🎯Investment Objective
“The fund seeks to invest minimum 25% investment each in large, mid and small cap companies. Investment in large caps may help to capture market movements & aims to ensure liquidity in volatile times while exposure to niche themes (primarily mid/small cap companies) having scalable business models aims to offer alpha. The fund endeavours to identify opportunities ahead of the market. High conviction investment strategy with a focus on growth at reasonable valuations'. The fund follows a combination of top down and bottom-up approaches and aims to take active sector calls.”
Source: Nippon India Multi Cap Fund scheme information document
AI Summary
indian-fundRule-based from financial data. Not advice.
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity, it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation - The Single Most Important Investment Decision →
Sector Allocation
✅ Well-diversified, no sector dominates, with the top 3 at just 31.4%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings125 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves, increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited | Banks | 5.7% | - | |
| 2 | ICICI Bank Limited | Banks | 4.4% | - | |
| 3 | Axis Bank Limited | Banks | 3.9% | - | |
| 4 | GE Vernova T&D India Limited | Electrical Equipment | 3.0% | - | |
| 5 | Infosys Limited | IT - Software | 2.5% | - | |
| 6 | Max Financial Services Limited | Insurance | 2.5% | - | |
| 7 | NTPC Limited | Power | 2.2% | - | |
| 8 | Reliance Industries Limited | Petroleum Products | 2.2% | - | |
| 9 | Linde India Limited | Chemicals & Petrochemicals | 2.0% | - | |
| 10 | Larsen & Toubro Limited | Construction | 1.9% | - |
Holdings Overlap with Your Portfolio
Investment Calculator
Estimate future value based on Nippon India Multi Cap Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging, buying more units when markets dip. Over 5 years, this smooths out volatility.
Returns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| +0.06510604884919502% | +11.934172348712702% | - | - | - | - |
Performance
This chart shows the fund's NAV growth over time.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.