Nippon India Multi Cap Fund-Growth Plan-Growth Option
(Erstwhile Reliance Multi Cap Fund-Growth Plan-Growth Option)
| Category: Equity: Multi Cap |
| Launch Date: 05-03-2005 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| Expense Ratio: 1.94% As on ( 31-01-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 10,416.04 Cr As on ( 31-01-2020) |
| Turn over: 54.00 |
PERFORMANCE of Nippon India Multi Cap Fund-Growth Plan-Growth Option
Scheme Performance (%) Data as on - 26-02-2020
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 6.06 | 8.25 | 4.91 | 13.02 | 16.4 |
| S&P BSE 500 TRI | 8.79 | 9.02 | 7.71 | 10.37 | 11.14 |
| Equity: Multi Cap | 12.74 | 8.03 | 7.25 | 11.42 | 12.7 |
Yearly Performance (%)
Fund Managers
Mr. Sailesh Raj Bhan
Mr. Bhan is an MBA (Finance) and CFA. Prior to joining Sundaram Mutual Fund he has worked with ICFAI, Shah & Sequeira Investment Pvt. Ltd. and Emkay Share & Stock Broker Pvt. Ltd.
Investment Objective
The scheme aims to invest in stocks across those sectors and industries where Indias 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.
RETURNS CALCULATOR for Nippon India Multi Cap Fund-Growth Plan-Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
Key Performance and Risk Statistics of Nippon India Multi Cap Fund-Growth Plan-Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 15.3 | 0.1 | -1.31 | 0.99 | - | - |
| Equity: Multi Cap | - | - | - | - | - | - |
PEER COMPARISION of Nippon India Multi Cap Fund-Growth Plan-Growth Option
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 05-03-2005 | 6.06 | 1.12 | 8.25 | 4.91 | 13.02 |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | 25.41 | 8.56 | 12.56 | 9.69 | 12.46 |
| Axis Multicap Fund - Regular Plan - Growth | 30-11-2017 | 20.06 | 13.8 | 0.0 | 0.0 | 0.0 |
| JM Multicap Fund - Growth option | 23-09-2008 | 19.04 | 6.68 | 10.47 | 9.85 | 9.82 |
| Sahara Star Value Fund-Growth Option | 14-09-2009 | 18.43 | 0.89 | 6.1 | 8.41 | 9.34 |
| BNP PARIBAS MULTI CAP Fund-Growth Option | 15-09-2005 | 17.69 | 2.67 | 8.69 | 7.94 | 13.09 |
| Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 17.56 | 4.38 | 0.0 | 0.0 | 0.0 |
| Sahara Growth Fund-Growth | 30-08-2002 | 17.38 | 5.62 | 7.83 | 5.89 | 8.09 |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | 17.32 | 9.22 | 13.66 | 8.87 | 12.31 |
| UTI - Equity Fund-Growth Option | 05-08-2005 | 17.05 | 10.25 | 12.54 | 9.09 | 13.04 |