Mutual Fund Annual Returns

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Scheme Name Launch Date AUM (Crore) Expense Ratio (%) Returns as on - 16-09-2025  in %
2020 2019 2018 2017 2016
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 923.8700000000001 1.74 -2.41 11.84 24.88 10.44 55.64
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 4588.1410000000005 1.51 6.02 25.82 38.13 14.12 48.91
ICICI Prudential Multicap Fund - Growth 01-10-1994 1527.685 1.74 5.32 20.68 35.38 4.65 36.38
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 292.408 1.98 -2.06 31.73 30.81 -3.03 47.86
Invesco India Multicap Fund - Growth Option 17-03-2008 404.183 1.89 -2.85 29.82 31.8 -2.2 40.66
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 561.493 1.79 2.09 23.44 34.23 1.64 50.81
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 126.11600000000001 2.05 1.34 20.19 38.54 2.74 19.27
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 663.608 1.82 2.16 22.47 28.25 -0.24 -
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 1921.235 1.62 2.15 27.11 39.77 9.92 -
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 272.512 1.94 3.91 19.48 29.61 6.87 -
HDFC Multi Cap Fund - Growth Option 01-12-2021 1851.273 1.68 2.64 20.87 40.19 9.61 -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 833.2549999999999 1.78 2.02 32.25 36.4 -1.79 -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 281.06100000000004 1.99 4.23 19.48 31.09 -1.57 41.84
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 2241.105 1.67 4.35 25.98 22.48 - -
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 164.97899999999998 2.03 0.88 32.27 30.74 - -
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 114.782 2.18 2.15 22.35 31.94 - -
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 305.852 1.87 0.08 12.43 - - -
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 494.204 1.88 0.94 28.57 - - -
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 90.247 2.29 3.1 22.33 - - -
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 396.79 1.85 7.02 17.12 - - -
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 455.27200000000005 1.83 4.09 21.51 - - -
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 225.656 1.97 4.65 28.61 - - -
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 288.206 1.91 -0.2 27.86 - - -
DSP Multicap Fund - Regular - Growth 05-01-2024 245.00100000000003 1.96 2.28 - - - -
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 427.904 1.87 3.67 - - - -
Franklin India Multi Cap Fund - Growth 05-07-2024 493.146 1.81 3.54 - - - -
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 41.213 2.38 5.34 - - - -
Samco Multi Cap Fund - Regular Plan - Growth 30-10-2024 35.261 2.4 -2.38 - - - -
Groww Multicap Fund - Regular - Growth 16-12-2024 16.078 2.3 6.31 - - - -
BAJAJ FINSERV MULTI CAP FUND - REGULAR - GROWTH 27-02-2025 87.20700000000001 2.21 - - - - -
UTI Multi Cap Fund - Regular Plan - Growth Option 29-04-2025 125.5 2.08 - - - - -
TRUSTMF MULTI CAP FUND -REGULAR PLAN-GROWTH 30-06-2025 0.0 2.35 - - - - -
Equity: Multi Cap - - - 2.43 23.66 32.77 3.94 42.67
NIFTY500 MULTICAP 50:25:25 TRI - - - 4.05 19.34 33.74 2.84 40.62

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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.