Mutual Fund Trailing Returns

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Scheme Name	Launch Date	AUM (Crore)	Expense Ratio (%)	1-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
HSBC Multi Cap Fund Reg Gr	30-01-2023	3553.97	1.92	57.94	-	-	-	52.24
Kotak Multicap Fund Reg Gr	29-09-2021	13203.49	1.66	55.19	-	-	-	26.12
Axis Multicap Fund Reg Gr	05-12-2021	5974.42	1.82	51.69	-	-	-	22.9
ITI Multi Cap Reg Gr	15-05-2019	1283.75	2.09	51.33	19.5	19.38	-	18.77
Bank of India Multi Cap Fund Reg Gr	03-03-2023	597.4399999999999	2.44	51.27	-	-	-	51.34
LIC MF Multi Cap Fund Reg Gr	31-10-2022	1184.6799999999998	2.11	50.47	-	-	-	35.07
Quant Active Fund Gr	21-03-2001	10699.47	1.71	48.9	24.07	32.37	21.57	20.12
HDFC Multi Cap Fund Gr	07-12-2021	15553.87	1.67	48.24	-	-	-	28.33
Nippon India Multi Cap Gr Gr	25-03-2005	34899.07	1.58	47.98	31.49	25.64	17.0	19.09
ICICI Pru Multi Cap Gr	01-10-1994	13023.92	1.76	46.64	23.45	22.4	16.54	15.76
Mahindra Manulife Multi Cap Fund Reg Gr	05-05-2017	4083.1699999999996	1.84	46.48	23.82	27.27	-	19.16
Baroda BNP Paribas Multi Cap Plan A Gr	12-09-2003	2610.23	2.01	45.21	22.9	24.51	15.6	17.36
Invesco India Multi Cap Gr	17-03-2008	3624.5099999999998	1.9	43.11	18.88	23.77	16.68	16.85
Bandhan Multi Cap Fund Reg Gr	02-12-2021	2302.9900000000002	1.98	41.95	-	-	-	22.88
Sundaram Multi Cap Fund Gr	05-01-2013	2725.7799999999997	1.98	41.57	20.0	21.26	15.68	16.22
ABSL Multi-Cap Fund Reg Gr	07-05-2021	5983.8099999999995	1.82	38.28	19.81	-	-	22.58
Union Multicap Fund Reg Gr	19-12-2022	1006.47	2.21	37.59	-	-	-	34.98
SBI Multicap Fund Reg Gr	05-03-2022	17003.44	1.7	37.56	-	-	-	21.21
Tata Multicap Fund Reg Gr	02-02-2023	3160.31	1.9	31.27	-	-	-	30.97
Canara Robeco Multi Cap Fund Reg Gr	08-07-2023	2300.0153	1.98	-	-	-	-	41.3
Mirae Asset Multicap Fund Reg Gr	01-08-2023	2778.6809700000003	1.9	-	-	-	-	39.09
WhiteOak Capital Multi Cap Fund Reg Gr	22-09-2023	918.57981	2.15	-	-	-	-	38.71
Edelweiss Multi Cap Fund Reg Gr	26-10-2023	1874.9538	1.99	-	-	-	-	46.1
DSP Multicap Reg Gr	02-01-2024	1037.4555	2.19	-	-	-	-	21.79
Motilal Oswal Multi Cap Fund Reg Gr	18-06-2024	0.0	2.16	-	-	-	-	7.46
Category Average	-	-	-	45.93	22.66	24.58	17.18	27.46
NIFTY 500 TRI	-	-	-	36.97	19.92	21.4	15.18	12.89

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.