Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.18%
1 Month-10.54%
3 Months-11.46%
6 Months-7.69%
1 Year+1.00%
3 Years (CAGR)+9.84%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Feb 2023)+8.54%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-10.91%
3 Year SIP+0.14%
5 Year SIP—
Since Inception (Feb 2023)+0.61%
Fund Details
Fund HouseTata Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹3,168 Cr
Expense Ratio1.89%
Min SIP₹150
Min Lumpsum₹5,000
Launch Date09 Feb 2023
AMFI Code151235
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Compare with Similar Funds
Compare All Multi Cap FundsView all Multi Cap funds
Investment Objective
Tata Multicap Fund - Regular Plan - Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.
About This Fund
Tata Multicap Fund - Regular Plan - Growth is a Multi Cap mutual fund offered by Tata Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹3,168 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.89%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations