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Multi Cap Mutual Funds with Gulaq

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top 5 multi cap funds in India

Multi-Cap Mutual Funds – In Detail 

The scenario has been said that investment decisions are often riddled with some challenging questions. Should you opt for low-cap schemes for aggressive growth OR large-cap funds for stability? According to the experts, it is recommended to consider your risk-appetite before making any decision. According to the fact, our risk tolerance cannot be defined as low, high or medium. Thus, a small-cap, mid-cap, or a large cap might not fall accurately with your risk preference. This is where multi-cap mutual funds drop in. Let’s get through with multi-cap mutual funds. Here: 

One of the characteristics of Multi-cap mutual funds is the minimum investment in equity & equity-related instruments is 65% of total assets. In a multi-cap mutual fund, you’ll find investments in small-cap, mid-cap, and large-cap companies.  

Factors to be Considered before Investing 

Here: 

  • Choosing the fund manager plays a crucial role in managing different fund schemes.  
  • It is important to take care of portfolio concentration of the fund just to ensure diversification.  

Top 5 Multi-cap Mutual Funds as per Gulaq Methodology 

A Look: 

  • Canara Robeco Equity Diversified FundIt is an equity mutual fund scheme that was launched by Canara Robeco mutual fund. Later on, it was introduced on 2nd Jan 2013 to its investors. Currently, the fund is managed by Shridatta Bhandwaldar, and Ravi Gopalakrishnan. Talking about AUM, it is of INR 1728 Cr, and the latest NAV is of INR 156.28 (dated as of 17th Feb 2020). The fund growth is rated moderately high risk. Also, the minimum SIP investment is INR 1000, and lumpsum investment is INR 5000. Not to miss, exit load of 1% only if redeemed within a span of a year.  
  • Parag Parikh Long Term Equity FundIt is an equity mutual fund scheme that was launched by PPFAS mutual fund. Later on, it was introduced on 24th May 2013 to its investors. Currently, the fund is managed by Rajeev Thakkar, Raunak Onkar, and Raj Mehta. Talking about AUM, it is of INR 2784 Cr, and the latest NAV is of INR 29.17 (dated as of 17th Feb 2020). The fund growth is rated as moderately high risk. Also, the minimum SIP investment is of INR 1000 of Parag Parikh Long Term Equity fund.  
  • DSP Equity FundIt is an equity mutual fund scheme that was launched by DSP BlackRock mutual fund. Later on, it was introduced on 7th June 2007 to its investors. Currently, the fund is managed by Atul Bhole. Talking about AUM, it is of INR 3502 Cr, and, the latest NAV is of INR 45.55. The fund growth is rated as moderately high risk. Also, the minimum SIP investment for DSP Equity fund is INR 500. Not to miss, exit load of 1% only if redeemed in less than 12 months.  
  • UTI Equity FundIt is an equity mutual fund scheme that was launched by UTI mutual fund. Later on, it was introduced on 1st Jan 2013 to its investors. Currently, the fund is managed by Ajay Tyagi. Taking about AUM, it is of INR 10650 Cr, and, the latest NAV is of INR 118.29 (dated as of 17th Feb 2020). The fund growth is rated as moderately high risk. Also, the minimum SIP investment is INR 500, and lumpsum investment is INR 5000. Not to miss, exit load of 1% is charged, only if redeemed within a year.  
  • Edelweiss Multi-cap FundIt is an equity mutual fund scheme that was launched by Edelweiss mutual fund. Later on, it was introduced on 3rd Feb 2015 to its investors. Currently, the fund is managed by Harshad Patwardhan. Talking about AUM, it is of INR 550 Cr, and, the latest NAV is of INR 16.35 (dated as of 17th Feb 2020). The fund growth is rated as high-risk. Also, the minimum SIP investment is INR 1000, and, lumpsum the investment is INR 5000. Not to miss, exit load of 1% only if redeemed within a span of 12 months.  

Looking to invest? Hop on to gulaq.com and start investing in direct mutual funds. Furthermore, you can also get in touch: [email protected]  or Whatsapp +91-9818894632

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*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

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