These funds invest money across the market caps such as large cap, mid cap, and small cap. Diversified Funds or Multi Cap Funds: Why Should You Invest? 12,624. Find latest NAV, returns, performance. Our team of researchers and analysts bring you the list of Best Focused Funds in India for 2021. Best Diversified Mutual Funds - Consider the best performing diversified mutual funds to invest in 2021 with Scripbox.com. SBI Bluechip is a four-star rated fund by value research online. Below is the key information for Parag Parikh Long Term Equity Fund Parag Parikh Long Term Equity Fund Growth Launch Date 24 May 13 NAV (04 Feb 21) ₹37.8035 ↑ 0.69 (1.87 %) Net Assets (Cr) ₹6,393 on 31 Dec 20 Category Equity - Multi CapAMC PPFAS Asset Management Pvt. Multi Cap Fund : Multi Cap Fund : Fund has 97.34% investment in indian stocks of which 36.39% is in large cap stocks, 24.44% is in mid cap stocks, 31.22% in small cap stocks. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, Crompton Greaves Consumer Electricals Ltd, Fine Organic Industries Ltd Ordinary Shares, Security and Intelligence Services (India) Ltd, Mahindra & Mahindra Financial Services Ltd. Consistency in the last three years: Hurst Exponent, H is used for computing the consistency of a fund. Evaluating a diversified fund over a longer time frame will help you to gauge its performance during a boom-and-bust cycle. High dividend yield stocks are Ranked 19 in Multi Cap category. Ltd. 16.23. When evaluating a Large cap fund, you should compare its returns with other matching large cap diversified equity funds. defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. It has an above average Sharpe Ratio of 1.55. Beta is denoted in positive or negative figures. Canara Robeco Equity Diversified Fund Direct-Growth is a Multi Cap scheme under the Equity managed by Canara Robeco Mutual Fund. Ranked 19 in Multi Cap category. 22.1. Check the article to know more about the classifications of diversified equity funds and also the updated list of top equity funds that you can invest in. accept the terms of Privacy Policy and It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch. All Rights Reserved, 2021 Shepard Technologies Private Limited. Multi Cap Fund : Multi Cap Fund : Fund has 97.34% investment in indian stocks of which 36.39% is in large cap stocks, 24.44% is in mid cap stocks, 31.22% in small cap stocks. Rating ☆☆Risk Moderately HighExpense Ratio 2.4Sharpe Ratio 0.69Information Ratio 0.65Alpha Ratio 4.69Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Investors can analyze the consistency of the returns of a diversified fund by reviewing its performances during different market phases along with the category average. Fund Objective: This mutual fund seeks long term growth of … Below is the key information for DSP BlackRock Equity Fund DSP BlackRock Equity Fund Growth Launch Date 7 Jun 07 NAV (04 Feb 21) ₹54.303 ↑ 0.60 (1.11 %) Net Assets (Cr) ₹4,613 on 31 Dec 20 Category Equity - Multi CapAMC DSP BlackRock Invmt Managers Pvt. Hence, you might find a multicap fund behaving like a flexicap fund and vice-versa. The ranked 16 in the category of Multi-Cap. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. Below is the key information for Parag Parikh Long Term Equity Fund. Diversified Equity Funds are categorised into the following basis the size of companies initiating the investments. Kotak Blue Chip Fund Growth is one of the best large-cap funds for investment. Ranked 34 in Multi Cap category. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. PGIM India Diversified Equity Fund is a Equity - Multi Cap fund was launched on 4 Mar 15. The scheme was launched on Jan 01, 2013 and is managed by Shridatta Bhandwaldar,Miyush Gandhi and has an AUM of 23209 crores. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.4% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch. Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. 12.22. Ranked 50 in Multi Cap category. Below is the key information for PGIM India Diversified Equity Fund PGIM India Diversified Equity Fund Growth Launch Date 4 Mar 15 NAV (04 Feb 21) ₹20.24 ↑ 0.22 (1.10 %) Net Assets (Cr) ₹503 on 31 Dec 20 Category Equity - Multi CapAMC Pramerica Asset Managers Private Limited Rating Not RatedRisk Moderately HighExpense Ratio 2.41Sharpe Ratio 0.93Information Ratio 0.63Alpha Ratio 14.66Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years. As equities are equipped to deliver returns over longer time frames (above 5 years), investments in diversified funds should be made for a long-term period. In the game of Investing, where returns are essentially important, somehow risk-adjusted returns is what eventually counts.And to strengthen the risk-adjusted returns if one has a long-term view, diversified … Below