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Tata Multicap Fund - Regular Plan - Growth

Category: Equity: Multi Cap Launch Date: 02-02-2023
AUM:

₹ 2,835.84 Cr

Expense Ratio

1.92%

Benchmark

Nifty 500 Multicap 50:25:25 TRI

ISIN

INF277KA1703

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Murthy Nagarajan, Rahul Singh, Tejas Gutka, Kapil Malhotra

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Tata Multicap Fund - Regular Plan - Growth 28.62 - -
NIFTY500 MULTICAP 50:25:25 TRI 43.88 22.2 20.88
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
13.0509
Last change
-0.16 (-1.2106%)
Fund Size (AUM)
₹ 2,835.84 Cr
Performance
23.36% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.

Fund Manager
Murthy Nagarajan, Rahul Singh, Tejas Gutka, Kapil Malhotra
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Reliance Industries Ltd. 4.4
HDFC Bank Ltd. 3.91
State Bank of India 3.71
NTPC Ltd. 3.08
Others 2.79
Axis Bank Ltd. 2.77
Bharti Airtel Ltd. 2.71
The Federal Bank Ltd. 2.12
Indian Bank 2.11
Infosys Ltd. 2.11

Sector Allocation

Sector Holdings (%)
Financial 25.44
Energy 9.58
Automobile 7.44
Services 7.44
Construction 7.42
Technology 6.78
Materials 5.92
Capital Goods 4.74
Others 4.55
Consumer Staples 4.47

Peer Comparison

Scheme Name 5Y (%)
Tata Multicap Fund Reg Gr 0.0
HSBC Multi Cap Fund Reg Gr 0.0
Kotak Multicap Fund Reg Gr 0.0
Nippon India Multi Cap Gr Gr 21.84
ITI Multi Cap Reg Gr 0.0
Mahindra Manulife Multi Cap Fund Reg Gr 23.69
Quant Active Fund Gr 29.42
Bank of India Multi Cap Fund Reg Gr 0.0
Axis Multicap Fund Reg Gr 0.0
HDFC Multi Cap Fund Gr 0.0