Description

 

A Whole is Greater Than the Sum of Its Parts

The world around us is made of combinations. Things come together to create a whole that’s greater than the sum of its parts. Whether its a mobile phone packing in multiple gadgets in a small handheld device or the three primary colours coming together to create the multiple colours we see around us or – Some things are just better together

Combinations in Investment Choices

Styles, Sectors, Themes, Market Caps, Philosophies are some of the many possible options when it comes to investing. Its key to remember that winners don’t always repeat, and neither do losers. This is where combinations provide a smoother journey with lower volatility.

If an investor would have chosen large, mid or small cap the risk would have been higher compared to choosing a composite of the three. A composite isn’t the best or worst performer in any of the calendar years, but it provides an opportunity for diversification, benefitting from each market cap segment.

Each market cap has new elements to add to a portfolio – this can be in terms of life stages of businesses, Liquidity, sectoral representation, valuations and unique stocks.

SO, WHY PICK ONE? – TATA MULTICAP FUND

Tata Multicap fund aims to combine the best idea across segments – Multi Cap, Multi Strategy, Muiti theme and multi sector with Growth At Reasonable Price as the underlying philosophy

The fund seeks to create an all -weather portfolio taking exposure into Large, Mid & Small Caps

Fund Details Scheme Name TATA MULTICAP FUND NFO Date 16th January 2023 to 30th January 2023 Investment 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. Type Of Scheme An open ended equity scheme investing across large cap, mid cap, small cap stocks Fund Manager Rahul Singh (Equity), Murthy Nagarajan (Debt) & Arvindkumar Chetty (Overseas) Co-Fund Manager Tejas Gutka (Equity) Benchmark Nifty 500 Multicap 50:25:25 TRI Min. Investment Amount (During NFO) Rs. 5,000/- and in multiple of Re.1/- thereafter Load Structure Entry Load: N.A Exit Load: Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investmentNIL Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1% Redemption/Switch-out/SWP/STP after expiry of 365 days from the date of allotment-NIL