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Tata Multicap Fund(IDCW-Payout)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.48 | 39.75 | 0.94 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.26 | 49.75 | 1.62 |
Scheme Info
| 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 |
About Multi Cap Fund
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.
Peers & Comparison
EquityMulti Cap Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Tata Multicap Fund(IDCW-Payout) | 16.77% | — | 23.06% |
| Nippon India Multi Cap Fund(IDCW) | 23.21% | 21.84% | 11.10% |
| SBI Multicap Fund(IDCW Payout) | 29.86% | — | 20.61% |
| HDFC Multi Cap Fund(IDCW Reinvst) | 20.12% | 24.49% | 22.48% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- HDFC Bank Ltd3M change : 0.43 %
Holdings
3.40 %
0.43 % - State Bank of India3M change : 0.22 %
Holdings
3.28 %
0.22 % - Bharti Airtel Ltd3M change : 0.21 %
Holdings
3.21 %
0.21 %
AMC Profile
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
60
Total AUM
₹ 1,86,319.36 Cr.
Fund Manager Profile
Rahul Singh (Tata)
AUM: ₹19,783.12 Cr.
|
Exp: 23yrs
Tejas Gutka
AUM: ₹8,460.23 Cr.
|
Exp: 14yrs
Murthy Nagarajan
AUM: ₹22,803.01 Cr.
|
Exp: 19yrs
Kapil Malhotra
AUM: ₹26,271.58 Cr.
|
Exp: 14yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Still Investing in Different Caps through multiple funds? #GoMulti with Tata Multi Cap Fund.
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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%