0% found this document useful (0 votes)
68 views

Multicap Mutual Funds Performance

This document provides the 1 month and 1 year returns for various equity mutual funds categorized as multi cap, mid cap, small cap, large & midcap, and large cap. Most funds saw negative 1 month and 1 year returns ranging from -27.7% to -10% approximately, with a few exceptions returning higher losses or gains. The document allows comparison of recent performance for a variety of equity mutual funds across different market cap segments.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
68 views

Multicap Mutual Funds Performance

This document provides the 1 month and 1 year returns for various equity mutual funds categorized as multi cap, mid cap, small cap, large & midcap, and large cap. Most funds saw negative 1 month and 1 year returns ranging from -27.7% to -10% approximately, with a few exceptions returning higher losses or gains. The document allows comparison of recent performance for a variety of equity mutual funds across different market cap segments.
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 4

Equity: Multi Cap

Fund Name 1 Mth Ret (%) 1 Yr Ret (%)


Nippon India Retirement Fund - Wealth Creation Scheme - Direct Plan -27.7 -26.76
HDFC Equity Fund - Direct Plan -25.61 -25.71
Nippon India Focused Equity Fund - Direct Plan -25.26 -22.12
Nippon India Multi Cap Fund - Direct Plan -25.04 -23.65
HDFC Focused 30 Fund - Direct Plan -24.41 -25.18
ICICI Prudential Multicap Fund - Direct Plan -24.24 -21.16
Quant Active Fund - Direct Plan -23.38 -19.23
Aditya Birla Sun Life Equity Fund - Direct Plan -23.21 -14.7
HSBC Multi Cap Equity Fund - Direct Plan -23.14 -18.5
L&T Equity Fund - Direct Plan -22.91 -18.53
Kotak Standard Multicap Fund - Direct Plan -22.65 -14.25
DSP Focus Fund - Direct Plan -22.33 -10.91
BNP Paribas Multi Cap Fund - Direct Plan -22.21 -10.49
Franklin India Equity Fund - Direct Plan -22.14 -20.98
Franklin India Focused Equity Fund - Direct Plan -22.04 -17.63
Taurus Starshare (Multi Cap) Fund - Direct Plan -21.84 -20.45
Principal Multi Cap Growth Fund - Direct Plan -21.66 -16.76
PGIM India Diversified Equity Fund - Direct Plan -21.28 -11.27
Edelweiss Multi Cap Fund - Direct Plan -21.02 -13
SBI Magnum Multicap Fund - Direct Plan -21 -12.97
Union Multi Cap Fund - Direct Plan -20.68 -11.67
Baroda Multi Cap Fund - Direct Plan -20.68 -13.18
Motilal Oswal Multicap 35 Fund - Direct Plan -20.66 -14.62
UTI Children's Career Fund-Investment Plan - Direct Plan -20.57 -14.08
Tata Retirement Savings Fund - Progressive Plan - Direct Plan -20.13 -9.49
IDFC Focused Equity Fund - Direct Plan -20.05 -9.22
IDFC Multi Cap Fund - Direct Plan -20 -11.57
Equity: Mid Cap

Fund Name 1 Mth Ret (%) 1 Yr Ret (%)


Sundaram Mid Cap Fund - Direct Plan -21.99 -15.53
ICICI Prudential Midcap Fund - Direct Plan -21.93 -20.02
IDBI Midcap Fund - Direct Plan -21.59 -18.04
Aditya Birla Sun Life Mid Cap Fund - Direct Plan -20.77 -19.65
Edelweiss Mid Cap Fund - Direct Plan -20.65 -10.87
SBI Magnum Midcap Fund - Direct Plan -20.4 -15.18
Kotak Emerging Equity Fund - Direct Plan -20.22 -8.46

Equity: Small Cap

Fund Name 1 Mth Ret (%) 1 Yr Ret (%)


