- Mutual Funds
- Nippon Mutual Fund
- Nippon India Multi Cap Fund Bonus (PIDCW-A)
Formerly Reliance Multi Cap Bns
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 250.2321
NAV (Apr 18)
Fund Returns
Last 1Y | 50.9% |
Last 3Y | 31.1% |
Last 5Y | 20.3% |
Last 10Y | 17.5% |
Since Inception | 18.4% |
6 Month CAGR | 18.7% |
Scheme Information
The primary investment objective of the scheme is to seek to generate capital appreciation & provide longterm growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.
Expense Ratio | 1.62 |
Launched (19y ago) | Mar 28, 2005 |
AUM in Crores | 27745.587 |
ISIN | INF204K01471 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.1 |
Standard Deviation (5yr) | 22.6 |
Beta (3yr) | 0.89 |
Beta (5yr) | 1.05 |
Sharpe Ratio (3yr) | 1.659 |
Sharpe Ratio (5yr) | 0.695 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Multi Cap Fund Bonus (PIDCW-A) | 12,26,692 | 4,94,080 | 20.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
5.5%eih ltd
4.3%icici bank ltd
3.8%linde india ltd
3.8%reliance industries ltd
3.1%Allocation by Sector
financial services
28.5%consumer cyclical
20.8%industrials
18.2%healthcare
7.6%utilities
5%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.5% | 6.9% | ||
5.5% | 6.7% | ||
5.5% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India Multi Cap Fund Bonus (PIDCW-A) Review
Nippon India Multi Cap Fund Bonus (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.4% over a period of 19 years. The fund was previously known as Reliance Multi Cap Bns. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Ashutosh Bhargava, Kinjal Desai, Sailesh Raj Bhan.
Nav of Nippon India Multi Cap Fund Bonus (PIDCW-A) as of 4/18/2024 is ₹250.23 with the total AUM as of 4/19/2024 is ₹27745.587. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Multi Cap Fund Bonus (PIDCW-A) was launched on Mar 28, 2005. The category risk of the fund is Very High Risk.
The minimum SIP amount for Nippon India Multi Cap Fund Bonus (PIDCW-A) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Nippon India Multi Cap Fund Bonus (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Multicap 50:25:25 TR INR.
Nippon India Multi Cap Fund Bonus (PIDCW-A) is rated as a 4 fund in Equity and delivered 50.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Multi Cap Fund Bonus (PIDCW-A).
Frequently Asked Questions
What is Nippon India Multi Cap Fund Bonus (PIDCW-A)?
How to invest in Nippon India Multi Cap Fund Bonus (PIDCW-A)?
You can invest in Nippon India Multi Cap Fund Bonus (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Nippon India Multi Cap Fund Bonus (PIDCW-A)?
The minimum sip amount for Nippon India Multi Cap Fund Bonus (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Nippon India Multi Cap Fund Bonus (PIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Multi Cap Fund Bonus (PIDCW-A) is a Top Ranked fund. You can investNippon India Multi Cap Fund Bonus (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India Multi Cap Fund Bonus (PIDCW-A)?
The expense ratio of the Nippon India Multi Cap Fund Bonus (PIDCW-A) is 1.62% for regular plan.