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How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 41.75 | 1.20 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.26 | 49.75 | 0.97 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bandhan Multi Cap Fund(IDCW) | 22.18% | 20.73% | 20.05% |
Nippon India Multi Cap Fund(IDCW) | 20.67% | 20.88% | 11.09% |
SBI Multicap Fund(IDCW Payout) | 27.38% | — | 20.53% |
HDFC Multi Cap Fund(IDCW Reinvst) | 17.58% | 23.52% | 22.50% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Others
Holdings
5.13 %
Holdings
3.69 %
Holdings
2.65 %
Daylynn Pinto
AUM: ₹21,747.94 Cr.
|
Exp: —
Harshal Joshi
AUM: ₹53,032.55 Cr.
|
Exp: 5.5yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%