Nippon India Multi Cap Fund is a multi-cap equity mutual fund scheme launched on Mar 29, 2005. The fund aims to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related securities across market capitalization. The fund is managed by Kinjel Desai, Ashutosh Bhargava and Sailesh Raj.
Performance
The annualized returns of the Nippon India Multi Cap Fund Regular Growth scheme for the last 1, 3, 5, and 10 years are as follows:
- 1 Year: 44.59%
- 3 Years: 26.46%
- 5 Years: 27.25%
- 10 Years: 16.52%
Risk Metrics
The following table shows the risk metrics of the Nippon India Multi Cap Fund Regular Growth scheme:
| Metric | Value |
|---|---|
| Standard Deviation | 14.7% |
| Alpha | 6.37% |
| Beta | 0.94 |
| Sharpe Ratio | 1.3 |
| Treynor’s Ratio | 0.2 |
The fund has a High level of risk, as indicated by its standard deviation. The fund’s alpha is positive, indicating that it has generated excess returns over its benchmark. The fund’s beta is close to 1, indicating that it is moderately sensitive to market movements. The fund’s Sharpe ratio and Treynor’s ratio are both positive, indicating that it has generated attractive risk-adjusted returns.
Top 10 Portfolio Holdings
The top 10 portfolio holdings of the Nippon India Multi Cap Fund Regular Growth scheme as of Sept 30, 2024 are as follows:
HDFC Bank Ltd, ICICI Bank Ltd., Linde India, Infosys Ltd., Axis Bank Ltd., Reliance Industries Ltd., NTPC, GE t&D india, EIH, Max financial services
Export to Sheets
The fund is well-diversified, with no single stock accounting for more than 10% of the portfolio. The fund is invested in a mix of large-cap, mid-cap, and small-cap stocks.
Why Invest in Nippon India Multi Cap Fund Regular Growth?
There are several reasons why an investor should consider investing in the Nippon India Multi Cap Fund Regular Growth scheme:
- Consistent Performance: The fund has a strong track record of outperformance.
- Experienced Fund Manager: The fund is managed by an experienced and skilled fund manager.
- Diversified Portfolio: The fund is well-diversified, which helps to reduce risk.
- Attractive Risk-Adjusted Returns: The fund has generated attractive risk-adjusted returns.
Legal Disclaimer
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. There is no guarantee of returns. Past performance is not indicative of future results.
This article is for informational purposes only and should not be construed as investment advice. Investors should consult with a financial advisor before making any investment decisions.