Multi cap mutual fund: Equity mutual funds witnessed a sharp rise in investor inflows even as the overall mutual fund industry recorded substantial net outflows during the month, according to the latest September data released by the Association of Mutual Funds in India (AMFI). Net inflows into equity-oriented mutual fund schemes surged 30.61 per cent month-on-month to Rs 38,306.55 crore, compared with Rs 29,328.62 crore in the previous month. Multi cap schemes attracted Rs 3,859.55 crore. Multi cap mutual funds follow a strict rule-based structure totalling at least 75 per cent equity (25% large cap, 25% mid cap, 25% small cap).
Let’s find out how much you would have accumulated if you had invested Rs 10,000 every month in the top multi cap mutual fund schemes over the past 3 and 5 years. Let’s see how much you would have built over each period.
Multi cap mutual fund: Rs 10,000 monthly SIP in top schemes
Kotak Multi Cap Fund – Direct Plan
- Launch date: 29-Sep-2021
- Total Assets: Rs 30,335 crore (As on 30-Sep-2026)
- NAV: Rs 20.4690 (As on 21-Oct-2026)
- Expense Ratio: 0.42% (As on 30-Sep-2026)
- Benchmark: Nifty 500 Multicap 50:25:25 TRI
- CAGR in 3 years: 14.69%
- CAGR in 5 years: 15.35%
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 17.56
- Sharpe Ratio: 0.61
- Beta: 1.01
Rs 10,000 monthly SIP, a total investment of Rs 3,60,000, would have turned into an estimated Rs 4,54,490 in 3 years with 14.69 per cent CAGR.
Rs 10,000 monthly SIP, a total investment of Rs 6,00,000, would have turned into an estimated Rs 9,05,703 in 5 years with 15.35 per cent CAGR.
Nippon India Multi Cap Fund – Direct Plan
- Launch date: 01-Jan-2013
- Total Assets: Rs 53,767 crore (As on 30-Sep-2026)
- NAV: Rs 310.9541 (As on 21-Oct-2026)
- Expense Ratio: 0.59% (As on 30-Sep-2026)
- Benchmark: Nifty 500 Multicap 50:25:25 TRI
- CAGR in 3 years: 11.22%
- CAGR in 5 years: 14.42%
- Minimum investment: Rs 100
- Minimum SIP: Rs 100
- Standard Deviation: 15.62
- Sharpe Ratio: 0.75
- Beta: 0.91
Rs 10,000 monthly SIP, a total investment of Rs 3,60,000, would have turned into an estimated Rs 4,29,639 in 3 years with 11.22 per cent CAGR.
Rs 10,000 monthly SIP, a total investment of Rs 6,00,000, would have turned into an estimated Rs 8,82,324 in 5 years with 14.42 per cent CAGR.
Mahindra Manulife Multi Cap Fund – Direct Plan
- Launch date: 11-May-2017
- Total Assets: Rs 7,457 crore (As on 30-Sep-2026)
- NAV: Rs 43.7073 (As on 21-Oct-2026)
- Expense Ratio: 0.45% (As on 30-Sep-2026)
- Benchmark: Nifty 500 Multicap 50:25:25 TRI
- CAGR in 3 years: 15.20%
- CAGR in 5 years: 14.42%
- Minimum investment: Rs 1,000
- Minimum SIP: Rs 500
- Standard Deviation: 16.95
- Sharpe Ratio: 0.65
- Beta: 0.96
(Source: Fund fact sheet)
Rs 10,000 monthly SIP, a total investment of Rs 3,60,000, would have turned into an estimated Rs 4,58,289 in 3 years with 15.20 per cent CAGR.
Rs 10,000 monthly SIP, a total investment of Rs 6,00,000, would have turned into an estimated Rs 8,82,324 in 5 years with 14.42 per cent CAGR.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)