These days, mutual funds are a popular investment method for various investors. There are various types of mutual funds categories available in India. Therefore, choosing mutual funds can be tricky for many investors. In this post, let’s take a look at the Top 4 Best Multi Cap Funds to invest in 2022.
Are you looking for the best multicap mutual funds to invest in 2022? Do you want to know the best performing multi cap mutual funds? If your answer is yes, then this post may resonate with you.
Table of Contents
What are Large Cap Mutual Funds?
Multi cap funds are diversified equity funds that invest their corpus in stocks of companies with different market capitalizations. Therefore, in the multi cap mutual funds, you will find investments in the stocks of large, medium and small-sized companies. These funds carry a higher risk as compared to the large-cap funds but lower risk as compared to mid-cap and small-cap funds.
Here, I have selected the best multi cap funds to invest in 2022.
Shortlisting of Best Multicap Funds 2022
These best performing multi cap funds are shortlisted based on the following factors.
1. The fund schemes that have performed well in the last 3, 5, and 7 years are considered here.
2. Shortlisted mutual funds have (AUM) Assets Under Management of more than Rs.800 Cr. Higher AUM indicates that the fund is trusted by a large number of investors.
Based on the above parameters, here are the best multi cap mutual funds 2022 and beyond……
Also Read: Upstox Referral Program | Earn Money Online | Work From Home
Also Read: Top 25 Best Ways to Save Money in India
Top 4 Best Multi Cap Funds to invest in 2022
Here are the best multicap funds in India for investing in 2022.
1. Quant Active Fund
2. Mahindra Manulife Multi Cap Badhat Yojana
3. Baroda Multi Cap Fund
4. Invesco India Multicap Fund
Table of Best Multicap Funds 2022
Here are the best performing large cap mutual funds for you.
S. No. | Scheme Name | Returns in Percentage* | ||||
1 Year | 3 Years | 5 Years | 7 Years | 10 Years | ||
1 | Quant Active Fund | 55.64 | 32.41 | 25.93 | 19.69 | 23.04 |
2 | Mahindra Manulife Multi Cap Badhat Yojana | 50.81 | 26.02 | Not Applicable | N/A | N/A |
3 | Baroda Multi Cap Fund | 47.86 | 24.36 | 18.29 | 12.86 | 16.09 |
4 | Invesco India Multicap Fund | 40.66 | 20.45 | 17.44 | 13.33 | 20.77 |
Regular Plans – Growth *As on 31/12/2021 Data Source: Value Research |
Best Multicap Mutual Funds to invest in 2022
Following are the best multicap mutual funds in India to invest in 2022:
1. Quant Active Fund
The details and performance of Quant Active Fund are:
Scheme Name | Quant Active Fund |
Category | Multi Cap |
Plan Type | Regular Plan – Growth |
NAV as on 31-Dec-2021 | 415.2009 |
Assets (AUM) as on 30-Nov-2021 | 1,459 Cr |
Returns in 1 year | 55.64% |
Returns in 3 years (Annualised) | 32.41% |
Annualised returns in 5 years | 25.93% |
Annualised returns in 7 years | 19.69% |
Returns in 10 years (Annualised) | 23.04% |
Returns since launch | 19.62% |
Expense Ratio as on 30-Nov-2021 | 2.63% |
1 Lakh invested 1 year back grown to | 1.56 Lakh |
1 Lakh invested 3 years back grown to | 2.32 Lakh |
One Lakh invested 5 years back grown to | 3.17 Lakh |
1 Lakh invested 7 years back grown to | 3.52 Lakh |
1 Lakh invested 10 years back grown to | 7.95 Lakh |
Fund Manager since 11-May-2020 | Ankit A Pande |
Website | www.quantmutual.com |
Data Source: Value Research Online (As on 31/12/2021) |
Top 7 Holdings of the fund are: Vedanta, ITC, Escorts, State Bank of India, Reliance Industries, Fortis Healthcare, and ICICI Bank.
Click here for more information about Quant Active Fund.
