TATA MULTICAP FUND

(An open ended equity scheme investing

across large cap, small cap stocks)

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A Whole is GREATER THAN the sum of its part

TAX SAVING + WEALTH CREATION

We do have multiple goals, but do we have multiple investments?

Combinations are more productive and beneficial than breaking something up into individual parts, as we saw in the preceding examples.
When it comes to making investments, many people have a lot of questions that run through their heads and become confused about what, where, and how to invest.

img tata mutual fund

* There are so many possible combinations for investment

  • The majority of investors aim to make investments that provide them with extremely high returns as soon as possible without having to worry about losing their original investment (Principal amount). Due to this, many people are constantly searching for the best investment strategies that will allow them to grow their money in a short period of time while posing little to no risk.

* Success And Failure Are Always Cyclical

  • A person looking to invest in a fund based on its performance in the previous year would do well to keep in mind the chart below, which shows that the top-performing fund from the previous year is not necessarily going to be the top-performing fund from the coming year. Also, the funds that consistently have the best returns (that generate alpha) can sometimes have average returns or even the worst returns.
A Combination gives you a smoother path

Since multi-cap funds are able to capitalize on investment opportunities across the market, they are typically considered to be better wealth creators than other categories of funds over the fund’s entire investment horizon. Also, the long-term returns of the multi-cap category are similar to those of the mid-cap category, but with less volatility.

Nifty 100 (Large Cap Performance)

The Nifty 100’s growth performance in 2012 was unsatisfactory, but in 2013, it was the best of all funds. For the past two years (2014 and 2015), the fund’s performance has been dissatisfactory. It did slightly improve in 2016 before declining once again to its worst performance in the year 2017. It maintained its position at the top for the years 2018 and 2019, but it continued to be the worst-performing fund for the years 2020 and 2021.

Nifty Midcap 150 (Mid Cap Performance)

Analysis of the performance fluctuations shows that the Nifty Midcap 150 generated alpha in 2012, but from 2013 to 2015, its growth performance fluctuated between the worst and best. It rose to the top once more in 2016; however, from 2017 until 2021, its growth performance remained in the middle.

Nifty Small-cap 250 (Small Cap Performance)

The growth performance of this fund was moderate in 2012, it declined in 2013, but it continued to be the best-performing fund for the next two years (2014 and 2015). Its performance was at its lowest in 2016, at its highest in 2017, and at its worst again in 2018 and 2019. The performance of this fund was outstanding for the years 2020 and 2021.

Why should one choose Multi Cap fund

Investment strategy

Investment strategy that is well-rounded.

Investment ideas

Investment ideas combined across the earnings cycle.

Flexible portfolio

Flexible portfolio construction in terms of market cap.

Risk-reward balance

Each component contributes to a better risk-reward balance.

Portfolio diversification.

Portfolio diversification.

segment

The best parts of each segment are put together in a composite, which could make a portfolio more stable.

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This Product is Suitable for Investors Who are seeking

• To Generate Long Term Capital Appreciation
• An open ended equity scheme investing across large cap, mid capand small cap stocks

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them