Tata Multicap Fund
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|Risk||Moderately High risk|
|Exit Load||1% for 365 Days|
More about this fund
|HDFC Bank Ltd||9.48%|
|ICICI Bank Ltd||8.11%|
|Kotak Mahindra Bank Ltd||6.06%|
|Reliance Industries Ltd||4.17%|
|Zee Entertainment Enterprises Ltd||3.87%|
|Hindustan Unilever Ltd||3.55%|
|United Spirits Ltd||3.1%|
|Jubilant Foodworks Ltd||2.92%|
|Larsen & Toubro Ltd||2.91%|
About Tata Multi-Cap Fund
The objective of Tata Multi-Cap Fund is to produce medium to long term investment growth by investing in a varied portfolio involving equity and equity linked instruments across market capitalization. The fund is an open-ended equity scheme financing across large cap, midcap, small cap stocks.
Benefits of Tata Multi-Cap Fund
Tata Multi-Cap Fund offers 3 benefits:
- Best for stakeholders considering a Diversified Portfolio.
- Also ideal for investors with a long-term asset prospect looking to expand across market capitalization.
- This scheme gives upmost importance to fundamental strengths of the company and the primary business.
Fund Info and Statistics of Tata Multi-Cap Fund
i) Inception / Launch date
Tata Multi-Cap fund was launched in Aug 31, 2018
ii) Risk level
The principal will be at Moderately High Risk. Tata Multi-Cap Fund is suitable for investors seeking-
- Medium to long term capital appreciation
- Investment in a varied portfolio involving equity and equity linked instruments across market capitalization
Units can be redeemed only after the expiry of the lock-in period from the date of allotment of units. It will be done by a re-purchase or buy-back by the fund house. Under usual conditions, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.
iv) Fund Manager
Sonam Udasi (Since April 2016) Mr. Udasi has a Post Graduate Diploma in Business Administration, majoring in Finance. He has 19 years of expertise in Equities Research, along with experience in sectors like Consumer Staples, Retail, Media, Pharma and Utilities. He joined Tata Asset Management in April 2014. He has also operated as the Principal Officer for the Portfolio Management Services vertical of TAM. Before working with Tata, Mr.Udasi headed the Research Team at IDBI Capital Market Services Ltd. for 4 years.
v) Entry / Exit load
- Entry Load: Not Applicable
- Exit Load: 1% of the applicable NAV, if redeemed on or before expiry of 18 months from the date of allotment.
About UTI Mutual Fund
Tata Mutual Fund is one of the most trusted and respected fund houses in India. It has been a consistent performer coupled with providing world-class service. It offers wide range of investment options across investor risk profiles. The fund house aims at achieving consistent, long-term results along with excellence, transparency and rigorous risk controls.
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All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,
- High Risk = High possible returns
- Low Risk = Stable, relatively lower returns