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: 2.19% As on (31-08-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,678.76 Cr As on (30-09-2019) |
| Turn over: 33.58% |
PERFORMANCE of Tata Multicap Fund -Regular Plan-Growth
Scheme Performance (%)
Data as on - 22-10-2019Yearly 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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
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
| 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 | 13.42 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | 24.8 | 6.56 | 9.71 | 10.78 | 11.88 |
| Axis Multicap Fund - Regular Plan - Growth | 16-11-2017 | 24.2 | 0.0 | 0.0 | 0.0 | 0.0 |
| JM Multicap Fund - Growth option | 23-09-2008 | 23.81 | 5.24 | 10.89 | 11.82 | 8.87 |
| SBI Magnum Multicap Fund - Regular Plan -Growth Option | 16-09-2005 | 17.08 | 3.73 | 8.92 | 12.5 | 11.65 |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | 16.69 | 6.98 | 10.7 | 9.29 | 11.89 |
| Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | 28-04-2014 | 16.69 | 0.64 | 8.52 | 14.29 | 0.0 |
| Kotak Standard Multicap Fund - Growth | 11-09-2009 | 16.62 | 5.3 | 10.03 | 12.29 | 13.33 |
| LIC MF Multicap Fund-Regular Plan-Growth | 15-04-1993 | 16.4 | 6.05 | 6.09 | 5.05 | 7.06 |
| Essel Multi Cap Fund - Regular Plan - Growth | 02-07-2018 | 16.09 | 0.0 | 0.0 | 0.0 | 0.0 |