Nippon India Multi Cap Fund

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

AUM - 14,091 Cr

Fund Manager

Sailesh Bhan & Ashutosh Bhargava

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.

Scheme Performance Exit Load Upto 12 Month- 1.00%

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),

SIP Performance Exit Load upto 12 month - 1%

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