Nippon India Multi Cap Fund Overview
Category Multi Cap Fund
BMSMONEY Rank 1
BMSMONEY Rating
Growth Option As On: 19-04-2024
NAV ₹251.47 (R) +0.49% ₹273.17 (D) +0.5%
Returns Gro. Opt. 1Y 3Y 5Y 7Y 10Y
LumpSum Reg. P 52.15% 32.22% 20.73% 17.54% 17.47%
LumpSum Dir. P 53.3% 33.18% 21.58% 18.38% 18.33%
SIP Reg. P 43.4% 31.63% 30.01% 22.82% 18.61%
SIP Dir. P 44.53% 32.59% 30.92% 23.63% 19.39%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
1.51 0.89 1.54 11.82% 0.22
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
13.2% -13.58% -8.74% 0.91 9.15%

NAV Date: 19-04-2024

Scheme Name NAV Rupee Change Percent Change
NIPPON INDIA MULTI CAP FUND - IDCW Option 58.0
0.2900
0.4900%
NIPPON INDIA MULTI CAP FUND - DIRECT Plan - IDCW Option 82.57
0.4100
0.5000%
Nippon India Multi Cap Fund-Growth Plan-Growth Option 251.47
1.2400
0.4900%
Nippon India Multi Cap Fund-Growth Plan-Bonus Option 251.47
1.2400
0.4900%
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option 273.17
1.3500
0.5000%
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option 273.17
1.3500
0.5000%

Review Date: March 28, 2024

The fund has historical rank of 15th in Multi Cap Fund category. Additionally, the fund has 15 performance parameters that are in the top quartile in the category and four parameters above average and below the top quartile.
Our ranking method uses a composite performance score to rank funds in a category. The score incorporates the fund's return, risk, and risk adjusted performance of the last three years.

The Nippon India Multi Cap Fund has good return performance, as more than 75% 1 year and above return parameters are above average in Multi Cap Fund category. The details are provided below.'
    '
  1. 1 Month Return%: One month return shows funds performance in very short period of time, the Nippon India Multi Cap Fund has given return of 1.41% in last one month which is very good as it is in the top quartile in Multi Cap Fund.
  2. 3 Month Return%: Three month return shows funds performance in short period of time, the Nippon India Multi Cap Fund has given return of 6.54% in last three month which is good as it is above average in Multi Cap Fund.
  3. 1 Year Return%: The Nippon India Multi Cap Fund has given return of 52.19% in last one year which is good as it is above average in Multi Cap Fund. The one year return rank of Nippon India Multi Cap Fund is 7 in 16 funds. The investment of ₹ 10,000 in this fund would have become ₹ 15219.0 in one year.
  4. 3 Year Return%: The Nippon India Multi Cap Fund has given return of 29.73% in last three year which is very good as it is in the top quartile with return rank of 1 in 10 funds. in Multi Cap Fund.
  5. 5 Year Return%: The Nippon India Multi Cap Fund has given return of 19.68% in last five year which is poor as it is in the below average with return rank of 5 in 7 funds. in Multi Cap Fund.
  6. 1 Year SIP Return%: The Nippon India Multi Cap Fund has given return of 24.55% in last one year which is good as it is above average with return rank of 10 in 16 funds. in Multi Cap Fund.
  7. 3 Year SIP Return%: The Nippon India Multi Cap Fund has given return of 29.03% in last three year which is very good as it is in the top quartile with return rank of 1 in 10 funds. in Multi Cap Fund.
  8. 5 Year SIP Return%: The Nippon India Multi Cap Fund has given return of 28.69% in last five year which is very good as it is in the top quartile with return rank of 2 in 7 funds. in Multi Cap Fund.
  9. '
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The Nippon India Multi Cap Fund has very good risk performance, as more than 75% risk parameters are in the top quartile in Multi Cap Fund category. The details are provided below. '
    '
  1. Standard Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the standard deviation, the greater the risk. The Nippon India Multi Cap Fund has standard deviation of 13.2 which is very good as it is in the top quartile with risk rank of 3 in 10 funds. in Multi Cap Fund.
