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Delivered Close to 50% SIP Returns, These 3 Multi-Cap Funds Are Good To Invest, Rated 3-Star By CRISIL

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Many investors are attempting to build a mutual fund portfolio to help them reach their long-term objectives. Most investors, however, do not come across such portfolios. It might be time-consuming to put together a number of schemes based on the risk profile. Regular assessments and corrective actions are also tedious for many investors. Multicap category mutual funds are one of the highly preferred funds among investors. In this article, we have highlighted 3 Multi-cap Mutual Funds that are rated 3-star by the CRISIL and also given promising returns via SIPs.

 

Baroda BNP Paribas Multi Cap Fund - Direct Plan-Growth

Baroda BNP Paribas Multi Cap Fund - Direct Plan-Growth

This Multi-cap Fund was launched by the Baroda BNP Paribas Mutual Fund. It is a medium-sized fund of its category.

The fund has worth Rs 1672.39 Crore of AUM. The NAV of this Fund declared on 20th May 2022 is Rs 168.8366. The fund has an expense ratio of 1.16%, which is less than its category average expense ratio.

It is open-ended. The fund rated highly risky on the risk meter. It has been rated 3-star by the CRISIL. Since its launch, it has delivered 13.62% average annual returns.

To start investing in this fund, the minimum amount required is Rs 5,000 for a lump-sum payment, whereas, for SIP it is Rs 500. The Lock-in period is not applicable in this fund as well. However, it charges 0.25% for redemption within 30 days of the investment. 

The fund has the majority of its money invested in the Financial, Technology, Healthcare, Services, and Energy sectors. The fund's top 5 holdings are ICICI Bank Ltd., Infosys Ltd., HDFC Bank Ltd., Reliance Industries Ltd., and Sun Pharmaceutical Ind. Ltd.

SIP Absolute Returns

In last 1-Year, it has given negative returns.

1 Year2 Year3 Year5 Year
-3.18%23.37%38.03%49.75%
Nippon India Multicap Fund - Direct Plan-Growth
 

Nippon India Multicap Fund - Direct Plan-Growth

This is a 17 year older Multi-cap Fund launched on 28 march 2005 by the Nippon India Mutual Fund. This is a medium-sized fund of its category.

The size of Asset Under Management (AUM) is 12105.3 crore. The Net Asset Value (NAV) as on 20th May 2022 is Rs 150.1047. It has an expense ratio of 0.81%, which is less than its category average.

It is an open-ended and highly risky fund for investments. The Fund is rated 3 Star by the CRISIL. The fund has given average performance among peer funds. Since its launch, it has delivered 13.70% average annual returns. 

To start Investment in this fund Via SIP, the minimum required amount is Rs 100. Whereas, for a one-time investment the minimum investment amount is Rs 100. There is no lock-in period in this fund. It charges 1% for the redemption of investments for units in excess of 10% of the investment within 365 days of the investment.

The fund has the majority of its money invested in the Financial, Services, Capital Goods, Technology, and Chemicals sectors. The fund's top 5 holdings are Linde India Ltd., Indian Hotels Co. Ltd., ICICI Bank Ltd., HCL Technologies Ltd., and HDFC Bank Ltd.

SIP Absolute Returns

1 Year2 Year3 Year5 Year
2.27%32.68%41.17%48.11%
Sundaram Multi-Cap Fund - Direct Plan-Growth

Sundaram Multi-Cap Fund - Direct Plan-Growth

This is an open-ended medium-sized fund from the house of Sundaram Mutual Fund. The size of Asset Under Management (AUM) is 1808.04 crore. The Net Asset Value (NAV) as on 20th May 2022 is Rs 231.4319. It has a high expense ratio of 0.97% when compared to the category average.

The fund is rated highly risky for investments. CRISIL rated this fund 3 stars. It has given average performance among peer funds. Since its launch, it has delivered 15.31% average annual returns. 

Investment in this fund starts with a minimum amount of Rs 100 for lump-sum payments and Rs 100 for SIP payments. The Lock-in period is not applicable in this fund. For units in excess of 25% of the investment, it charges 1% for redemption within 365 days of the investments.

The fund has the majority of its money invested in the Financial, Automobile, Capital Goods, Technology, and Construction sectors. The fund's top 5 holdings are in ICICI Bank Ltd., State Bank of India, Reliance Industries Ltd., Axis Bank Ltd., and Infosys Ltd.

SIP Absolute Returns

In 1-year sip, it has given negative returns.

1 Year2 Year3 Year5 Year
-2.81%23.27%36.66%46.10%

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.

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