is the key information for SBI Magnum Multicap Fund SBI Magnum Multicap Fund Growth Launch Date 29 Sep 05 NAV (04 Feb 21) ₹63.1315 ↑ 0.49 (0.79 %) Net Assets (Cr) ₹10,518 on 31 Dec 20 Category Equity - Multi CapAMC SBI Funds Management Private Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2Sharpe Ratio 0.42Information Ratio -0.55Alpha Ratio -3.85Min Investment 1,000 Min SIP Investment 500 Exit Load 0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL) Growth of 10,000 investment over the years. Ranked 3 in Multi Cap category. Net Profit of ₹147,579 Invest Now Invest Now Returns for IDFC Focused Equity Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. A Multi-cap fund is a very good … In some cases, the fund house has not clearly defined the investment objectives of such equity-diversified funds. Aims to provide long term capital appreciation from a portfolio substantially constituted of equity and equity related securities. Aditya Birla Sun Life Equity Fund An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11% since its launch. Below is the key information for SBI Magnum Multicap Fund. Ranked 12 in Multi Cap category. Unlike large or mid cap funds, they can decide how money gets allocated between big, mid-sized, and small companies. Below is the key information for Franklin India Equity Fund. Comparing it with mid-cap diversified equity funds will not give an accurate result as the risk and reward relation between both large cap & mid cap funds are not comparable. This list highlights the best U.S. diversified stock funds of 2020, based on each fund outperforming the S&P 500 over the last one-, three-, five- and 10-year periods. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch. An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Below is the key information for Motilal Oswal Multicap 35 Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.2% since its launch. Ranked 16 in Multi Cap category. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. Return for 2020 was 31.5% , 2019 was 11.7% and 2018 was 3.5% . A positive alpha of 1 means that the fund has outperformed its benchmark index by 1%, while a negative alpha of -1 would indicate that the fund has produced 1% lower returns than its market benchmark. Mirae Asset India Equity Fund (Erstwhile Mirae Asset India Opportunities Fund) The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities. *Above is list of top diversified/multicap mutual funds with AUM/Net Assets > 500 Crore, sorted on 3 Year CAGR Returns. Return for 2020 was 18.7% , 2019 was 17% and 2018 was -7.5% . A higher Sharpe ratio means, a higher return without too much risk. Fincash » Mutual Funds » Best Diversified Funds. The scheme has outperformed its benchmark during both the 3 year and 5 year periods. Below is the key information for Kotak Standard Multicap Fund, (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund). Mirae Asset India Equity Fund is a Equity - Multi Cap fund was launched on 4 Apr 08. Return for 2020 was 32.3% , 2019 was 14.4% and 2018 was -0.4% . as on 4 Feb 21 DurationReturns1 Month 4.3% 3 Month 26.6% 6 Month 43.3% 1 Year 33.7% 3 Year 17.6% 5 Year 18% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis YearReturns2020 31.5% 2019 11.7% 2018 3.5% 2017 30.1% 2016 1.1% 2015 0.9% 2014 46.8% 2013 7.6% 2012 32.2% 2011 -19.1% Fund Manager information for UTI Equity Fund NameSinceTenureAjay Tyagi11 Jan 165.06 Yr.Data below for UTI Equity Fund as on 31 Dec 20 Equity Sector Allocation SectorValueFinancial Services26.13%Consumer Cyclical17.03%Technology14.44%Health Care13.85%Industrials8.38%Basic Materials6.6%Communication Services6.05%Consumer Defensive5.75% Asset Allocation Asset ClassValueCash1.76%Equity98.24% Top Securities Holdings / Portfolio NameHoldingValueQuantity Bajaj Finance Ltd (Financial Services)Equity, Since 30 Nov 17 | 5000347%₹982 Cr1,853,670 ↓ -71,200 HDFC Bank Ltd (Financial Services)Equity, Since 31 May 07 | HDFCBANK6%₹853 Cr5,940,392 Larsen & Toubro Infotech Ltd (Technology)Equity, Since 31 Aug 18 | 5400055%₹698 Cr1,906,100 ↓ -62,000 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 30 Apr 15 | KOTAKBANK5%₹692 Cr3,468,286 ↓ -124,500 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Oct 15 | HDFC4%₹643 Cr2,512,088 Infosys Ltd (Technology)Equity, Since 31 May 07 | INFY4%₹610 Cr4,856,774 Astral Poly Technik Ltd (Industrials)Equity, Since 31 Mar 16 | ASTRAL3%₹519 Cr2,911,866 Tata Consultancy Services Ltd (Technology)Equity, Since 31 Dec 06 | TCS3%₹471 Cr1,644,194 ↓ -65,000 Info Edge (India) Ltd (Communication Services)Equity, Since 31 Jan 16 | NAUKRI3%₹461 Cr968,296 ↓ -33,000 Avenue Supermarts Ltd (Consumer Defensive)Equity, Since 31 Jul 19 | 5403763%₹393 Cr1,422,937 ↑ 54,647 2. 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