  2. Semi Deviation: It is a measure of the dispersion of a set of data from its mean. It is calculated as the square root of variance by determining the variation between each data point relative to the mean. The higher the semi-deviation, the greater the risk. It uses only negative returns for calculation. The Nippon India Multi Cap Fund has semi deviation of 9.15 which is good as it is above average with risk rank of 4 in 10 funds. in Multi Cap Fund.
  3. Max Drawdown %: It is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The Nippon India Multi Cap Fund has max drawdown of -8.74% which is very good as it is in the top quartile with risk rank of 1 in 10 funds. in Multi Cap Fund.
  4. 1Y VaR at 95%: It is the maximum expected loss of an investment over a given time period with a given probability of confidence. The Nippon India Multi Cap Fund has 1Y VaR at 95% of -13.58% which is very good as it is in the top quartile with risk rank of 2 in 10 funds. in Multi Cap Fund.
  5. Average Drawdown %: It is the average of the drawdowns over a period of time. The Nippon India Multi Cap Fund has average drawdown of -4.1% which is very good as it is in the top quartile with risk rank of 2 in 10 funds. in Multi Cap Fund.
  6. '
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The Nippon India Multi Cap Fund has poor risk adjusted performance, as non of above risk adjusted paramerters are above average in Multi Cap Fund category. The details are provided below. '
    '
  1. Sterling Ratio: It is a measure of risk-adjusted return. The Nippon India Multi Cap Fund has Sterling Ratio of 1.54 which is very good as it is in the top quartile with risk rank of 1 in 10 funds. in Multi Cap Fund.
  2. Sortino Ratio: It is a measure of risk-adjusted return. The Nippon India Multi Cap Fund has Sortino Ratio of 0.89 which is very good as it is in the top quartile with risk rank of 1 in 10 funds. in Multi Cap Fund.
  3. Jensen Alpha %: It is a measure of risk-adjusted return. The Nippon India Multi Cap Fund has Jensen Alpha of 11.82% which is very good as it is in the top quartile with risk rank of 1 in 10 funds. in Multi Cap Fund.
  4. Treynor Ratio: It is a measure of risk-adjusted return. The Nippon India Multi Cap Fund has Treynor Ratio of 0.22 which is very good as it is in the top quartile with risk rank of 1 in 10 funds. in Multi Cap Fund.
  5. Modigliani Square Measure %: It is a measure of risk-adjusted return. The Nippon India Multi Cap Fund has Modigliani Square Measure of 28.96% which is very good as it is in the top quartile with risk rank of 1 in 10 funds. in Multi Cap Fund.
  6. Alpha %: It is a measure of risk-adjusted return. The Nippon India Multi Cap Fund has Alpha of 10.1% which is very good as it is in the top quartile with risk rank of 1 in 10 funds. in Multi Cap Fund.
  7. '
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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 6.25
5.72
2.87 | 8.37 4 | 16
Yes
