Multi Cap · Equity
Nippon India Multi Cap Fund - Direct Plan - Growth Option
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.53
Return per unit of risk · rf 6.5%
Sortino (3Y)
0.64
Downside-only Sharpe
Max Drawdown
-42.8%
Peak-to-trough · full history
Vol (3Y)
14.4%
Annualised σ of daily returns
Positive Days
56%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.53). Its worst peak-to-trough drop over the full history was 42.8% (large drawdowns) between 2019-05-27 and 2020-03-23. About 56% of trading days closed up. Profile: smooth NAV path.
YTD
-0.4%
Calendar YTD
1 Year
-2.1%
Trailing 12 mo
3 Year
+13.1%
CAGR
5 Year
+17.0%
CAGR
10 Year
+15.5%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2639 windows
- Best window CAGR
- +42.64%
- Median CAGR
- +16.99%
- Avg CAGR
- +17.32%
- Worst window CAGR
- -8.80%
- Positive windows
- 93.4%
5-Year Rolling Windows
- Sample size
- 2147 windows
- Best window CAGR
- +36.78%
- Median CAGR
- +16.70%
- Avg CAGR
- +16.57%
- Worst window CAGR
- -3.85%
- Positive windows
- 97.5%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Multi Cap
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Axis Multicap Fund
Axis Mutual Fund
|
+8.9% | +19.7% | — | — |
|
HSBC Multi Cap Fund
HSBC Mutual Fund
|
+7.2% | +18.6% | — | — |
|
LIC MF Multi Cap Fund
LIC Mutual Fund
|
+8.5% | +18.5% | — | — |
|
Bank Of India Multi Cap Fund
Bank of India Mutual Fund
|
+10.8% | +17.9% | — | — |
|
Mahindra Manulife Multi Cap Fund
Mahindra Manulife Mutual Fund
|
+11.9% | +17.7% | +16.5% | — |
|
ITI Multi Cap Fund
ITI Mutual Fund
|
+11.4% | +17.3% | +14.6% | — |
|
Nippon India Multi Cap Fund (this fund)
Nippon India Mutual Fund
|
-2.1% | +13.1% | +17.0% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.