Table of Contents
What is multi cap fund?
Definition: These are diversified mutual funds which can invest in stocks across market capitalization. Description: These funds invest in stocks across market capitalization. That is, their portfolio comprises of large cap, midcap and small cap stocks.
Which cap is best to invest?
The following table shows the top large cap funds as per the past 3-year and 5-year returns:
Mutual fund | 5 Yr. Returns | Min. Investment |
---|---|---|
UTI Mastershare Unit Scheme – Direct Plan – Growth | 17.84\% | ₹100 |
Invesco India Largecap Fund – Direct Plan – Growth | 18.06\% | ₹1000 |
Kotak Bluechip Fund | 16.34\% | ₹1000 |
Axis Bluechip Fund | 19.93\% | ₹5000 |
What is the difference between Multicap and diversified fund?
As, diversified funds invest across market caps such as – large cap, mid cap & small cap. Multi cap, flexi cap or diversified schemes are supposed to invest across stocks in different market capitalisation based on the view of the fund manager. The allocation to each market cap varies from scheme to scheme.
Which Bluechip fund is best to invest?
Canara Robeco Bluechip Equity Fund.
Which fund is best in mutual fund?
EQUITY HYBRID DEBT OTHERS Filter
Scheme Name | Plan |
---|---|
IDFC Sterling Value Fund – Regular Plan – GrowthValue Fund | Regular |
PGIM India Midcap Opportunities Fund – Direct Plan – GrowthMid Cap Fund | Direct Plan |
PGIM India Midcap Opportunities Fund – GrowthMid Cap Fund | Regular |
Baroda Mid-cap Fund – Plan A – GrowthMid Cap Fund | Regular |
Which is better multicap or large cap?
Definition of Multi-Cap Funds While large-cap funds provide better stability to your portfolio, mid-cap, and small-cap funds provide exceptionally high returns. Sectoral funds can add to the gains if a particular sector is performing exceptionally well.
Which is better focused fund or Multicap fund?
Focused mutual fund can be considered an aggressive addition to your portfolio. While the above is a simplification, it is the reason why focused funds have a higher risk-reward profile than multicap funds. In fact, multicap mutual funds have the option to diversify way beyond 50 stocks!
What are multi-CAP funds?
Multi-cap funds are those that diversify their investments into all three categories (small, medium, and large-cap). These funds invest by market capitalization of shares. That is, there are large caps, mid-caps and small-cap stocks in their portfolio.
Should you invest in large-cap or multi-CAP funds for wealth creation?
This means that a fund manager of a large-cap fund cannot invest in shares of a small-cap company even if the opportunity is lucrative. Hence, a multi-cap fund is considered to be a better option for wealth creation as the fund managers of these funds can leverage investment opportunities across the spectrum of the market.
What are the characteristics of a flexible mutual fund?
Flexibility is a great characteristic feature which most investments should ideally have. Multi-cap fund is one perfect combination of different stocks and thus, are flexible. Multi-cap funds can be defined as mutual funds which are diversified and can be invested in companies across market capitalization.
What is dividend distribution tax (DDT) on multi CAP funds?
When you redeem your Multi Cap Fund units, the capital gains made by you are subject to Capital gains Tax. Also, any dividend received by you is subject to Dividend Distribution Tax or DDT. All fund houses are mandated to deduct tax (DDT) of 10\% before paying out dividends to unitholders.