Yes
No
6M Return % 20.45
21.11
8.50 | 32.23 9 | 16
No
No
No
1Y Return % 52.15
46.79
22.80 | 60.43 5 | 16
Yes
No
No
3Y Return % 32.22
24.12
12.71 | 32.22 1 | 10
Yes
Yes
No
5Y Return % 20.73
21.55
18.31 | 28.76 4 | 7
No
No
No
7Y Return % 17.54
16.78
13.96 | 23.04 2 | 6
Yes
Yes
No
10Y Return % 17.47
18.28
15.89 | 22.74 3 | 6
No
No
No
15Y Return % 20.57
19.27
15.14 | 21.66 3 | 6
Yes
No
No
1Y SIP Return % 43.40
41.11
15.10 | 61.68 6 | 16
Yes
No
No
3Y SIP Return % 31.63
25.00
9.99 | 31.63 1 | 10
Yes
Yes
No
5Y SIP Return % 30.01
27.05
22.70 | 32.50 2 | 7
Yes
Yes
No
7Y SIP Return % 22.82
21.34
17.87 | 26.97 2 | 6
Yes
Yes
No
10Y SIP Return % 18.61
18.26
15.96 | 23.26 2 | 6
Yes
Yes
No
15Y SIP Return % 17.55
17.41
14.71 | 20.48 4 | 6
Yes
No
No
Standard Deviation 13.31
13.86
11.43 | 16.47 3 | 10
Yes
Yes
No
Semi Deviation 9.17
9.77
8.24 | 11.79 4 | 10
Yes
No
No
Max Drawdown % -8.74
-13.45
-17.70 | -8.74 1 | 10
Yes
Yes
No
VaR 1 Y % -13.58
-15.92
-20.67 | -13.11 2 | 10
Yes
Yes
No
Average Drawdown % -4.19
-5.54
-8.56 | -4.19 1 | 10
Yes
Yes
No
Sharpe Ratio 1.45
1.01
0.36 | 1.45 1 | 10
Yes
Yes
No
Sterling Ratio 1.49
0.98
0.49 | 1.49 1 | 10
Yes
Yes
No
Sortino Ratio 0.86
0.54
0.18 | 0.86 1 | 10
Yes
Yes
No
Jensen Alpha % 10.63
4.03
-2.09 | 10.63 1 | 10
Yes
Yes
No
Treynor Ratio 0.21
0.15
0.05 | 0.21 1 | 10
Yes
Yes
No
Modigliani Square Measure % 27.65
21.54
13.60 | 27.65 1 | 10
Yes
Yes
No
Alpha % 8.99
2.55
-5.95 | 9.78 2 | 10
Yes
Yes
No
Return data last Updated On : April 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Better Than Cat. Avg In 1st Quartile In 4th Quartile
1M Return % 6.32 5.82 2.97 | 8.47 4 | 16
Yes
Yes
No
6M Return % 20.93 21.83 9.13 | 33.15 10 | 16
No
No
No
1Y Return % 53.30 48.56 24.25 | 62.65 5 | 16
Yes
No
No
3Y Return % 33.18 25.70 14.14 | 33.18 1 | 10
Yes
Yes
No
5Y Return % 21.58 22.89 19.39 | 30.31 4 | 7
No
No
No
7Y Return % 18.38 17.94 15.59 | 24.24 2 | 6
Yes
Yes
No
10Y Return % 18.33 19.40 16.90 | 23.60 4 | 6
No
No
No
1Y SIP Return % 44.53 42.81 16.46 | 63.91 6 | 16
Yes
No
No
3Y SIP Return % 32.59 26.49 11.32 | 32.83 2 | 10
Yes
Yes
No
5Y SIP Return % 30.92 28.47 24.31 | 34.30 2 | 7
Yes
Yes
No
7Y SIP Return % 23.63 22.48 19.38 | 28.42 2 | 6
Yes
Yes
No
10Y SIP Return % 19.39 19.36 17.55 | 24.35 2 | 6
Yes
Yes
No
Standard Deviation 13.31 13.86 11.43 | 16.47 3 | 10
Yes
Yes
No
Semi Deviation 9.17 9.77 8.24 | 11.79 4 | 10
Yes
No
No
Max Drawdown % -8.74 -13.45 -17.70 | -8.74 1 | 10
Yes
Yes
No
VaR 1 Y % -13.58 -15.92 -20.67 | -13.11 2 | 10
Yes
Yes
No
Average Drawdown % -4.19 -5.54 -8.56 | -4.19 1 | 10
Yes
Yes
No
Sharpe Ratio 1.45 1.01 0.36 | 1.45 1 | 10
Yes
Yes
No
Sterling Ratio 1.49 0.98 0.49 | 1.49 1 | 10
Yes
Yes
No
Sortino Ratio 0.86 0.54 0.18 | 0.86 1 | 10
Yes
Yes
No
Jensen Alpha % 10.63 4.03 -2.09 | 10.63 1 | 10
Yes
Yes
No
Treynor Ratio 0.21 0.15 0.05 | 0.21 1 | 10
Yes
Yes
No
Modigliani Square Measure % 27.65 21.54 13.60 | 27.65 1 | 10
Yes
Yes
No
Alpha % 8.99 2.55 -5.95 | 9.78 2 | 10
Yes
Yes
No
