Nippon India Multi Cap Fund Institutional Plan Growth Plan Growth Option

Q: How to check the XIRR of Nippon India Multi Cap Fund Institutional Plan Growth Plan Growth Option?

You can track the exact XIRR and portfolio overlapping of Nippon India Multi Cap Fund Institutional Plan Growth Plan Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

Q: How to check portfolio overlap for Nippon India Multi Cap Fund Institutional Plan Growth Plan Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare Nippon India Multi Cap Fund Institutional Plan Growth Plan Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

Nippon India Mutual Fund

Expense Ratio: 1.49

Risk: Very High

Equity Scheme - Multi Cap Fund

Plan: Regular

Benchmark: NIFTY 500 Multicap 50:25:25 Total Return Index

Inception: 14-02-2005

Exit Load: Nil

Fund Size:₹50,339.93 Cr

Performance

FundN/A

Cat. Avg.0.35%

FundN/A

Cat. Avg.-0.71%

FundN/A

Cat. Avg.11.67%

FundN/A

Cat. Avg.11.16%

10Y

FundN/A

Cat. Avg.13.87%

Fund0.00%

Cat. Avg.11.40%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	HDFC Bank Limited	Equity	Listed	Large Cap	Banks	4129.34	7.57%
2	ICICI Bank Limited	Equity	Listed	Large Cap	Banks	2666.98	4.89%
3	Axis Bank Limited	Equity	Listed	Large Cap	Banks	2602.63	4.77%
4	Infosys Limited	Equity	Listed	Large Cap	IT - Software	1444.55	2.65%
5	Linde India Limited	Equity	Listed	Mid Cap	Chemicals & Petrochemicals	1114.59	2.04%
6	GE Vernova T&D India Limited	Equity	Listed	Mid Cap	Electrical Equipment	1077.58	1.97%
7	NTPC Limited	Equity	Listed	Large Cap	Power	1061.48	1.94%
8	Max Financial Services Limited	Equity	Listed	Mid Cap	Insurance	1053.85	1.93%
9	Bajaj Finance Limited	Equity	Listed	Large Cap	Finance	1045.98	1.92%
10	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction	1033.56	1.89%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	25 Apr, 17	1 L.	1 L.	0.0%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.