Best Multi-Cap Mutual Funds to Invest Amid Slowdown in 2019

The stock market is in the doldrums.  Here, we have mentioned 4 multi-cap mutual funds that will continue to give returns even though the volatility continues.

The investors are worried about how to navigate through this turbulent phase. The dilemma is whether they should continue investing or not. Well, the experts suggest holding on your investment or continuing investing in a systematic and disciplined way rather than a lump sum amount.

Why multi-cap funds?

Multi-cap mutual funds invest in the equity shares of the company with different market capitalization. Instead of sticking to small-cap, mid-cap or large-cap, these funds add different stock in its portfolio with varied proportion. In comparison to mid-cap or small-cap, these funds are less risky and are best for less aggressive investors.

Best Multi-cap mutual funds to invest

Franklin India Focused Equity Fund

It is an open ended equity fund having an expense ratio of 18%. This fund has offered 11.67% returns in 5 years and 10.53% returns in 3 years. The fund continues to grow and has beaten its benchmark in 3 and 5 years horizon. The scheme has offered the returns of 9.4% and 22.4%, while the benchmark indices have offered 8.7% and 14.7% returns.

Period	Returns
10 years	14.34%
5 years	8.74%
3 years	5.29%
1 year	-7.13%

Kotak Standard Multi-cap fund

The investment objective of this fund is to generate long-term capital appreciation. This fund is focused only on few sectors. If an investor has invested Rs 1,000 in this fund now, it would have become Rs 3,202. 

The schemes have more than 70% of its exposure in the large-sized companies and the remaining is dedicated to mid-size and small-size company.

Among other multi-cap schemes, this scheme is different because of following concentrated strategy at sector level. Because of it, the scheme has beaten the benchmark in the past 7 years. The scheme has delivered 13.3% returns 21.7% returns in past three and five years.

Period	Returns
10 years
5 years	11.01%
3 years	7.93%
1 year	-4.38%

Axis Focused 25 Fund

The scheme invests in high- conviction stocks that has generated good returns, profits and huge cash flow. The scheme focus is to invest in the sustainable growth stocks that have incredible management.

In the last 5 years, the fund has continuously outperformed its benchmark Nifty 50. This fund is ideal for aggressive investors who want to stay invested in large-cap and mid-cap stocks in the long run.

Period	Returns
10 years
5 years	11.64%
3 years	10.51%
1 year	-8.38%

SBI Focused Equity Fund

The scheme has generated 10-year returns and has outperformed both the indices and the category by a good margin. The fund continues to be in multi-cap category and is still a top-pick among the investors.

Period	Returns
10 years	17.11%
5 years	10.71%
3 years	8.39%
1 year	-3.28%

Though the market has under performed and many schemes have failed to generate the interest among the investors, but there a few select multi-cap funds that have benefited from the rally, here we have mentioned the same. So, continue holding these funds.