Return data last Updated On : April 19, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 28, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D 0.49 ₹ 10049.0 0.5 ₹ 10050.0
1W 0.64 ₹ 10064.0 0.65 ₹ 10065.0
1M 6.25 ₹ 10625.0 6.32 ₹ 10632.0
3M - ₹ - - ₹ -
6M 20.45 ₹ 12045.0 20.93 ₹ 12093.0
1Y 52.15 ₹ 15215.0 53.3 ₹ 15330.0
3Y 32.22 ₹ 23113.0 33.18 ₹ 23621.0
5Y 20.73 ₹ 25651.0 21.58 ₹ 26566.0
7Y 17.54 ₹ 30987.0 18.38 ₹ 32579.0
10Y 17.47 ₹ 50034.0 18.33 ₹ 53821.0
15Y 20.57 ₹ 165400.0 - ₹ -

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 43.4036 ₹ 14668.668 44.5259 ₹ 14734.26
3Y ₹ 36000 31.6254 ₹ 56556.072 32.5878 ₹ 57280.788
5Y ₹ 60000 30.0062 ₹ 125484.84 30.919 ₹ 128218.86
7Y ₹ 84000 22.8227 ₹ 189441.84 23.6332 ₹ 194963.58
10Y ₹ 120000 18.6062 ₹ 319525.2 19.3944 ₹ 333422.88
15Y ₹ 180000 17.5517 ₹ 770894.4599999998 - ₹ -


Date NAV Regular Growth NAV Direct Growth
19-04-2024 251.4691 273.1699
18-04-2024 250.2321 271.8203
16-04-2024 250.6661 272.2802
15-04-2024 249.8752 271.4156
12-04-2024 253.2951 275.1124
09-04-2024 254.4834 276.385
08-04-2024 254.7329 276.6494
05-04-2024 252.7377 274.4647
04-04-2024 252.4784 274.1773
03-04-2024 251.7409 273.3705
02-04-2024 250.1091 271.5927
01-04-2024 248.6682 270.0221
28-03-2024 244.6441 265.6287
27-03-2024 242.979 263.8147
26-03-2024 242.5978 263.3948
22-03-2024 241.4372 262.111
21-03-2024 240.3205 260.8928
20-03-2024 236.6751 256.9296
19-03-2024 236.7932 257.0519
18-03-2024 238.8334 259.2608
15-03-2024 237.8943 258.2237
14-03-2024 238.6488 259.0369
13-03-2024 234.9715 255.0398
12-03-2024 241.5639 262.1894
11-03-2024 243.1134 263.8652
07-03-2024 244.6212 265.4777
06-03-2024 243.0308 263.746
05-03-2024 243.8857 264.6681
04-03-2024 243.9554 264.738
01-03-2024 242.904 263.5802
29-02-2024 240.1732 260.6114
28-02-2024 239.0722 259.4112
27-02-2024 241.2448 261.763
26-02-2024 241.0054 261.4977
23-02-2024 241.3699 261.8764
22-02-2024 240.6019 261.0376
21-02-2024 239.6352 259.9833
20-02-2024 241.1754 261.6488
19-02-2024 240.8595 261.3004
16-02-2024 240.1819 260.5487
15-02-2024 239.2346 259.5154
14-02-2024 238.2901 258.4851
13-02-2024 236.756 256.8156
12-02-2024 235.6763 255.6389
09-02-2024 239.8585 260.1587
08-02-2024 240.5862 260.9424
07-02-2024 241.6041 262.041
06-02-2024 237.78 257.888
05-02-2024 234.9821 254.8479
02-02-2024 235.4572 255.3469
01-02-2024 234.7759 254.6025
31-01-2024 235.1118 254.9614
30-01-2024 232.2735 251.8782
29-01-2024 233.7793 253.5056
25-01-2024 230.4382 249.8613
24-01-2024 230.7412 250.1843
23-01-2024 227.7985 246.9882
19-01-2024 233.1085 252.7235
18-01-2024 230.5126 249.9037
17-01-2024 231.1327 250.5705
16-01-2024 235.1944 254.9682
15-01-2024 235.7946 255.6132
12-01-2024 234.5451 254.2421
11-01-2024 233.7641 253.3899
10-01-2024 232.6243 252.1489
09-01-2024 232.3389 251.8341
08-01-2024 231.761 251.2018
05-01-2024 233.8782 253.4801
04-01-2024 233.6751 253.2542
03-01-2024 231.1964 250.5624
02-01-2024 230.9661 250.3072
01-01-2024 230.3951 249.683
29-12-2023 229.6238 248.8308
