Tata Multicap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Cap funds is 78.51% .
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 5.39% .
The fund currently owns more than 82 stocks.
The top 10 holdings account for 27.96% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 17.07% | 2.41% |
| 2 Year Return | 33.07% | 17.24% |
| 3 Year Return | N/A | 47.94% |
| 4 Year Return | N/A | 65.92% |
| 5 Year Return | N/A | 78.51% |
| 6 Year Return | N/A | 116.64% |
| 7 Year Return | N/A | 149.79% |
| Expense Ratio | 0.45% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
5.39%
|
|
| 2 |
4.04%
|
||
| 3 | Industrials |
3.35%
|
|
| 4 | Energy |
2.58%
|
|
| 5 | Utilities |
2.28%
|
|
| 6 | Health Care |
2.15%
|
|
| 7 | Financials |
2.09%
|
|
| 8 | Financials |
2.08%
|
|
| 9 | Consumer Discretionary |
2.01%
|
|
| 10 | Financials |
1.99%
|
|
| 11 | Communication Services |
1.95%
|
|
| 12 | Consumer Discretionary |
1.87%
|
Tata Multicap Fund - Direct Plan is managed by TATA and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds