Fund Overview

A Multicap Fund has the flexibility to straddle across market cap and sectors, spot capital appreciation opportunities and enable investors to benefit from the optimum return potential for their investments.

Tata Multicap Fund aims to generate medium to long term capital growth by investing in a diversified portfolio consisting of equity and equity related instruments across market capitalization. The scheme is an open-ended equity scheme investing across large cap, midcap, small cap stocks.

Who Should Invest?

Ideal for Investors:

  • Ideal for Investors looking for Diversified Portfolio.
  • With a long-term investment horizon looking to diversify across market capitalization.

Key Attributes:

  • Will have a diversified portfolio across all market caps.
  • Fund will follow blend of both 'value' and 'growth' style of investing depending upon market environment & opportunities.
  • Aim to capture the multi-baggers by staying through their market cycle.
  • Will place high importance on fundamental strengths of the company and the underlying business.

Scheme Details

Scheme Name TATA MULTICAP FUND
Category of the Scheme Multicap Fund
Investment Objective The investment objective of the Scheme is to generate capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Benchmark S&P BSE 500 Index TRI
Load Structure
  • Entry Load :Nil
  • Exit Load :
    • Redemption/Switch-out/SWP/STP on or before expiry of 12 Months from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment - NIL .
    • Redemption/Switch-out/SWP/STP on or before expiry of 12 Months from the 1% date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment - 1%.
    • Redemption/Switch-out/SWP/STP after expiry of 12 Months from the date of allotment - NIL .
Plan & Options
  • Regular Plans (Routed through Distributor) with Growth & Dividend Options
  • Direct Plans with Growth & Dividend Options
Investment Amount
  • Min. Purchase Amount : ₹5,000 & in multiple of ₹1/thereafter
  • Min. Additional Purchase Amount : ₹1,000 & in multiple of ₹1 thereafter
  • Min. Redemption Amt. / Units* : ₹500 or 50 units
  • *There is no minimum amount requirement in case unit holder is opting for an all units switch.

Fund Manager

Sonam Udasi - backed with 19 years of his expertise in Equities Research is presently the Fund Manager for many of the equity schemes at Tata Asset Management, since April 2016.

Sonam joined Tata Asset Management as Head Research in April 2014.

This product is suitable for investors who are seeking*:

  • Capital Appreciation over medium to long term.
  • Investment in a diversified portfolio consisting of equity and equity related instruments across market capitalization.

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them

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