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Mutual Funds · Multi cap

Multi-Cap Funds

SEBI mandate (Sep 2020): minimum 25% each in large-cap, mid-cap, and small-cap stocks at all times. Distinct from flexi-cap, which lets the manager choose freely across market caps. Multi-cap forces explicit small + mid exposure, so volatility is higher but so is upside in broad market rallies. Typical 3-yr returns: 16-22% CAGR; expense ratio 0.8-1.8% direct.

Who needs this

Investors who want guaranteed exposure to all three market-cap segments without market-timing. 7+ year horizons. Comfortable with mid/small-cap drawdowns of 30-40% in bear markets.

Category at a glance

Large-cap minimum

25%

SEBI mandate

Mid-cap minimum

25%

SEBI mandate

Small-cap minimum

25%

SEBI mandate

Typical 3-yr CAGR

16-22%

Category median

Volatility (std dev)

18-24%

Higher than flexi-cap due to forced small-cap floor

Expense ratio (direct)

0.8-1.8%

Lower = better

Top 5 multi-cap funds

Source: AMFI + AMC factsheets · refreshed quarterly

FundAMCExpense %3y CAGR
Nippon India Multi CapNippon India MF0.84%28.5%
Quant Active FundQuant MF0.78%27.1%
HDFC Multi CapHDFC MF1.05%24.6%
Mahindra Manulife Multi CapMahindra Manulife MF0.92%23.8%
Kotak Multicap FundKotak MF0.55%22.9%

Key decisions

  1. Q1

    Multi-cap vs flexi-cap — which is right for me?

    Multi-cap forces 25% small-cap exposure regardless of market conditions. Flexi-cap lets the manager dial small-cap exposure up/down. If you want disciplined small-cap allocation, multi-cap. If you trust the manager's market-timing, flexi-cap.

  2. Q2

    How much of my portfolio should be in multi-cap?

    10-25% of equity allocation is typical. Multi-cap is a diversification add-on to a large-cap core, not a replacement. Avoid over-allocating if you also hold dedicated small-cap and mid-cap funds (double-counting).

  3. Q3

    Is multi-cap better in bull or bear markets?

    Outperforms in broad rallies because small + mid pull the entire fund up. Underperforms in narrow large-cap-led rallies and in mid/small-cap crashes. Same set-up that delivered 40% in FY24 also gave -25% drawdowns in 2018 and 2020.

SEBI rules + scheme specifics

  • SEBI Sep 2020 circular: 25% minimum each in large-cap (top-100), mid-cap (101-250), small-cap (251+).
  • Forced allocation makes multi-cap structurally different from flexi-cap.
  • Marked 'very high' risk on the SEBI riskometer.
  • LTCG: 12.5% on gains > ₹1.25L/year (held ≥ 12 months).

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