Multi Cap Mutual Fund

About

An open-ended equity scheme investing across large cap, mid cap, small cap stocks.

Fund Type

Equity

Key Features

Diversified Portfolio across all Market

Higher Risk than only Large Cap Funds

Longer Wealth Creation

Active role of Fund Manager

Taxation

STCG

Holding Period ≤ 12 months, 20% Tax on Gain

LTCG

Holding Period > 12 months, 12.5% Tax on Gain

Dividends Tax

As Per Income tax slab rates, TDS of 10% may be deducted by the fund house if dividend income exceeds ₹5,000 in a financial year.

Exemption Limit

1.25 Lakh on LTCG in financial year

Indexation

No Indexation

Allocation

Large Cap

25%

Mid Cap

25%

Small Cap

25%

Other

25%

Locked in Period

Nill

Exit Load

An exit load of 0.50 – 1% is generally applicable if units are redeemed within 12 months. However, the exact structure may vary based on the specific scheme

Risk Associated

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully before investing. Past performance is not indicative of future performance.