FundLens
34
Multi CapAvoid

Tata MultiCap

Tata · Direct–Growth · rank #29 of 32 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
11.0%
+8.0% vs index
3 Years
11.2%
-0.4% vs index
5 Years
Since launch
13.9%

Year-by-year performance

last entry = YTD
2024
+14.3%
2025
+4.7%
2026
+4.6%

Why this score

Tata MultiCap scores 34/100 — #29 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 11% of peers).

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

3Y return11.19% · 11th percentile in category
Sharpe ratio0.29 · 21st percentile in category
Expense ratio0.77% · 86th percentile in category
Alpha-2.02 · 12th percentile in category
Sortino ratio0.39 · 22nd percentile in category
1Y return10.97% · 64th percentile in category

Other Multi Cap funds