Nippon India Multi Cap Fund
🎯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
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 | View |
|---|---|---|---|---|---|---|
| 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% | — |
Check Holdings Overlap
Sign in to see if this fund's holdings overlap with stocks already in your portfolio. Knowing your total exposure helps avoid accidental over-concentration.
Sign In to Check OverlapReturns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| — | — | — | -0.64% | +18.6% | +19.6% |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 15.3%.
Investment Calculator
Estimate future value based on Nippon India Multi Cap Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (18.6% 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.
👤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.