39
Multi CapAvoid
Tata MultiCap
Tata · Direct–Growth · rank #22 of 32 by Smart Score
Trailing returns
1 Year
8.9%
+8.3% vs index
3 Years
13.0%
+0.8% vs index
5 Years
—
Since launch
14.8%
Year-by-year performance
2024
+14.3%-1.4% vs index
2025
+4.7%-3.0% vs index
2026
+5.4%+7.2% vs index
Why this score
Tata MultiCap scores 39/100 — #22 of 32 Multi Cap fund (Avoid). It stands out for expense ratio and 1y return — beating 86% of peers on expense ratio. The main drag is its 3y return (better than only 13% of peers).
Each bar shows the fund's percentile vs Multi Cap peers — a longer bar beats more of the category.
3Y return13.01% · 13th percentile in category
Expense ratio0.71% · 86th percentile in category
Sharpe ratio0.43 · 24th percentile in category
Alpha-0.90 · 12th percentile in category
1Y return8.86% · 92nd percentile in category
Sortino ratio0.57 · 25th percentile in category