Tata Multicap Fund NFO - New fund offer mutual fund. NFO Closes on 30th January 2023

FUND OVERVIEW

The world around us is made up of different combinations. Things combine to form a whole that is greater than the sum of its parts. Whether it's a mobile phone with multiple gadgets packed into a small handheld device, or the three primary colours combining to create the various colours we see around us. Some things are just better together.

Similarly, investments in large caps, mid-caps, and small caps could be strategically combined to perform better together.

Presenting, Tata Multicap Fund that aims to combine the right ideas from various segments / sectors with the underlying philosophy of Growth At Reasonable Price.

Why Tata Multicap Fund?

The fund aims to invest at least 25% of it’s total corpus in each of these categories, aiming to provide you with a balanced portfolio, lower risk, and reasonable returns on your investment.

The fund aims to provide you with the opportunity to benefit from each market cap segment.

Large caps are less volatile than midcaps because they have proven business models.
Midcaps are emerging companies with the potential to scale up.
Small cap companies are the potential multi baggers, operating in niche businesses

By investing across Market Cap segments, the Fund aims to provide you with exposure to the sectors that drive the economy, which means you don’t miss out on an opportunity.

who should invest

Investors looking for diversification across market caps

Investors wanting to create wealth in the long run

Investors seeking exposure to mid and small caps as well as the stability of large caps

Fund Managers

RAHUL SINGH

CHief Investment Officer (CIO) - Equities

TEJAS GUTKA

Fund Manager

MURTHY NAGARAJAN

Head - Fixed Income,

ARVINDKUMAR CHETTY

Research Analyst & Fund Manager Overseas Investments

Downloads

Product Presentation

Product Leaflet

SID

KIM Cum
Application Form

Scheme Details

Scheme Name	TATA MULTICAP FUND
NFO Date	NFO Opens: 16th January 2023 NFO Closes: 30th January 2023
Investment Objective	The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. 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.
Type Of Scheme	An open - ended equity scheme investing across large cap, mid cap, small cap stocks
Benchmark	NIFTY 500 Multicap 50:25:25 TRI
Min. Investment Amount	5,000/- and in multiples of 1/- thereafter
Load Structure	Entry Load: N.A. Exit Load: Redemption / Switch - out / SWP / STP on or before expiry of 365 days 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 365 days from the 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 365 days from the date of allotment - NIL

RISK O METER

This product is suitable for investors who are seeking*:

To Generate Long Term Capital Appreciation.
An Open-ended equity scheme investing across large cap, mid cap and small cap stocks

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

Scheme Risk O Meter

Benchmark Risk O Meter
(Nifty 500 Multicap 50:25:25 TRI)

This product is suitable for investors who are seeking*:

To Generate Long Term Capital Appreciation.
An Open-ended equity scheme investing across large cap, mid cap and small cap stocks

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

Scheme Risk O Meter

Benchmark Risk O Meter
(Nifty 500 Multicap 50:25:25 TRI)

# It may be noted that risk-o-meter specified above is based on the internal assessment during NFO. The same shall be reviewed and updated at the frequency specified by SEBI

At present the large Cap, Mid Cap & Small Cap companies are classified as below:

A. Large Cap: 1st - 100th company in terms of full market capitalization.

B. Mid Cap: 101st - 250th company in terms of full market capitalization.

C. Small Cap: 251st company onwards in terms of full market capitalization