
Multi Cap Mutual Funds
3 Year Average Returns
Funds on Dhan
33
Multi Cap Funds are a type of Equity Fund that invests at least 25% each in large-cap, mid-cap, and small-cap stocks, ensuring structured diversification. These are considered all-weather funds. While these are the best Multi Cap Mutual Funds to invest in, you must know these 3 things before you start investing:
- Goal: Multi Cap Funds are the all-weather Mutual Funds, investing across large, mid, and small-cap stocks for diversified exposure.
- Investment Horizon: Suitable for investors with a minimum 5-year investment period, offering a blend of growth and risk management.
- Risk: Their wide investment range means varied risk levels, balancing the stability of large caps with the growth potential of small caps.
Best Multi Cap Funds to Invest in 2026
Note: 3Y & 5Y returns are annualised. Rest everything is absolute.
Scheme | AUM (in Cr.) | Fund Age | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|---|---|---|
Compare | ₹ 11,972 | 4 Yrs | 1.47% | -1.91% | 0.91% | 7.00% | 3.57% | 18.59% | 0.00% |
Compare | ₹ 4,308 | 3 Yrs | 0.35% | -1.86% | -3.93% | 2.59% | -0.43% | 17.59% | 0.00% |
Compare | ₹ 2,187 | 3 Yrs | 0.37% | -2.35% | -3.10% | 5.21% | 1.30% | 16.86% | 0.00% |
Compare | ₹ 1,344 | 3 Yrs | -0.36% | -3.50% | -4.06% | 1.35% | 3.38% | 16.62% | 0.00% |
Compare | ₹ 6,380 | 3 Yrs | 0.10% | -3.99% | -3.07% | 1.27% | 0.39% | 16.54% | 0.00% |
Compare | ₹ 1,500 | 7 Yrs | 0.30% | -2.83% | -1.11% | 4.24% | 6.29% | 16.13% | 13.16% |
Compare | ₹ 7,457 | 9 Yrs | -0.68% | -4.11% | -2.95% | 2.65% | 2.76% | 15.80% | 13.66% |
Compare | ₹ 3,345 | 3 Yrs | -0.44% | -2.63% | -4.95% | -0.69% | -2.21% | 15.74% | 0.00% |
Compare | ₹ 30,335 | 5 Yrs | -1.00% | -4.44% | -5.24% | -3.12% | -4.93% | 15.40% | 15.38% |
Compare | ₹ 1,516 | 3 Yrs | 0.00% | -2.24% | -2.18% | 4.49% | 2.17% | 14.21% | 0.00% |
Compare | ₹ 7,244 | 5 Yrs | 1.03% | -3.23% | -2.31% | 3.11% | 0.65% | 13.76% | 11.35% |
Compare | ₹ 18,717 | 13 Yrs | 0.57% | -5.02% | -6.73% | -4.01% | -2.22% | 13.73% | 12.53% |
Compare | ₹ 3,297 | 13 Yrs | -0.10% | -2.79% | -5.66% | -1.51% | -4.33% | 13.51% | 10.63% |
Compare | ₹ 5,673 | 3 Yrs | 0.48% | -2.06% | -4.60% | -0.61% | -4.42% | 13.20% | 0.00% |
Compare | ₹ 5,379 | 3 Yrs | -0.90% | -4.09% | -5.87% | -2.31% | -6.24% | 12.31% | 0.00% |
Compare | ₹ 4,301 | 13 Yrs | 0.74% | -2.79% | -3.61% | 3.29% | -4.58% | 12.11% | 10.39% |
Compare | ₹ 53,767 | 13 Yrs | -0.48% | -3.82% | -6.26% | -5.71% | -7.80% | 12.01% | 14.73% |
Compare | ₹ 2,937 | 4 Yrs | -1.52% | -3.09% | -5.61% | -2.03% | -5.15% | 11.79% | 0.00% |
Compare | ₹ 23,456 | 4 Yrs | 0.91% | -3.83% | -4.82% | -2.66% | -7.06% | 11.68% | 0.00% |
Compare | ₹ 2,901 | 13 Yrs | -0.65% | -3.99% | -5.36% | -1.19% | -7.43% | 11.63% | 10.22% |
Compare | ₹ 19,490 | 4 Yrs | -0.64% | -3.40% | -6.29% | -4.07% | -9.57% | 10.22% | 0.00% |
Compare | ₹ 7,501 | 13 Yrs | 0.14% | -3.94% | -4.32% | 0.49% | -0.19% | 9.59% | 10.25% |
Compare | ₹ 3,409 | 3 Yrs | -0.30% | -2.65% | -6.02% | -1.29% | -1.04% | 9.35% | 0.00% |
Compare | ₹ 1,641 | 1 Yrs | 0.19% | -3.83% | -3.39% | 2.52% | 2.53% | 0.00% | 0.00% |
Compare | ₹ 2,878 | 2 Yrs | -0.24% | -3.48% | -5.10% | -0.66% | -5.17% | 0.00% | 0.00% |
Compare | ₹ 5,117 | 2 Yrs | 1.13% | -4.51% | -3.64% | 1.90% | -2.28% | 0.00% | 0.00% |
Compare | ₹ 1,687 | 1 Yrs | 0.79% | -2.75% | 0.63% | 7.19% | 10.68% | 0.00% | 0.00% |
Compare | ₹ 4,601 | 2 Yrs | 0.80% | -1.59% | 4.26% | 17.45% | 4.78% | 0.00% | 0.00% |
Compare | ₹ 460 | 2 Yrs | 0.48% | -2.88% | -2.06% | 3.47% | 0.67% | 0.00% | 0.00% |
Compare | ₹ 220 | 2 Yrs | 2.49% | -0.55% | 4.01% | 4.61% | -3.72% | 0.00% | 0.00% |
Compare | ₹ 2,113 | 1 Yrs | -0.97% | -3.56% | -3.80% | -0.14% | -4.67% | 0.00% | 0.00% |
Compare | ₹ 914 | 1 Yrs | 0.79% | -2.80% | -0.78% | 8.22% | 8.94% | 0.00% | 0.00% |
Compare | ₹ 138 | 0 Yrs | 0.71% | -2.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Disclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
About Multi Cap Funds
- Multi Cap Funds invest in a diverse range of companies, including large, mid, and small-cap stocks, with varying market capitalization.
