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Tata Multicap Fund - Regular Plan - Growth

Category: Equity: Multi Cap Launch Date: 02-02-2023
AUM:

₹ 2,835.84 Cr

Expense Ratio

1.92%

Benchmark

Nifty 500 Multicap 50:25:25 TRI

ISIN

INF277KA1703

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

500

Fund Manager

Murthy Nagarajan, Rahul Singh, Tejas Gutka, Kapil Malhotra

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Tata Multicap Fund - Regular Plan - Growth 32.53 - -
NIFTY500 MULTICAP 50:25:25 TRI 45.88 22.9 19.67
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
13.1174
Last change
0.06 (0.4856%)
Fund Size (AUM)
₹ 2,835.84 Cr
Performance
24.72% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.

Fund Manager
Murthy Nagarajan, Rahul Singh, Tejas Gutka, Kapil Malhotra
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Reliance Industries Ltd. 4.4
HDFC Bank Ltd. 3.91
State Bank of India 3.71
NTPC Ltd. 3.08
Others 2.79
Axis Bank Ltd. 2.77
Bharti Airtel Ltd. 2.71
The Federal Bank Ltd. 2.12
Indian Bank 2.11
Infosys Ltd. 2.11

Sector Allocation

Sector Holdings (%)
Financial 25.44
Energy 9.58
Automobile 7.44
Services 7.44
Construction 7.42
Technology 6.78
Materials 5.92
Capital Goods 4.74
Others 4.55
Consumer Staples 4.47