Stay updated with breaking news from Multi Cap Funds. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
“If you trust your money to a mutual fund manager, who brings his expertise in terms of stock picking not only to the diversification across large, mid and smallcaps but also across the sectors, I will find this to be as good a time to invest as any. And finally, because the markets are reaching new highs, it does not mean that markets are overpriced.
Large and mid-cap mutual funds strike a favourable equilibrium between risk and return. Positioned as riskier than large-cap funds yet less so than pure mid-cap and multi-cap funds, they also present the opportunity for higher returns compared to large-cap funds.
Old Bridge Focused Equity Fund would follow the multi-cap strategy, wherein the scheme would invest across market capitalization -- mid-cap, small-cap, large-cap.
There are three multi cap mutual fund schemes which could beat the benchmark returns in the past half a decade
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.