Multi Cap Mutual Funds
Find here some best Multi Cap fund to invest
- Annual Returns 12.63%
- Average Risk High
- Total Funds 30
What is Multi Cap Mutual Fund?
A multi cap mutual funds belongs to equity oriented funds category that invests in companies of all market capitalization. These funds provide true diversification by investing a minimum of 25% each in large cap, mid cap and small cap stocks. This balanced allocation of funds allows investors to take advantage of steady returns from large cap stocks while also taking advantage of the faster growth potential offered by mid cap and small cap.
More
Top 5 Multi Cap Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Multi Cap Funds in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIFTY 500 |
-0.56% | -4.32% | -4.29% | -0.85% | -4.41% | 9.05% | 8.43% | 15.30% | 14.79% | 13.85% | |||
| 4593.75 | 2 years | -0.88% | -4.86% | -5.63% | -1.6% | -5.22% | 11.82% | 9.25% | - | - | - | Invest | |
| 1013.29 | 2 years | -0.28% | -4.63% | -3.8% | 0.45% | -5.54% | 11.65% | 10.61% | - | - | - | Invest | |
| 2957.46 | 2 years | -1.27% | -4.55% | -5.61% | -1.64% | -4.81% | 11.1% | 13.29% | - | - | - | Invest | |
| 313.85 | 1 years | -1.1% | -5.65% | -6.3% | -2.25% | -6.06% | 11.01% | - | - | - | - | Invest | |
| 6132.78 | 8 years | -1.04% | -3.33% | -4.16% | -2.57% | -3.97% | 10.53% | 8.57% | 20.53% | 20.45% | - | Invest | |
| 23057.25 | 4 years | -1.32% | -4.67% | -4.88% | 2% | -5.62% | 10.53% | 11.53% | 22.81% | - | - | Invest | |
| 5062.26 | 1 years | -0.9% | -4.49% | -5.43% | -0.62% | -5.39% | 10.31% | - | - | - | - | Invest | |
| 3215.84 | 2 years | -0.23% | -3.52% | -3.26% | 0.57% | -4.29% | 9.94% | 5.6% | - | - | - | Invest | |
| 3215.84 | 2 years | -0.23% | -3.52% | -3.26% | 0.57% | -4.29% | 9.94% | 5.6% | - | - | - | Invest | |
| 5157.44 | 2 years | -0.98% | -4.98% | -5.29% | -2.75% | -5.23% | 9.53% | 10.13% | - | - | - | Invest | |
| 3174.61 | 2 years | 0.11% | -2.68% | -3.23% | -0.32% | -3.42% | 8.94% | 11.33% | - | - | - | Invest | |
| 1348.96 | 6 years | -0.79% | -5.56% | -4.59% | -3.12% | -5.78% | 7.94% | 6.89% | 18.99% | 13.79% | - | Invest | |
| 50352.17 | 20 years | -1.02% | -6.1% | -7.7% | -5.83% | -6.39% | 7.75% | 10.51% | 20.45% | 23.49% | 15.29% | Invest | |
| 6691.84 | 4 years | -0.78% | -4.24% | -5.81% | -3.31% | -4.81% | 7.35% | 9.39% | 16.56% | - | - | Invest | |
| 5315.11 | 2 years | -0.73% | -4.73% | -5.8% | -2.16% | -4.95% | 7.32% | 9.96% | - | - | - | Invest | |
| 2909.53 | 4 years | -1.06% | -5.47% | -5.93% | -3.66% | -6.12% | 7.22% | 8.13% | 16.43% | - | - | Invest | |
| 2907.68 | - | -1.32% | -5.59% | -7.29% | -3.17% | -6.27% | 6.89% | 8.09% | 16.76% | 17.2% | 15.4% | Invest | |
| 9270.66 | 4 years | -0.4% | -4.54% | -6.41% | -2.82% | -5.02% | 6.69% | 12.26% | 21.8% | - | - | Invest | |
