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 31st Mar
Top holdings
HDFC Bank Ltd
5.2%
Axis Bank Ltd
4.8%
Bharti Airtel Ltd
4.0%
Tech Mahindra Ltd
3.7%
Reliance Industries Ltd
3.3%
State Bank of India
3.3%
Infosys Ltd
2.8%
NTPC Ltd
2.8%
PNB Housing Finance Ltd
2.3%
Power Finance Corp Ltd
2.3%
Top industry exposure
Financial Services
31.7%
Industrials
12.2%
Consumer Cyclical
11.7%
Technology
10.4%
Healthcare
8.9%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
47%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
• 1% for redemption within 10950 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.