Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Multicap IDCW Reinvest (DR)
₹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 Dec
Top holdings
HDFC Bank Ltd
3.9%
Bharti Airtel Ltd
3.1%
State Bank of India
3.1%
Axis Bank Ltd
2.5%
NTPC Ltd
2.5%
Infosys Ltd
2.4%
Power Finance Corp Ltd
2.4%
Reliance Industries Ltd
2.3%
Indian Bank
1.9%
PNB Housing Finance Ltd
1.9%
Top industry exposure
Financial Services
25.9%
Consumer Cyclical
16.8%
Industrials
16.0%
Technology
7.3%
Basic Materials
7.0%
Other information
Minimum SIP
₹150
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
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.