| 19884.94 | 4 years | -0.98% | -5.04% | -6.62% | -3.95% | -5.39% | 6.3% | 7.9% | 19.24% | - | - | Invest | |
| 16263.09 | 31 years | -0.24% | -4.23% | -5.25% | -3.48% | -5.2% | 5.82% | 9.49% | 19.04% | 18.31% | 15.1% | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Jan-2026 | Dec-2025 | Nov-2025 | Oct-2025 | Sep-2025 | Aug-2025 | Jul-2025 | Jun-2025 | May-2025 | Apr-2025 | Mar-2025 | Feb-2025 |
|---|
| Fund Name | 2026-Q1 | 2025-Q4 | 2025-Q3 | 2025-Q2 | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 |
|---|
| Fund Name | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 4593.75 | Very High |
-4.25%
|
0.59%
|
3.42%
|
-
|
-
|
-
|
7.11%
|
Invest | |
| 1013.29 | Very High |
-2.8%
|
2.6%
|
3.22%
|
-
|
-
|
-
|
11.62%
|
Invest | |
| 2957.46 | Very High |
-4.51%
|
0.63%
|
5.2%
|
-
|
-
|
-
|
9.06%
|
Invest | |
| 313.85 | Very High |
-5.55%
|
0.26%
|
-
|
-
|
-
|
-
|
1.28%
|
Invest | |
| 6132.78 | Very High |
-3.06%
|
0.79%
|
2.2%
|
11.22%
|
14.79%
|
-
|
17.65%
|
Invest | |
| 23057.25 | Very High |
-3.12%
|
3.97%
|
3.97%
|
14.11%
|
-
|
-
|
17.83%
|
Invest | |
| 5062.26 | Very High |
-3.95%
|
1.27%
|
-
|
-
|
-
|
-
|
0.76%
|
Invest | |
| 3215.84 | Very High |
-2.48%
|
3.27%
|
1.33%
|
-
|
-
|
-
|
6.7%
|
Invest | |
| 3215.84 | Very High |
-2.48%
|
3.27%
|
1.33%
|
-
|
-
|
-
|
6.7%
|
Invest | |
| 5157.44 | Very High |
-4.44%
|
-1.23%
|
2.59%
|
-
|
-
|
-
|
6.76%
|
Invest | |
| 3174.61 | Very High |
-2.51%
|
1.4%
|
2.68%
|
-
|
-
|
-
|
5%
|
Invest | |
| 1348.96 | Very High |
-4.97%
|
-2.56%
|
-1.35%
|
8.67%
|
12.35%
|
-
|
13.73%
|
Invest | |
| 50352.17 | Very High |
-7%
|
-6.9%
|
-0.74%
|
9.8%
|
16.57%
|
17.22%
|
16%
|
Invest | |
| 6691.84 | Very High |
-4.7%
|
-2.29%
|
0.66%
|
8.74%
|
-
|
-
|
11.53%
|
Invest | |
| 5315.11 | Very High |
-5.07%
|
-2.42%
|
0.29%
|
-
|
-
|
-
|
11.54%
|
Invest | |
| 2909.53 | Very High |
-4.96%
|
-3.73%
|
-0.06%
|
8.45%
|
-
|
-
|
12.02%
|
Invest | |
| 2907.68 | Very High |
-5.7%
|
-3.64%
|
0.62%
|
9.03%
|
12.37%
|
14.67%
|
15.13%
|
Invest | |
| 9270.66 | Moderately High |
-5.29%
|
-3.29%
|
1.71%
|
12.31%
|
-
|
-
|
15.39%
|
Invest | |
| 19884.94 | Very High |
-5.28%
|
-3.83%
|
-0.48%
|
9.12%
|
-
|
-
|
14.04%
|
Invest | |
| 16263.09 | Very High |
-4.4%
|
-3.95%
|
0.37%
|
10.04%
|
14.3%
|
15.23%
|
16.9%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
13.97%
|
0.69%
|
0.99%
|
0.91%
|
Invest | |
| Very High |
15.75%
|
3.48%
|
1.04%
|
1.12%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
12.67%
|
0.29%
|
1.02%
|
0.91%
|
Invest | |
| Very High |
13.06%
|
3.83%
|
0.87%
|
1.16%
|
Invest | |
| Very High |
11.64%
|
-
|
0.93%
|
0.82%
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
14.94%
|
0.17%
|
0.87%
|
0.91%
|
Invest | |
| Very High |
12.58%
|
0.01%
|
0.91%
|
0.9%
|
Invest | |
| Moderately High |
15.22%
|
3.65%
|
0.92%
|
1.14%
|
Invest | |
| Very High |
15.5%
|
1.18%
|
0.98%
|
0.98%
|
Invest | |
| Very High |
11.89%
|
2.59%
|
