TATA Mutual Fund

Tata Multi Sector Passive FoF Regular Plan IDCW Reinvestment Option

TATA Mutual Fund

Expense Ratio: -
Risk: -
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: -
Inception: 22-06-2026
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.21.20%
2Y
FundN/A
Cat. Avg.17.75%
3Y
FundN/A
Cat. Avg.18.40%
5Y
FundN/A
Cat. Avg.13.16%
10Y
FundN/A
Cat. Avg.11.26%
SI
Fund0.20%
Cat. Avg.13.59%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

Similar Funds

Kotak Mahindra Mutual Fund
NAV / Fund Size₹146.96₹60,941.07 Cr
Mid Cap FundVery High RiskEquity

7.67%

7.48%

19.61%

17.53%

14.93%

DSP Mutual Fund
NAV / Fund Size₹221.68₹17,119.23 Cr
Small Cap FundVery High RiskEquity

8.62%

9.03%

17.68%

17.44%

17.60%

TATA Mutual Fund
NAV / Fund Size₹46.53₹2,670.06 Cr
Sectoral/ ThematicVery High RiskEquity

5.05%

5.00%

14.11%

14.34%

15.61%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI14 Jul, 261 L.1.00 L.+0.2%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

Search Funds