Overview (as on 22 Jan 2021)

NAV

₹13.1769

1y returns

16.58%

Fund AUM

₹1,832 Cr

Expense Ratio

2.18%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
23.39%
Tech
16.42%
Health
15.57%
Defensive
11.05%
Basic Materials
8.61%
Energy
7.98%
Industrials
7.47%
Consumer
6.49%
Communication
3.02%
Size Breakup
Large Cap
65.84%
Mid Cap
32.92%
Small Cap
1.24%

Key Metrics

Beta 

NA

Std deviation 

NA

Sharpe Ratio 

NA

Holdings

Fund Details

Investment Objectives
"The investment objective of the Scheme is to generate capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns."
Scheme Name
Tata Multicap Fund Regular Dividend Reinvestment
Scheme Document
Exit Load

For 0 - 12 Months: 1%

After 12 Months : 0%

Plan Started
06 September, 2018
Fund Manager
Sonam Udasi
Fund House Details
Fund House
Tata Asset Management Limited
Email
NA
Phone
+912222613782
Address
Tata Asset Management Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India

Other Related Plans

Peer Funds

Tata Multicap Fund Regular Dividend Reinvestment

NAV

₹13.1769

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Sonam Udasi
Sonam Udasi

leader

Work Experience
"null"
Abhinav Sharma
Abhinav Sharma

manager

Work Experience
"null"

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