L&T Emerging Businesses Fund - Direct Plan -23.34 -26.34
Aditya Birla Sun Life Small Cap Fund - Direct Plan -23.21 -29.21
HSBC Small Cap Equity Fund - Direct Plan -23.03 -25.26
Sundaram Small Cap Fund - Direct Plan -22.97 -23.3
ICICI Prudential Smallcap Fund - Direct Plan -22.92 -12.09
Nippon India Small Cap Fund - Direct Plan -22.71 -18.97
Kotak Small Cap Fund - Direct Plan -22.44 -11.01
HDFC Small Cap Fund - Direct Plan -21.94 -28.76
Franklin India Smaller Companies Fund - Direct Plan -20.65 -23.99
DSP Small Cap Fund - Direct Plan -20.36 -15.63
Union Small Cap Fund - Direct Plan -20.35 -10.81

Equity: Large & MidCap

Fund Name 1 Mth Ret (%) 1 Yr Ret (%)


HDFC Growth Opportunities Fund - Direct Plan -25.11 -22.67
UTI Core Equity Fund - Direct Plan -24.16 -23.96
Franklin India Equity Advantage Fund - Direct Plan -23.25 -21.5
IDFC Core Equity Fund - Direct Plan -22.8 -16.73
Nippon India Vision Fund - Direct Plan -22.49 -15.61
Aditya Birla Sun Life Equity Advantage Fund - Direct Plan -22.32 -11.61
L&T Large and Midcap Fund - Direct Plan -22 -13.83
ICICI Prudential Large & Mid Cap Fund - Direct Plan -21.98 -17.58
Kotak Equity Opportunities Fund - Direct Plan -21.72 -10.83
DSP Equity Opportunities Fund - Direct Plan -21.58 -12.59
Mirae Asset Emerging Bluechip Fund - Direct Plan -21.23 -10.92
Tata Large & Mid Cap Fund - Direct Plan -20.91 -10.11
Sundaram Large and Mid Cap Fund - Direct Plan -20.87 -10.44
Invesco India Growth Opportunities Fund - Direct Plan -20.85 -12.04
SBI Large & Midcap Fund - Direct Plan -20.36 -12.48
Edelweiss Large & Mid Cap Fund - Direct Plan -20.09 -9.14

Equity: Large Cap

Fund Name 1 Mth Ret (%) 1 Yr Ret (%)


