NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹14.12
0.66%
NAV as on 19 Nov 24, 12:00 AM
very high risk
multi cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
multi cap
equity
18.58%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
24.51%p.a.
Since Inception
About Tata Multicap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata Multicap Fund Growth scheme from Tata Asset Management Limited. It is a Multi-Cap mutual fund scheme that predominantly invests in Multi-Cap stocks of companies. Launched on Feb 2023, Tata Multicap Fund Growth is Multi-Cap fund of its category with 3,218.66 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi-Cap funds.
- Tata Multicap Fund Growth delivered 18.6% annual returns during the last year. It has delivered 24.5% average annual returns since the fund was launched.
- Tata Multicap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities across market capitalization. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Top 10 Holdings
HDFC Bank Ltd
3.24%
State Bank of India
3.16%
Bharti Airtel Ltd
3.13%
NTPC Ltd
2.95%
Axis Bank Ltd
2.70%
Reliance Industries Ltd
2.48%
Power Finance Corp Ltd
2.35%
The Federal Bank Ltd
2.20%
Infosys Ltd
2.18%
Samvardhana Motherson International Ltd
2.14%
Fund Managers
- Murthy Nagarajan (Feb 2023 - Present)
- Rahul Singh (Feb 2023 - Present)
- Tejas Gutka (Feb 2023 - Present)
- Kapil Malhotra (Dec 2023 - Present)
Key Information
View Scheme Document
Tata Multicap Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Tata Multicap Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Tata Multicap Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Multicap Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Nippon India Multi Cap Fund - Growth
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23.7%
SBI Multicap Fund Growth
very high risk | equity
0.0%
HDFC Multi Cap Fund Growth
very high risk | equity
0.0%
Frequently Asked Questions
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