Multi Cap का हीरो कौन Nippon, Axis, Kotak or WhiteOak II Episode 93

If “multicap” aur “flexi” aapko same lagte hai to, this episode will change that. We break down SEBI rules for Multicap (25% minimum each in Large, Mid, Small) vs the open play in Flexi Cap, then test funds across 20/15/10/5/3-year windows.

You’ll see which schemes stayed consistent, which ones rotated in/out—and how a simple ₹10,000 SIP could turn into ₹1.66 crore over 20 years (category leaders example).

Finally, we share a current data-led view: which Multicaps recently beat key benchmarks (Nifty 500, Nifty LargeMid 250), the PE valuation caution, and how to read each fund’s Large/Mid/Small mix before you invest.

This is Episode 93 of Mutual Globe. Drop your questions in the comments—we answer them in the next video.


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HASHTAGS
#MulticapFunds #FlexiCap #MutualFundsIndia #SIP #LongTermInvesting #Nifty500 #AssetAllocation #InvestingForBeginners #MutualGlobe


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HIGHLIGHTS
Multicap vs Flexi Cap—clear rules vs full flexibility: Why Multicap = 25% min in each cap & how the last 25% creates style differences


Same category, different beasts: One Multicap can be ~50% Large; another can be ~50% Small—performance will diverge


Long history test: Top names across 20/15/10/5/3 years (Nippon consistently shows up; Kotak/Axis emerge in 3-yr)


SIP outcome lens (not just CAGR): ₹10,000/month SIP → ₹1.66 Cr (Nippon), ₹1.51 Cr (Canara/“Can/Cont”), ₹1.30 Cr (Sundaram) over 20 years (illustrative based on discussed data)


Recent 3-year, point-to-point screen: Kotak Multicap beat Nifty 500 and Nifty LargeMid 250 in all three slices; Axis beats Nifty 500 in 3/3 but 250 in 2/3; Nippon 2/3


Valuation & risk note: Axis shows higher PE; Kotak relatively lower—factor this along with past returns


Portfolio mix matters: Always check % in Large/Mid/Small before investing—align with your risk appetite


What to do now: Fresh money? Use the benchmark-beat + mix + valuation triad. Already invested? Compare your scheme vs this framework.


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CHAPTERS & TIMESTAMPS

00:05 — Intro & why Multicap is trending again


01:00 — Multicap vs Flexi Cap: SEBI rules + the “25-25-25 + 25” logic


03:16 — How that extra 25% changes risk/returns (Large-heavy vs Small-heavy Multicaps)


03:56 — 20-Year leaders discussed (Nippon, ICICI, Canara/“Cont/Can”, Sundaram)


04:50 — 15-Year shift: Invesco enters; ICICI slips a bit


05:56 — 10-Year picture: Canara/“Cont” tops; Nippon & Sundaram in top 3


06:38 — 5-Year: Nippon ~30% CAGR; ICICI & Mahindra show up


06:58 — 3-Year: Kotak & Axis join top set; Nippon still in top 3


07:54 — SIP results: ₹10k/month for 20/15/10 years—how much corpus?


10:58 — Recent point-to-point method (24 Oct cut-offs) & benchmark tests


12:12 — Winners on benchmarks: Kotak (3/3 vs Nifty 500 & 250), Axis (3/3 vs 500; 2/3 vs 250), Nippon (2/3), HDFC & ICICI (2/3)


15:36 — PE caution, fund mix (% in Large/Mid/Small) & how to decide now


16:40 — Wrap-up + how to compare your existing fund

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CALL TO ACTION
If this helped, please Like, Share, Subscribe and press the 🔔 bell.
💬 Comment your age, goal, horizon, and current corpus/SIP for a chance to be featured in the next Ask Mutual Globe.

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Got doubts or want us to analyze your Multicap/Flexi picks? Comment below with your fund names & holding period. We compile viewer questions and answer them in the next episode.


If you found this useful: Like, Share with 3 friends, Subscribe, and Press the Bell 🔔 so you never miss our monthly evidence-based screens.

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CONTACT (FOR COLLABS/QUERIES)
✉️ Email: [[email protected]](mailto:[email protected])
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WELCOME TO MUTUAL GLOBE
Welcome to Mutual Globe! This channel is hosted by CA Manoj Shrivastava and CA Rahul Narayan with the mission to educate and empower investors about Mutual Fund investments in India. We analyse different mutual fund schemes, explain concepts like SIP, SWP, asset allocation, and diversification, and simplify global investing (US Tech, LRS, taxation). Our goal is to help you take informed investment decisions with clarity, confidence, and a long-term perspective.

DISCLAIMER
These videos are for education and learning only. The analysis shared is not investment advice or tips. Investing in securities markets is subject to risks, and past performance is not a guarantee of future returns. Please read all scheme documents carefully. Consult a qualified financial/tax advisor before investing or trading. We are not SEBI-registered advisors and will not be responsible for any losses. Data and scheme facts are as of recording and may differ when you watch.