0.84%
|
1.09%
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹99
|
₹5000
|
1.89%
|
Ankit Jain
|
21-Aug 2023
|
Invest | |
|
₹0
|
₹5000
|
2.19%
|
Nitin Gosar
|
03-Mar 2023
|
Invest | |
|
₹100
|
₹500
|
2.06%
|
Piyush Baranwal
|
22-Sep 2023
|
Invest | |
|
₹500
|
₹500
|
2.3%
|
Anupam Tiwari
|
16-Dec 2024
|
Invest | |
|
₹500
|
₹1000
|
1.82%
|
Fatema Pacha
|
11-May 2017
|
Invest | |
|
₹100
|
₹100
|
1.65%
|
Abhishek Bisen
|
29-Sep 2021
|
Invest | |
|
₹500
|
₹5000
|
1.82%
|
Akhil Kalluri
|
22-Jul 2024
|
Invest | |
|
₹150
|
₹5000
|
1.89%
|
Murthy Nagarajan
|
02-Feb 2023
|
Invest | |
|
₹150
|
₹5000
|
1.89%
|
Murthy Nagarajan
|
02-Feb 2023
|
Invest | |
|
₹1000
|
₹5000
|
1.87%
|
Vishal Mishra
|
28-Jul 2023
|
Invest | |
|
₹100
|
₹100
|
1.94%
|
Amit Vora
|
25-Oct 2023
|
Invest | |
|
₹500
|
₹1000
|
2.01%
|
Dhimant Shah
|
15-May 2019
|
Invest | |
|
₹500
|
₹100
|
1.57%
|
Sailesh Raj Bhan
|
29-Mar 2005
|
Invest | |
|
₹100
|
₹500
|
1.84%
|
Dhaval Shah
|
07-May 2021
|
Invest | |
|
₹500
|
₹5000
|
1.86%
|
Venugopal Manghat
|
30-Jan 2023
|
Invest | |
|
₹100
|
₹1000
|
1.99%
|
Harshal Joshi
|
02-Dec 2021
|
Invest | |
|
₹100
|
₹100
|
2.01%
|
Ratish Varier
|
01-Jan 2013
|
Invest | |
|
₹100
|
₹100
|
1.81%
|
Shreyash Devalkar
|
16-Dec 2021
|
Invest | |
|
₹100
|
₹100
|
1.68%
|
Gopal Agrawal
|
07-Dec 2021
|
Invest | |
|
₹500
|
₹5000
|
1.74%
|
Sankaran Naren
|
01-Oct 1994
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
14.006
(27-01-2026)
|
13.963
(23-01-2026)
|
0.31%
|
14.892
|
11.816
|
Invest | |
|
17.73
(27-01-2026)
|
17.64
(23-01-2026)
|
0.51%
|
18.88
|
14.76
|
Invest | |
|
14.716
(27-01-2026)
|
14.685
(23-01-2026)
|
0.21%
|
15.824
|
12.542
|
Invest | |
|
10.0063
(27-01-2026)
|
9.9565
(23-01-2026)
|
0.5%
|
10.7695
|
8.3776
|
Invest | |
|
34.7096
(27-01-2026)
|
34.6050
(23-01-2026)
|
0.3%
|
36.7065
|
29.5092
|
Invest | |
|
19.085
(27-01-2026)
|
19.072
(23-01-2026)
|
0.07%
|
20.355
|
15.857
|
Invest | |
|
10.0851
(27-01-2026)
|
10.0749
(23-01-2026)
|
0.1%
|
10.7459
|
8.6153
|
Invest | |
|
14.2318
(27-01-2026)
|
14.1518
(23-01-2026)
|
0.57%
|
15.0048
|
12.028
|
Invest | |
|
14.2318
(27-01-2026)
|
14.1518
(23-01-2026)
|
0.57%
|
15.0048
|
12.028
|
Invest | |
|
14.1300
(27-01-2026)
|
14.1000
(23-01-2026)
|
0.21%
|
15.02
|
12.19
|
Invest | |
|
14.8775
(27-01-2026)
|
14.7567
(23-01-2026)
|
0.82%
|
15.5127
|
12.691
|
Invest | |
|
22.7443
(27-01-2026)
|
22.5611
(23-01-2026)
|
0.81%
|
24.308
|
19.3909
|
Invest | |
|
281.6533
(27-01-2026)
|
281.1734
(23-01-2026)
|
0.17%
|
307.446
|
250.714
|
Invest | |
|
18.98
(27-01-2026)
|
18.9
(23-01-2026)
|
0.42%
|
20.24
|
16.51
|
Invest | |
|
18.0528
(27-01-2026)
|
17.9587
(23-01-2026)
|
0.52%
|
19.2845
|
15.5716
|
Invest | |
|
16.479
(27-01-2026)
|
16.470
(23-01-2026)
|
0.05%
|
17.669
|
14.702
|
Invest | |
|
367.2465
(27-01-2026)
|
365.9611
(23-01-2026)
|
0.35%
|
398.331
|
323.207
|
Invest | |
|
17.23
