In previous article I have explained what are multicap funds mean. Now If you find mutlicap funds are good deal then I would give you some scheme names which are best as per my knowledge.
I have shortlisted these schemes based on various parameters such as past performance, ratios, fund manager performance, portfolio and so on.
Tata Equity PE Fund
- This scheme is launched in 2004.
- Since launch it has outperformed and delivered 21% return.
- AUM of this scheme is 3,520 cr.
- Fund manager: Sonam Udasi Since 2016
Top 5 stocks in portfolio:
- HDFC
- Yes Bank
- Reliance Industries
- Bajaj Auto
- Power Grid Corporation
Ratios which I have discussed in previous article How to select right mutual fund scheme?
| Standard Deviation | 16.26 |
| Alpha | 3.60 |
| Beta | 1.07 |
| Sortino Ratio | 1.20 |
| Sharpe Ratio | 0.84 |
Parag Parikh Long Term Equity Fund
- The scheme is launched in 2013.
- Since inception this scheme has delivered 19% return.
- AUM of the scheme is 1,056 cr.
- Fund manager:Raj Meheta since 2016
- Rajeev Thakkar since 2013
- Raunak Onkar since 2013
Top 5 stocks in portfolio:
- Alphabet Inc class C
- HDFC bank
- Bajaj Holdings & Inv
- Balkrishna Industries
- Persistent Systems
Ratios which I have discussed in previous article How to select right mutual fund scheme?
| Standard Deviation | 11.50 |
| Alpha | 1.55 |
| Beta | 0.69 |
| Sortino Ratio | 0.95 |
| Sharpe Ratio | 0.70 |
Motilal Oswal Multicap 35 Fund
- The scheme is launched in 2014.
- Since inception it has delivered 28% return.
- AUM of this scheme is 13,131 cr.
- Fund manager:Guatam Sinha Roy since 2014
Top 5 stocks in the portfolio
- HDFC
- HDFC bank
- IndusInd bank
- Maruti Suzuki India
- Eicher motors
Ratios which I have discussed in previous article How to select right mutual fund scheme?
| Standard Deviation | 14.07 |
| Alpha | 6.03 |
| Beta | 0.89 |
| Sortino Ratio | 1.50 |
| Sharpe Ratio | 1.02 |
Aditya Birla Sun Life Equity Fund
- The scheme is launched in1998.
- Since inception it has delivered 24.16% return.
- AUM is 9,251 cr.
- Fund manager:Anil Shah since 2012
Top 5 stocks in portfolio
- HDFC bank
- ICICI
- ITC
- Maruti Suzuki india
- Tata Chemicals
Ratios which I have discussed in previous article How to select right mutual fund scheme?
| Standard Deviation | 14.56 |
| Alpha | 2.40 |
| Beta | 0.99 |
| Sortino Ratio | 1.20 |
| Sharpe Ratio | 0.80 |
Disclaimer : This information is best on our knowledge and information available on internet, Kindly take your decision after consulting financial adviser and not rely on this.