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ProfitGuruOnline since 2007

SEBI sub-category

Multi Cap Fund funds

Funds

Direct plans only

Category 1Y avg

+4.05%

Category 5Y CAGR

+15.97%

Direct vs Regular

Direct Regular

5-Year return distribution

How the 34 Multi Cap Fund funds spread across return buckets. Taller bars = more funds in that band.

Risk vs Return — Multi Cap Fund

Each dot is a fund. Up-and-left = high return for low risk (the sweet spot). Down-and-right = under-performing with high volatility. Colour = 5-year peer quartile.

Q1 (top 25%) Q2 Q3 Q4 (bottom 25%) 9 funds plotted

All Multi Cap Fund funds

Sort by: 1Y 3Y 5Y 7Y 10Y

#	Scheme	NAV	1Y	3Y	5Y	7Y	10Y	Peer Q (5Y)	Sharpe	Max DD
1	Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option Nippon India	335.19	+0.74%	+16.77%	+19.77%	+18.78%	+16.13%	Q1	0.72	-18.6%
2	Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India	335.19	+0.74%	+16.77%	+19.77%	+18.78%	+16.13%	Q1	0.72	-18.6%
3	Mahindra Manulife Multi Cap Fund - Direct Plan -Growth Mahindra Manulife	44.89	+6.24%	+18.87%	+17.46%	+21.90%	—	Q2	0.79	-20.2%
4	ICICI Prudential Multicap Fund - Direct Plan - Growth ICICI Prudential	953.53	+5.75%	+17.91%	+16.20%	+17.76%	+15.62%	Q2	0.83	-17.2%
5	Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option Baroda BNP Paribas	335.15	+3.82%	+16.19%	+15.50%	+18.60%	+15.20%	Q3	0.65	-19.4%
6	Aditya Birla Sun Life Multi-Cap Fund-Direct Growth Aditya Birla Sun Life	22.13	+4.24%	+15.24%	+14.43%	—	—	Q3	0.60	-20.0%
7	ITI Multi Cap Fund - Direct Plan - Growth Option ITI	29.31	+8.75%	+18.81%	+14.20%	+16.36%	—	Q4	0.77	-23.1%
8	quant Multi Cap Fund-GROWTH OPTION-Direct Plan Quant	730.89	+4.95%	+12.90%	+13.50%	+21.89%	+18.56%	Q4	0.44	-25.3%
9	Invesco India Multicap Fund - Direct Plan - Growth Option Invesco	156.21	-1.21%	+14.75%	+12.86%	+17.92%	+14.97%	Q4	0.53	-22.6%
10	Axis Multicap Fund - Direct Growth Axis	19.95	+5.72%	+20.02%	—	—	—	—	0.88	-18.1%
11	BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH Bajaj Finserv	12.27	+5.39%	—	—	—	—	—	—	—
12	BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN Bandhan	18.78	+1.95%	+14.84%	—	—	—	—	0.62	-18.3%
13	Bank of India Multi Cap Fund Direct Plan - Growth Bank of India	20.56	+10.78%	+20.71%	—	—	—	—	0.95	-20.3%
14	Canara Robeco Multi Cap Fund - Direct Plan - Growth Option Canara Robeco	15.44	+1.51%	+15.58%	—	—	—	—	—	—
15	DSP Multicap Fund - Direct - Growth DSP	12.78	+0.47%	—	—	—	—	—	—	—
16	Edelweiss Multi Cap Fund - Direct Plan - Growth Edelweiss	16.32	+4.56%	—	—	—	—	—	—	—
17	Franklin India Multi Cap Fund - Direct - Growth Franklin India	11.01	+4.71%	—	—	—	—	—	—	—
18	Groww Multicap Fund - Direct - Growth Groww	11.95	+13.88%	—	—	—	—	—	—	—
19	HDFC Multi Cap Fund - Growth Option - Direct Plan HDFC	19.86	-1.57%	+14.75%	—	—	—	—	0.56	-20.2%
20	HSBC Multi Cap Fund - Direct - Growth HSBC	20.68	+6.40%	+20.91%	—	—	—	—	0.86	-20.1%
21	Kotak Multicap Fund-Direct Plan-Growth Kotak	21.66	+7.14%	+20.15%	—	—	—	—	0.84	-21.0%
22	LIC MF Multi Cap Fund-Direct Plan-Growth LIC	19.38	+7.71%	+19.89%	—	—	—	—	0.84	-19.3%
23	Mirae Asset Multicap Fund - Direct Plan - Growth Mirae Asset	15.43	+3.52%	+15.35%	—	—	—	—	—	—
24	Motilal Oswal Multi Cap Fund-Direct Plan Growth Motilal Oswal	14.15	+0.99%	—	—	—	—	—	—	—
25	PGIM India Multi Cap Fund - Direct Plan - Growth Option PGIM India	10.69	+6.37%	—	—	—	—	—	—	—
26	Samco Multi Cap Fund - Direct Plan - Growth Samco	8.82	-11.89%	—	—	—	—	—	—	—
27	SBI Multicap Fund- Direct Plan- Growth option SBI	17.80	-0.92%	+14.93%	—	—	—	—	0.65	-15.1%
28	Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund) - Direct Plan - Income Distribution CUM Capital Withdrawal Option (IDCW) Sundaram	86.45	-5.93%	+6.95%	—	—	—	—	0.09	-26.5%
29	Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option Sundaram	435.77	+1.07%	+15.04%	—	—	—	—	0.60	-18.5%
30	Tata Multicap Fund - Direct Plan - Growth Tata	16.35	+8.86%	+13.08%	—	—	—	—	0.47	-22.4%
31	TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH —	11.53	+15.07%	—	—	—	—	—	—	—
32	Union Multicap Fund - Direct Plan - Growth Option Union	17.92	+8.54%	+16.65%	—	—	—	—	0.71	-19.8%
33	UTI Multi Cap Fund - Direct Plan - Growth Option UTI	10.68	+2.29%	—	—	—	—	—	—	—
34	WhiteOak Capital Multi Cap Fund Direct Plan Growth WhiteOak Capital	16.75	+7.15%	—	—	—	—	—	—	—

