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Mutual Fund In The Category Of Equity: Multi Cap





Equity : Multi Cap

  • Money in this type of Mutual Fund is invested in equity / stock market.
  • Money is generally invested in Large Cap, Medium Cap and Small Cap companies. i.e money is diversified in all the three categories of companies in respect of market cap.
  • The risk factor is average in this type of Mutual Fund. 
  • Return on investment may be average of Equity Large Cap,  Midcap & Small Cap  Fund.
  • Profit gained after minimum one year of investment is termed as' Long Term Capital Gain'.
  • This long term capital gain is totally exempted from paying income tax.

Now, there are numbers of Mutual fund schemes from different mutual fund houses. We will discuss few good funds as examples of 'Equity: Multi Cap' category.

  • Motilal Oswal Most Focussed Multicap 35 Fund:                                                       Invests in companies like HDFC  Bank, Maruti Suzuki India, Indusind Bank, Eicher Motors, BPCL, HDFC, PNB Housing Finance, HPCL, Jubilant Life Science and Bajaj Finance. Yearly return of this fund is roughly 30 % as on date.

  • Birla Sun Life Equity Fund:                                                                                  Invests in companies like HDFC  Bank, ICICI Bank, Vedanta, Maruti Suzuki India, Indusind Bank, Yes Bank, HUL, Tata Chemicals, Dabur and Tata Communications. Yearly return of this fund is roughly 26 % as on date.

  • Kotak Select Focus Fund:                                                                                      Invests in companies like HDFC  Bank, ITC, Reliance Industries, Hero Motocorp, SBI, ICICI Bank, Maruti Suzuki India, Indusind Bank, Ultratech Cement and GAIL. Yearly return of this fund is roughly 23 % as on date.

  • DSP BlackRock Opportunities Fund:                                                                   Invests in companies like HDFC  Bank, SBI, Federal Bank, Yes Bank,  ICICI Bank, ITC, Larsen & Toubro, Tata Steel, Indusind Bank and GAIL. Yearly return of this fund is roughly 23 % as on date.


The examples are given above for your easy understanding. There are other good funds available in this category, which may be found easily in the internet.

Happy Investing !!!



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