Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.73 | 52.13 | 2.17 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.25 | 50.74 | 1.79 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Nippon India Multi Cap Fund | 42.62% | 26.41% | 18.14% |
SBI Multicap Fund | 38.72% | — | 21.92% |
HDFC Multi Cap Fund | 40.27% | — | 26.28% |
Kotak Multicap Fund | 48.84% | 25.75% | 24.99% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
6.12 %
Holdings
3.60 %
Holdings
3.26 %
Nippon India Mutual Fund is one of India’s leading mutual funds, with Average Assets Under Management (AAUM) of Rs 2,79,431 Crores. NIMF has been established as a trust under the Indian Trusts Act, 1882 with Nippon Life Insurance Company as its Sponsor and Nippon Life India Trustee Ltd as its Trustee.
No.of Schemes
78
Total AUM
₹ 4,23,562.02 Cr.
Sailesh Raj Bhan
AUM: ₹82,822.57 Cr.
|
Exp: 10yrs
Ashutosh Bhargava
AUM: ₹57,855.84 Cr.
|
Exp: 12yrs
Kinjal Desai
AUM: ₹1,36,644.57 Cr.
|
Exp: —
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
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Returns
Fund has been able to generate better returns compared to other funds in the same category