Also Read: Top 10 Best Trading App in India
Also Read: Top 10 Best Personal Finance Books
2. Mahindra Manulife Multi Cap Badhat Yojana
The details and performance of Mahindra Manulife Multi Cap Badhat Yojana are:
Scheme Name | Mahindra Manulife Multi Cap Badhat Yojana |
Category | Multi Cap |
Plan Type | Regular Plan – Growth |
NAV as on 31-Dec-2021 | 20.6911 |
Assets (AUM) as on 30-Nov-2021 | 864 Cr |
Returns in 1 year | 50.81% |
Returns in 3 years (Annualised) | 26.02% |
Returns since launch | 16.95% |
Expense Ratio as on 30-Nov-2021 | 2.40% |
1 Lakh invested 1 year back grown to | 1.51 Lakh |
1 Lakh invested 3 years back grown to | 2.00 Lakh |
Fund Manager since 16-Oct-2020 | Fatema Pacha |
Website | www.mahindramanulife.com |
Data Source: Value Research Online (As on 31/12/2021) |
Top 7 Holdings of the fund are: State Bank of India, Reliance Industries, Bharti Airtel, Kotak Mahindra Bank, Infosys, Maruti Suzuki India, and ICICI Bank.
Click here for more information about Mahindra Manulife Multi Cap Badhat Yojana.
3. Baroda Multi Cap Fund
The details and performance of Baroda Multi Cap Fund are:
Scheme Name | Baroda Multi Cap Fund |
Category | Multi Cap |
Plan Type | Regular Plan – Growth |
NAV as on 31-Dec-2021 | 177.5500 |
Assets (AUM) as on 30-Nov-2021 | 1,129 Cr |
Returns in 1 year | 47.86% |
Returns in 3 years (Annualised) | 24.36% |
Annualised returns in 5 years | 18.29% |
Annualised returns in 7 years | 12.86% |
Returns in 10 years (Annualised) | 16.09% |
Returns since launch | 17.01% |
Expense Ratio as on 30-Nov-2021 | 2.49% |
1 Lakh invested 1 year back grown to | 1.48 Lakh |
1 Lakh invested 3 years back grown to | 1.92 Lakh |
One Lakh invested 5 years back grown to | 2.32 Lakh |
1 Lakh invested 7 years back grown to | 2.33 Lakh |
1 Lakh invested 10 years back grown to | 4.45 Lakh |
Fund Manager since 01-Nov-2015 | Sanjay Chawla |
Website | www.barodamf.com |
Data Source: Value Research Online (As on 31/12/2021) |
Top 7 Holdings of the fund are: Infosys, ICICI Bank, HDFC Bank, Reliance Industries, Radico Khaitan, Persistent Systems, and Sun Pharmaceutical Industries.
Click here for more information about Baroda Multi Cap Fund.
4 Invesco India Multicap Fund
The details and performance of Invesco India Multicap Fund are:
Scheme Name | Invesco India Multicap Fund |
Category | Multi Cap |
Plan Type | Regular Plan – Growth |
NAV as on 31-Dec-2021 | 81.0900 |
Assets (AUM) as on 30-Nov-2021 | 1,713 Cr |
Returns in 1 year | 40.66% |
Returns in 3 years (Annualised) | 20.45% |
Annualised returns in 5 years | 17.44% |
Annualised returns in 7 years | 13.33% |
Returns in 10 years (Annualised) | 20.77% |
Returns since launch | 16.38% |
Expense Ratio as on 30-Nov-2021 | 2.33% |
1 Lac invested 1 year back grown to | 1.41 Lakh |
1 Lac invested 3 years back grown to | 1.75 Lakh |
One Lac invested 5 years back grown to | 2.23 Lakh |
One Lac invested 7 years back grown to | 2.40 Lakh |
1 Lac invested 10 years back grown to | 6.60 Lakh |
Fund Manager since 30-Sept-2020 | Amit Nigam |
Website | www.invescomutualfund.com |
Data Source: Value Research Online (As on 31/12/2021) |
Top 7 Holdings of the fund are: ICICI Bank, Axis Bank, Tech Mahindra, TCI Express Ltd., Larsen & Toubro, State Bank of India, and Mphasis.
Click here for more information about Invesco India Multicap Fund.
Also Read: How to invest in Direct Mutual Funds in India?
Also Read: Top 20 Best Small Business Ideas in India
Final Thoughts – Best Multicap Funds for 2022
Above mentioned best multi cap funds are selected as the best multi cap fund for sip in terms of returns and other parameters. However, one should not forget that investment in mutual funds are exposed to share market-related risks.
Therefore, there is no guarantee of returns in mutual fund schemes. Moreover, the past performance of a fund scheme may or may not repeat in the future.
So, select only those best multicap funds to invest that matches your investment goals, investment horizon, and risk profile.
Disclaimer: The information in this article (Top 4 Best Multi Cap Funds to invest in 2022) is for general information purposes only. Please do consult your financial advisor before making any investment decision.
Also Read: Top 4 Best Mutual Fund SIPs to invest with Rs.100
Also Read: 8 Best Mutual Funds App in India