Tata Multicap Fund (G) Mutual fund

Tata Multicap Fund (G)

Q: How to Invest in Tata Multicap Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Tata Multicap Fund good?

The Tata Multicap Fund has an AUM of ₹3218.66 Cr as on 12/4/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 21.50%. The risk is Very High against the category average of 79.35.

Q: Is Tata Multicap Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Tata Multicap Fund?

There is no lock-in period applicable on Tata Multicap Fund.

Q: What is the expense ratio of Tata Multicap Fund?

The expense ratio of Tata Multicap Fund is 1.88%.

Equity

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Multi Cap

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Fund Details

Current NAV

₹14.84

Expense Ratio

1.88%

Min SIP

₹150

Fund Size

₹3219Cr

Min Investment

₹5.00K

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Scheme Information Document

Exit load: On or before expiry of 365 days from the date allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil 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 after expiry of 365 days from the date of allotment: Nil

Fund Performance

Alpha

-4.41%

Beta

0.84

Sharpe Ratio

1.6441

Risk

10.81%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Tata Multicap Fund (G) FAQs

Q1. How to Invest in Tata Multicap Fund through Rupeezy?

Q2. Is Tata Multicap Fund good?

Q3. Is Tata Multicap Fund tax free?

Q4. What is the lock-in period of Tata Multicap Fund?

Q5. What is the expense ratio of Tata Multicap Fund?

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