Tata Multicap Fund Regular Dividend-0.43%

-0.74%
1 Year Return
Equity
Multi Cap
6M
1Y
All

Fund Details

Tata Multicap Fund Regular Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.19%
NAV11.19 (29 Oct 2020)
Fund Started06 Sep 2018
Fund Size1,710 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Multicap Fund Regular Dividend
-0.7%
NA
NA
5.2%
Category Average
-1.5%
1.5%
7.3%
-
Rank within category
29
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    0
    with -0.7% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity10.0%
    HDFC Bank Ltd.FinancialEquity6.3%
    ICICI Bank Ltd.FinancialEquity5.2%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity4.5%
    Hindustan Unilever Ltd.FMCGEquity3.9%
    Infosys Ltd.TechnologyEquity3.9%
    HCL Technologies Ltd.TechnologyEquity3.5%
    United Spirits Ltd.FMCGEquity2.5%
    Pfizer Ltd.HealthcareEquity2.5%
    Natco Pharma Ltd.HealthcareEquity2.5%
    See All

    Fund Managers

    addAbhinav Sharma
    Education
    Mr. Sharma holds B.Tech degree from IIT Kharagpur & PGDCM from IIM Calcutta.
    Experience
    Prior to joining Tata Mutual Fund he has worked with Taurus mutual fund, ING Vysya Life Insurance as Sr. Manager (Investments), Edelweiss Securities as Manager (Research & Investments) & ICICI Lombard General Insurance as Investment Manager.
    Funds Managed
    addSonam Udasi
    Education
    Mr. Udasi is a B.Com and also holds PGDM(Finance).
    Experience
    Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).
    Funds Managed

    Tata Multicap Fund Regular Dividend Details

    Tata Multicap Fund Regular Dividend is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 06 Sep 2018. Sonam Udasi is the Current Fund Manager of Tata Multicap Fund Regular Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,710 Cr and the Latest NAV as of 29 Oct 2020 is ₹11.19.

    The Tata Multicap Fund Regular Dividend is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.

    Investment Objective

    The Scheme aims to generate capital appreciation by investing in a diversified portfolio of equity & equity related instruments across market capitalization. The scheme will predominantly invest in equity and equity related instruments of well researched and growth oriented companies.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units more than 12% of the investments, an exit load of 1% if redeemed within 12 months.
    Exit Load

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    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    30 Jun 1995
    Website
    NA
    Tata Mutual Fund
    Asset Management Company
    Custodian
    Standard Chartered Bank
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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