawdown of -4.14, Semi …
  • Axis Multicap Fund has exhibited very good performance in the Multi Cap Fund category. The fund has rank of 2 out of 12 funds in the category. The fund has delivered return of 20.81% in 1 year and 19.51% in 3 years. The category average for the same periods is 12.51% and 17.22% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 13.67, VaR of -14.42, Average Drawdown of -7.28, …
  • Nippon India Multi Cap Fund is the top performing fund in the Multi Cap Fund category. The fund has delivered return of 15.94% in 1 year, 21.97% in 3 years, 22.86% in 5 years and 13.55% in 10 years. The category average for the same periods is 12.51%, 17.22%, 21.29% and 14.39% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 13.52, VaR of -15.45, Average Drawdown of -5.42, Semi Deviation …
  • Kotak Multicap Fund has shown good performance in the Multi Cap Fund category. The fund has rank of 3 out of 12 funds in the category. The fund has delivered return of 12.44% in 1 year and 22.46% in 3 years. The category average for the same periods is 12.51% and 17.22% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation of 14.65, VaR of -18.31, Average Drawdown of -5.48, Semi Deviation …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
1
15.94% 21.97% 22.86% 16.23% 13.55% 16.88% 22.91% 23.76% 17.07% 14.39% 13.52% -8.74% -15.45% 11.67% 0.90 0.73 1.27
2
20.81% 19.51% % % % 22.19% 21.14% % % % 13.67% -14.71% -14.42% 5.12% 0.89 0.51 0.95
3
12.44% 22.46% % % % 13.89% 24.29% % % % 14.65% -9.77% -18.31% 7.20% 0.99 0.60 1.13
4
10.45% 19.92% % % % 11.64% 21.45% % % % 13.67% -10.06% -14.38% 8.14% 0.96 0.61 1.07
5
17.01% 16.68% 20.08% 14.25% 13.74% 18.49% 18.21% 21.67% 15.82% 15.42% 13.45% -16.53% -15.93% 4.07% 0.92 0.41 0.80
6
16.66% 16.36% 21.97% 15.66% 13.21% 17.89% 17.57% 23.13% 16.75% 14.22% 13.62% -16.17% -16.13% 2.68% 0.89 0.41 0.79
7
14.27% 18.51% 20.35% 15.21% 14.10% 15.22% 19.51% 21.42% 16.26% 15.18% 12.97% -10.60% -15.99% 5.27% 0.92 0.48 0.88
8
6.42% 16.92% 14.20% % % 8.22% 19.14% 16.50% % % 13.01% -12.56% -15.01% 5.56% 0.91 0.46 0.88
9
7.31% 15.91% 22.50% 17.12% % 8.87% 17.81% 24.57% 19.20% % 14.63% -13.65% -21.60% 5.20% 0.95 0.38 0.75
10
10.57% 16.29% % % % 12.19% 18.10% % % % 12.96% -10.12% -15.12% 2.86% 0.87 0.44 0.81
11
12.55% 13.39% % % % 13.85% 14.92% % % % 12.61% -11.87% -16.34% 0.84% 0.85 0.34 0.66
12
-1.11% 12.66% 27.05% 19.51% 17.36% -0.03% 14.03% 28.76% 20.81% 18.26% 16.93% -12.74% -21.77% -1.66% 1.12 0.24 0.45

