- Scheme Category:
- Equity Scheme >
- Multi Cap Fund
NAV: ₹ ↑ 0.67%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Tata Multicap Fund - Direct Plan - Growth and its peers as on 27 May, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Tata Multicap Fund - Direct Plan - Growth | 1.57% | 0.67% | 2.25% | 2.1% | 3.66% | 10.57% | 14.54% | - | - | - |
| SBI Multicap Fund- Direct Plan- Growth option | -1.45% | 0.26% | 1.53% | 0.46% | 2.07% | 1.87% | 16.3% | - | - | - |
| ICICI Prudential Multicap Fund - Direct Plan - Growth | 5.48% | 0.82% | 2.7% | 3.42% | 6.28% | 9.41% | 21.3% | 17.84% | 16.94% | 16.54% |
| HDFC Multi Cap Fund - Growth Option - Direct Plan | -4.13% | 0.12% | 1.33% | 0.07% | -1% | -0.13% | 17.1% | - | - | - |
| Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option | -0.05% | 0.57% | 1.62% | 0.38% | 1.25% | 2.91% | 19.81% | 21.09% | 17.23% | 16.8% |
| Kotak Multicap Fund-Direct Plan-Growth | -2.39% | 0.61% | 1.51% | 0.24% | 0.02% | 8.28% | 23.01% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 14.11% | 4.8% |
Discrete returns (monthly)
| Month | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -1.57% | 0.67% | 0.71% | 3.27% | 1.09% | 0.49% | -3.54% | -1.03% | -10.43% | 9.32% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | -0.79% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 96.39% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 3.61% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD | ADANIPORTS (INE742F01042) | Transport Infrastructure | 3.68% |
| AXIS BANK LTD | AXISBANK (INE238A01034) | Banks | 3.66% |
| RELIANCE INDUSTRIES LTD | RELIANCE (INE002A01018) | Petroleum Products | 3.30% |
| NTPC LTD | NTPC (INE733E01010) | Power | 3.02% |
| APOLLO HOSPITALS ENTERPRISE LTD | APOLLOHOSP (INE437A01024) | Healthcare Services | 2.86% |
| LARSEN & TOUBRO LTD | LT (INE018A01030) | Construction | 2.64% |
| BHARTI AIRTEL LTD | BHARTIARTL (INE397D01024) | Telecom - Services | 2.50% |
| DR. LAL PATH LABS LTD | LALPATHLAB (INE600L01024) | Healthcare Services | 2.47% |
| HDFC BANK LTD | HDFCBANK (INE040A01034) | Banks | 2.44% |
| STATE BANK OF INDIA | SBIN (INE062A01020) | Banks | 2.37% |
| POWER FINANCE CORPORATION LTD | PFC (INE134E01011) | Finance | 2.21% |
| THERMAX LTD | THERMAX (INE152A01029) | Electrical Equipment | 2.19% |
| FEDERAL BANK LTD | FEDERALBNK (INE171A01029) | Banks | 2.09% |
| MAHINDRA & MAHINDRA LTD | M&M (INE101A01026) | Automobiles | 2.02% |
| INDIAN BANK | INDIANB (INE562A01011) | Banks | 1.93% |
| ASTER DM HEALTHCARE LTD | ASTERDM (INE914M01019) | Healthcare Services | 1.88% |
| INFOSYS LTD | INFY (INE009A01021) | IT - Software | 1.78% |
| ICICI BANK LTD | ICICIBANK (INE090A01021) | Banks | 1.75% |
| METROPOLIS HEALTHCARE LTD | METROPOLIS (INE112L01020) | Healthcare Services | 1.67% |
| VISHAL MEGA MART LTD | VMM (INE01EA01019) | Retailing | 1.63% |
| MARICO LTD | MARICO (INE196A01026) | Agricultural Food & other Products | 1.61% |
| VEDANTA LTD | VEDL (INE205A01025) | Diversified Metals | 1.55% |
