1/8

What percentage of your monthly income (after paying home loan EMIs and credit card bills) do you save after and invest for the long term.

Less than 5%

5 to 10%

10 to 20%

More than 20%

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2/8

What is your attitude towards savings?

Lifestyle is important to me at this point of time. I can save later.

I would like to save, but I cannot save much due to lifestyle and financial liabilities.

I try to save a fixed amount every month and also invest a big portion of my one- time cash-flows.

I have been saving a fixed percentage of my salary every month, based on how much I need to meet my goals. I do not rely on one-time cash-flows for investing.

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3/8

Have you invested in equity mutual funds before? If yes, for how many years?

Never

1 to 3 years

3 to 5 years

More than 5 years

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4/8

To get above average (more than FD) returns you have to take risks

Strongly disagree

Disagree

Agree

Strongly Agree

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5/8

How will you describe your attitude towards investing

Protect your capital

Be ready for small amount of loss, but not much

Be ready for reasonable amount of short term loss, as long as your money grows in the long term

Short term losses do not matter, if you have conviction in your long term investments

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6/8

If your equity investment makes 20% losses next year will you:

Sell your investments and put the proceeds in Fixed Deposits

Sell some investments, which made high losses and continue to hold some

Do nothing

Take advantage of the correction and invest some more money

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7/8

Are you interested in market and investing

I have no interest

I do not follow business news and the markets regularly

I follow business news and market whenever I have time

I follow the markets everyday or at least, every other day.

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8/8

How do you approach making financial or investment decisions

I feel stressed about it and try to avoid making decisions

I ask for advice from friends and relatives

I seek professional advice

I am knowledgeable about investments. I evaluate various options to make the best decision.

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Category: Equity: Multi Cap				Retuns as on 21-01-2025 in %
Scheme Name	Launch Date	AUM (Crore)	Expense Ratio (%)	Invested Amount	Current Value	Return (%)
SBI Multicap Fund- Regular Plan- Growth Option	05-03-2022	19,158.09	1.69	36000.00	37263.07	7.73
LIC MF Multi Cap Fund-Regular Plan-Growth	31-10-2022	1,465.07	2.05	36000.00	37216.33	7.44
WhiteOak Capital Multi Cap Fund Regular Plan Growth	22-09-2023	1,493.49	2.06	36000.00	36751.99	4.58
Axis Multicap Fund - Regular Plan - Growth	05-12-2021	7,040.99	1.79	36000.00	36749.85	4.57
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option	12-09-2003	2,849.74	1.99	36000.00	36245.09	1.48
Invesco India Multicap Fund - Growth Option	17-03-2008	3,983.1	1.88	36000.00	36207.48	1.26
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option	08-07-2023	3,944.21	1.86	36000.00	35922.86	-0.47
Edelweiss Multi Cap Fund - Regular Plan - Growth	26-10-2023	2,628.28	1.92	36000.00	35912.52	-0.53
DSP Multicap Fund - Regular - Growth	05-01-2024	1,940	2.01	36000.00	35884.07	-0.7
ICICI Prudential Multicap Fund - Growth	01-10-1994	14,019.22	1.75	36000.00	35800.87	-1.2
Kotak Multicap Fund-Regular Plan-Growth	03-09-2021	16,065.25	1.65	36000.00	35772.35	-1.37
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	05-01-2013	2,772.13	1.99	36000.00	35705.50	-1.77
Mirae Asset Multicap Fund - Regular Plan - Growth	01-08-2023	3,458.82	1.89	36000.00	35472.17	-3.17
Bank of India Multi Cap Fund Regular Plan - Growth	03-03-2023	767.19	2.36	36000.00	35395.66	-3.63
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth	07-05-2021	6,286.72	1.84	36000.00	35366.12	-3.8
Nippon India Multi Cap Fund-Growth Plan-Growth Option	25-03-2005	39,385.2	1.55	36000.00	35351.67	-3.89
HDFC Multi Cap Fund - Growth Option	05-12-2021	16,884.18	1.68	36000.00	35343.56	-3.94
Union Multicap Fund - Regular Plan - Growth Option	19-12-2022	1,105.65	2.21	36000.00	35291.43	-4.25
HSBC Multi Cap Fund - Regular - Growth	05-01-2023	4,495.14	1.86	36000.00	35284.75	-4.29
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN	02-12-2021	2,458.02	1.97	36000.00	35178.77	-4.92
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	05-05-2017	5,010.74	1.82	36000.00	35162.35	-5.01
Tata Multicap Fund - Regular Plan - Growth	05-02-2023	3,156.8	1.89	36000.00	34673.74	-7.9
ITI Multi Cap Fund - Regular Plan - Growth Option	15-05-2019	1,391.8	2.01	36000.00	34340.65	-9.84
Quant Active Fund-GROWTH OPTION - Regular Plan	21-03-2001	10,223.04	1.73	36000.00	33423.96	-15.12
Equity: Multi Cap	-	-	-	36000.00	35654.87	-2.03
NIFTY500 MULTICAP 50:25:25 TRI	01-04-2005	-	-	36000.00	35538.72	-2.79

SIP Return of Funds

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