Tata Multicap Fund - Regular Plan - Growth vs Tata Multicap Fund - Regular Plan - Growth: Which has better AUM growth?

Tata Multicap Fund - Regular Plan - Growth has Rs 3138.44 crore in AUM and Tata Multicap Fund - Regular Plan - Growth has Rs 3138.44 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, Tata Multicap Fund - Regular Plan - Growth or Tata Multicap Fund - Regular Plan - Growth?

Tata Multicap Fund - Regular Plan - Growth has an expense ratio of 1.89% and Tata Multicap Fund - Regular Plan - Growth has 1.89%. Tata Multicap Fund - Regular Plan - Growth has a lower ratio, which means it can give better net returns.

Tata Multicap Fund - Regular Plan - Growth or Tata Multicap Fund - Regular Plan - Growth: Which beats its benchmark more consistently?

Tata Multicap Fund - Regular Plan - Growth has outperformed the benchmark more consistently with an average of 15.95% over 5 years than Tata Multicap Fund - Regular Plan - Growth with 15.95%. Tata Multicap Fund - Regular Plan - Growth has performed better against its benchmark.

Tata Multicap Fund vs ICICI Prudential Multicap Fund compare

Compare Up to 4 FundsFree Analysis

Tata Multicap Fund - Regular Plan - Growth

Multi Capvery high Risk

Tata Multicap Fund - Regular Plan - Growth

Multi Capvery high Risk

ICICI Prudential Multicap Fund - Growth

Multi Capvery high Risk

Our Verdict

We reviewed risk-adjusted returns, volatility and consistency to select the top mutual fund winner for your goals.

Returns (3Y)

13.32 %

Expense Ratio

1.89 %

The trade-off:

Verdict Lock

Returns (3Y)

13.32 %

Expense Ratio

1.89 %

The trade-off:

Verdict Lock

Returns (5Y)

17 %

Expense Ratio

1.74 %

The trade-off:

Verdict Lock

Fund Performance Track

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METRICS

ICICI Prudential Multicap Fund - Growth

Tata Multicap Fund - Regular Plan - Growth

Basic Overview

Current NAV

₹ 800.20

₹ 14.62

Benchmark

Nifty 500 Multicap 50:25:25 TRI

Fund Size (AUM)

₹15845 Cr

₹3138 Cr

Expense Ratio

1.74%

1.89%

Launch Date

01 Oct 1994

02 Feb 2023

SIP Returns

1 Year Return

7.12%

10.50%

3 Year Return

12.90%

8.49%

5 Year Return

15.90%

Since Inception

16.27%

Trailing Returns

1 Month Return

1.00%

0.02%

3 Month Return

0.55%

2.48%

1 Year Return

11.54%

17.24%

3 Year Return

19.78%

13.32%

5 Year Return

17.00%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

-0.24

-5.43

Beta

0.87

0.91

Sharpe Ratio

0.91

0.53

Standard Deviation

11.89

Investment & Taxes

Min SIP Amount

₹ 500

₹ 150

Min Lumpsum

₹ 5,000

Exit Load

ICICI Prudential Multicap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Tata Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

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Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

ICICI Prudential Multicap Fund - Growth3 /100

Outstanding protection during market downturns.

Tata Multicap Fund - Regular Plan - Growth3 /100

More vulnerable during market declines.

ICICI Prudential Multicap Fund - Growth3 /100

Outstanding protection during market downturns.

Tata Multicap Fund - Regular Plan - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

ICICI Prudential Multicap Fund - Growth0.0%

Tata Multicap Fund - Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

ICICI Prudential Multicap Fund - Growthslow

Tata Multicap Fund - Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

( Fund Age - 1Y 1M )

₹00%

Premium Fund Performance Hidden

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Unlock to view SIP projections

( Fund Age - 1Y 1M )

₹00%

Note: SIP value calculations are based on historical NAV data of funds.

See Your Future Wealth

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Axis Banking & PSU Debt Fund - Regular Plan - Growth option

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3Y Returns : 6.49% (p.a.)

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

Tata Multicap Fund - Regular Plan - Growth is equally volatile than Tata Multicap Fund - Regular Plan - Growth. Choose a fund based on your risk tolerance and goals.