Return Calculated On: 04 February 2025

Ratios Calculated On: 31 December 2024

As On: 04 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Multi-Cap Fund
1.11
3.94
-5.84
-6.28
-3.85
12.55
13.39
Baroda BNP Paribas Multi Cap Fund
1.04
5.20
-5.75
-4.32
0.43
16.66
16.36
21.97
15.66
13.21
12.55
Bank of India Multi Cap Fund
1.91
4.94
-3.83
-4.93
-4.11
10.47
Canara Robeco Multi Cap Fund
1.20
5.05
-3.56
-4.25
-1.53
15.25
Whiteoak Capital Multi Cap Fund
1.44
4.92
-5.00
-2.88
2.59
18.05
DSP Multicap Fund
0.60
2.99
-6.53
-8.89
-5.73
11.99
Edelweiss Multi Cap Fund
1.21
3.74
-6.45
-6.30
-1.99
14.58
Franklin India Multi Cap Fund
0.95
4.68
-4.79
-3.46
-3.05
HDFC Multi Cap Fund
1.43
3.82
-5.08
-5.08
-5.10
10.45
19.92
HSBC Multi Cap Fund
1.55
4.54
-6.40
-4.92
-3.37
12.66
Icici Prudential Multicap Fund
1.29
3.28
-1.27
-4.03
-2.71
14.27
18.51
20.35
15.21
14.10
14.74
Bandhan MULTI CAP FUND
1.21
4.27
-3.07
-4.45
-4.11
10.57
16.29
Invesco India Multicap Fund
1.27
5.86
-5.85
-3.47
2.60
17.01
16.68
20.08
14.25
13.74
17.46
Iti Multi Cap Fund
1.72
4.85
-5.63
-6.63
-6.97
6.42
16.92
14.20
Kotak Multicap Fund
1.15
4.18
-4.08
-3.24
-3.27
12.44
22.46
LIC MF Multi Cap Fund
1.63
3.81
-6.56
-3.48
-2.84
19.41
Mahindra Manulife Multi Cap Fund
0.74
4.94
-4.72
-4.95
-4.65
7.31
15.91
22.50
17.12
Mirae Asset Multicap Fund
1.78
3.93
-3.61
-4.67
-3.49
9.01
Motilal Oswal Multi Cap Fund
0.64
7.77
-7.38
3.14
15.35
Quant Active Fund
2.14
3.94
-3.20
-7.19
-12.39
-1.11
12.66
27.05
19.51
17.36
16.05
Nippon India Multi Cap Fund
1.36
4.45
-4.97
-6.05
-4.98
15.94
21.97
22.86
16.23
13.55
16.29
SBI MultiCap Fund
0.69
4.46
-1.61
-0.70
3.11
20.90
Sundaram Multi Cap Fund
1.68
3.31
-4.60
-4.33
-2.83
10.68
13.31
Tata Multicap Fund
1.65
3.22
-5.94
-8.40
-7.42
2.23
Union Multicap Fund
1.44
5.03
-5.18
-4.81
-2.31
11.59
Axis Multicap Fund
1.02
5.07
-5.52
-3.06
1.33
20.81
19.51
Nifty 500 Multicap 50:25:25 Total Return Index
1.44
4.08
-3.71
-4.61
-3.77
9.86
15.88
21.20
14.78
14.30
14.26

As On: 04 February 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Multi-Cap Fund
1.10
3.89
-5.78
-6.06
-3.37
13.85
14.92
Baroda BNP Paribas Multi Cap Fund
1.05
5.22
-5.67
-4.07
0.98
17.89
17.57
23.13
16.75
14.22
Bank of India Multi Cap Fund
1.87
4.97
-3.76
-4.68
-3.59
11.70
Canara Robeco Multi Cap Fund
1.17
5.09
-3.49
-3.96
-0.86
16.89
Whiteoak Capital Multi Cap Fund
1.45
4.96
-4.87
-2.49
3.44
20.02
DSP Multicap Fund
0.60
3.02
-6.43
-8.54
-5.01
13.72
Edelweiss Multi Cap Fund
1.22
3.77
-6.33
-5.92
-1.19
16.43
Franklin India Multi Cap Fund
0.96
4.71
-4.67
-3.09
-2.30
HDFC Multi Cap Fund
1.43
3.84
-5.01
-4.85
-4.61
11.64
21.45
HSBC Multi Cap Fund
1.55
4.57
-6.30
-4.61
-2.75
14.14
Icici Prudential Multicap Fund
1.29
3.29
-1.21
-3.84
-2.32
15.22
19.51
21.42
16.26
15.18
Bandhan MULTI CAP FUND
1.22
4.29
-2.96
-4.11
-3.42
12.19
18.10
Invesco India Multicap Fund
1.28
5.89
-5.75
-3.16
3.24
18.49
18.21
21.67
15.82
15.42
Iti Multi Cap Fund
1.72
4.88
-5.50
-6.22
-6.19
8.22
19.14
16.50
Kotak Multicap Fund
1.15
4.21
-3.99
-2.93
-2.66
13.89
24.29
LIC MF Multi Cap Fund
1.63
3.84
-6.45
-3.10
-2.06
21.36
Mahindra Manulife Multi Cap Fund
0.75
4.96
-4.61
-4.61
-3.98
8.87
17.81
24.57
19.20
Mirae Asset Multicap Fund
1.79
3.96
-3.50
-4.32
-2.78
10.64
Motilal Oswal Multi Cap Fund
0.64
7.80
-7.28
3.51
16.17
Quant Active Fund
2.15
3.96
-3.11
-6.92
-11.89
-0.03
14.03
28.76
20.81
18.26
Nippon India Multi Cap Fund
1.36
4.46
-4.91
-5.85
-4.59
16.88
22.91
23.76
17.07
14.39
SBI MultiCap Fund
0.70
4.47
-1.54
-0.50
3.53
21.88
Sundaram Multi Cap Fund
1.69
3.33
-4.52
-4.07
-2.30
11.90
14.60
Tata Multicap Fund
1.66
3.24
-5.84
-8.08
-6.70
3.86
Union Multicap Fund
1.40
5.03
-5.16
-4.51
-1.74
12.96
Axis Multicap Fund
1.04
5.10
-5.45
-2.78
1.92
22.19
21.14
Nifty 500 Multicap 50:25:25 Total Return Index
1.44
4.08
-3.71
-4.61
-3.77
9.86
15.88
21.20
14.78
14.30
14.26

