Ponteau Capital

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 1: Describe your knowledge of investments:

None Limited Good Extensive

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 2: When you invest your money, you are:

Most concerned about your investment losing value Equally concerned about your investment losing or gaining value Most concerned about your investment gaining value

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 3: If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?

Sell all of my investments Sell some of my investments Will wait and take no action immediately Will invest more

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?

Never 1-3 years 3-5 years 5+ years

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 5: To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.

Strongly disagree with the statement Disagree with the statement Agree with the statement Strongly agree with the statement

Assess Your Risk Tolerance

We will ask you a set of questions to get to know you!

Step 6: How do you react to the idea of investments?

I get stressed and avoid making financial decisions. I ask for advice from my friends and family. I seek professional advice. I am knowledgeable about investments and use my own expertise.

Name:

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Mutual Fund Trailing Returns

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Data as on - 08-09-2025

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Scheme Name	Launch Date	AUM (Crore)	Exp Ratio (%)	1 Yr Ret (%)	3 Yrs Ret (%)	5 Yrs Ret (%)	10 Yrs Ret (%)	Launch Ret (%)	Compare
Motilal Oswal Multi Cap Fund Regular Plan Growth	18-06-2024	4,130.34	1.88	15.57	-	-	-	27.95
WhiteOak Capital Multi Cap Fund Regular Plan Growth	22-09-2023	2,167.07	1.98	5.14	-	-	-	23.09
SBI Multicap Fund- Regular Plan- Growth Option	05-03-2022	22,387.31	1.67	3.18	15.9	-	-	15.9
Mirae Asset Multicap Fund - Regular Plan - Growth	01-08-2023	3,943.4	1.86	1.27	-	-	-	18.66
Nippon India Multi Cap Fund-Growth Plan-Growth Option	25-03-2005	45,881.41	1.51	1.23	22.13	30.06	15.6	18.1
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option	08-07-2023	4,547.62	1.83	0.55	-	-	-	19.43
Axis Multicap Fund - Regular Plan - Growth	05-12-2021	8,320.62	1.78	0.22	21.14	-	-	16.81
TRUSTMF MULTI CAP FUND -REGULAR PLAN-GROWTH	30-06-2025	0	2.29	-	-	-	-	1.1
UTI Multi Cap Fund - Regular Plan - Growth Option	29-04-2025	1,255	2.08	-	-	-	-	2.69
BAJAJ FINSERV MULTI CAP FUND - REGULAR - GROWTH	27-02-2025	840.37	2.24	-	-	-	-	10.39
Groww Multicap Fund - Regular - Growth	16-12-2024	140.36	2.3	-	-	-	-	3.31
Samco Multi Cap Fund - Regular Plan - Growth	30-10-2024	365.98	2.4	-	-	-	-	-7.75
PGIM India Multi Cap Fund - Regular Plan - Growth Option	10-09-2024	410.94	2.38	-	-	-	-	-2.08
Franklin India Multi Cap Fund - Growth	05-07-2024	5,031.81	1.81	-0.09	-	-	-	2.71
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option	01-01-2013	2,842.03	1.99	-0.55	15.7	21.96	15.07	15.51
Union Multicap Fund - Regular Plan - Growth Option	19-12-2022	1,165.36	2.18	-1.25	-	-	-	19.77
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option	12-09-2003	2,953.13	1.98	-1.5	18.39	24.18	14.55	16.45
HSBC Multi Cap Fund - Regular - Growth	05-01-2023	4,953.75	1.88	-1.7	-	-	-	27.03
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth	07-05-2021	6,636.08	1.82	-1.81	15.83	-	-	16.31
LIC MF Multi Cap Fund-Regular Plan-Growth	31-10-2022	1,678.95	2.03	-2.17	-	-	-	20.11
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN	05-12-2021	2,725.12	1.94	-3.01	16.73	-	-	15.15
ICICI Prudential Multicap Fund - Growth	01-10-1994	15,523.25	1.73	-3.2	19.21	24.15	14.89	15.13
Kotak Multicap Fund-Regular Plan-Growth	03-09-2021	18,854.4	1.63	-3.25	21.96	-	-	17.72
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth	05-05-2017	5,727.03	1.78	-3.39	18.33	25.13	-	16.2
DSP Multicap Fund - Regular - Growth	05-01-2024	2,430.28	1.96	-3.4	-	-	-	12.51
Edelweiss Multi Cap Fund - Regular Plan - Growth	26-10-2023	2,908.62	1.91	-3.5	-	-	-	22.44
Bank of India Multi Cap Fund Regular Plan - Growth	03-03-2023	902.47	2.28	-3.72	-	-	-	25.13
HDFC Multi Cap Fund - Growth Option	01-12-2021	18,512.73	1.68	-3.73	20.41	-	-	18.28
Invesco India Multicap Fund - Growth Option	17-03-2008	4,069.96	1.88	-3.89	17.41	22.47	14.43	15.76
ITI Multi Cap Fund - Regular Plan - Growth Option	15-05-2019	1,275.41	2.04	-5.27	18.51	19.68	-	14.34
Tata Multicap Fund - Regular Plan - Growth	05-02-2023	3,123.68	1.86	-7.45	-	-	-	13.76
quant Multi Cap Fund-GROWTH OPTION - Regular Plan	21-03-2001	9,719.14	1.73	-14.65	10.9	23.16	17.71	18.27
Category Average	-	-	-	-1.55	18.04	23.85	15.38	14.69	-
NIFTY 500 TRI	-	-	-	-2.95	15.37	20.69	14.78	12.42	-