FundLens
31
Multi CapAvoid

Tata MultiCap

Tata · Direct–Growth · rank #30 of 32 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
5.9%
+8.0% vs index
3 Years
10.1%
+0.3% vs index
5 Years
Since launch
13.3%

Year-by-year performance

last entry = YTD
2024
+14.3%
2025
+4.7%
2026
+3.0%

Why this score

Tata MultiCap scores 31/100 — #30 of 32 Multi Cap fund (Avoid). It stands out for expense ratio — beating 83% of peers on expense ratio. The main drag is its 3y return (better than only 7% of peers).

Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.

3Y return10.08% · 7th percentile in category
Sharpe ratio0.23 · 18th percentile in category
Alpha-1.28 · 12th percentile in category
Expense ratio0.78% · 83rd percentile in category
Sortino ratio0.31 · 19th percentile in category
Fund size3575.99 Cr · 48th percentile in category

Other Multi Cap funds