Tata Multicap Fund -Regular Plan-Growth
| Category: Equity: Multi Cap |
| Launch Date: 05-08-2018 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 TRI |
| Expense Ratio: 2.67% As on (31-03-2020) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,547.21 Cr As on (30-04-2020) |
| Turn over: 60.61% |
PERFORMANCE of Tata Multicap Fund -Regular Plan-Growth
Scheme Performance (%)
Data as on - 02-06-2020Yearly Performance (%)
Fund Managers
Sonam Udasi
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 | 05-08-2018 | -8.21 | 0.0 | 0.0 | 0.0 | 0.0 |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 05-05-2013 | 2.85 | 4.4 | 8.07 | 9.24 | 0.0 |
| Sundaram Equity Fund Regular Plan Growth Option | 01-09-2019 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Axis Multicap Fund - Regular Plan - Growth | 05-11-2017 | -5.98 | 1.84 | 0.0 | 0.0 | 0.0 |
| UTI - Equity Fund-Growth Option | 05-08-2005 | -7.29 | -1.56 | 4.04 | 5.71 | 10.83 |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | -7.86 | 0.98 | 4.28 | 6.35 | 9.78 |
| PGIM India Diversified Equity Fund - Regular Plan - Growth Option | 05-02-2015 | -8.1 | -1.73 | 0.45 | 5.21 | 0.0 |
| JM Multicap Fund - Growth option | 23-09-2008 | -8.27 | -2.74 | 0.06 | 6.06 | 7.55 |
| Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | 06-05-2017 | -8.49 | -2.55 | -0.02 | 0.0 | 0.0 |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | -8.93 | -1.21 | 1.98 | 6.62 | 9.59 |
