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

Tata Multicap Growth Direct Plan

NAV
₹14.6836
+0.77%
(29 Jul)
AUM
3,196 Cr
TER
0.38%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+4.1%
+2.1%
+0.4%
-1.9%
-2.1%
-4.6%
3Y
+24.7%
+25.9%
+20.6%
+24.6%
+26.1%
NA
5Y
NA
+32.3%
+25.1%
NA
NA
NA
ALL
+18.5%
+17.1%
+15.2%
+20.3%
+19.3%
+16.4%
VOL
13.9%
17.0%
-
14.8%
15.7%
14.5%
TER
0.7%
0.7%
-
0.7%
0.4%
0.4%
AUM
₹8,272 Cr
₹45,366 Cr
-
₹18,513 Cr
₹18,904 Cr
₹3,196 Cr
INFO
1.33
1.01
-
1.37
1.23
1.13
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 30th Jun
Top holdings
HDFC Bank Ltd
5.0%
Axis Bank Ltd
4.5%
Bharti Airtel Ltd
3.9%
Tech Mahindra Ltd
3.8%
Reliance Industries Ltd
3.3%
State Bank of India
3.2%
Infosys Ltd
2.8%
Apollo Hospitals Enterprise Ltd
2.5%
NTPC Ltd
2.4%
PNB Housing Finance Ltd
2.4%
Top industry exposure
Financial Services
30.2%
Industrials
12.9%
Consumer Cyclical
12.5%
Technology
10.7%
Healthcare
7.6%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
35%
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.
Fund manager(s)
Murthy Nagarajan
Meeta Shetty
Hasmukh Vishariya

FAQs