Nippon India Multi Cap Fund vs SBI MultiCap Fund
Over the last 3 years, Nippon India Multi Cap Fund returned 13.5% a year against 13.5% for SBI MultiCap Fund (Direct plans). Nippon India Multi Cap Fund costs less (0.89% a year, Direct). They hold 16 stocks in common; the portfolio overlap is 18%. Data as of 5 Nov 2026.
| Nippon India Multi Cap Fund | SBI MultiCap Fund | |
|---|---|---|
| Category | Multi Cap | Multi Cap |
| Fund house | Nippon India Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | NIFTY500 Multicap 50:25:25 | NIFTY500 Multicap 50:25:25 |
| Age | 13.8 years | 4.6 years |
| AUM | ₹55,566 cr | ₹24,132 cr |
| Direct plan | ||
| Rating | B | B |
| Expense ratio | 0.89% | 1.05% |
| 1Y return | -2.4% | -1.0% |
| 3Y return (a year) | 13.5% | 13.5% |
| 5Y return (a year) | 15.4% | – |
| 3Y vs index | +0.6% | +0.6% |
| Regular plan | ||
| Rating | B | B |
| Expense ratio | 1.62% | 1.83% |
| 1Y return | -3.1% | -1.8% |
| 3Y return (a year) | 12.6% | 12.5% |
| 5Y return (a year) | 14.5% | – |
| 3Y vs index | -0.3% | -0.4% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.0% | 13.4% |
| Max fall, 5Y | -18.6% | -15.1% |
| Down capture, 3Y | 86 | 79 |
| Stocks held | 120 | 70 |
| Top 10 holdings | 28% | 30% |
Common questions
Nippon India Multi Cap Fund or SBI MultiCap Fund: which has done better?
Over the last 3 years, Nippon India Multi Cap Fund returned 13.5% a year against 13.5% for SBI MultiCap Fund (Direct plans).
How much do Nippon India Multi Cap Fund and SBI MultiCap Fund overlap?
They hold 16 stocks in common; the portfolio overlap is 18%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.