Nippon India Multi Cap Fund Direct-Growth
Benchmark: Nifty 500 Multicap 50:25:25 TRI · Inception: 01/01/2013 · NAV: ₹327.56 (22/05/2026)
AUM: ₹52634 Cr · Expense Ratio: 0.90% · Riskometer: Very High
4.0
★★★★☆
Strong Buy
Analyst Insight
Nippon India Multi Cap Fund carries an overall rating of 4.0/5 (Strong Buy), demonstrating strong performance within the Multi Cap category. Its alpha of 4.24 underperformss the category average of 4.40, suggesting room for improvement in active management. The Sharpe ratio of 0.92 sits below the category mean of 4.53, while volatility (std dev 16.00%) is higher than peers (9.85%), indicating relatively higher volatility. With a 5-year CAGR of 21.04% and expense ratio of 0.90%, this fund presents a compelling long-term case for risk-tolerant investors.
ETM Rating
4/5
Risk Rating
2/5
Return Rating
4/5
Overall Rating
4.0/5
Alpha vs Cat
4.24 / 4.40
Sharpe vs Cat
0.92 / 4.53
Beta vs Cat
0.90 / 0.59
Std Dev vs Cat
16.00 / 9.85
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | 2.89% |
| 3Y | 19.97% |
| 5Y | 21.04% |
| 10Y | 17.12% |
| Since Launch | 15.98% |
Risk & Return Scores
Sharpe Score4/5
Sortino Score4/5
SD Score3/5
ETM Risk Score4/5
ETM Return Score4/5
Portfolio Allocation
Large Cap 43.6% Mid Cap 28.6% Small Cap 27.8% Debt 0.0%
Strengths
- ✅ Strong ETM Rating 4/5
Watch Points
- ⚠️ Alpha 4.24 below category avg 4.40
- ⚠️ Higher volatility 16.00% vs peers 9.85%