e The investment objective of the scheme is to generate longterm capital appreciation by investing in a portfolio of equity and equity related securities of large cap, midcap and small cap companies.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Multi Cap Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -6.58% | -3.52% | 1.65% | -0.5% | -1.32% | 0.31% | N/A | N/A | N/A | N/A | 1.44% |
| Category returns | -4.32% | -2.99% | 2.65% | 2.47% | -0.19% | -0.32% | 11.76% | 13.73% | 10.6% | 13.4% | N/A |
| Absolute returns | -6.58% | -3.52% | 1.65% | -0.5% | -1.32% | 0.62% | N/A | N/A | N/A | N/A | 3.23% |
| Rank within category | 33/33 | 17/32 | 18/32 | 20/32 | 19/32 | 11/27 | N/A | N/A | N/A | N/A | N/A |
| Multi Cap Fund | 2024 | 2025 | 2026 |
|---|---|---|---|
| Yearly returns | N/A | 4.96% | -2.81% |
| Q1 returns | N/A | -8.86% | -14.99% |
| Q2 returns | N/A | 11.57% | 17.11% |
| Q3 returns | N/A | -1.07% | 1.89% |
| Q4 returns | -3.61% | 4.34% | -4.2% |
1% before 1Y
| Alpha | 0.281856 |
| Beta | 1.0019 |
| Sharpe Ratio | -0.0144933 |
| Sortino Ratio | -0.023731 |
| R-Squared | 0.9453 |
| Tracking Error | 1.0026 |
| Downside Risk | 21.7132 |
| Std. Deviation (Annualised) | 15.3605 |
| Multi Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth | -4.35% | 0.32% | 6.96% | 7.09% | 3.39% | 16.34% | N/A | N/A | 14.04% | 11,972.30 | 2.00 | 0.23 | Very High |
| WhiteOak Capital Multi Cap Fund - Regular Plan - Growth | -3.81% | -3.54% | 2.93% | 1.94% | 0.04% | 14.99% | N/A | N/A | 15.22% | 4,307.80 | 2.22 | 0.21 | Very High |
| HSBC Multi Cap Fund - Regular Plan - Growth | -4.79% | -2.58% | 3.02% | 3.71% | 1.09% | 14.49% | N/A | N/A | 19.27% | 6,380.17 | 2.05 | 0.19 | Very High |
| Bank of India Multi Cap Fund - Regular Plan - Growth | -3.43% | -3.39% | 2.91% | 5.52% | 5.93% | 14.45% | N/A | N/A | 19.53% | 1,343.67 | 2.50 | 0.19 | Very High |
| LIC MF Multi Cap Fund - Regular Plan - Growth | -4.53% | -2.9% | 5.17% | 6.11% | 1.68% | 14.35% | N/A | N/A | 15.51% | 2,187.21 | 2.14 | 0.19 | Very High |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | -4.95% | -1.45% | 4.01% | 4.79% | 5.12% | 13.96% | 11.72% | N/A | 15.05% | 7,457.36 | 2.16 | 0.18 | Very High |
| Kotak Multi Cap Fund - Regular Plan - Growth | -3.35% | -4.3% | -0.5% | -2.25% | -1.95% | 13.65% | 14.06% | N/A | 13.96% | 30,335.30 | 1.80 | 0.17 | Very High |
| ITI Multi Cap Fund - Regular Plan - Growth | -3.41% | -1.21% | 5.43% | 7.95% | 6.48% | 13.62% | 11.05% | N/A | 13.26% | 1,499.93 | 2.33 | 0.17 | Very High |
| ICICI Prudential Multi Cap Fund - Growth | -5.88% | -5.62% | -2% | 1.58% | -0.19% | 12.4% | 11.55% | 12.85% | 14.64% | 18,717.30 | 1.76 | 0.17 | Very High |
| Franklin India Multi Cap Fund - Regular Plan - Growth Current | -6.58% | -3.52% | 1.65% | -0.5% | -1.32% | N/A | N/A | N/A | 1.44% | 5,117.38 | 2.35 | -0.01 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Call, Cash & Other Assets | Cash & Cash Equivalents and Net Assets | 5.67% | |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 5.36% |
| Syrma SGS Technology Ltd. | Industrial Manufacturing | Domestic Equities | 4.80% |
| Cyient DLM Ltd. | Aerospace & Defense | Domestic Equities | 4.05% |
| Axis Bank Ltd. | Banks | Domestic Equities | 3.17% |
| Bosch Ltd. | Auto Components | Domestic Equities | 3.13% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 3.04% |
| Timken India Ltd. | Industrial Products | Domestic Equities | 2.91% |
| AIA Engineering Ltd. | Industrial Products | Domestic Equities | 2.76% |
| Data Patterns (India) Ltd. | Aerospace & Defense | Domestic Equities | 2.74% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 2.51% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 2.43% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 2.32% |
| RR Kabel Ltd. | Industrial Products | Domestic Equities | 2.27% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 2.23% |
| Dr. Reddy's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.20% |
| Hyundai Motor India Ltd. | Automobiles | Domestic Equities | 2.17% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.04% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.98% |
| Piramal Finance Ltd. | Finance | Domestic Equities | 1.97% |
| Seshaasai Technologies Ltd. | Financial Technology (Fintech) | Domestic Equities | 1.95% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 1.95% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 1.95% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 1.76% |
| TBO Tek Ltd. | Leisure Services | Domestic Equities | 1.74% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 1.74% |
| Aster DM Quality Care Ltd. | Healthcare Services | Domestic Equities | 1.70% |
| Akums Drugs & Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.67% |
| City Union Bank Ltd. | Banks | Domestic Equities | 1.62% |
| SBI Cards And Payment Services Ltd. | Finance | Domestic Equities | 1.61% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 1.55% |
| Tata Communications Ltd. | Telecom - Services | Domestic Equities | 1.54% |
| NTPC Ltd. | Power | Domestic Equities | 1.54% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.53% |
| Global Health Ltd. | Healthcare Services | Domestic Equities | 1.49% |
| JK Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.48% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 1.40% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 1.05% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 1.03% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 1.01% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 0.99% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.97% |
| Sundram Fasteners Ltd. | Auto Components | Domestic Equities | 0.91% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.91% |
| Piramal Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.80% |
| Balkrishna Industries Ltd. | Auto Components | Domestic Equities | 0.71% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.71% |
| Shivalik Bimetal Controls Ltd. | Industrial Products | Domestic Equities | 0.64% |
| CESC Ltd. | Power | Domestic Equities | 0.62% |
| Eris Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.56% |
| 182 DTB (19-Nov-2026) $ ~~ | Treasury Bills | 0.49% | |
| Healthcare Global Enterprises Ltd. | Healthcare Services | Domestic Equities | 0.41% |
| Sudarshan Chemical Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.24% |
| Total | 100.00% | ||
He is responsible for researching investment opportunities in automotive and airline sectors. Previously he worked with Cognizant Technology Solutions (April 2014 - July 2015) and Shapoorji Pallonji & Company Pvt. Ltd. (April 2011- March 2014).
He is responsible for stock research and enhancing portfolio performance.
He is responsible for conducting research and impacting portfolio performance by influencing the Portfolio Manager.
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Claude
Perplexity