As On: 04 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Multi-Cap Fund
-1.09
16.71
Baroda BNP Paribas Multi Cap Fund
4.40
21.76
22.33
20.31
17.07
15.05
Bank of India Multi Cap Fund
-1.12
Canara Robeco Multi Cap Fund
4.21
Whiteoak Capital Multi Cap Fund
8.13
DSP Multicap Fund
-2.35
Edelweiss Multi Cap Fund
1.27
Franklin India Multi Cap Fund
HDFC Multi Cap Fund
-1.74
21.68
HSBC Multi Cap Fund
-0.92
Icici Prudential Multicap Fund
3.06
22.08
22.27
19.40
16.76
15.98
Bandhan MULTI CAP FUND
-0.46
18.28
Invesco India Multicap Fund
7.07
22.33
21.45
19.25
16.51
17.32
Iti Multi Cap Fund
-6.67
19.44
17.31
Kotak Multicap Fund
1.63
25.49
LIC MF Multi Cap Fund
5.87
Mahindra Manulife Multi Cap Fund
-2.17
19.65
21.90
20.89
Mirae Asset Multicap Fund
-0.40
Motilal Oswal Multi Cap Fund
Quant Active Fund
-14.20
13.19
20.65
21.77
19.97
18.71
Nippon India Multi Cap Fund
-0.59
22.90
26.22
22.10
18.25
16.85
SBI MultiCap Fund
12.03
Sundaram Multi Cap Fund
0.48
17.40
Tata Multicap Fund
-8.64
Union Multicap Fund
0.57
Axis Multicap Fund
7.87
24.91

As On: 04 February 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Multi-Cap Fund
0.02
18.17
Baroda BNP Paribas Multi Cap Fund
5.56
23.05
23.58
21.45
18.13
Bank of India Multi Cap Fund
0.00
Canara Robeco Multi Cap Fund
5.71
Whiteoak Capital Multi Cap Fund
9.99
DSP Multicap Fund
-0.78
Edelweiss Multi Cap Fund
2.98
Franklin India Multi Cap Fund
HDFC Multi Cap Fund
-0.67
23.16
HSBC Multi Cap Fund
0.41
Icici Prudential Multicap Fund
3.92
23.11
23.34
20.43
17.80
Bandhan MULTI CAP FUND
1.02
20.13
Invesco India Multicap Fund
8.45
23.92
23.07
20.80
18.07
Iti Multi Cap Fund
-5.05
21.66
19.60
Kotak Multicap Fund
2.96
27.29
LIC MF Multi Cap Fund
7.66
Mahindra Manulife Multi Cap Fund
-0.71
21.55
23.97
22.92
Mirae Asset Multicap Fund
1.12
Motilal Oswal Multi Cap Fund
Quant Active Fund
-13.20
14.53
22.38
23.31
21.17
Nippon India Multi Cap Fund
0.25
23.89
27.20
22.97
19.07
SBI MultiCap Fund
12.97
Sundaram Multi Cap Fund
1.62
18.74
Tata Multicap Fund
-7.17
Union Multicap Fund
1.81
Axis Multicap Fund
9.14
26.51

