2010 to 2020 - Multi Cap Mutual Funds Schemes Annual Performance

Multi Cap Fund : These mutual funds primarily invest in stocks selected from all the listed stocks in the Indian market (NSE/BSE).

As per SEBI Guidelines, Fund Manager should allocate Investors money in Multi Cap Portfolio where 25% each assigned to Large Cap, Mid Cap & Small Cap (total 75%) and rest is choice.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

See the Annualized Returns of Multi-Cap Mutual Funds from the Year 2010 - 2020:

Scheme Name	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010
Quant Active Fund	44%	4%	-1%	38%	-2%	12%	67%	-2%	38%	-35%	17%
Mahindra Manulife Multi Cap Badhat Yojana	16%	14%	-10%	15%	-	-	-	-	-	-	-
Invesco India Multicap Fund	19%	5%	-12%	46%	0%	7%	72%	10%	44%	-19%	35%
Principal Multi Cap Growth Fund	15%	4%	-8%	49%	6%	2%	49%	7%	46%	-31%	14%
Baroda Multi Cap Fund - Plan A	19%	9%	-12%	37%	2%	-2%	46%	3%	26%	-30%	14%
ICICI Prudential Multicap Fund	9%	6%	1%	28%	10%	3%	50%	5%	37%	-27%	22%
BNP Paribas Multi Cap Fund	10%	13%	-12%	43%	1%	6%	49%	5%	33%	-17%	22%
Nippon India Multicap Fund	0%	2%	-2%	41%	-7%	1%	60%	4%	47%	-22%	30%
ITI Multi Cap Fund	2%	13%	-	-	-	-	-	-	-	-	-
Kotak India Growth Fund - Series IV	43%	5%	-9%	-	-	-	-	-	-	-	-
HDFC Equity Opportunities Fund - Series II - 1126D May	3%	2%	-3%	5%	-	-	-	-	-	-	-
HDFC Equity Opportunities Fund - Series II - 1100D June	0%	4%	-3%	2%	-	-	-	-	-	-	-
IDFC Equity Opportunity - Series 6	25%	12%	-3%	-	-	-	-	-	-	-	-
SBI Equity Opportunities Fund – Series IV	12%	11%	-14%	54%	4%	4%	-	-	-	-	-
Nippon India India Opportunities Fund - Series A	4%	5%	4%	-	-	-	-	-	-	-	-
Nippon India Capital Builder Fund IV - Series B	5%	-1%	-19%	4%	-	-	-	-	-	-	-
Edelweiss Maiden Opportunities Fund - Series I	33%	15%	-14%	-	-	-	-	-	-	-	-
Axis Capital Builder Fund - Series 1	19%	10%	-1%	-	-	-	-	-	-	-	-
Axis Capital Builder Fund - Series 4	17%	17%	0%	-	-	-	-	-	-	-	-
Sundaram Multi Cap Fund Series I	16%	17%	-4%	-	-	-	-	-	-	-	-
Sundaram Multi Cap Fund Series II	16%	18%	-4%	-	-	-	-	-	-	-	-
Sundaram Equity Fund	11%	9%	-	-	-	-	-	-	-	-	-