Though not a top-performing fund in the category, the fund has the highest valuation score in the category. 1,000 invested in monthly SIP since September 2015 would have been approx. 10,000 invested in August 2015 would have been approx. The fund has been able to consistently outperform its benchmark as well as category average returns over the long periods. Kotak Standard Multi cap has the largest AUM in the Multi-Cap Category. Moreover, it is one of the highest rankers in the parameter of volatility as per our ZFunds Ratings. The fund has ranked highest in terms of consistency (i.e generating alpha in the last 5 years) among the others in the category. Also, the fund has decent scores in parameters of concentration & consistency in generating alpha in the last 5 years. Though the fund has not performed consistently but given its high valuation score, it has been placed at the top. The fund has been ranked top due to its potential to provide capital appreciation over the long term. A complete list of funds can be seen in the Annexure at the end of this article. The funds with the highest ZF Score (refer methodology here) are ranked at the top. The following are the top-rated multi-cap funds as per Zfunds scoring for the quarter ended 30th June 2020. Fund manager has the leeway to increase allocation to a particular category based on market view.Suitable for investors with medium risk appetite.Suitable for investors with medium investment horizon.They provide a diversification since they invest across large caps, mid caps and small caps.Some of the characteristics of a multi cap fund are as follows: Market Capitalization is defined as the market value of all outstanding shares and is achieved by multiplying the total number of shares outstanding by the market price per share. They are not obligated to invest a certain proportion of their assets in any particular category. Multi Cap Funds are those mutual funds that invest across different market capitalization categories. Top Performing Multi Cap Mutual Funds to Invest in 2020
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