Equity multi cap fund ppt.pptx ....

mutual fund

1. “Performance of Equity Multi cap fund” PRESENTED BY : Samil Mallik ERP NO : 21MBA0017 PROGRAM : MASTER’S OF BUSINESS ADMINISTRATION DEV BHOOMI UTTARAKHAND UNIVERSITY Presentation of Dissertation report on

2. Introduction What is Equity multi Cap fund ? An equity multi cap fund is a type of mutual fund that invests in stocks across different market capitalizations, including large-cap, mid-cap, and small-cap companies. The term "multi cap" refers to the fund's flexibility to invest in companies of varying sizes. Equity multi cap fund assist in earning income or building wealth. Utilize the knowledge and experience of a professional fund management team. Benefit from the economies of scale.

3. Type of Equity multi cap fund Large-Cap Stocks : Stocks of top 100 listed companies in terms of full market capitalization Small cap fund : Stocks of top 101 to 250 companies in terms of full market capitalization. Mid cap fund : Stocks of companies above 251 in terms of full market capitalization.

4. Benefits of investing in Equity multi cap fund Professional management Liquidity Tax benefit Investment comfort Systematic Approach to investment

5. Limitations of a Equity multi cap fund Lack of portfolio customization Choice overload No control over costs 5

6. Objectives To analyses the Performance of a selected Equity multi cap mutual fund schemes. Returns for Equity multi cap mutual funds. Evaluation Of Sector Allocation of Equity Multi Cap Mutual Funds. 6

7. 7 Year 2018 2019 2020 2021 2022 Fund name NVA in Rs. Quant Equity multi cap fund 180.70 185.54 155.24 457.78 451.86 Nippon india multi cap fund 96.74 103.79 71.28 118..68 178.87 Mahindra Manulife Multi cap fund 11.01 11.29 9.06 16.76 23.52 ICICI Prudential Equity multi cap fund 287.96 312.62 234.47 382.174 482.15 Data Analysis TABAL:1 NAVs OF EQUITY MULTI CAP FUNDS

8. 8 TABLE 2: RETURNS FOR Equity Multi CAP MUTUAL FUNDS Year 1 year 3 year 5 year Rating Fund Name Return Quant Equity multi cap fund 16.66% 39.41% 21.55% 5 Nippon india multi cap fund 29.07% 42.39% 14.80% NA Mahindra Manulife Multi cap fund 13.55% 34.21% 17.43% NA ICICI Prudential Equity multi cap fund 21.20% 31.66% 13.66% 5

9. Return Performance 9

10. 10 1 year highest average rate of return: - 29.07% of Nippon India multi cap fund. 3 year highest average rate of return: - 42.39% of Nippon India multi cap fund. 5 year highest average rate of return: - 21.55% of Quant Equity multi cap fund.

11. 11 Conclusions Equity multi cap fund are giving good return compare to debit investment because it allocate to fund in all caps such as small cap, mid cap, lager cap fund, .its allocation of fund reduce the risk and helping in earning a good return in this research found that quant multi cap fund is performing outstanding compare to other funds. It giving average 21.55% return from last five years.