| BANDHAN BANK LTD | BANDHANBNK (INE545U01014) | Banks | 1.49% |
| INDUS TOWERS LTD | INDUSTOWER (INE121J01017) | Telecom - Services | 1.47% |
| ICICI LOMBARD GENERAL INSURANCE CO. LTD | ICICIGI (INE765G01017) | Insurance | 1.43% |
| SHRIRAM PISTONS & RINGS LTD | SHRIPISTON (INE526E01018) | Auto Components | 1.39% |
| PEARL GLOBAL INDUSTRIES LTD | PGIL (INE940H01022) | Textiles & Apparels | 1.38% |
| REC LTD | RECLTD (INE020B01018) | Finance | 1.34% |
| CAN FIN HOMES LTD | CANFINHOME (INE477A01020) | Finance | 1.33% |
| UNO MINDA LTD | UNOMINDA (INE405E01023) | Auto Components | 1.32% |
| BANK OF BARODA | BANKBARODA (INE028A01039) | Banks | 1.29% |
| ETERNAL LTD | ETERNAL (INE758T01015) | Retailing | 1.28% |
| USHA MARTIN LTD | USHAMART (INE228A01035) | Industrial Products | 1.26% |
| PI INDUSTRIES LTD | PIIND (INE603J01030) | Fertilizers & Agrochemicals | 1.24% |
| FIRSTSOURCE SOLUTIONS LTD | FSL (INE684F01012) | Commercial Services & Supplies | 1.23% |
| TRANSPORT CORPORATION OF INDIA LTD | TCI (INE688A01022) | Transport Services | 1.08% |
| JINDAL STEEL LTD | JINDALSTEL (INE749A01030) | Ferrous Metals | 1.05% |
| ULTRATECH CEMENT LTD | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 1.05% |
| GRAVITA INDIA LTD | GRAVITA (INE024L01027) | Minerals & Mining | 1.02% |
| RADICO KHAITAN LTD | RADICO (INE944F01028) | Beverages | 1.01% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LTD | MOTHERSON (INE775A01035) | Auto Components | 0.99% |
| COFORGE LTD | COFORGE (INE591G01025) | IT - Software | 0.96% |
| ADANI ENERGY SOLUTIONS LTD | ADANIENSOL (INE931S01010) | Power | 0.94% |
| SWIGGY LTD | SWIGGY (INE00H001014) | Retailing | 0.91% |
| UJJIVAN SMALL FINANCE BANK LTD | UJJIVANSFB (INE551W01018) | Banks | 0.90% |
| BALKRISHNA INDUSTRIES LTD | BALKRISIND (INE787D01026) | Auto Components | 0.88% |
| AMBUJA CEMENTS LTD | AMBUJACEM (INE079A01024) | Cement & Cement Products | 0.83% |
| KEI INDUSTRIES LTD | KEI (INE878B01027) | Industrial Products | 0.81% |
| AIA ENGINEERING LTD | AIAENG (INE212H01026) | Industrial Products | 0.79% |
| PRESTIGE ESTATES PROJECTS LTD | PRESTIGE (INE811K01011) | Realty | 0.77% |
| SHRIRAM FINANCE LTD | SHRIRAMFIN (INE721A01047) | Finance | 0.76% |
| KIRLOSKAR PNEUMATIC COMPANY LTD | KIRLPNU (INE811A01020) | Industrial Products | 0.76% |
| CRAFTSMAN AUTOMATION LTD | CRAFTSMAN (INE00LO01017) | Auto Components | 0.74% |
| WEWORK INDIA MANAGEMENT LTD | WEWORK (INE085001019) | Commercial Services & Supplies | 0.74% |
| PNB HOUSING FINANCE LTD | PNBHOUSING (INE572E01012) | Finance | 0.73% |
| EQUITAS SMALL FINANCE BANK LTD | EQUITASBNK (INE063P01018) | Banks | 0.73% |
| APL APOLLO TUBES LTD | APLAPOLLO (INE702C01027) | Industrial Products | 0.69% |
| VIJAYA DIAGNOSTIC CENTRE LTD | VIJAYA (INE043W01024) | Healthcare Services | 0.65% |
| ORIENT ELECTRIC LTD | ORIENTELEC (INE142Z01019) | Consumer Durables | 0.63% |
| TBO TEK LTD | TBOTEK (INE673O01025) | Leisure Services | 0.59% |
| VINATI ORGANICS LTD | VINATIORGA (INE410B01037) | Chemicals & Petrochemicals | 0.57% |
