Nippon India Mutual Fund
Nippon India Multi Cap Fund Growth Plan Option6.7Q1★4
- NAV
- ₹326.04
- Expense
- 0.71%
- AUM
- ₹5082001.2 L Cr
- 1Y
- +6.4%
- 3Y
- +22.2%
- 5Y
- +22.8%
#1 of 10
Min SIP: ₹100Ideal: 5+ years
UTI Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| -1.89% | +4.32% | -4.02% | -11.40% | -6.51% | +10.20% | +7.68% | +12.11% |
Breakdown
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
-12.86%
₹1.12 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
This fund (1Y)
-6.51%
Rank #10 of 10
Category average (1Y)
+2.54%
Quartile Q4
Beats 0% of flexi cap funds on 1Y return.
Significantly underperforming category
Returned -6.5% vs category average of 2.5% (1Y) — underperforming by 9.1%.
Bottom quartile performer
Ranked #10 of 10 in its category (bottom 25%). Most peers are doing better.
Poor risk-adjusted returns
Sharpe ratio of -0.95 means you’re not being adequately compensated for the risk taken.
Negative 1-year returns
Estimated corpus
₹3.67 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return -6.5% · Risk (std dev) 13.6%
Safe but slow
Stable but modest returns — suits capital preservation.
Sharpe ratio of -0.95 confirms poor risk-adjusted returns.
NAV history
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
Nippon India Mutual Fund
Nippon India Multi Cap Fund Growth Plan OptionNippon India Mutual Fund
Nippon India Multi Cap Fund Growth Plan - Bonus Option💡 Ratings are not guarantees. Past performance does not predict future results.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Fund manager allocates across market caps — flexibility depends on manager skill.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
This fund has returned -6.5% over the past year. Short-term negative returns are normal for equity — check 3Y/5Y for the full picture.
If the broader market falls 20%, this fund is expected to fall about 26.3%.
Based on 1Y max drawdown of -19.8% versus a typical market correction of ~-15%. Historical fall ratio ≈ 1.32× market. Below-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
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