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Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
Nippon India Multi Cap Fund - Direct Plan
|
Very High
|
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0.74 |
|||
Very High
|
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0.88 |
||||
Very High
|
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0.55 |
||||
Very High
|
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0.38 |
||||
Very High
|
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0.94 |
₹38,115 Cr
1.00 (365)
100
100
100
60
Investment Strategy
The scheme aims to invest in stocks across those sectors and industries where India's strong inherent potential is increasingly becoming visible to the world, which are driving our economy and whose fundamental future growth is influenced by ongoing economic reforms, FDI inflows and infrastructural changes.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Nippon India Multi Cap Fund - Direct Plan is mandated to invest at least 25 per cent of its assets each in large, mid and small-cap stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, Nippon India Multi Cap Fund - Direct Plan fund can be purchased from the website of Nippon India Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Nippon India Multi Cap Fund - Direct Plan is ₹325.4173 as of 06-Oct-2024.
The AUM of Nippon India Multi Cap Fund - Direct Plan Fund is ₹38,115 Cr as of 31-Aug-2024
The riskometer level of Nippon India Multi Cap Fund - Direct Plan is Very High. See More
Company | Percentage of Portfolio |
---|---|
5.80
|
|
3.29
|
|
3.21
|
|
2.93
|
|
2.89
|
As of 31-Aug-2024, Nippon India Multi Cap Fund - Direct Plan had invested 97.95% in Equity, 2.05% in Cash & Cash Eq. and 0% in Debt See More
Nippon India Multi Cap Fund - Direct Plan is 11 years 9 months old. It has delivered 18.32% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
44.74%
|
27.58%
|
27.79%
|
20.22%
|
17.07%
|
18.32%
|
No, There is no lock in period in Nippon India Multi Cap Fund - Direct Plan.
The expense ratio of Nippon India Multi Cap Fund - Direct Plan is 0.74.