- Mutual Funds
- Nippon Mutual Fund
- Nippon India Multi Cap Fund (RIDCW-A)
Formerly Nippon India Multi Cap DR
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 58.6583
NAV (Apr 22)
Fund Returns
Last 1Y | 52.8% |
Last 3Y | 31.6% |
Last 5Y | 20.6% |
Last 10Y | 17.1% |
Since Inception | 18.2% |
6 Month CAGR | 20.9% |
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 | INF204K01463 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 13.1 |
Standard Deviation (5yr) | 22.6 |
Beta (3yr) | 0.9 |
Beta (5yr) | 1.05 |
Sharpe Ratio (3yr) | 1.61 |
Sharpe Ratio (5yr) | 0.681 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Multi Cap Fund (RIDCW-A) | 12,36,764 | 5,04,152 | 20.6% | |
| 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% | 5.8% | ||
5.5% | 6.7% | ||
5.5% | 6.7% | ||
5.5% | 5.8% |
Nippon India Multi Cap Fund (RIDCW-A) Review
Nippon India Multi Cap Fund (RIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 18.2% over a period of 19 years. The fund was previously known as Nippon India Multi Cap DR. 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 (RIDCW-A) as of 4/22/2024 is ₹58.66 with the total AUM as of 4/23/2024 is ₹27745.587. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Multi Cap Fund (RIDCW-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 (RIDCW-A) is ₹1000 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 (RIDCW-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 (RIDCW-A) is rated as a 4 fund in Equity and delivered 52.8% 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 (RIDCW-A).
Frequently Asked Questions
What is Nippon India Multi Cap Fund (RIDCW-A)?
How to invest in Nippon India Multi Cap Fund (RIDCW-A)?
You can invest in Nippon India Multi Cap Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Nippon India Multi Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Multi Cap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Nippon India Multi Cap Fund (RIDCW-A) is a Top Ranked fund. You can investNippon India Multi Cap Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the Nippon India Multi Cap Fund (RIDCW-A) is 1.62% for regular plan.