Multi Cap Funds

Franklin Indian Multi Asset Allocation Fund will aim to generate long-term capital appreciation by investing in equities with a blend of growth and value strategies

Bandhan Multi-Factor Fund portfolio is constructed from the top 250 large and mid-cap companies, using a data-driven approach based on four key factors

Flexi Cap mutual funds are frequently compared to Multi Cap funds, given that both invest in equities and equity-related instruments across various market capitalisations

The scheme aims to generate long-term capital appreciation by investing predominantly in equity and equity-related securities of companies across the market capitalization spectrum

New fund offer will invest in largecap, midcap and smallcap stocks

Since April 2023, rake in Rs 42,980 crore versus Rs 14,033 crore garnered by BAFs

According to the latest data from the Association of Mutual Funds in India (Amfi), multi-cap funds received net inflows of Rs 4,708 crore in June 2024, the highest among diversified equity schemes

Fund will maintain a minimum exposure of 25 per cent in each market cap category

Schemes see highest flows in three years at Rs 2,400 crore in February

This fund is designed to deliver returns by strategically investing in a diversified portfolio of listed companies spanning various market caps

Multi-asset allocation funds have been the 'flavour of the season' in the hybrid space in financial year 2024 as fund houses have rushed to launch the product post the change in debt fund taxation

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The Fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity & equity-related instruments across large cap, mid cap and small cap stocks.

Both categories have a blend of large, mid and small caps. They also give a better sector diversification and superior return profile compared to large caps over long run

Small-cap funds saw the highest AUM growth in the last year at 61 per cent, followed by multi-cap funds at 45 per cent and sectoral funds at 35 per cent.

Since multi-asset allocation funds must invest at least three different asset classes, they suit investors looking for more diversification

Nippon India Multi Cap Fund delivered a double-digit return even as the broader markets struggled to stay in positive territory

A quality-oriented flexi- or multi-cap can play a similar role in your equity portfolio

Multi-cap funds, with their higher exposure to mid- and small-caps, can outperform but with higher volatility

However, the minimum 25% exposure to each of the three market caps also makes them volatile