3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3365.02 Cr.
Expense Ratio
0.36% (inclusive of GST)
Exit Load
On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment: 1% Redemption after expiry of 365 days from the date of allotment: Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Tata Mutual Fund Managers
RS
Rahul Singh
Fund Manager since Sep 2015
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Nippon India Multi Cap Fund |
27.28% |
4 |
Quant Active Fund |
19.37% |
4 |
Mahindra Manulife Multi Cap Fund |
20.21% |
3 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
About TATA Multicap Fund Direct Plan-Growth
TATA Multicap Fund Direct Plan-Growth is an equity-based mutual fund scheme offered by Tata Mutual Fund. As a multicap fund, it possesses the flexibility to invest your money across companies comprising a variety of market capitalisations. The fund invests in mid-cap, large-cap, and small-cap stocks. A large amount of stocks is invested in large-cap stocks. The rest is distributed between mid-cap company stocks and small-cap stocks. This scheme can be invested in via the means of a SIP or a lump sum investment according to your financial objectives and goals.
Investment Objective of the Scheme
The main investment objective of TATA Multicap Fund Direct Plan-Growth is to aim for capital appreciation in the long run. The nature of the fund portfolio is diversified and you get quality stock investment with different market capitalisations across various sectors.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.36% |
Fund Manager | Rahul Singh |
Fund Size | ₹3365.02 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
If you are an investor who is willing to weather long-term investment, lasting somewhere between 3 - 4 years, this may be a scheme to consider. Additionally, if you seek returns on the higher side, the TATA Multicap Fund Direct Plan-Growth may be considered. As such, if your tolerance for market risk is high, and you don’t mind moderate to high levels of risk, you may think of investing in this scheme. Nevertheless, you must always evaluate your distinct needs and requirements before you invest, not to mention you should consider your future financial goals.
AMC Contact Details
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://www.tatamutualfund.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Secure Your Retirement With SIPs
FAQs
What is today's NAV of TATA Multicap Fund?
What is the AUM of TATA Multicap Fund?
What is the expense ratio of TATA Multicap Fund?
What are the returns of TATA Multicap Fund since inception?
What is the minimum SIP amount to invest in TATA Multicap Fund?
How do I invest in TATA Multicap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Multicap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Multicap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Multicap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.