(27-01-2026)
|
17.13
(23-01-2026)
|
0.58%
|
18.49
|
15.22
|
Invest | |
|
18.164
(27-01-2026)
|
18.15
(23-01-2026)
|
0.08%
|
19.555
|
15.992
|
Invest | |
|
766.60
(27-01-2026)
|
762.57
(23-01-2026)
|
0.53%
|
815.47
|
687.56
|
Invest |
Multi Cap Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
Join 50,000+ Investors Who Tested Their Suitability
Are Multi Cap Funds Suitable for You?
Check Suitability of Multi Cap Funds for your Portfolio
Comparison of Top Multi Cap Funds
Mirae Asset Multicap Fund - Regular (G)
3Y Returns 0%
VS
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns 0%
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN
3Y Returns 16.43%
VS
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns 0%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns 0%
VS
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns 0%
Axis Multicap Fund - Regular Plan - Growth
3Y Returns 21.8%
VS
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns 0%
How Multi Cap Mutual Fund Work?
A multi cap funds follows strict investment guidelines to make sure your money is working across the entire market capitalization. Here are the simplified steps of their working process:
- The fund manager follows the "25-25-25" rule, which ensures at least 25% of the money is invested in large cap, mid cap and small cap stocks each.
- The remaining 25% is invested dynamically across any market cap based on the fund manager's expertise and experience.
- Fund managers track the performance of various sectors and individual stocks to pick the best multi cap mutual funds.
- Performance is measured on a broader scale, like the Nifty 500 Multicap 50:25:25, which helps you to track how your investment performs in the market.
- The fund is regularly monitored and adjusted to maintain a consistent risk and reward balance without divertingfrom SEBI guidelines.
Best Multi Cap Mutual Fund to Invest in 2026
| Fund Name | Launch Date | AUM (â¹ Cr) | 3 Yrs Avg Returns | 5 Yrs Avg Returns |
|---|---|---|---|---|
| Nippon India Multi Cap Fund | 25-03-2005 | 50,352 | 20.72% | 23.13% |
| ICICI Prudential Multi Cap Fund | 01-10-1994 | 16,263 | 19.81% | 18.42% |
| Mahindra Manulife Multi Cap Fund | 05-05-2017 | 6,055 | 19.99% | 20.57% |
| Invesco India Multi Cap Fund | 17-03-2008 | 4,130 | 16.14% | 15.84% |
| Kotak Multicap Fund | 03-09-2021 | 21,541 | 23.26% | - |
| Category Average | — | — | 18.24% | 17.80% |
| NIFTY 500 TRI | — | — | 18.50% | 18.07% |
The table above shows the remarkable potential of the top multi cap funds.
Advantages of Multi Cap Mutual Fund
Since these funds are set to stay diversified, they offer several unique benefits that other funds might lack. Here are the key advantages of investing in a multi cap fund:
- They invest in large, mid and small cap stocks which spreads your risk across the market sectors and companies.
