Tata Multicap Fund Direct Growth

Scheme code: INF277KA1679 NAV value: ₹ 14.0852 NAV date: 19 March, 2026 TER: 0.47%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Multi Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-8.52	37.91	10.88	14.29	15.79
3 year	12.89	15.51	14.90	14.55	18.57

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.29
3 year	6.28	30.95	15.04	14.55
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	14.29
3 year	6.56	19.64	13.57	14.55
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.29
3 year	7.68	21.49	15.06	14.55
5 year	10.37	13.5	11.93

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.72	22.91	5.17	14.29
3 year	10.41	25.89	18.61	14.55
5 year	13.4	16.23	14.81

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.29
3 year	8.04	32.03	17.81	14.55
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

NIFTY500 MULTICAP MOMENTUM QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-21.77	19.66	-7.11	14.29
3 year	6.99	32.17	22.65	14.55
5 year	10.9	32.27	21.01
7 year	14.36	24.56	19.2
10 year	16	17.5	16.75

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,78,883 - Absolute Returns: ₹78,883 - CAGR: %

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,50,108 - Absolute Returns: ₹5,50,108 - CAGR: %

Max Drawdown

-22.39 %

Drawdown Duration

5 months

Avg Drawdown

-4.70 %

1 Y

0.6381

3 Y

0.6497

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	8.31	1.02	105.7	94.8	12.27 %	4.00 %
3 years	2.06	1.00	96.6	92.8	13.35 %	11.28 %
5 years	1.27	0.99	95.6	91.5	6.84 %	5.56 %
7 years	0.88	0.99	95.6	91.5	4.84 %	3.94 %
10 years	0.58	0.99	95.6	91.5	3.36 %	2.74 %
12 years	0.47	0.99	95.6	91.5	2.79 %	2.28 %
15 years	0.37	0.99	95.6	91.5	2.23 %	1.82 %