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Tata Multicap Fund -Regular Plan-Growth

Category: Equity: Multi Cap
Launch Date: 31-08-2018
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.18% As on (30-06-2019)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,575.66 Cr As on (31-07-2019)
Turn over: 24.88
NAV as on 19-08-2019

10.0899

0.01 (0.1209%)

CAGR Since Inception

0.99%

S&P BSE 500 TRI 10.98%

PERFORMANCE of Tata Multicap Fund -Regular Plan-Growth

Scheme Performance (%) Data as on - 19-08-2019

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Tata Multicap Fund -Regular Plan-Growth - - - - 0.99
S&P BSE 500 TRI -6.13 8.43 8.99 10.75 10.98
Equity: Multi Cap -6.59 6.34 8.8 12.33 11.22

Yearly Performance (%)

Fund Managers

Mr. Sonam Udasi

Mr. Udasi is a B.Com and also holds PGDM(Finance). Prior to joining Tata AMC he was associated with ASK Raymond James (Jun 2005-Jan 2006) as Lead Analyst (Reporting to Head Research), JM Financial AMC (Feb 2006-June 2007) as Senior Analyst (Reporting to CIO), Prime Securities (Aug 2007-Oct 2008) as Head Research (Reporting to President), BRICS Securities (Nov 2008-Apr 2010) as Consumer Vertical (Reporting to Head Equities) and IDBI Capital Market Services Ltd (Jun 2010-March 2014) as Head Research (Reporting to Executive VP).

Investment Objective

The Scheme seeks to generate capital appreciation over medium to long term.

RETURNS CALCULATOR for Tata Multicap Fund -Regular Plan-Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Tata Multicap Fund -Regular Plan-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Tata Multicap Fund -Regular Plan-Growth -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Tata Multicap Fund -Regular Plan-Growth

Period
Data as on - 19-08-2019
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Tata Multicap Fund -Regular Plan-Growth 31-08-2018 0.0 0.0 0.0 0.0 0.0
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 0.7 0.0 0.0 0.0 0.0
L&T Focused Equity Fund - Regular Plan - Growth Option 29-10-2018 0.0 0.0 0.0 0.0 0.0
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 0.0 0.0 0.0 0.0 0.0
Shriram Multicap Fund - Regular Growth 05-09-2018 0.0 0.0 0.0 0.0 0.0
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 -1.33 3.85 3.93 4.3 7.47
HDFC Equity Fund - Growth Option 01-01-1995 -2.28 4.0 8.52 7.77 13.39
Kotak Standard Multicap Fund - Growth 11-09-2009 -2.47 4.08 9.47 12.57 0.0
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 -2.64 0.0 0.0 0.0 0.0
SBI Magnum Multicap Fund - Regular Plan -Growth Option 16-09-2005 -3.06 3.62 7.97 12.2 12.36

PORTFOLIO ANALYSIS of Tata Multicap Fund -Regular Plan-Growth

Asset Allocation (%)