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Top5 Mulitcap Fund Schemes with 11%-20% Returns

Out of 14 open-ended Multi-cap fund schemes there are very few schemes which have consistently performed well in the market. Only five multi-cap schemes have been able to deliver over 11% returns in 5-yr investment period. These top5 Multicap fund schemes are the only multi-cap fund schemes which have delivered double-digit investment returns.

Top5 multicap schemes

Three out of top five fund schemes does not have large AUM, their daily AUM size in below Rs5,000 crores. Remaining two have higher daily AUM size. Nippon India Multi Cap Fund has daily AUM size of Rs14,341 crores, and ICICI Prudential Multicap Fund has daily AUM size of 6,963 crores as on 31 Mar 2023.

Quant Active Fund is the best performing multi-cap scheme with 18.9% for 5-yr period and 20.5% returns for 10-yr period. Nippon India Multi Cap Fund and Baroda BNP Paribas Multi Cap Fund are other top three fund schemes.

Mahindra Manulife Multi Cap Fund is the only fund in the list which has not completed ten years of its operations.

List: Top5 Multicap Mutual Fund Schemes as on 31 Mar 2023

Scheme Name NAV Regular (Rs) Return 3 Year (%) Regular Return 5 Year (%) Regular Return 10 Year (%) Regular
Quant Active Fund 412.97 44.1% 18.8% 20.6%
Nippon India Multi Cap Fund 162.90 36.0% 12.7% 14.7%
Baroda BNP Paribas Multi Cap Fund 166.22 27.9% 11.2% 13.9%
ICICI Prudential Multicap Fund 454.30 30.2% 11.0% 14.9%
Mahindra Manulife Multi Cap Fund 20.11 31.9% 13.9%

 

You can also read the article on entire Mutual fund list of Multicap Funds with AUM Size, NAV. This analysis is based on AMFI data.