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Tata Multi-cap Fund - Best NFO to Invest in 2018

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Tata Mutual Fund is launching a new fund offer i.e. NFO ‘Tata Mulicap Fund’ with an investment objective of generating optimum capital appreciation over the medium to long-term. The NFO will open on 17th August 2018 and will remain active till 31st August 2018. However, the scheme will also re-open for continuous repurchase and sale but only after the allotment of fund to serious investors. This NFO is actually an open-ended equity scheme investing primarily on small-cap, mid-cap, and large-cap stocks. The scheme will be available in regular and direct plans with growth and dividend options.

The scheme will be managed and guided by Mr. Sonam Udasi who’s already managing Tata Retirement Savings, Tata India Consumer Fund, and Tata Equity P/E Fund professionally.

Why Invest in Tata Multi-cap Fund?

Tata Multicap Fund is an ideal scheme for investors looking for a diversified portfolio. The scheme not only lays emphasis on the fundamental strengths of companies and businesses but also it aims to fit into the right side across market situations. The scheme would invest in companies based on track record, sound professional management, growth prospects, industry scenario and liquidity. The scheme is expected to attain a diversified portfolio across all market caps as it will follow a blend of both ‘growth’ and ‘value’ style of investing as per the market situation.

The scheme will follow a top-down hierarchy while diversifying a portfolio but it will track companies on a bottom-up basis depending upon the changes in the equity market. In this scheme, your financial planner will capture the multi-baggers companies and he will securely invest your money across the market and sectors cap with innovative investment strategy. The fund is benchmarked against S&P BSE 500 Index TRI and minimum investment amount required by an investor to participate in this NFO is set to Rs 5000/- and in multiples of Re.1/- thereafter.

Note: The scheme will invest only in equity & equity related instrument. It will not invest in securitized debts or foreign securities.

What Fund Manager Says About It?

According to the fund manager of this NFO, this scheme is an ideal investment option for investors who want to participate in multicap theme and want to attain higher returns with minimum risk over a longer time interval. He also said that “as this multi-cap fund intends to generate higher returns, therefore it appears to be a right strategy for investors to invest in this scheme without any restriction on asset allocation.”

Prathit Bhobe, CEO, and MD of Tata Management also says “Investors in this scheme can invest in a bunch of smallcap, midcap and large-cap stocks free from allocation restriction with the flexibility to stand with market cap and sectors. They’ll have the best opportunities to appreciate their capital and get benefited from the return potential of their investments.”


Tata Multicap funds consist of a wide range of companies to diversify investor’s portfolio. Investors seeking investment opportunities in a long time horizon can take advantage of attaining optimum returns over their investments across the market spectrum. In fact, in the negative market situation also, this new scheme has the ability to move across market caps which makes it more deserving than other equity funds. If you still have any queries regarding Tata Multicap Fund NFO, you can contact Swaraj Wealth team to get free advice for free advice.

Mr. Ajay Kumar Jain, M.Sc, Chairman And Managing Director
Being the Chairman And Managing Director, he focuses on holistic investment planning and wealth management and tries to make investment planning simpler for retail and HNI investors. Investor education is one of the prime things that Mr. Ajay Jain focuses on as he believes financial education is the foundation of successful investing. With over two decades of experience, Mr. Jain has made a mark in the Indian mutual fund industry due to his compassion and sheer hard work.

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