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 Jan
Top holdings
Cash / Net Current Asset
6.9%
HDFC Bank Ltd
4.1%
Bharti Airtel Ltd
3.5%
State Bank of India
3.3%
Reliance Industries Ltd
2.6%
NTPC Ltd
2.6%
Infosys Ltd
2.6%
Axis Bank Ltd
2.5%
Power Finance Corp Ltd
2.4%
Indian Bank
2.2%
Top industry exposure
Financial Services
26.7%
Industrials
15.8%
Consumer Cyclical
15.1%
Basic Materials
7.1%
Technology
5.5%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
42%
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.