28-12-2023 228.4488 247.552
27-12-2023 227.4241 246.4362
26-12-2023 225.7501 244.6169
22-12-2023 225.3533 244.1654
21-12-2023 224.2201 242.9325
20-12-2023 222.5115 241.076
19-12-2023 227.7761 246.7744
18-12-2023 227.7089 246.6962
15-12-2023 227.317 246.2555
14-12-2023 226.3817 245.2375
13-12-2023 224.8887 243.6148
12-12-2023 223.6376 242.2543
11-12-2023 224.726 243.428
08-12-2023 224.0187 242.646
07-12-2023 224.0642 242.6891
06-12-2023 222.9413 241.4676
05-12-2023 222.8182 241.3289
04-12-2023 222.2384 240.6958
01-12-2023 219.1874 237.3758
30-11-2023 217.1826 235.1995
29-11-2023 215.6763 233.5632
28-11-2023 214.9045 232.7223
24-11-2023 213.5455 231.23
23-11-2023 213.4476 231.119
22-11-2023 213.4372 231.1026
21-11-2023 214.0278 231.7371
20-11-2023 213.2461 230.8857
17-11-2023 212.7425 230.3253
16-11-2023 212.1601 229.6898
15-11-2023 211.5171 228.9886
13-11-2023 209.9143 227.2435
10-11-2023 209.4546 226.731
09-11-2023 209.1323 226.3771
08-11-2023 209.9522 227.2595
07-11-2023 209.5835 226.8554
06-11-2023 208.8135 226.0169
03-11-2023 206.7311 223.7456
02-11-2023 205.6434 222.5634
01-11-2023 203.9794 220.7575
31-10-2023 204.5786 221.4009
30-10-2023 204.4209 221.2255
27-10-2023 203.4848 220.1983
26-10-2023 200.798 217.2861
25-10-2023 202.6117 219.244
23-10-2023 204.246 221.0029
20-10-2023 208.7738 225.8876
19-10-2023 210.6824 227.9477
18-10-2023 210.8234 228.0954
17-10-2023 212.1744 229.552
16-10-2023 211.3054 228.6072
13-10-2023 210.9781 228.2392
12-10-2023 211.423 228.7159
11-10-2023 209.5254 226.6584
10-10-2023 208.3269 225.3573
09-10-2023 206.8692 223.7758
06-10-2023 209.5947 226.7102
05-10-2023 208.6262 225.658
04-10-2023 207.8597 224.8243
03-10-2023 210.0393 227.1772
29-09-2023 210.1092 227.2342
27-09-2023 209.9265 227.0275
26-09-2023 209.043 226.0673
25-09-2023 208.6102 225.5947
22-09-2023 208.6954 225.6732
21-09-2023 208.9705 225.9661
20-09-2023 211.0144 228.1716
18-09-2023 212.3415 229.5974
15-09-2023 213.2355 230.5501
14-09-2023 212.568 229.8242
13-09-2023 211.3193 228.4692
12-09-2023 210.8733 227.9821
11-09-2023 215.353 232.8206
08-09-2023 213.664 230.9807
07-09-2023 212.5514 229.7732
06-09-2023 211.4182 228.5435
05-09-2023 211.0946 228.1892
04-09-2023 210.5788 227.6269
01-09-2023 210.2893 227.3007
31-08-2023 208.6087 225.4797
30-08-2023 207.8339 224.6375
29-08-2023 207.0395 223.7759
28-08-2023 206.4676 223.1534
25-08-2023 205.3613 221.9448
24-08-2023 207.2158 223.9445
23-08-2023 207.3739 224.111
22-08-2023 205.5475 222.1328
21-08-2023 203.6887 220.1197
18-08-2023 202.2192 218.5188
17-08-2023 202.4316 218.7439
16-08-2023 202.1307 218.4146
14-08-2023 201.4015 217.618
11-08-2023 202.6109 218.912
10-08-2023 203.1491 219.4889
09-08-2023 202.9039 219.2196
08-08-2023 201.559 217.7623
07-08-2023 201.2822 217.459
04-08-2023 200.8122 216.9384
03-08-2023 199.9592 216.0127
02-08-2023 200.0583 216.1155
01-08-2023 202.5422 218.7944
31-07-2023 202.5103 218.7557
28-07-2023 199.9037 215.9273
27-07-2023 198.7016 214.6246
26-07-2023 198.4024 214.2972