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Multi-Cap Fund -16.34 -11.87 -6.76 12.61 8.94
Baroda Bnp Paribas Multi Cap Fund -16.13 -16.17 -7.26 13.62 9.65
Hdfc Multi Cap Fund -14.38 -10.06 -4.14 13.67 9.31
Icici Prudential Multicap Fund -15.99 -10.60 -5.47 12.97 8.93
Bandhan Multi Cap Fund -15.12 -10.12 -4.37 12.96 8.82
Invesco India Multicap Fund -15.93 -16.53 -7.71 13.45 9.62
Iti Multi Cap Fund -15.01 -12.56 -7.09 13.01 9.18
Kotak Multicap Fund -18.31 -9.77 -5.48 14.65 10.40
Mahindra Manulife Multi Cap Fund -21.60 -13.65 -6.37 14.63 10.57
Quant Active Fund -21.77 -12.74 -9.55 16.93 11.74
Nippon India Multi Cap Fund -15.45 -8.74 -5.42 13.52 9.25
Axis Multicap Fund -14.42 -14.71 -7.28 13.67 9.58

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Aditya Birla Sun Life Multi-Cap Fund
0.66
0.34
0.72
0.38
0.84
0.85
0.94
0.10
1.39
-2.2100
Baroda Bnp Paribas Multi Cap Fund
0.79
0.41
0.70
0.38
2.68
0.89
0.88
0.12
1.54
0.0700
Hdfc Multi Cap Fund
1.07
0.61
1.12
0.40
8.14
0.96
0.93
0.15
1.77
8.4000
Icici Prudential Multicap Fund
0.88
0.48
0.92
0.37
5.27
0.92
0.94
0.12
1.58
4.3000
Bandhan Multi Cap Fund
0.81
0.44
0.90
0.39
2.86
0.87
0.96
0.12
1.56
0.3400
Invesco India Multicap Fund
0.80
0.41
0.69
0.41
4.07
0.92
0.88
0.12
1.50
2.9300
Iti Multi Cap Fund
0.88
0.46
0.85
0.38
5.56
0.91
0.91
0.13
1.58
4.2100
Kotak Multicap Fund
1.13
0.60
1.24
0.38
7.20
0.99
0.94
0.17
1.90
6.8100
Mahindra Manulife Multi Cap Fund
0.75
0.38
0.78
0.36
5.20
0.95
0.79
0.11
1.45
5.4200
Quant Active Fund
0.45
0.24
0.66
0.36
-1.66
1.12
0.82
0.07
1.15
0.4100
Nippon India Multi Cap Fund
1.27
0.73
1.34
0.41
11.67
0.90
0.83
0.19
1.97
10.1300
Axis Multicap Fund
0.95
0.51
0.84
0.40
5.12
0.89
0.88
0.15
1.72
1.8600

