Mutual Fund Trailing Returns


Scheme Name Launch
Date
AUM
(Crore)
Expense
Ratio (%)
1-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Since
Launch
Ret (%)
Action
Motilal Oswal Multi Cap Fund Reg Gr 18-06-2024 4603.13 1.86 10.68 - - - 22.63 Invest Now
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 2638.72 1.94 10.52 - - - 22.68 Invest Now
Mirae Asset Multicap Fund Reg Gr 01-08-2023 4388.81 1.84 9.38 - - - 18.2 Invest Now
Kotak Multicap Fund Reg Gr 03-09-2021 21541.46 1.61 7.87 23.03 - - 18.17 Invest Now
Franklin India Multi Cap Fund Gr 05-07-2024 5128.67 1.82 7.62 - - - 4.26 Invest Now
PGIM India Multi Cap Fund Reg Gr 10-09-2024 434.64 2.38 7.42 - - - -0.75 Invest Now
Sundaram Multi Cap Fund Gr 01-01-2013 2927.98 1.98 6.55 17.1 19.34 14.62 15.47 Invest Now
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 4902.07 1.82 6.46 - - - 18.56 Invest Now
SBI Multicap Fund Reg Gr 05-03-2022 23986.25 1.65 6.4 16.63 - - 15.07 Invest Now
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 6055.38 1.77 6.13 18.81 22.69 - 16.15 Invest Now
Union Multicap Fund Reg Gr 19-12-2022 1335.77 2.14 6.06 - - - 19.33 Invest Now
Bank of India Multi Cap Fund Reg Gr 03-03-2023 968.05 2.26 5.66 - - - 24.75 Invest Now
HDFC Multi Cap Fund Gr 01-12-2021 19732.03 1.67 5.35 20.14 - - 17.89 Invest Now
Bandhan Multi Cap Fund Reg Gr 05-12-2021 2841.67 1.94 5.17 17.42 - - 14.88 Invest Now
Axis Multicap Fund Reg Gr 05-12-2021 9163.94 1.77 4.75 21.66 - - 16.28 Invest Now
Nippon India Multi Cap Gr Gr 25-03-2005 49313.69 1.34 4.74 21.4 27.05 15.19 17.9 Invest Now
HSBC Multi Cap Fund Reg Gr 05-01-2023 5267.74 1.83 4.35 - - - 25.52 Invest Now
ICICI Pru Multi Cap Gr 01-10-1994 16067.2 1.73 4.23 18.97 21.4 14.66 15.07 Invest Now
ABSL Multi-Cap Fund Reg Gr 07-05-2021 6748.15 1.81 4.19 16.77 - - 16.05 Invest Now
LIC MF Multi Cap Fund Reg Gr 31-10-2022 1796.57 2.0 4.04 19.81 - - 19.48 Invest Now
ITI Multi Cap Reg Gr 15-05-2019 1325.85 2.03 3.67 18.45 17.17 - 14.24 Invest Now
Tata Multicap Fund Reg Gr 05-02-2023 3214.01 1.88 2.97 - - - 14.33 Invest Now
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 3104.18 1.9 2.3 - - - 21.53 Invest Now
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 3108.17 1.97 2.05 18.15 20.99 14.51 16.36 Invest Now
DSP Multicap Reg Gr 05-01-2024 2627.88 1.94 1.17 - - - 10.85 Invest Now
Groww Multicap Fund Reg Gr 16-12-2024 234.79 2.3 - - - - 6.13 Invest Now
Bajaj Finserv Multi Cap Fund Reg Gr 27-02-2025 1022.75 2.17 - - - - 13.37 Invest Now
UTI Multi Cap Fund Reg Plan Gr 29-04-2025 1714.3 2.02 - - - - 5.66 Invest Now
TRUSTMF MULTI CAP FUND Reg PLAN GR 30-06-2025 258.09 2.35 - - - - 4.5 Invest Now
Invesco India Multi Cap Gr 17-03-2008 4228.18 1.88 -0.53 17.17 19.15 13.92 15.55 Invest Now
quant Multi Cap Fund Gr Reg Plan 21-03-2001 9365.51 1.74 -2.28 10.22 20.91 16.99 18.16 Invest Now
Samco Multi Cap Fund Reg Gr 30-10-2024 344.63 2.4 -6.95 - - - -10.35 Invest Now
Category Average - - - 4.64 18.38 21.09 14.98 14.62 -
NIFTY 500 TRI - - - 7.56 15.81 18.34 14.88 12.46 -

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.