Page 2 - Multi Cap Fund News Today

The multi cap schemes are benchmarked against Nifty500 Multicap 50:25:25 - TRI. The benchmark offered 28.81% in 2023.

We considered the large cap, large & mid cap, mid cap, small cap, flexi cap, multi cap, ELSS funds, contra, value, and focused funds for the analysis. We considered regular and growth schemes.

Mutual funds were busy launching new schemes or NFOs in 2023. Investors happily joined the party.

Focus on an equity-oriented portfolio strategy that maintains a well-rounded exposure across various market capitalisations

To mitigate the risks arising from concentration and enhance overall resilience of the portfolio, a diversification strategy is recommended

Systematic investment plans or SIPs are a great investment strategy to create wealth over a long period. SIPs in three equity mutual fund categories offered fabulous returns over a short period of three years. Do you want to know which are those categories?

Predictably, small cap funds topped the return chart. The small cap category gave an average return of around 24.13% in 2023. The category has around 24 schemes and Mahindra Manulife Small Cap Fund offered the highest return of around 34.65%, followed by Union Small Cap Fund which offered 30.83%.

The fund has recorded the highest collection ever achieved by Edelweiss MF in an equity NFO, said the report.

These actively-managed multi cap schemes are benchmarked against Nifty500 Multicap 50:25:25 - TRI and NIFTY 500 - TRI. These benchmarks gave 17.06% and 11.71% respectively.

The primary objective of Edelweiss Multi Cap Fund is to generate long-term capital appreciation by investing in a diversified portfolio of equity & equity-related instruments across large-cap, mid-cap, and small-cap stocks