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Multi-Cap Fund 13,506.00 11,928.62 52,488.00 46,125.07
Baroda BNP Paribas Multi Cap Fund 13,999.20 12,285.82 56,721.60 49,520.59 161,964.00 104,544.96 232,579.20 173,390.11 414,804.00 294,323.04 1,061,046.00 619,767.36
Bank of India Multi Cap Fund 13,256.40 11,926.45
Canara Robeco Multi Cap Fund 13,830.00 12,273.53
Whiteoak Capital Multi Cap Fund 14,166.00 12,524.92
DSP Multicap Fund 13,438.80 11,845.94
Edelweiss Multi Cap Fund 13,749.60 12,082.50
Franklin India Multi Cap Fund
HDFC Multi Cap Fund 13,254.00 11,886.28 62,082.00 49,468.21
HSBC Multi Cap Fund 13,519.20 11,939.98
Icici Prudential Multicap Fund 13,712.40 12,199.22 59,911.20 49,740.52 151,518.00 104,384.04 226,338.00 167,854.51 448,980.00 289,521.84 1,415,232.00 672,413.40
Bandhan MULTI CAP FUND 13,268.40 11,969.68 56,613.60 47,166.66
Invesco India Multicap Fund 14,041.20 12,456.78 57,178.80 49,917.28 149,820.00 102,339.24 213,494.40 166,967.72 434,700.00 285,516.48 2,011,896.00 755,674.92
Iti Multi Cap Fund 12,770.40 11,560.14 57,538.80 47,941.31 116,544.00 92,509.80
Kotak Multicap Fund 13,492.80 12,105.90 66,121.20 52,136.60
LIC MF Multi Cap Fund 14,329.20 12,380.34
Mahindra Manulife Multi Cap Fund 12,877.20 11,858.08 56,070.00 48,081.28 165,522.00 103,448.76 253,940.40 177,029.24
Mirae Asset Multicap Fund 13,081.20 11,974.18
Motilal Oswal Multi Cap Fund
Quant Active Fund 11,866.80 11,050.88 51,469.20 43,850.95 198,654.00 100,364.40 292,496.40 182,656.40 594,684.00 344,261.52 1,678,212.00 854,233.20
Nippon India Multi Cap Fund 13,912.80 11,961.24 65,314.80 50,308.85 167,946.00 114,796.26 240,735.60 184,781.94 427,680.00 313,626.60 1,731,348.00 725,366.88
SBI MultiCap Fund 14,508.00 12,772.21
Sundaram Multi Cap Fund 13,281.60 12,031.26 52,369.20 46,580.54
Tata Multicap Fund 12,267.60 11,428.16
Union Multicap Fund 13,390.80 12,037.26
Axis Multicap Fund 14,497.20 12,508.03 61,452.00 51,720.12

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Multi-Cap Fund 13,662.00 12,001.60 54,640.80 47,093.29
Baroda BNP Paribas Multi Cap Fund 14,146.80 12,360.31 58,510.80 50,413.00 169,836.00 107,753.34 248,396.40 180,590.84 453,372.00 311,575.68
Bank of India Multi Cap Fund 13,404.00 12,000.11
Canara Robeco Multi Cap Fund 14,026.80 12,369.91
Whiteoak Capital Multi Cap Fund 14,402.40 12,642.89
DSP Multicap Fund 13,646.40 11,948.94
Edelweiss Multi Cap Fund 13,971.60 12,193.46
Franklin India Multi Cap Fund
HDFC Multi Cap Fund 13,396.80 11,956.43 64,494.00 50,495.47
HSBC Multi Cap Fund 13,696.80 12,027.01
Icici Prudential Multicap Fund 13,826.40 12,254.80 61,452.00 50,456.27 158,364.00 107,129.94 241,147.20 174,136.28 493,056.00 306,162.72
Bandhan MULTI CAP FUND 13,462.80 12,066.74 59,306.40 48,410.21
Invesco India Multicap Fund 14,218.80 12,545.45 59,464.80 51,024.31 160,008.00 106,425.06 234,822.00 176,453.93 503,292.00 310,562.16
Iti Multi Cap Fund 12,986.40 11,667.90 60,886.80 49,455.00 128,766.00 97,822.80
Kotak Multicap Fund 13,666.80 12,192.61 69,123.60 53,429.36
LIC MF Multi Cap Fund 14,563.20 12,494.68
Mahindra Manulife Multi Cap Fund 13,064.40 11,953.32 58,863.60 49,376.23 180,006.00 108,771.54 287,145.60 190,299.82
Mirae Asset Multicap Fund 13,276.80 12,073.31
Motilal Oswal Multi Cap Fund
Quant Active Fund 11,996.40 11,119.25 53,377.20 44,707.10 212,352.00 104,655.72 315,453.60 192,951.11 641,940.00 367,405.68
Nippon India Multi Cap Fund 14,025.60 12,016.48 66,837.60 51,002.06 174,234.00 117,517.44 253,150.80 190,614.40 460,176.00 327,821.28
SBI MultiCap Fund 14,625.60 12,831.34
Sundaram Multi Cap Fund 13,428.00 12,105.62 54,180.00 47,470.43
Tata Multicap Fund 12,463.20 11,526.68
Union Multicap Fund 13,555.20 12,117.95
Axis Multicap Fund 14,662.80 12,589.34 63,997.20 52,862.72