25-07-2023 197.6625 213.4938
24-07-2023 196.9317 212.7002
21-07-2023 197.0636 212.8303
20-07-2023 197.9098 213.74
19-07-2023 196.414 212.1203
18-07-2023 194.9205 210.5033
17-07-2023 195.4256 211.0445
14-07-2023 193.965 209.455
13-07-2023 192.4299 207.7933
12-07-2023 192.9838 208.3873
11-07-2023 192.4645 207.8225
10-07-2023 191.0859 206.3299
07-07-2023 191.2203 206.4632
06-07-2023 191.8962 207.1889
05-07-2023 191.0188 206.2376
04-07-2023 190.7934 205.9904
03-07-2023 191.0417 206.2545
30-06-2023 190.029 205.1493
28-06-2023 188.1588 203.1224
27-06-2023 187.2362 202.1225
26-06-2023 186.1668 200.9642
23-06-2023 185.5014 200.2344
22-06-2023 186.8212 201.6552
21-06-2023 188.3027 203.2503
20-06-2023 187.0645 201.9099
19-06-2023 186.4225 201.213
16-06-2023 186.3067 201.0766
15-06-2023 184.826 199.4746
14-06-2023 185.4464 200.1402
13-06-2023 184.7875 199.4253
12-06-2023 182.9248 197.4111
09-06-2023 182.125 196.5367
08-06-2023 182.5074 196.9456
07-06-2023 183.538 198.0539
06-06-2023 182.2326 196.6415
05-06-2023 181.8417 196.216
02-06-2023 180.8703 195.1573
01-06-2023 180.0099 194.2253
31-05-2023 179.5511 193.7267
30-05-2023 179.621 193.7984
29-05-2023 178.8316 192.9431
26-05-2023 178.4714 192.5439
25-05-2023 177.0259 190.981
24-05-2023 176.4306 190.3352
23-05-2023 175.8678 189.7244
22-05-2023 175.6655 189.5027
19-05-2023 175.5442 189.3615
18-05-2023 175.6699 189.4935
17-05-2023 175.5951 189.4093
16-05-2023 175.5261 189.3313
15-05-2023 175.3045 189.0888
12-05-2023 174.4537 188.1608
11-05-2023 174.4279 188.1295
10-05-2023 173.8099 187.4595
09-05-2023 173.3123 186.9194
08-05-2023 173.4232 187.0354
05-05-2023 171.6547 185.1181
04-05-2023 172.3924 185.9102
03-05-2023 170.8195 184.2105
02-05-2023 170.449 183.8075
28-04-2023 169.5849 182.8624
27-04-2023 167.8881 181.0294
26-04-2023 166.6814 179.7248
25-04-2023 165.7622 178.7304
24-04-2023 165.8372 178.8079
21-04-2023 165.2752 178.1924
20-04-2023 165.8349 178.7926
19-04-2023 165.5519 178.4841

Fund Launch Date: 14/Feb/2005
Fund Category: Multi Cap Fund
Investment Objective: It is a multi-cap, trend based fund with the flexibility to be overweight in a particular sector or market caps depending on the potential & opportunities as they arise. Investment in large caps may help to capture market movements & ensures liquidity in volatile times while exposure to niche themes (primarily mid/small cap companies) having scalable business models offers alpha creation possibilities. The investment in the emerging businesses can be further categorized as: l Quality Mid cap plays with a track record and scalable business models l Emerging or niche themes with sustainable competitive advantages l Deep Value Component> Deep Value Stocks - Currently mispriced by markets due to nonfundamental reasons
Fund Description: Multi Cap Fund - An open ended equity scheme investing across large cap, mid cap, small cap stocks
Fund Benchmark: S&P BSE 500 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.