- SEBI's "25-25-25" rule always ensures that you have a minimum allocation of funds to every market segment instead of depending on a single category.
- You get the safety net of large cap leaders combined with the high growth potential of mid cap and small cap companies.
- Fund managers use the remaining 25% flexible portion to take advantage of specific market trend to maximizeyour gains.
- It simplifies the monitoring as only one fund is enough for broad market exposure instead of tracking multiple schemes and NAVs.
How to Invest in Multi Cap Mutual Fund Using MySIPOnline?
Investing in the best multi cap mutual funds is a simple and paperless process with MySIPOnline. By using our platform, you can start your investment journey in few minutes. Follow these simple steps to invest:
- Visit the MySIPOnline website or download the mobile app and sign up to create your free investment account.
- Complete the KYC (Know your Customer) process via a quick 5 minute video verification without physical paperwork required.
- Go through the list of top mutual funds or use the expert curated basket of funds designed by expert research analysts.
- If you want to invest monthly with fixed amount then select SIP (Systematic Investment Plan) or choose lumpsum option for a one time payment.
- Enter the amount you wish to invest (starting from Rs. 500) and pick a convenient date for your SIP.
- Finally, you can monitor your portfolio growth 24/7 through the integrated dashboard after confirmation of payment.
Who Should Consider Investing in Multi Cap Funds?
Because these funds are mandated to maintain exposure across large, mid and small cap segments, they are best suited for specific types of investors. Let us see who can invest in these funds:
- First Time Equity Investors: If you are new to the stock market then a multi cap fund is an ideal "all in one" solution that helps you to invest without the need to pick individual market segments.
- Investors Seeking Long Term Wealth: These funds are well suited for those investors who are looking at an aggressive compounding over a 5 to 7 years horizon with a mandatory allocation to mid and small cap funds.
- Moderate to High Risk Takers: These funds provide stability of large cap as well as aggressive growth potential of mid and small cap segment so they are well suited for these kinds of investors.
- Goal Based Planners: Those investors who are planning for long term goals like retirement or a child's higher education can use these funds as the core growth engine of their portfolio.
Taxation on Multi Cap Funds
Multi cap mutual funds invest at least 75% funds in equity so they are treated as equity oriented instruments for taxation. Here are the taxation rules applicable on these funds:
- Short Term Capital Gains (STCG): The returns are taxed at a flat rate of 20% if you sell your investment within 12 months.
- Long Term Capital Gains (LTCG): If you hold your units for more than 12 months then the gains are taxed at 12.5%.
- Annual Tax Exemption: You enjoy a tax free limit of Rs. 1.25 lakh per financial year on your total long term capital gains across all equity investments.
- No Indexation Benefit: The tax is calculated on the absolute gains without adjusting the purchase price for inflation for multi cap mutual funds.
- Dividend Taxation (IDCW): Income from dividends is added to your total annual income and taxed according to your applicable income tax slab rate.
- TDS on Dividends: A 10% TDS (Tax Deducted at Source) applies if your total dividend income from a single fund house exceeds Rs. 5,000 in a year.
- Surcharge and Cess: All calculated taxes are subject to an additional 4% Health & Education Cess and surcharges may apply for high income earners.
Frequently Asked Questions
Multi cap funds have a fixed 25% minimum mandate for each market cap, while flexi cap funds allow managers to shift allocations freely.
To navigate market volatility and benefit from compounding, an investment horizon of 5 to 7 years is highly recommended.
Consider factors like fund performance, expense ratio, fund manager experience, and consistency over time.
Most Multi Cap Funds allow investments starting from Rs 500 to Rs 1,000 through SIPs.
They carry a very high risk because they maintain at least 50% exposure to volatile mid and small cap stocks at all times.
Are returns from Multi Cap Mutual Funds guaranteed?
Yes, by investing across different market capitalizations, these funds help reduce dependence on a single segment.
Explore Other Categories
By Market Capitalization
By Diversification
By Sector & Themes
Top Videos and Blogs on Multi Cap Mutual Funds
Videos
Blogs