Tata Multicap Fund vs Mirae Asset Multicap Fund compare
Tata Multicap Fund - Regular Plan - Growth
Tata Multicap Fund - Regular Plan - Growth
Mirae Asset Multicap Fund - Regular (G)
Chart Comparison
Overview
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| Fund | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Mirae Asset Multicap Fund - Regular (G) |
| Investment Plan | Growth | Growth | Growth |
| Level of Risk | Very High | Very High | Very High |
| Asset Size (Cr) | ₹3216 Cr | ₹3216 Cr | ₹4594 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹150 | ₹99 |
| Min Addl Investment | ₹1000 | ₹1000 | ₹1000 |
| Launch Date | 02 Feb 2023 | 02 Feb 2023 | 21 Aug 2023 |
| Category | Multi Cap | Multi Cap | Multi Cap |
| Fund Type | Open Ended | Open Ended | Open Ended |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI | Nifty 500 Multicap 50:25:25 TRI |
| Turn Over | 3.53% | 3.53% | % |
| Expense Ratio | 1.89 | 1.89 | 1.89 |
| Manager | Rahul Singh | Rahul Singh | Ankit Jain |
| ISIN Code | INF277KA1703 | INF277KA1703 | INF769K01KH4 |
| Exits Load | Tata Multicap Fund - Regular Plan - 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 | Mirae Asset Multicap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| 1 Month | -1.66% | -1.66% | -3.16% |
| 6 Month | 2.3% | 2.3% | -0.11% |
| 1 Year | 9.94% | 9.94% | 11.26% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
SIP Return Analysis
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| 6 Month | -2.48% | -2.48% | -4.25% |
| 1 Year | 3.27% | 3.27% | 0.59% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Rolling Lumpsum Returns
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| 1 Year | 6.03% | 6.03% | 7.71% |
| 3 Year | - | - | - |
| 5 Year | - | - | - |
Risk Management
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| Standard Deviation | - | - | - |
| Sharp | - | - | - |
| Beta | - | - | - |
| Alpha | - | - | - |
Fund Managers
| Scheme Name | Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| Name | Rahul Singh | Rahul Singh | Ankit Jain |
| Total AUM | ₹19760 Cr | ₹19760 Cr | ₹47966 Cr |
| Funds Managed | 9 | 9 | 4 |
| Tata Multicap Fund - Regular Plan - Growth | Tata Multicap Fund - Regular Plan - Growth | Mirae Asset Multicap Fund - Regular (G) |
Market Cap
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| Others | 4.72 | 4.72 | 11.59 |
| Large Cap | 42.38 | 42.38 | 42.71 |
| Small Cap | 27.44 | 27.44 | 24.96 |
| Mid Cap | 25.46 | 25.46 | 20.73 |
Sector Allocation
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| Others | 2.32 | 2.32 | 0.79 |
| Energy | 3.42 | 3.42 | 1.79 |
| Technology | 11.92 | 11.92 | 8.36 |
| Consumer Cyclical | 12.38 | 12.38 | 17.59 |
| Industrials | 13.02 | 13.02 | 12.08 |
| Financial Services | 29.86 | 29.86 | 28.64 |
| Healthcare | 8.39 | 8.39 | 11.28 |
| Basic Materials | 6.83 | 6.83 | 6.72 |
| Real Estate | 2.3 | 2.3 | 2.16 |
| Consumer Defensive | 2.65 | 2.65 | 5.89 |
| Communication Services | 3.6 | 3.6 | 2.47 |
| Utilities | 3.3 | 3.3 | 2.23 |
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