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Enter a Single character of a Scheme :
30 Sep 2026 | 22:09 IST
Tata Multicap Fund - Regular (G)
Summary Info
Fund Name : Tata Mutual Fund
Scheme Name : Tata Multicap Fund - Regular (G)
AMC : Tata Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 16-Jan-23
Fund Manager : Meeta Shetty
Net Assets:(Rs. cr) 3575.98
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 5000
Increm.Investment(Rs.) : 1000
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -2.31 -5.35 -3.24 10.73 4.51 7.80 NA 11.14
Category Avg -2.73 -4.94 -0.85 11.58 3.15 11.96 11.27 12.11
Category Best 0.08 6.97 19.64 42.10 32.12 36.36 21.68 39.59
Category Worst -5.60 -9.55 -8.80 -5.27 -18.45 -5.03 -0.82 -13.69
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9239 4.4857 0.3597 -2.9330 0.0305
Holdings Date :31-Aug-26
Company Name% Hold
HDFC Bank 5.11
Adani Ports 3.12
Reliance Industr 2.50
Axis Bank 2.18
NTPC 2.13
ICICI Bank 2.09
Pearl Global Ind 2.00
Dixon Technolog. 1.90
Maruti Suzuki 1.89
Dr Lal Pathlabs 1.84
SPR Auto Technol 1.83
Vishal Mega Mart 1.83
M & M 1.79
Metropolis Healt 1.78
Bharti Airtel 1.77
Kotak Mah. Bank 1.76
United Spirits 1.67
Power Fin.Corpn. 1.56
Indian Hotels Co 1.45
SBI 1.45
Indian Bank 1.38
Bandhan Bank 1.37
Coforge 1.37
Aster DM Quality 1.37
Indus Towers 1.36
Craftsman Auto 1.31
Uno Minda 1.30
Federal Bank 1.30
Infosys 1.29
Samvardh. Mothe. 1.29
Usha Martin 1.28
Firstsour.Solu. 1.27
Havells India 1.26
Shriram Finance 1.24
Gravita India 1.18
REC Ltd 1.13
Radico Khaitan 1.09
TBO Tek 1.08
Ather Energy 1.06
Can Fin Homes 1.06
Adani Energy Sol 1.04
ICICI Lombard 0.99
Bank of Baroda 0.99
ZF Commercial 0.98
Aditya AMC 0.97
Cummins India 0.93
Vijaya Diagnost. 0.91
Wework India 0.89
Apollo Hospitals 0.89
Prestige Estates 0.89
PNB Housing 0.89
P I Industries 0.86
Kirl.Pneumatic 0.84
Voltas 0.84
Adani Enterp. 0.83
Equitas Sma. Fin 0.83
Vedanta Aluminiu 0.82
Transport Corp. 0.81
Swiggy 0.79
KEI Industries 0.76
Balkrishna Inds 0.76
NMDC 0.75
Abbott India 0.74
AIA Engineering 0.74
Varun Beverages 0.69
Mphasis 0.68
APL Apollo Tubes 0.64
Godrej Propert. 0.62
Laurus Labs 0.59
Orient Electric 0.58
PB Fintech. 0.52
Pfizer 0.51
Ujjivan Small 0.49
Persistent Syste 0.48
Rainbow Child. 0.46
Vinati Organics 0.46
Mastek 0.45
Aadhar Hsg. Fin. 0.45
Piramal Finance. 0.43
Health.Global 0.41
Greenpanel Inds. 0.14
Reverse Repo 0.90
Net CA & Others 3.12
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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