EQUITY•MULTI CAP FUND
TATA Multicap Fund
3 Year return
12.53%
NAV on August 15, 2026
16.4931
1D Returns
-0.03%
Launched on January 2023(3 years)
Investment Details
₹150
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
21.89%₹788
Total Value ₹4,388
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹3,542.75 Cr.
Expense Ratio
0.77% (inclusive of GST)
Exit Load
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
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
Tata Mutual Fund Manager
HV
Hasmukh Vishariya
Fund Manager since Mar 2025
KM
Kapil Malhotra
Fund Manager since Dec 2023
MS
Meeta Shetty
Fund Manager since Jan 2025
MN
Murthy Nagarajan
Fund Manager since Jun 2026
Fund House Details
Tata Mutual Fund
Asset management company
AUM
₹2,31,388.31 Cr.
No. of Schemes
184
Setup Date
March 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Nippon India Multi Cap Fund | 15.7807% | 4 |
| Mahindra Manulife Multi Cap Fund | 19.4031% | 3 |
| ICICI Prudential Multicap Fund | 18.4233% | 3.5 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Payout of IDCW Payout9.3536%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment9.3536%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Payout of IDCW Payout5.2593%
Hybrid . Aggressive Hybrid Fund
TATA Aggressive Hybrid Fund Direct Plan Periodic Reinvestment of IDCW Reinvestment5.2593%
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
0%
Expense Ratio
0.77%
Fund Manager
Hasmukh Vishariya
Fund Size
₹3542.75 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 |
| Address | 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
For many investors, a Systematic Investment Plan (SIP) is an excellent option when it comes to retirement planning. SIPs make disciplined investing possible by automating regular contributions, which add up to an impressive retirement fund over time. This strategy guarantees a stable retirement and mitigates market volatility. Take advantage of the mutual fund SIP calculator offered by Angel One to visualise how your investments can grow and assist in making informed decisions to achieve your retirement goals.
FAQs
What is today's NAV of TATA Multicap Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Multicap Fund on August 15, 2026, is ₹16.4931
What is the AUM of TATA Multicap Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Multicap Fund, is ₹3542.75 crore.
What is the expense ratio of TATA Multicap Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Multicap Fund is 0.77%
What are the returns of TATA Multicap Fund since inception?
The TATA Multicap Fund was launched on January 16, 2023. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in TATA Multicap Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Multicap Fund is ₹150.
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.
ENTER AMOUNT
₹
₹4,388 in 3Y at 12.5282% returns
SIP Date1st of every month
Your next SIP Payment will be on 15 September 2026
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