HDFC Top 100 Fund - Direct Plan -24.86 -25.06
Nippon India Large Cap Fund - Direct Plan -24.52 -22.11
UTI Nifty Index Fund - Direct Plan -24.08 -18.65
SBI Nifty Index Fund - Direct Plan -24.06 -18.87
IDBI Nifty Index Fund - Direct Plan -24.03 -18.66
HDFC Index Fund Nifty 50 Plan - Direct Plan -23.99 -18.65
Nippon India Index Fund - Nifty Plan - Direct Plan -23.96 -18.64
ICICI Prudential Nifty Index Fund - Direct Plan -23.94 -18.5
HDFC Index Fund - Sensex Plan - Direct Plan -23.91 -16.79
DSP Top 100 Equity Fund - Direct Plan -23.85 -13.69
LIC MF Index-Nifty Plan - Direct Plan -23.78 -18.42
Principal Nifty 100 Equal Weight Fund - Direct Plan -23.74 -23.62
Essel Large Cap Equity Fund - Direct Plan -23.73 -16.16
IDFC Nifty Fund - Direct Plan -23.58 -18.26
Franklin India Index Fund - NSE Nifty Plan - Direct Plan -23.54 -18.56
LIC MF Index-Sensex Plan - Direct Plan -23.49 -16.53
Aditya Birla Sun Life Index Fund - Direct Plan -23.47 -18.47
Nippon India Index Fund - Sensex Plan - Direct Plan -23.33 -16.22
Sundaram Smart NIFTY 100 Equal Weight Fund - Direct Plan -23.32 -23.33
Tata Index Nifty Fund - Direct Plan -23.28 -17.87
Tata Index Sensex Fund - Direct Plan -23.2 -16.02
ICICI Prudential Bluechip Fund - Direct Plan -23.04 -17.82
Kotak Bluechip Fund - Direct Plan -22.74 -13.7
Tata Large Cap Fund - Direct Plan -22.65 -15.63
L&T India Large Cap Fund - Direct Plan -22.41 -12.78
Aditya Birla Sun Life Frontline Equity Fund - Direct Plan -22.26 -18.21
HSBC Large Cap Equity Fund - Direct Plan -22.2 -12.86
SBI Bluechip Fund - Direct Plan -22.17 -15.17
Indiabulls Bluechip Fund - Direct Plan -22.14 -14.67
PGIM India Large Cap Fund - Direct Plan -22.07 -13.5
Mirae Asset Large Cap Fund - Direct Plan -21.98 -15.57
ICICI Prudential Nifty Next 50 Index Fund - Direct Plan -21.9 -19.75
Aditya Birla Sun Life Focused Equity Fund - Direct Plan -21.87 -13.52
IDBI Nifty Junior Index Fund - Direct Plan -21.76 -19.58
Edelweiss Large Cap Fund - Direct Plan -21.64 -11.78
Taurus Largecap Equity Fund - Direct Plan -21.53 -16.58
Franklin India Bluechip Fund - Direct Plan -21.48 -19.27
UTI Mastershare Fund - Direct Plan -21.47 -13.71
Invesco India Largecap Fund - Direct Plan -21.39 -13.54
Sundaram Select Focus Fund - Direct Plan -21.37 -10.73
IDFC Large Cap Fund - Direct Plan -21.33 -12.8
Baroda Large Cap Fund - Direct Plan -20.96 -12.65
BNP Paribas Large Cap Fund - Direct Plan -20.58 -6.34
IDBI India Top 100 Equity Fund - Direct Plan -20.55 -9.77

Equity: ELSS

Fund Name 1 Mth Ret (%) 1 Yr Ret (%)


Aditya Birla Sun Life Tax Relief 96 - Direct Plan -25.35 -26.48
Axis Long Term Equity Fund - Direct Plan -25.05 -25.32
Baroda ELSS 96 Fund - Direct Plan -24.32 -21.64
BNP Paribas Long Term Equity Fund - Direct Plan -24.17 -18.76
BOI AXA Tax Advantage Fund - Direct Plan -23.97 -19.93
Canara Robeco Equity Tax Saver Fund - Direct Plan -23.65 -27.51
DSP Tax Saver Fund - Direct Plan -23.24 -20.59
Edelweiss Long Term Equity Fund (Tax Savings) - Direct Plan -23.15 -17.04
Essel Long Term Advantage Fund - Direct Plan -22.81 -18.3
Franklin India Taxshield Fund - Direct Plan -22.75 -13.05
HDFC Taxsaver Fund - Direct Plan -22.68 -13.61
HSBC Tax Saver Equity Fund - Direct Plan -22.6 -11.43
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan -22.32 -19.65
IDBI Equity Advantage Fund - Direct Plan -22.16 -13.35
IDFC Tax Advantage (ELSS) Fund - Direct Plan -21.98 -15.03
Invesco India Tax Plan - Direct Plan -21.64 -17.29
JM Tax Gain Fund - Direct Plan -21.38 -12.17
Kotak Tax Saver - Direct Plan -21.37 -19.72
L&T Tax Advantage Fund - Direct Plan -21.29 -15.53
LIC MF Tax Plan - Direct Plan -21.25 -14.65
Mahindra Mutual Fund Kar Bachat Yojana - Direct Plan -20.77 -14.49
Mirae Asset Tax Saver Fund - Direct Plan -20.76 -12.2
Motilal Oswal Long Term Equity Fund - Direct Plan -20.56 -10.56
Nippon India Tax Saver (ELSS) Fund - Direct Plan -20.46 -11.97
PGIM India Long Term Equity Fund - Direct Plan -20.31 -14.35
Principal Tax Savings Fund - Direct Plan -20.12 -7.79

You might also like