Mutual Fund Category AMFI: 'Equity Scheme - Multi Cap Fund', 'Equity Schemes - Multi Cap Fund'

Multi Cap Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

Minimum investment in equity & equity related instruments - 75% of total assets in the following manner: a) Minimum investment in equity & equity related instruments of large cap companies - 25% of total assets; b) Minimum investment in equity & equity related instruments of mid cap companies - 25% of total assets; c) Minimum investment in equity & equity related instruments of small cap companies - 25% of total assets

Goal

Exposure across large, mid and small cap companies.

Taxation

Taxed as equity?

Questions

How does this category perform vs benchmark?

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-MULTI-CAP-FUNDS benchmark series. View Multi Cap Funds Series Details

End Amount

₹84,040.52

Initial: ₹10000 (Lumpsum)

Category CAGR

16.69%

Multi Cap Funds Return

Benchmark CAGR

14.41%

NIFTYMULTICAP502525

Inflation Adj. CAGR

11.29%

Real Annualized Return

Alpha

0.03

Excess Return vs Benchmark

Beta

0.93

Volatility vs Benchmark

Sharpe Ratio

0.67

Risk-Adjusted Return

Sortino Ratio

1.02

Downside Risk-Adjusted Return

Multi Cap Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (32) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth MF_148921	-	-	-	-
Axis Multicap Fund - Direct Growth MF_149383	-	-	-	-
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN MF_149303	-	-	-	-
Bank of India Multi Cap Fund Direct Plan - Growth MF_151443	-	-	-	-
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH MF_153309	-	-	-	-
Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option MF_119354	2.90%	15.16%	13.31%	15.52%
Canara Robeco Multi Cap Fund - Direct Plan - Growth Option MF_151824	-	-	-	-
DSP Multi Cap Fund - Direct - Growth MF_152310	-	-	-	-
Edelweiss Multi Cap Fund - Direct Plan - Growth MF_152094	-	-	-	-
Franklin India Multi Cap Fund - Direct - Growth MF_152739	-	-	-	-
Groww Multicap Fund - Direct - Growth MF_153034	-	-	-	-
HDFC Multi Cap Fund - Growth Option - Direct Plan MF_149368	-	-	-	-
HSBC Multi Cap Fund - Direct - Growth MF_151290	-	-	-	-
ICICI Prudential Multi Cap Fund - Direct Plan - Growth MF_120599	4.64%	16.01%	14.21%	16.13%
ITI Multi Cap Fund - Direct Plan - Growth Option MF_147183	12.96%	18.80%	-	-
Invesco India Multi Cap Fund - Direct Plan - Growth Option MF_120413	5.26%	16.34%	13.74%	16.90%
Kotak Multi Cap Fund-Direct Plan-Growth MF_149185	-	-	-	-
LIC MF Multi Cap Fund-Direct Plan-Growth MF_150659	-	-	-	-
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth MF_141226	14.44%	22.63%	-	-
Mirae Asset Multicap Fund - Direct Plan - Growth MF_151810	-	-	-	-
Motilal Oswal Multi Cap Fund-Direct Plan Growth MF_152651	-	-	-	-
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option MF_118650	0.02%	16.58%	13.77%	16.29%
PGIM India Multi Cap Fund - Direct Plan - Growth Option MF_152815	-	-	-	-
quant Multi Cap Fund-GROWTH OPTION-Direct Plan MF_120823	6.51%	22.11%	17.08%	19.69%
SBI Multicap Fund- Direct Plan- Growth option MF_149882	-	-	-	-
Samco Multi Cap Fund - Direct Plan - Growth MF_152847	-	-	-	-
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option MF_149669	-	-	-	-
Tata Multicap Fund - Direct Plan - Growth MF_151232	-	-	-	-
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH MF_153644	-	-	-	-
UTI Multi Cap Fund - Direct Plan - Growth Option MF_153515	-	-	-	-
Union Multicap Fund - Direct Plan - Growth Option MF_150858	-	-	-	-
WhiteOak Capital Multi Cap Fund Direct Plan Growth MF_152071	-	-	-	-