Tata Multicap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 30.68 | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Tata Multicap Fund - Regular Plan - Growth is ₹13.18.
It is better to invest in a fund with a longer track record as Tata Multicap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty500 Multicap 50:25:25 - TRI returns, as Funds portfolio is significantly different.
Tata Multicap Fund - Regular Plan - Growth fund’s expense ratio is 1.92%
The process for redemption is
The AUM of Tata Multicap Fund - Regular Plan - Growth is currently ₹2,836 Crores.
The Top three stocks are Reliance Industries, HDFC Bank and SBI and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 29% of fund’s portfolio respectively.
Top three sectors of Tata Multicap Fund - Regular Plan - Growth fund are BFSI, Construction & Infrastructure and Auto accounting for 55% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Multi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Multicap Fund - Regular Plan - Growth Fund is Equity - Multi Cap Fund.
Rahul Singh (Tata) and Tejas Gutka manage the Tata Multicap Fund - Regular Plan - Growth Fund.
Tata Multicap Fund - Regular Plan - Growth current PE ratio is 35.37 and PB ratio is 5.20
The asset allocation of Tata Multicap Fund - Regular Plan - Growth is Stocks : 97.21%, Debt : 1.78% and Gold : 1.03%
The minimum SIP amount for Tata Multicap Fund - Regular Plan - Growth is ₹150.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Multicap Fund - Regular Plan - Growth is Nil upto 12% of investment and 1% for remaining investment on or before 365 days, Nil after 365 days