Skip to main content

Best Multi Cap Fund Mutual Funds

Multi Cap funds must hold a minimum 25% each in large, mid and small caps. Unlike Flexi Cap, that split is mandated, so they carry structurally more mid- and small-cap exposure.

We currently track 37 direct-plan Multi Cap Fund schemes from 33 fund houses with a median 5-year CAGR of 12.8%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.

Showing 37 of 37 schemes · sorted by Y5 high to low · page 1 of 1

Multi Cap Fund funds — frequently asked questions

Which Multi Cap Fund fund has the highest 5-year CAGR?

Kotak Multi Cap Fund - Direct Plan - Growth currently leads the Multi Cap Fund category with a 5-year CAGR of 15.7%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.

What is a good 5-year return for a Multi Cap Fund fund?

Across the 37 Multi Cap Fund schemes we track, the median 5-year CAGR is 12.8%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.

How is CAGR calculated on this page?

CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.

Why does this list only show direct plans?

Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.