Multicap mutual funds are investment options that deal with stocks of large, mid, and small-cap stocks in a specific proportion, instead of investing in a particular type all at once. These are ideal for investors with a low-risk appetite, as the best multi-cap mutual funds of 2019 are less risky compared to pure mid-cap or small-cap funds.
Based on such end-usage benefits, these funds are considered ‘market capitalization agnostic.’ This feature is one of several which makes these schemes more sought after. Recently, SEBI has re-categorized most MFs in the domestic market. A lot of stress has shifted from the long and mid-cap segments, leaving multi-cap MFs in the green.
Most multicap funds perform well due to the varied investment opportunities provided. Unlike other categories, all of the best multicap mutual funds can be invested across sectors. These schemes can easily be switched across diverse industry segments and market capitalizations.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Kotak Standard Multi Cap Fund | Equity | Moderately High | 16.0% | 5star | ₹26,991 | |
| Motilal Oswal Multicap 35 Fund | Equity | Moderately High | 14.5% | 5star | ₹13,235 | |
| Aditya Birla Sun Life Equity Fund | Equity | Moderately High | 11.1% | 4star | ₹11,247 | |
| Motilal Oswal Nifty 500 Fund | Equity | Moderately High | N.A | 4star | ₹21 | |
| SBI Magnum Multi Cap Fund | Equity | Moderately High | 16.4% | 4star | ₹8,073 | |
| JM Multi Cap Fund | Equity | Moderately High | 23.0% | 4star | ₹139 | |
| Axis Multicap Fund | Equity | Moderately High | 24.7% | 4star | ₹4,575 | |
| Canara Robeco Equity Diversified | Equity | Moderately High | 15.8% | 4star | ₹1,438 | |
| Aditya Birla Sun Life Retirement Fund | Equity | Moderately High | N.A | 4star | ₹103 | |
| Parag Parikh Long Term Equity Fund | Equity | Moderately High | 16.9% | 4star | ₹2,205 | |
| Mirae Asset Focused Fund | Equity | Moderately High | N.A | 4star | ₹1,538 | |
| Edelweiss Multi Cap Fund | Equity | High | 13.0% | 4star | ₹456 | |
| ICICI Prudential Multicap Fund | Equity | Moderately High | 7.0% | 4star | ₹4,253 | |
| Kotak Focused Equity Fund | Equity | Moderately High | N.A | 4star | ₹1,343 | |
| BNP Paribas Multi Cap Fund | Equity | Moderately High | 14.9% | 3star | ₹706 | |
| View All Top 10 Multi Cap Mutual Funds |
Features of Multi-Cap Mutual Fund
Like all investment options, the purpose of these funds is to create an alternate source of income and help reach an individual’s financial goal.
The following are the primary purposes and features which make multicap mutual funds special.
Taxability
SEBI’s recent moves to expand the inflow of investments have led to some confusion on the taxation issues that bind Mutual Funds. Some MFs have merged with each other to form bigger funds. However, that does not alter the taxation issues in the schemes per se.
A specific ‘grandfathering’ clause has been added in the Union Budget this year (2019) which prevents any taxation on gains made on Mutual Funds till 31 January, 2018. All wealth made before this deadline is exempt from LTCG (Long Term Capital Gains) Tax.
However, all gains made post January 31 is liable to be taxed. All gains up to Rs 1 Lakh are tax-exempt. The remaining amount will be subject to a 10% tax.
Who Are These Funds Suited For?
While all retail consumers can choose their individual best Multicap Mutual Funds to invest in 2019 according to their necessities and criteria, the following categories of investors must pay special attention.
Major Advantages
The following are the major plus points these schemes carry.
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 12.99% annualized returns in the last three years. In the last year, its returns were 15.96%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.96% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹26,991Cr |
| 1Y Returns | 16.0% |
Fund Performance: This fund has given 10.97% annualized returns in the last three years. In the last year, its returns were 14.5%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 14.5% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹13,235Cr |
| 1Y Returns | 14.5% |
Fund Performance: This fund has given 9.73% annualized returns in the last three years. In the last year, its returns were 11.06%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.06% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹11,247Cr |
| 1Y Returns | 11.1% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹21Cr |
| 1Y Returns | NA |
Fund Performance: This fund has given 11.69% annualized returns in the last three years. In the last year, its returns were 16.36%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 16.36% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹8,073Cr |
| 1Y Returns | 16.4% |
Fund Performance: This fund has given 14.11% annualized returns in the last three years. In the last year, its returns were 23%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 23% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹139Cr |
| 1Y Returns | 23.0% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 24.71%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 24.71% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹4,575Cr |
| 1Y Returns | 24.7% |
Fund Performance: This fund has given 13.72% annualized returns in the last three years. In the last year, its returns were 15.83%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 15.83% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹1,438Cr |
| 1Y Returns | 15.8% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹103Cr |
| 1Y Returns | NA |
Fund Performance: This fund has given 13.81% annualized returns in the last three years. In the last year, its returns were 16.88%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 16.88% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹2,205Cr |
| 1Y Returns | 16.9% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹1,538Cr |
| 1Y Returns | NA |
Fund Performance: This fund has given 12.52% annualized returns in the last three years. In the last year, its returns were 13%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 13% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹456Cr |
| 1Y Returns | 13.0% |
Fund Performance: This fund has given 9.44% annualized returns in the last three years. In the last year, its returns were 6.98%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.98% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹100.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹4,253Cr |
| 1Y Returns | 7.0% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing NA returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹1,000.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹1,343Cr |
| 1Y Returns | NA |
Fund Performance: This fund has given 11.09% annualized returns in the last three years. In the last year, its returns were 14.93%. It has continually hit its benchmark in the Equity segment.
Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 14.93% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹0. Minimum SIP investment amount required for this scheme is ₹500.
| Min Investment Amt | ₹0 |
|---|---|
| AUM | ₹706Cr |
| 1Y Returns | 14.9% |
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