Tata Multicap Fund - Regular Plan - Growth

Fund House: Tata Mutual Fund
Category: Equity: Multi Cap
Launch Date: 02-02-2023
Asset Class:
Benchmark: Nifty 500 Multicap 50:25:25 TRI
TER: 1.91% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,913.19 Cr As on (31-05-2024)
Turn over: 16.75% | Exit Load: Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 365 days.

14.4151

30.4%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 32.82 - - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 60.23 46.39 - - -
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 59.8 - - - -
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 54.46 41.51 18.96 18.19 -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 53.62 47.09 33.07 24.13 17.09
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 53.38 39.31 26.2 31.43 21.86
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 51.78 - - - -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 51.32 40.23 - - -
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 49.73 38.25 24.39 25.5 -
HDFC Multi Cap Fund - Growth Option 07-12-2021 49.73 43.92 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

28.22%

Others

4.84%

Large Cap

38.94%

Mid Cap

28.0%

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