Tata Multicap Fund Direct Dividend+0.96%

0.00%
1 Year Return
Equity
Diversified
6M
All

Fund Details

Tata Multicap Fund Direct Dividend

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.83%
NAV10.84 (03 Aug 2020)
Fund Started06 Sep 2018
Fund Size1,710 Cr

Comparison

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Pros
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Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
HDFC Bank Ltd.FinancialEquity9.5%
ICICI Bank Ltd.FinancialEquity9.1%
ITC Ltd.FMCGEquity6.9%
Kotak Mahindra Bank Ltd.FinancialEquity6.1%
Larsen & Toubro Ltd.ConstructionEquity4.0%
United Spirits Ltd.FMCGEquity3.1%
Reliance Industries Ltd.EnergyEquity2.9%
ACC Ltd.ConstructionEquity2.8%
Jubilant FoodWorks Ltd.ServicesEquity2.7%
Siemens Ltd.EngineeringEquity2.5%
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 Direct Dividend Details

Tata Multicap Fund Direct 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 Direct Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹1,710 Cr and the Latest NAV as of 03 Aug 2020 is ₹10.84.

The Tata Multicap Fund Direct 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.

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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