Why to Invest in Multi Cap Mutual Funds?
  • Invest across market cap
  • Manage risk through flexibility
  • More stable in market volatility
  • Great for long-term wealth creation
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Top funds 3Y Return 5Y Return
SBI Magnum Multicap Fund (G) 14.39% 18.93% Invest
Aditya Birla Sun Life Equity Fund (G) 16.92% 18.97% Invest
Kotak Standard Multicap Fund (G) 16.25% 18.93% Invest
Mirae Asset India Equity Fund (G) 17.33% 18.92% Invest
Motilal Oswal Multicap 35 Fund (G) 14.88% - Invest
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Jan 02, 2019 7 min read

Top 5 Best Multi Cap Mutual Funds 2019

Read and find out the best multi cap mutual funds to invest in 2019 to introduce flexibility in your portfolio.

Multi-cap mutual funds had a tough 2018, just like all other equity mutual funds, but it doesn’t mean we should write them off for the coming year ahead. Multi-cap mutual fund schemes have a good percentage of investment in mid caps and small caps, and these two suffered heavy correction due to lofty valuations in the past year. Let’s find out what surprises category holds for the investors in the upcoming year, and what are the gems of the category that investors can choose from.

What Makes Multi Cap Fund a Great Pick for 2019?

In the time when there is huge volatility in the market, investors are often confused about whether to invest in large, mid, or small cap funds and which one amongst them will do well. In such cases, multicap funds will give the flexibility to fund managers to keep switching holdings in the fund between large-, mid- and small-cap stocks as they deem fit, based on their outlook for the market. Thus, over the long term, such mutual funds carry lower risk as compared to pure mid, small, or large cap schemes.

Besides, after re-categorization of mutual funds in 2018, multi-cap category has been the only category which remained unconstrained, having the flexibility to invest across the market cap. Thus, the fund manager of a multicap scheme holds the liberty to shift between the market capitalisations based on his view of the market. This freedom to invest across the market caps will offer such schemes an edge over other categories in 2019.


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Check out these five multi-cap schemes which can help you to power up your investment portfolio in the upcoming year.

Mirae Asset India Equity Fund

Mirae Asset India Equity Fund erstwhile known as Mirae Asset India Opportunities Fund (G) is an open-ended equity multicap fund which majorly invests in the equities and related securities of mid- and large-cap companies. It is among the top-performing multi-cap mutual funds which diversify the total investable capital into various sectors but predominantly in the financial sector. It has delivered 14.09%, 18.63%, and 22.10% returns in 3, 5, 10 years, respectively which are much higher than both its benchmark and category in the same duration.

Basic Information- Mirae Asset India Equity Fund
Category Equity: Multi Cap
Benchmark S&P BSE 200 TRI
Launch Date 4-Apr-08
Asset Size Rs. 9697 crore (As on Nov 30, 2018)
Expense Ratio 2.02% (As on Nov 30, 2018)
Minimum investment Rs. 5000
Minimum SIP Rs. 1000
Return Since Inception 15.67%
Exit Load 1% for redemption before 365 days

Kotak Standard Multi Cap Fund

Kotak Standard Multicap Fund – Regular Plan (G) is a gem from Kotak Mutual Fund which is looked after by one of the finest fund management teams in the industry. As a result of the strong management, Kotak Multicap Fund was able to churn the highest returns in the multi cap category which stood at 18.58%, an average yield earned per annum in the last five years. It is managed by Mr Harsha Upadhyaya who believes in investing in a few of the selected sectors including financial, energy, and consumption.

Basic Information- Kotak Standard Multicap Fund Regular Plan
Category Equity: Multi Cap
Benchmark NIFTY 200 TRI
Launch Date 11-Sep-09
Asset Size Rs. 21,369 crore (As on Nov 30, 2018)
Expense Ratio 2.05% (As on Nov 30, 2018)
Minimum investment Rs. 5000
Minimum SIP Rs. 1000
Return Since Inception 13.71%
Exit Load 1% for redemption before 365 days

Aditya Birla Sun Life Equity Fund

Being one of the best multi cap mutual funds, the objective of ABSL Equity Fund is regular income along with capital in the long term by predominately investing in equities and a little part in debt portion as well. It adopts the top-down and bottom-up approach of investing and has an assets base amounting to Rs. 10,092 crore as on Nov 30, 2018.

Basic Information- Aditya Birla Sun Life Equity Fund
Category Equity: Multi Cap
Benchmark S&P BSE 200 TRI
Launch Date 27-Aug-98
Asset Size Rs. 10,092 crore (As on Nov 30, 2018)
Expense Ratio 1.97% (As on Nov 30, 2018)
Minimum investment Rs. 500
Minimum SIP Rs. 500
Return Since Inception 23.17%
Exit Load 1% for redemption before 365 days

Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund was launched on 28th April 2014 and has an aim to invest in equity and its related instruments with a maximum of 35 stocks across different sectors and market capitalisation to generate long-term capital for its investors. Since inception, it has produced 21.61% returns. The assets managed by the fund is Rs 13,286 crore (as on 30th Nov 2018). Two of the most talented fund managers of the business are managing the schemes which are Snigdha Sharma and Gautam Sinha Roy.

Basic Information- Motilal Oswal Multicap 35 Fund - Regular Plan
Category Equity: Multi Cap
Benchmark NIFTY 500 TRI
Launch Date 28-Apr-14
Asset Size Rs. 13286 crore (As on Nov 30, 2018)
Expense Ratio 1.83% (As on Nov 30, 2018)
Minimum investment Rs. 500
Minimum SIP Rs. 500
Return Since Inception 21.61%
Exit Load 1% for redemption before 365 days

SBI Magnum Multi Cap Fund

SBI Magnum Multi Cap Fund aims to hand over the opportunity of long-term monetary growth along with the liquidity to the investors by investing in the stocks of the companies with varying market capitalization. The scheme bears an expense ratio of 2.29% as on Nov 30, 2018, which is a favoring point for the fund as it is less than that of the average, i.e., 2.45%. As of now the average market capitalization of the fund is Rs.52,788 crore with an allocation of 48.05%, 18.36%, 17.16%, and 16.43% in giant, large, mid, and small-size companies, respectively.

Basic Information- SBI Magnum Multicap Fund
Category Equity: Multi Cap
Benchmark S&P BSE 500 TRI
Launch Date 29-Sep-05
Asset Size Rs. 6192 crore (As on Nov 30, 2018)
Expense Ratio 2.29% (As on Nov 30, 2018)
Minimum investment Rs. 1000
Minimum SIP Rs. 500
Return Since Inception 12.17%
Exit Load 1% for redemption before 365 days


Invest in the Best Mutual Funds
  • 100% Paperless
  • No Transaction Charges
  • Easy to Invest
  • Safe & Secure

The Last But Not Least

With the liquidity crisis sidelined and the likely change in interest rates, several business experts believe that the market is now in a better position, and therefore multicap schemes are bound to do well. 2018 has been a flat year for multi cap mutual funds, however, from a 2019 perspective, we can expect them to be at a far better place. The above-mentioned multi cap funds can help you to fulfil your purpose. Just remember to match the scheme’s objective with that of yours, and you are good to go. In case you still feel the need to talk to an expert before making a commitment with any of the listed fund, consult us at MySIPonline. We’ll be more than happy to serve you.

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