Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 40.55 | 1.51 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.25 | 51.26 | 2.12 |
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) | 28.53% | — | 28.06% |
Nippon India Multi Cap Fund(IDCW) | 36.09% | 20.70% | 11.59% |
SBI Multicap Fund(IDCW Payout) | 38.68% | — | 22.89% |
HDFC Multi Cap Fund(IDCW Reinvst) | 35.18% | — | 25.11% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
3.18 %
Holdings
3.09 %
Holdings
3.06 %
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
72
Total AUM
₹ 1,92,709.84 Cr.
Rahul Singh (Tata)
AUM: ₹20,195.67 Cr.
|
Exp: 23yrs
Tejas Gutka
AUM: ₹8,930.67 Cr.
|
Exp: 14yrs
Murthy Nagarajan
AUM: ₹23,375.27 Cr.
|
Exp: 19yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Returns
Insufficient Data