Tata Multicap Growth Direct Plan
SIP amount
Min. ₹150
Lumpsum amount
Min. ₹5,000

Tata Multicap Growth Direct Plan

NAV
₹13.9561
-2.05%
(27 Mar)
AUM
3,168 Cr
TER
0.47%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.8%
+7.7%
+6.3%
+4.7%
+3.2%
+1.4%
3Y
+24.1%
+21.8%
+13.8%
+22.6%
+23.1%
+17.9%
5Y
NA
NA
NA
NA
NA
+15.7%
ALL
+16.1%
+20.9%
+11.9%
+20.9%
+14.2%
+12.5%
VOL
15.6%
15.5%
14.3%
15.2%
13.9%
-
TER
0.5%
0.8%
0.5%
0.6%
0.7%
-
AUM
₹23,886 Cr
₹1,012 Cr
₹3,168 Cr
₹5,301 Cr
₹9,361 Cr
-
INFO
1.03
1.35
0.83
1.37
1.02
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Multicap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
State Bank of India
4.5%
Axis Bank Ltd
3.9%
Adani Ports & Special Economic Zone Ltd
3.8%
A) Repo
3.7%
Reliance Industries Ltd
3.1%
NTPC Ltd
2.8%
Apollo Hospitals Enterprise Ltd
2.7%
HDFC Bank Ltd
2.7%
Dr. Lal PathLabs Ltd
2.4%
Bharti Airtel Ltd
2.4%
Top industry exposure
Financial Services
31.3%
Consumer Cyclical
13.9%
Industrials
12.3%
Healthcare
9.0%
Basic Materials
8.6%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
52%
Lock-in period
-
Exit load
• 0.5% for redemption within 30 days
Fund objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.
Fund manager(s)
Murthy Nagarajan
Meeta Shetty
Hasmukh Vishariya

FAQs