Tata Multicap Fund Regular Growth+0.64%

3Groww
12.32%
1 Year Return
Equity
Diversified
3.0 star
6M
1Y
All

Fund Details

Tata Multicap Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.19%
NAV10.94 (18 Oct 2019)
Fund Started17 Aug 2018
Fund Size1,679 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Tata Multicap Fund Regular Growth
12.3%
NA
NA
8.4%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
5
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 12.3% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.FinancialEquity9.3%
    ACC Ltd.ConstructionEquity2.8%
    Axis Bank Ltd.FinancialEquity2.7%
    Hindustan Unilever Ltd.FMCGEquity2.6%
    Housing Development Finance Corpn. Ltd.FinancialEquity2.2%
    3M India Ltd.ServicesEquity2.2%
    Glaxosmithkline Consumer Healthcare Ltd.FMCGEquity2.0%
    Bajaj Finserv Ltd.FinancialEquity1.9%
    Container Corpn. Of India Ltd.ServicesEquity1.6%
    Grindwell Norton Ltd.MetalsEquity1.3%
    See All

    Fund Managers

    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

    Other Details

    Tata Multicap Fund Regular Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was introduced to investors on 17 Aug 2018. Sonam Udasi is the Current Fund Manager of Tata Multicap Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹1,679 Cr and the Latest NAV as of 18 Oct 2019 is ₹10.94.

    The Tata Multicap Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 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 investment objective of the Scheme is to generate capital appreciation over medium to long term.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.

    Tax Implications

    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

    Compare Funds

    Tata Multicap Fund Regular Growth
    VS
    search

    About Tata Mutual Fund

    Address
    Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Phone
    022 6657 8282
    Launch Date
    29 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,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd