Nippon India MNC Fund: Invest in global brands

Nippon India MF has launched a New Fund Offer (NFO), Nippon India MNC Fund. The fund will invest in multinational companies i.e., companies which have business and operations in multiple countries. In current market conditions with geopolitical uncertainties, MNCs with strong global brands, bigger market access, across geographies, strong balance sheets and good corporate governance can be suitable investment options for long term investors.

The NFO opened for subscription on 2^nd July 2025 and will close on 16^th July 2025.

Characteristics of MNCs

Why invest in MNCs?

MNC theme can provide sector diversification

Is this a good time to invest in MNCs?

• Changes in global geo-politics and shifting global supply chain dynamics are likely to be India's favour and set India on a path of being a global manufacturing hub e.g. China + 1 strategy of global corporations / MNCs.


• Rising per capita income leads India to a potential inflexion point in consumer spending. As per World Bank India's per capita in current USD is $2,697 (source: World Bank 2024). Historical data from several economies show that $2,000 per capita income is an inflexion point. Per capita income beyond $2,000 results in higher discretionary spending, as evidenced in many emerging markets. This can result in India becoming a large and attractive market for MNCs.


• Favourable demographics in India, with a large percentage of the population in the working age and hence large spending group, also creates vast consumption market potential. Demographic dividends, along with rising prosperity and premiumization of demand, creates opportunities for MNCs to exploit.


• Make in India, Production Linked Incentive (PLI) and Government's infrastructure spending, creates environment for capex spending by MNCs in capacity building and business expansion.


• Structural reforms of the Government like shift from informal to formal sectors (e.g., GST, e-invoicing etc), financial inclusion (Jan Dhan Yojana accounts), digitization (Jan Dhan - Aadhar - Mobile trinity) with creation of payment ecosystem (UPI) creates a favourable environment for global MNCs to invest in India.


• The MNC theme is not just limited to global MNCs listed on Indian stock exchanges in sectors like FMCG, Pharma, Industrial Goods, Engineering, Automotive etc, but also Indian companies with substantial global presence in sectors like IT, Metals, Chemicals etc. The opportunity set for MNC investment theme is quite large and diverse.

About Nippon India MNC Fund - Investment Universe

Disclaimer: The above companies are mentioned purely for the purpose of illustration and the Fund may or may not have positions therein

Nippon India MNC Fund - Investment Strategy

Why invest in Nippon India MNC Fund?

• Diversification across market cap segments and industry sector.


• Benchmark agnostic sector selection.


• Bottom-up stock selection - active share.


• Opportunity to invest in sustainable and scalable business models.


• Growth at reasonable price (GARP).


• Opportunity to invest in a fresh portfolio of stocks with no legacy holdings.


• Nippon India MF has a strong track record of performance across multiple equity categories.

Why can invest in Nippon India MNC Fund?

• Investors looking for capital appreciation over long investment tenures.


• Investors looking to add diversification to their core portfolio through satellite allocations.


• Investors with very high-risk appetites.


• Investors with minimum 5 year investment tenures.

Investors should consult with their financial advisor or mutual fund distributor if Nippon India MNC Fund is suitable for their investment needs.