Tata Multicap Fund Direct Growth

Equity
Multi Cap
Very High Risk
Launch date16 Jan 2023
Allotment date02 Feb 2023
End date30 Jan 2023
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: 0.40%

Inclusive of GST

Exit load

Exit load of 0.50%, if redeemed within 30 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Hasmukh Vishariya
Mar 2025 - Present
View details

Fund house & investment objective

Rank (total assets)#14 in India
Total AUM₹2,06,238.57Cr
Date of Incorporation30 Jun 1995

Tata Multicap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Murthy Nagarajan is the Current Fund Manager of Tata Multicap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,06,239 Cr and the Latest NAV as of 01 Oct 2025 is ₹14.78. The Tata Multicap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹150. Minimum Lumpsum Investment is ₹5,000. Exit load of 0.50%, if redeemed within 30 days. ;

Investment Objective

The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. ;

Fund benchmarkNifty 500 Multicap 50:25:25 Total Return Index

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995

Peer Comparison

Equity, Multi Cap fundsRating1Y3YFund Size(Cr)
4
-2.8%25.2%19,227.04
4
-3.3%23.4%8,328.62
5
-2.4%23.1%46,215.71
4
-5.7%22.4%18,270.91
4
-5.4%20.9%15,281.49