Nippon Mutual Fund

Nippon India Multi Cap Fund

By Rajendra

Mar 19, 2023

Scheme Analysis

Category 

Multi Cap

Inception

Mar 28, 2005

Benchmark

Nifty Multicap 50:25:25

Scribbled Arrow

AUM  - 14,091 Cr

Fund Manager

Sailesh Bhan & Ashutosh Bhargava

Thick Brush Stroke

Nippon India Multi Cap Fund

High conviction investment strategy with a focus on ‘growth at reasonable valuations

Investment Strategy

Image Credit - Unsplsh

Top 5 Holding

Linde India

HDFC Bank

ICICI Bank

Larson & Toubro

Axis Bank

4.69

4.31

3.76

3.74

3.59

Total  20.09

The fund follows a combination of top down and bottom up approaches and aims to take active sector calls

Bank

Finance

Services

Top 5 Sector

16.16

8.58

7.74

7.19

6.15

Pharma

IT

Consolidators across segments like Banking, Telecom, Out of home consumption etc.

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 12 Month- 1.00%

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As on 31 Mar. 2023

1 Year

3 Year

5 Year

Period

Returns

6.59%

37.74%

12.50%

Manufacturing is at the cusp of a strong revival supported by optimistic growth outlook (Domestic & Global),

Thick Brush Stroke

SIP Performance

Exit Load

upto 12 month - 1%

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As on 28 Feb. 2023

1 Year

3 Year

5 Year

Period

Value

12,456

51,505

93,385

Returns

7.05%

24.63%

17.70%

Monthly SIP of 1,000