| GODREJ PROPERTIES LTD | GODREJPROP (INE484J01027) | Realty | 0.57% |
| VARUN BEVERAGES LTD | VBL (INE200M01039) | Beverages | 0.54% |
| DIXON TECHNOLOGIES (INDIA) LTD | DIXON (INE935N01020) | Consumer Durables | 0.51% |
| TATA STEEL LTD | TATASTEEL (INE081A01020) | Ferrous Metals | 0.50% |
| OIL INDIA LTD | OIL (INE274J01014) | Oil | 0.50% |
| MOTILAL OSWAL FINANCIAL SERVICE LTD | MOTILALOFS (INE338I01027) | Capital Markets | 0.49% |
| INTERGLOBE AVIATION LTD | INDIGO (INE646L01027) | Transport Services | 0.48% |
| NMDC LTD | NMDC (INE584A01023) | Minerals & Mining | 0.48% |
| MASTEK LTD | MASTEK (INE759A01021) | IT - Software | 0.43% |
| GODREJ INDUSTRIES LTD | GODREJIND (INE233A01035) | Diversified | 0.36% |
| R R KABEL LTD | RRKABEL (INE777K01022) | Industrial Products | 0.33% |
| PERSISTENT SYSTEMS LTD | PERSISTENT (INE262H01021) | IT - Software | 0.27% |
| ADANI POWER LTD | ADANIPOWER (INE814H01029) | Power | 0.26% |
| RESTAURANT BRANDS ASIA LTD | RBA (INE07T201019) | Leisure Services | 0.20% |
| GREENPANEL INDUSTRIES LTD | GREENPANEL (INE08ZM01014) | Consumer Durables | 0.19% |
Portfolio data is as on date 31 March, 2026
NAV history
Tata Multicap Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 27 May, 2026 | 15.8082 | 0.67% |
| 26 May, 2026 | 15.7032 | 0.04% |
| 25 May, 2026 | 15.6963 | 0.95% |
| 22 May, 2026 | 15.5480 | 0.19% |
| 21 May, 2026 | 15.5189 | 0.38% |
| 20 May, 2026 | 15.4605 | 0% |
| 19 May, 2026 | 15.4607 | 0.53% |
| 18 May, 2026 | 15.3796 | -0.77% |
| 15 May, 2026 | 15.4988 | -0.2% |
| 14 May, 2026 | 15.5299 | 0.97% |
| 13 May, 2026 | 15.3811 | 0.32% |
| 12 May, 2026 | 15.3327 | -2.18% |
| 11 May, 2026 | 15.6739 | -1.37% |
| 8 May, 2026 | 15.8914 | 0.58% |
| 7 May, 2026 | 15.7992 | 0.45% |
| 6 May, 2026 | 15.7283 | 1.48% |
| 5 May, 2026 | 15.4989 | -0.2% |
| 4 May, 2026 | 15.5306 | 1.69% |
| 30 April, 2026 | 15.2722 | -0.91% |
| 29 April, 2026 | 15.4128 | 0.14% |
| 28 April, 2026 | 15.3909 | -0.59% |
| 27 April, 2026 | 15.4824 | 1.46% |
| 24 April, 2026 | 15.2595 | -0.8% |
| 23 April, 2026 | 15.3831 | -0.82% |
| 22 April, 2026 | 15.5103 | 0.01% |
| 21 April, 2026 | 15.5092 | 0.53% |
| 20 April, 2026 | 15.4269 | 0% |
| 17 April, 2026 | 15.4263 | 0.95% |
| 16 April, 2026 | 15.2818 | 0.69% |
| 15 April, 2026 | 15.1773 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Tata Multicap Fund - Direct Plan - Growth?
The latest NAV of Tata Multicap Fund - Direct Plan - Growth is 15.8082 as on 27 May, 2026.What are YTD (year to date) returns of Tata Multicap Fund - Direct Plan - Growth?
The YTD (year to date) returns of Tata Multicap Fund - Direct Plan - Growth are 1.57% as on 27 May, 2026.What are 1 year returns of Tata Multicap Fund - Direct Plan - Growth?
The 1 year returns of Tata Multicap Fund - Direct Plan - Growth are 10.57% as on 27 May, 2026.What are 3 year CAGR returns of Tata Multicap Fund - Direct Plan - Growth?
The 3 year annualized returns (CAGR) of Tata Multicap Fund - Direct Plan - Growth are 14.54% as on 27 May, 2026.