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EquityMulti Cap FundDirect · Growth

Tata Multicap Fund - Direct Plan - Growth

Tata · Scheme 151232

16.44 0.22%NAV · 2026-09-18
59
Decent FundScore
Start SIP
AUM
₹3,543 cr
Expense ratio
0.78%
3Y CAGR
12.5%
Risk level
High
Min SIP
₹150
Benchmark
Nifty 500 Multicap 50:25:25 TRI
Fund manager: Murthy NagarajanExit load: Exit load of 0.50%, if redeemed within 30 days.
Decent · 59/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Return stability: rolling-return std 1.0%
  • Alpha vs benchmark: +4.6%

📉 What could drag it down

  • 3Y CAGR vs category: -4.0% vs category avg
  • Beat category: beat category in 0% of windows

FundScore breakdown

59/100 · Decent
How it works →
43
Returns
Weak
66
Consistency
Decent
48
Risk-adjusted
Average
66
Downside protection
Decent
79
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.