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Puneinvest > Blog > Fund Reviews > NFO – Tata Multi Cap Fund
Fund Reviews

NFO – Tata Multi Cap Fund

Last updated: 2023/03/07 at 4:37 PM
Rajendra Todkar Published January 15, 2023
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Tata Multi cap fund

Tata Mutual Fund has introduced a new open-ended equity scheme called Tata Multi Cap Fund. The scheme, which is an NFO (New Fund Offer), will be open for investments from 16th January 2023 to 30th January 2023. Individuals and institutions can invest in this fund during this time period.

Contents
Investment StrategyUnderstanding Scheme Risk and Its Mitigation:
NFOTata Multi Cap Fund
NFO Open Date16 Jan 2023
NFO Close Date30 Jan 2023
Re-open3 Feb 2023
BenchmarkNifty 500 Multicap 50:25:25 TRI
Fund ManagerRahul Singh (Domestic Equity)
Murthy Nagarajan (Fixed Income)
Arvindkumar Chetty (Overseas investment)
Co- Fund Manager – Tejas Gupta
Exit Load1% unit redeem before 1 Year (12% of unit redeem before 1 year -NIL)
Minimum Investment5,000

Investment Strategy

The Scheme would invest in companies based on various criteria including sound professional management, track record, industry scenario, growth prospects, liquidity of the securities, etc.

The Scheme will emphasis on well managed, good quality companies with above average growth prospects.

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A multi cap fund portfolio includes securities of companies in various stages of the earnings cycle, with the goal of achieving a balance between stability and growth potential.

The earnings cycle can be divided into three broad categories: Earnings Stability, Earnings Upgrades, and Earnings Turnaround.

Understanding Scheme Risk and Its Mitigation:

Investing in equities carries a natural market risk that cannot be fully eliminated.

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However, the following steps have been taken with the goal of reducing other risks associated with equity investing:

Nature of RiskMitigation Measure
Poor Portfolio QualityPre-approved universe of stocks based on strong fundamental research. New stock addition only with the prior approval of investment committee.
Performance RiskPeriodic evaluation of individual stock's performance and profit/loss. Comparison of the scheme's performance with that of a benchmark index and similar funds.
Concentration RiskCap on maximum single sector exposure. Cap on maximum single stock exposure
Liquidity RiskPeriodical review of the liquidity position of each scrip (Market capitalization, average volume in the market vis. a vis. Portfolio Holding).

Oppo India [CPS] IN
HSBC CC [CPA] IN
TAGGED: Multi Cap Fund, Tata Mutual Fund
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By Rajendra Todkar
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Rajendra Todkar is an experienced finance, investment, and insurance writer with a passion for educating readers about personal finance and helping them make informed decisions. With over 15 years of dedicated experience in the field, Rajendra Todkar has established a strong reputation for providing valuable insights and practical advice.
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