Nippon India Multi Cap Fund

Equity · Multi Cap
100
Min SIP
100
Min Lumpsum
1.07 %
Expense Ratio
Rating
15,087
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 08 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 29.6% 36.3% 15.9% 15.2%
Category Average 16% 23.8% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
Linde India
4.33%
ICICI Bank
4.1%
Axis Bank
3.39%
Reliance Industr
3.36%
HDFC Bank
3.28%
Others
81.54%
Banks
16.65%
Finance
8.74%
Leisure Services
8.06%
Pharmaceuticals & Biotech
6.36%
IT-Software
5.19%
Others
55%
Equity
98.55%
Reverse Repos
1.26%
Net Curr Ass/Net Receivables
0.18%
Cash & Cash Equivalents
0.01%

Advance Ratio

0.73
Alpha
4.12
SD
0.91
Beta
0.23
Sharpe

Exit Load

Exit Load 10% of the units allotted shall be redeemed without any exit load, on or before completion of 12 months from the date of allotment of units. 1% if redeemed or switchd out on or efore completion of 12 months from the date of allotment of units. NIl if redeemed or switched out after the completion of 12 Months from the date of allotment of units.

Fund Objective

The Nippon India Multi Cap Fund Direct-Growth is a versatile mutual fund from Nippon India Mutual Fund that has been helping investors achieve their financial goals for over a decade. Launched in 2013, this fund invests in a diverse portfolio of equity securities, equity-related securities, debt, and money market securities.

Its primary objective is to generate capital appreciation and long-term growth opportunities, while its secondary objective is to provide consistent returns. With its balanced approach to investing, the Nippon India Multi Cap Fund Direct-Growth is a solid choice for those seeking to grow their wealth over the long term.

Pros and Cons of Nippon India Multicap Fund

Pros Cons
The fund has shown higher returns compared to the benchmark during bullish market conditions. The fund’s performance is more volatile compared to other funds in its category.
The fund has larger assets under management compared to other funds in its category. The fund has a poor track record of protecting investors’ capital during bear market conditions.
The fund’s returns over the past 5 years have been among the top 25% of its category. The fund has a poor track record of quickly recovering from losses.
The fund has demonstrated consistent returns over time.  
The fund has a track record of outperforming its benchmark.  
The fund has a lower probability of incurring significant losses.  

 

How to invest in Nippon India Multicap Fund?

Investing in the Nippon India Multi Cap Fund has never been easier, thanks to 5Paisa. The platform offers a seamless and convenient investment experience, allowing you to invest in the fund with just a few clicks. Since there is no need for physical paperwork (such as printing, signing, and sending) or lengthy processing times, the procedure is convenient for everyone involved. Plus, 5Paisa offers real-time updates and access to your portfolio, so you can easily monitor your investments and make informed decisions.

Whether you’re a first-time investor or an experienced pro, investing in the Nippon India Multi Cap Fund through 5Paisa is a hassle-free option for growing your wealth over time.

What is the expense ratio of Nippon India Multicap Fund?

The Expense Ratio is a crucial factor to consider when choosing a mutual fund, including the Nippon India Multi Cap Fund. It shows the amount you’ll pay the mutual fund provider each year to manage your assets. The expense ratio includes administrative costs, management fees, and other operational expenses incurred by the fund.

A lower expense ratio generally means lower costs and higher potential returns for the investor. It’s important to consider the expense ratio when evaluating mutual funds and to choose a fund with a reasonable expense ratio that aligns with your investment goals and risk tolerance.

Who should invest in Nippon India Multicap Fund?

Investors who are looking for high returns over a longer investment horizon of 3-4 years may find that investing in Nippon India Multi Cap Fund Direct-Growth is a suitable option for them. This fund aims to generate capital appreciation and long-term growth by investing in a diverse portfolio of equity and debt securities. While the potential for high returns is attractive, it’s important for investors to understand that they may also face moderate losses along the way.

If you want to invest in the stock market, you need to be willing to take on some risk and accept the reality that your returns might fluctuate and your principal could be lost. However, for investors with a long-term investment horizon and a moderate risk tolerance, the Nippon India Multi Cap Fund Direct-Growth can be a valuable addition to their investment portfolio.

What are the benefits of investing in the Nippon India Multicap Fund?

Investing in the Nippon India Multi Cap Fund offers potential benefits such as the ability to participate in the long-term growth of the equity and debt markets. Historically, the fund has had a 3/5/9 year CAGR of 18.3%, 10.5%, and 15.5% respectively, and an average 3/5/9 year rolling alpha of 1.4%, 2.9%, and 3.8%. However, past performance is not a guarantee of future returns, and the fund’s 3-year performance has been mixed, not consistently outperforming its benchmark.

Long-term capital gains in the fund are taxed at 10% (plus surcharge and cess) if held for more than 12 months, while short-term capital gains are taxed at 15% (plus surcharge and cess) if held for less than 12 months. Investors do not pay tax on dividends, but a Dividend Distribution Tax is deducted at source.

Overall, investors should consider their investment goals, risk tolerance, and tax implications before deciding to invest in the Nippon India Multi Cap Fund.

Fund Managers

Sailesh Raj Bhan

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Nippon India Mutual Fund
AUM:
2,81,439 Cr
Address:
4th Floor, Tower A, Peninsula Busines -s Park, Ganapatrao Kadam Marg Lower Parel (W), Mumbai - 400013.
Contact:
022-68087000/1860260111
Email ID:
customercare@nipponindiaim.in

Frequently Asked Questions

How to invest in Nippon India Multi Cap Fund ?

You can invest in Nippon India Multi Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Nippon India Multi Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Nippon India Multi Cap Fund ?

The NAV of Nippon India Multi Cap Fund is ₹196.9 as of 08 June 2023.

How to redeem Nippon India Multi Cap Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Nippon India Multi Cap Fund?

The minimum SIP amount of Nippon India Multi Cap Fund is ₹100

What are the top sectors Nippon India Multi Cap Fund has invested in??

The top sectors Nippon India Multi Cap Fund has invested in are
  1. Linde India - 4.33%
  2. ICICI Bank - 4.1%
  3. Axis Bank - 3.39%
  4. Reliance Industr - 3.36%
  5. HDFC Bank - 3.28%

How much returns have Nippon India Multi Cap Fund generated ?

The Nippon India Multi Cap Fund has delivered 15.2% since inception

What is the expense ratio of Nippon India Multi Cap Fund ?

The expense ratio of Nippon India Multi Cap Fund is 1.07 % as of 08 June 2023.

What is the AUM of Nippon India Multi Cap Fund?

The AUM of Nippon India Multi Cap Fund is ₹2,81,439 Cr as of 08 June 2023

What are the top stock holdings of Nippon India Multi Cap Fund?

The top stock holdings of Nippon India Multi Cap Fund are
  1. Linde India - 4.33%
  2. ICICI Bank - 4.1%
  3. Axis Bank - 3.39%
  4. Reliance Industr - 3.36%
  5. HDFC Bank - 3.28%
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