- Multi Cap Funds must invest 75% of their capital in equity and equity-related instruments and are required to invest 25% of this corpus in each of the large, mid, and small caps.
- These funds are actively managed, so the fund manager adjusts investments in response to developments in the market. Therefore, Multi Cap Funds might not be the best option if passive investing appeals to you more.
Multi Cap Funds provide a well-rounded approach to investing by seizing the opportunities from all market capitalizations.
- You can easily diversify your portfolio with Multi Cap Funds. These funds expose you to a wide range of company sizes by investing in large, mid, and small-cap stocks.
- Multi Cap Funds offer higher returns than pure large cap or mid cap funds. This is due to the ability to invest in businesses with different market capitalizations and enjoy the benefits of different market segments.
- Multi Cap Funds can help in risk management by distributing the portfolio throughout a variety of industries and companies. This reduces the overall impacy of market volatility.
- The expertise and understanding of the fund manager in choosing the best companies can support efficient risk management.
- You also don’t have to worry about rebalancing your portfolio in line with market cycles. This is because the fund stays invested in large-cap, mid-cap, and small-cap companies during all market cycles.
- Multi Cap Funds, being equity-oriented, commit a substantial portion of their assets to stock investments. Therefore, if you can tolerate the ups and downs of the stock market and have a higher risk tolerance, these funds can be a good option for you.
- Consider your investment objectives and time frame. If you have a long investment horizon and are looking for capital appreciation, these funds may be a good fit for your needs.
- Multi Cap Funds provide diversification by investing in a variety of market caps. This diversification reduces the risks connected with any specific market capitalization or sector.
- These funds are beneficial for investment to those having a long-term investment horizon. This is because Multi Cap Funds are equity-oriented and there can be short-term market fluctuations.
- Multi Cap Funds can be a good choice if you are new to investing because you do not have to select individual stocks for diversification and keep risk under control. Additionally, if you are having challenges deciding which capital segment to pursue, you can invest in this fund.
- Multi Cap Funds can be an option if you have a moderate-risk tolerance. These funds can offer a balanced risk and return profile by combining large-cap, mid-cap, and small-cap companies.
- These funds are a good option if you require comprehensive market coverage in a single fund rather than making multiple investments.
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FAQs
Multi Cap Funds spread your investment across large, mid, and small-cap stocks, offering a mix that can adapt to market conditions. This flexibility allows the fund manager to allocate resources dynamically, maximizing your investment potential based on prevailing market trends.
Investments are diversified across various sectors and companies of different sizes. This approach ensures exposure to all key sectors driving the Indian economy, giving you a piece of the action across the market without being tied down to a single segment.
Multi Cap Funds aim for balanced growth, capturing the stability of large caps and the growth potential of small and mid-caps. However, profits depend on market movements and fund management strategies.
Not at all; just like other types of equity investments, Multi-Cap Funds are liable to pay capital gains tax. When calculating the net returns on your investment, it is essential to have a solid understanding of the tax consequences.
- Open Demat Account
- Choose the Multi Cap Fund you wish to invest in.
- Choose the SIP option, specifying the amount and SIP date
- Set up an auto-pay via bank account to automate the SIP payments
Investments, such as Multi Cap Funds, always carry some level of risk. These funds provide the opportunity for substantial returns with a diversified investment approach across various market capitalizations, but they also come with the risks linked to equity market investments. Assessing your risk tolerance and seeking advice from a financial advisor are essential steps to ensure that Multi Cap Funds are in line with your investment objectives.

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