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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.48 | 39.88 | 1.08 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.27 | 52.28 | 1.44 |
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-Payout) | 21.48% | — | 24.81% |
Nippon India Multi Cap Fund(IDCW) | 26.67% | 20.60% | 11.26% |
SBI Multicap Fund(IDCW Payout) | 31.11% | — | 21.22% |
HDFC Multi Cap Fund(IDCW Reinvst) | 24.06% | — | 23.16% |
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
₹ 1,97,666.78 Cr.
Rahul Singh (Tata)
AUM: ₹19,802.14 Cr.
|
Exp: 23yrs
Tejas Gutka
AUM: ₹8,508.68 Cr.
|
Exp: 14yrs
Murthy Nagarajan
AUM: ₹22,805.31 Cr.
|
Exp: 19yrs
Kapil Malhotra
AUM: ₹23,882.67 Cr.
|
Exp: 14yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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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%