How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.48 | 39.40 | 1.21 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.26 | 52.49 | 0.71 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty500 Multicap 50:25:25 - TRI |
Multi Cap funds invest in stocks across market capitalization. They invest at least 65% of their assets across large cap, mid cap and small cap companies. These funds are relatively less riskier than small cap funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Multicap Fund(IDCW) | 21.49% | — | 23.22% |
Nippon India Multi Cap Fund(IDCW) | 27.56% | 16.96% | 10.97% |
SBI Multicap Fund(IDCW Payout) | 31.78% | — | 19.65% |
HDFC Multi Cap Fund(IDCW Reinvst) | 25.07% | — | 21.90% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
3.24 %
Holdings
3.16 %
Holdings
3.13 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
74
Total AUM
₹ 1,97,768.32 Cr.
Rahul Singh (Tata)
AUM: ₹19,938.74 Cr.
|
Exp: 23yrs
Tejas Gutka
AUM: ₹8,655.04 Cr.
|
Exp: 14yrs
Murthy Nagarajan
AUM: ₹22,723.82 Cr.
|
Exp: 19yrs
Kapil Malhotra
AUM: ₹23,916.05 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
What is your equity investment strategy? Introducing Tata Multicap Fund NFO
1 year ago•Tata Mutual Fund
Where would you invest in large, mid, or small cap stocks? Introducing Tata Multicap Fund NFO
1 year ago•Tata Mutual Fund
Introducing Tata Multicap Fund. NFO opens 16 January 2023, NFO closes 30 January, 2023. Invest Now.
1 year ago•Tata Mutual Fund
Is your investment portfolio likely to deliver a winning total? Introducing Tata Multicap Fund!
1 year ago•Tata Mutual Fund
Are equity investment choices confusing you? Consider Tata Multicap Fund, NFO Opens on 16 Jan 2023
1 year ago•Tata Mutual Fund
Do you know how Samurai Swords relate to Multicap Fund? Tata Multicap Fund, NFO Opens 16 Jan 2023
1 year ago•Tata Mutual Fund
What do 13th-century Chinese traders have in common with Multicap Fund? Invest in Tata Multicap Fund
1 year ago•Tata Mutual Fund
Some things could work better in combinations. Like Tata Multicap Fund, NFO Opens on 16th Jan, 2023
1 year ago•Tata Mutual Fund
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%