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) | ₹3101 Cr | ₹3101 Cr | ₹4126 Cr |
| Min Investment | ₹5000 | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹150 | ₹150 | ₹500 |
| 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 | 1.53% | 1.53% | 1.16% |
| 6 Month | 9.88% | 9.88% | 11.15% |
| 1 Year | -1.74% | -1.74% | 4.77% |
| 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 | 2.76% | 2.76% | 2.62% |
| 1 Year | 13.1% | 13.1% | 17.11% |
| 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 | 19.44% | 19.44% | 8.31% |
| 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 | 5.41 | 5.41 | 2.65 |
| Large Cap | 41.98 | 41.98 | 46.17 |
| Small Cap | 27.81 | 27.81 | 29.56 |
| Mid Cap | 24.8 | 24.8 | 21.62 |
Sector Allocation
| Scheme Name |
Tata Multicap Fund - Regular Plan - Growth |
Tata Multicap Fund - Regular Plan - Growth |
Mirae Asset Multicap Fund - Regular (G) |
|---|---|---|---|
| Others | 3.4 | 3.4 | 1.47 |
| Energy | 3.08 | 3.08 | 3.15 |
| Technology | 11.03 | 11.03 | 7.33 |
| Consumer Cyclical | 12.48 | 12.48 | 17.25 |
| Industrials | 15.49 | 15.49 | 13.07 |
| Financial Services | 27.12 | 27.12 | 26.72 |
| Healthcare | 7.96 | 7.96 | 10.29 |
| Basic Materials | 7.84 | 7.84 | 7.96 |
| Communication Services | 3.79 | 3.79 | 3.14 |
| Consumer Defensive | 1.93 | 1.93 | 5.97 |
| Real Estate | 2.53 | 2.53 | 1.3 |
| Utilities | 3.36 | 3.36 | 2.36 |
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