Tata Multicap Fund
150
Min SIP
5,000
Min Lumpsum
0.52 %
Expense Ratio
Rating
1,928
Fund Size (in Cr)
4 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 6.1% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
St Bk of India
Axis Bank
Bharti Airtel
Indian Bank
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil |
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Fund Objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund Managers
Rahul Singh
At Tata Mutual Fund, Mr Singh serves as the Chief Investment Officer for Equities. He has been investing for more than 23 years. Mr Singh previously worked for Citigroup Global Markets India and Ampersand Capital Investment Advisors LLP.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Multi Cap .
-
- 4,061
-
13.8%Fund Size - 4,061
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41.2%Fund Size - 4,061
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21.5%Fund Size - 4,061
-
- Equity .
- Multi Cap .
-
- 15,087
-
26.1%Fund Size - 15,087
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38.7%Fund Size - 15,087
-
15.6%Fund Size - 15,087
-
- Equity .
- Multi Cap .
-
- 95
-
17.5%Fund Size - 95
-
35.8%Fund Size - 95
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17.4%Fund Size - 95
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- Equity .
- Multi Cap .
-
- 1,633
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14.5%Fund Size - 1,633
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32.8%Fund Size - 1,633
-
17.3%Fund Size - 1,633
-
- Equity .
- Multi Cap .
-
- 1,678
-
16.8%Fund Size - 1,678
-
30.1%Fund Size - 1,678
-
14.2%Fund Size - 1,678
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Multicap Fund ?
You can invest in Tata Multicap Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Multicap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Multicap Fund ?
The NAV of Tata Multicap Fund is ₹10.6 as of 01 June 2023.
How to redeem Tata Multicap Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Multicap Fund?
The minimum SIP amount of Tata Multicap Fund is ₹150
What are the top sectors Tata Multicap Fund has invested in??
The top sectors Tata Multicap Fund has invested in are
- HDFC Bank - 6.12%
- St Bk of India - 4.2%
- Axis Bank - 2.85%
- Bharti Airtel - 2.59%
- Indian Bank - 2.42%
How much returns have Tata Multicap Fund generated ?
The Tata Multicap Fund has delivered 6.1% since inception
What is the expense ratio of Tata Multicap Fund ?
The expense ratio of Tata Multicap Fund is 0.52 % as of 01 June 2023.
What is the AUM of Tata Multicap Fund?
The AUM of Tata Multicap Fund is ₹88,392 Cr as of 01 June 2023
What are the top stock holdings of Tata Multicap Fund?
The top stock holdings of Tata Multicap Fund are
- HDFC Bank - 6.12%
- St Bk of India - 4.2%
- Axis Bank - 2.85%
- Bharti Airtel - 2.59%
- Indian Bank - 2.42%