Tata Mutual Fund · Equity · Multi Cap · Regular plan
TATA MULTICAP FUND - Regular Plan - Growth
₹14.5845NAV on 2 Nov 2026Expense ratio 2.18%
3 Nov 2025NAV low 13.01 · high 15.76-1.0%
In plain words
Over 3 years it returned +7.9% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -22.9%.
On 3-year return it ranks 23 of 23 funds in Multi Cap.
A monthly SIP over 3 years ended ₹8,780 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.4% | +4.6% |
| 3 months | -6.0% | -3.8% |
| 6 months | +0.4% | -1.6% |
| 1 year | -0.2% | -8.1% |
| 3 years (yearly) | +7.9% | +8.0% |
| Since start (yearly) | +10.5% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,955 | -1.6% |
| 3 years | ₹3,60,000 | ₹3,76,198 | +2.9% |
Other plan of this fund: TATA MULTICAP FUND - Direct Plan - Growth