3 Year return

0
Launched on January 2023 (1 year)

Investment Details

₹150

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

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

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
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

Fund Holdings

Holdings

Tata Mutual Fund Managers

RS

Rahul Singh

Fund Manager since Sep 2015

View Details

Fund House Details

Tata Mutual Fund

Tata Mutual Fund Asset management company

AUM ₹177,998.81 Cr.
No. of Schemes 177
Setup Date March 1994

Peer Comparison

Comparison with other similar funds

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Growth

12.89%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout

12.89%
6.82%

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
Email 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 Oct 31 2024 is 15.0849

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 3365.02 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 0.36%

What are the returns of TATA Multicap Fund since inception?

The TATA Multicap Fund was launched on Jan 16 2023. The fund has delivered a CAGR of 26.56 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?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in TATA Multicap Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in TATA Multicap Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in TATA Multicap Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.