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Business News/Market/Market Stats/    Tata Multicap Fund Regular Growth

Tata Multicap Fund Regular Growth

+
  • Equity
  • Multi-Cap
  • Rating N.A.
  • Plan
13.01 +0.01 (0.07%) NAV as on 16 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2872.05
  • CAGR 30.87%
  • Exit Load1.00%
  • Expense ratio1.93%
  • CategoryEquity
  • Min Investment5000
  • Min SIP500
  • Launch Date2023-02-02

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 19 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • Cash Offset For Derivatives
  • 79.08
  • 2.79%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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

 

The Tata Multicap Fund Regular Growth has an AUM of 2872.05 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.93%. The minimum investment in Tata Multicap Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include Reliance Industries, HDFC Bank, State Bank Of India & NTPC.

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Software & Programming & Auto & Truck Parts.

 

Some of the similar funds are Mahindra Manulife Multi Cap Fund Regular Plan Growth, Invesco India Multicap Fund Growth, Tata Multicap Fund Regular Growth, HSBC Multi Cap Fund Regular Growth, Mirae Asset Multicap Fund Regular Growth. Tata Multicap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Tata Multicap Fund Regular Growth

According to the morning star rating Tata Multicap Fund Regular Growth has a Moderate risk & Exceptional return.
Tata Multicap Fund Regular Growth is managed by Murthy Nagarajan,Rahul Singh,Tejas Gutka,Kapil Malhotra.
The expense ratio of Tata Multicap Fund Regular Growth is 1.93%.
The 5 year annualized return on Tata Multicap Fund Regular Growth is 0.00% & it has generated 30.87% in the last 1 year.
The minimum investment in Tata Multicap Fund Regular Growth is 5000 Rs.
Tata Multicap Fund Regular Growth has an AUM of 2872.05 crores.
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