“The whole is greater than the sum of its parts.” Aristotle’s ancient philosophy holds true for most things in life, including mutual fund investments. Why invest in a fund that pools most of your money in companies with a similar market cap when you can broaden your horizons for greater rewards?

Tata Capital’s multi-cap mutual fund has been designed with this ancient wisdom in mind.

Tata Mutual Fund, a part of the prestigious Tata Group, is launching a new fund offering for investors looking to diversify their portfolios. The NFO, Tata Multi-cap Fund, is open for subscription from 16th January 2023 to 30th January 2023.

Here is a complete breakdown of this multi-cap fund NFO.

What is a Multicap fund?

A multi-cap fund invests across the assets of small-cap, mid-cap, and large-cap companies. Therefore, unlike small-cap, mid-cap, or large-cap mutual funds, multi-cap funds are not restricted by market cap.

When you purchase the units of a multi-cap mutual fund, the fund manager can invest your money in companies which can have a range of market capitalisation. This makes multi-cap funds more flexible. The fund manager can move the fund’s corpus across companies depending on the market conditions.

By investing in a multi-cap fund, you ensure that you are not putting all your eggs in one basket. Instead, your money is invested in a diverse group of companies with varying levels of market capitalisation. This ensures that your risk is minimised, and you can reap high returns in the long term.

If you are a beginner investor and are unsure of where to invest, multi-cap funds can be a good option for you. Keep reading to learn more about Tata Mutual Fund Multi-Cap NFO and how you can invest in it.

Investment Objective of the fund

The investment objective of Tata Capital Multi-Cap NFO is:

  • To generate long-term capital appreciation
  • An open-ended equity scheme investing across small-cap, mid-cap and large-cap stocks

Fund Details

NFO Date16th January 2023 to 30th January 2023
Investment ObjectiveThe investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity-related securities across market capitalisation.
Type Of SchemeAn open-ended equity scheme investing across large-cap, mid-cap, and small-cap stocks
Min. Investment Amount (During NFO)Minimum SIP of Rs. 150 and Minimum Lumpsum Investment – Rs. 5000  

Fund Managers Details

Rahul Singh (Equity Portfolio): Rahul Singh has been associated with Tata Asset Management since October 2018,  leading the fund management and equity research teams as the CIO of Equities. He has over 25 years of experience.

Tejas Gutka (Equity Co-Fund Manager): Tejas Gutka, the equity co-fund manager, holds an MMS in Finance. Before joining Tata Mutual Fund, he worked with Tamohara Investment Managers and Barclays Securities India Pvt Ltd.

Murthy Nagarajan (Debt Portfolio): Murthy Nagarajan is responsible for managing the debt schemes of Tata Mutual Fund’s multi-cap NFO. He has more than 17 years of experience in financial services in India.

Arvindkumar Kumaresan Chetty (Overseas Portfolio): Arvindkumar Kumaresan Chetty has been designated as the key personnel for overseas investments of this mutual fund scheme.

How To Invest?

Tata Mutual Fund’s Multi-Cap NFO is open from 16th January 2023 and closes on 30th January 2023. You can start investing with Tata Capital’s Moneyfy app.

Moneyfy is a user-friendly investment app that helps you make the best investment decisions when it comes to mutual funds. With goal-based investment tools such as the risk-assessment tool and the SIP calculator, you can choose the best funds for your goals and invest confidently.

Visit the Moneyfy website for more details.

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