Multi-cap mutual fund

Tue, 12 May 2026 00:00:00 +0000

A multi-cap mutual fund in India is an open-ended equity scheme that must, under SEBI ’s September 2020 amendment to the scheme categorisation framework, invest a minimum of 75% of its total assets in equity and equity-related instruments, with mandatory minimum allocations of 25% each to large-cap, mid-cap, and small-cap company stocks. This equal-minimum rule ensures that multi-cap funds genuinely diversify across all three market-capitalisation segments, unlike flexi-cap funds which have no such minimum constraint.

Three-Segment Allocation on WebNotes

Multi-cap mutual fund