Mutual Fund Annual Returns

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Scheme Name Launch Date AUM (Crore) Expense Ratio (%) Returns as on - 17-10-2025  in %
2020 2019 2018 2017 2016
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 924.884 1.74 -2.57 11.84 24.88 10.44 55.64
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 4729.447 1.51 5.2 25.82 38.13 14.12 48.91
ICICI Prudential Multicap Fund - Growth 01-10-1994 1544.273 1.74 5.16 20.68 35.38 4.65 36.38
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 295.602 1.98 -2.19 31.73 30.81 -3.03 47.86
Invesco India Multicap Fund - Growth Option 17-03-2008 408.36199999999997 1.89 -2.34 29.82 31.8 -2.2 40.66
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 571.9590000000001 1.78 2.67 23.44 34.23 1.64 50.81
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 126.793 2.05 0.97 20.19 38.54 2.74 19.27
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 650.2239999999999 1.82 2.52 22.47 28.25 -0.24 -
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 2028.498 1.62 4.21 27.11 39.77 9.92 -
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 272.77 1.95 4.01 19.48 29.61 6.87 -
HDFC Multi Cap Fund - Growth Option 01-12-2021 1867.459 1.68 2.75 20.87 40.19 9.61 -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 864.9440000000001 1.78 2.41 32.25 36.4 -1.79 -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 10-01-2013 282.873 1.99 5.08 19.48 31.09 -1.57 41.84
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 2298.8 1.66 5.36 25.98 22.48 - -
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 171.577 2.02 1.86 32.27 30.74 - -
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 127.45899999999999 2.16 2.65 22.35 31.94 - -
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 310.123 1.88 0.42 12.43 - - -
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 503.317 1.84 1.45 28.57 - - -
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 90.949 2.28 3.62 22.33 - - -
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 412.61499999999995 1.85 7.27 17.12 - - -
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 465.58599999999996 1.83 3.95 21.51 - - -
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 240.54000000000002 1.96 5.74 28.61 - - -
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 294.002 1.91 0.56 27.86 - - -
DSP Multicap Fund - Regular - Growth 05-01-2024 253.469 1.95 1.18 - - - -
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 431.00699999999995 1.86 1.63 - - - -
Franklin India Multi Cap Fund - Growth 05-07-2024 496.89099999999996 1.82 3.37 - - - -
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 41.739 2.38 6.81 - - - -
Samco Multi Cap Fund - Regular Plan - Growth 30-10-2024 34.323 2.4 -5.06 - - - -
Groww Multicap Fund - Regular - Growth 16-12-2024 19.591 2.3 6.69 - - - -
BAJAJ FINSERV MULTI CAP FUND - REGULAR - GROWTH 27-02-2025 93.487 2.2 - - - - -
UTI Multi Cap Fund - Regular Plan - Growth Option 29-04-2025 157.618 2.04 - - - - -
TRUSTMF MULTI CAP FUND -REGULAR PLAN-GROWTH 30-06-2025 22.830000000000002 2.35 - - - - -
Equity: Multi Cap - - - 2.6 23.66 32.77 3.94 42.67
NIFTY500 MULTICAP 50:25:25 TRI - - - 4.45 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.