- Mutual Funds
- Tata Mutual Fund
- Tata Multicap Fund (G)
Scheme Information
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization.
Expense Ratio | 1.95 % |
Launched 2Y ago | 2023-02-02 |
AUM in Crores | 2863.1 |
ISIN | INF277KA1703 |
Lock-in (days) | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
State Bank of India
3.3%HDFC Bank Ltd.
2.96%NTPC Ltd.
2.95%Bharti Airtel Ltd.
2.84%Power Finance Corporation Ltd.
2.82%
Allocation by Sector
Financial
28.76%Automobile
8.03%Services
8.02%Energy
6.56%Healthcare
6.48%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 49,131 cr | ||
₹ 16,217 cr |
Tata Multicap Fund (G) Review
Tata Multicap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 13.45% over 2 years. The fund has grown over a period of 2 years. The fund is managed by Tata Mutual Fund. The fund managers are Hasmukh Vishariya, Kapil Malhotra, Meeta Shetty, Murthy Nagarajan, Rahul Singh, Tejas Gutka.
Nav of Tata Multicap Fund (G) as of 4/30/2025 is ₹13.19 with the total AUM as of 5/1/2025 is ₹2863.12. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Multicap Fund (G) was launched on 2023-02-02. The category risk of the fund is Very High.
The minimum SIP amount for Tata Multicap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Multicap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Multicap 50:25:25 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Multicap Fund (G).