Direct plans typically outperform Regular plans by around 50 basis points per year because they carry no distributor commission. The "Peer Q (5Y)" column shows the fund's quartile within this category over the 5-year window: Q1 = top 25%.

Frequently asked questions

Generated from this category's live aggregates — average returns, fund counts, quartile spreads. Updated daily.

Multi Cap Fund is a SEBI-defined mutual-fund category. Each scheme in it must follow the asset-allocation and exposure rules set out in the SEBI October-2017 categorisation circular. Equity bucket for tax purposes.

We currently track 34 active Multi Cap Fund schemes (Direct plan, Growth option). The list updates daily after AMFI publishes new NAVs and SEBI re-classifies schemes. 2 of them sit in the top quartile by 5-year CAGR.

Over the last 5 years, the average Multi Cap Fund (Direct plan) has returned 15.97% CAGR — that turns ₹1 lakh into roughly ₹209,725. Over the last 12 months the category averaged 4.05%. Top-quartile funds in this category typically beat the average by 3-6 percentage points per year — fund selection within a category matters more than the category choice itself.

Over the trailing 5-year window, the highest-returning Multi Cap Fund in our database is **Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option** (Nippon India) with a CAGR of 19.77%. The category average is 15.97%. Past performance is no guarantee of future returns — top-quartile funds in one window often slip in the next.

The best 1-year return in the Multi Cap Fund category right now is **TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH** () at 15.07%. 1-year numbers are noisy and shouldn't be the sole basis for picking — cross-check rolling returns and 5-year CAGR before deciding.

Across all Multi Cap Fund schemes with 5 years of history, the 5-year CAGR ranges from 12.86% (worst) to 19.77% (best), with a median of 15.50%. That spread of about 7 percentage points between top and bottom is a useful gauge of how much fund selection matters in this category.

On ProfitGuruOnline you can browse either Multi Cap Fund Direct plans (lower expense ratio, no broker commission baked in) or Regular plans (sold through distributors). Use the filter on the category page. Direct typically outperforms Regular by 0.5-1% per year in the same scheme — meaningful over 10+ years.

Multi Cap Fund is classified as an Equity scheme. Held for 12 months or more: 12.5% LTCG on gains exceeding ₹1.25 lakh per FY per PAN. Held for under 12 months: 20% STCG. Rates updated by Budget 2024.

Yes. Equity categories like Multi Cap Fund are well-suited to SIP because the monthly drip averages out entry timing — you buy more units when NAVs are low. Over 7+ year horizons, SIP XIRRs typically end up within 1-2 pp of lump-sum, but with much less stress.

Multi Cap Fund schemes suit 5+ year horizons. Equity drawdowns of 25-40% are normal in a bad year; the long horizon lets you ride them out.

Moderate-to-high equity risk. Expect 20-30% drawdowns in normal corrections, 40%+ in severe bear markets like 2008 and 2020.

Two or three schemes from different AMCs is usually enough for a single category. Beyond that you'd be re-creating the category average minus your selection cost. Focus on consistency (% of rolling-return windows that ended positive) over chasing top performers — top quartile rarely repeats.

Quarterly is plenty for monitoring NAVs and aggregate gain; annually (or after major regulatory changes like Budget 2024) is the right cadence for re-evaluating against alternatives. Don't churn based on 1-month or even 1-year underperformance — equity funds need 3-5 year horizons to fairly judge.

We rank funds within each category by point-to-point CAGR over the chosen window (1Y, 3Y, 5Y, 7Y, 10Y, since inception), then assign quartile and decile bands so any fund's standing relative to peers is one click away. Numbers are recomputed nightly after AMFI's NAV publish.

Daily NAVs are pulled directly from AMFI's published feed. Category classification uses SEBI's October-2017 mutual-fund categorisation circular. We compute returns, rolling-window stats, SIP backtests, drawdowns and Sharpe ratios in-house — no third-party feeds, no hidden adjustments.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.