Tata AIA Multi Cap Fund

The Tata AIA Multi Cap Fund is a popular investment option offered by Tata Asset Management Limited. This fund provides you with a diversified portfolio that spans across various market capitalisations that includes large and mid-cap stocks. Tata Multicap Fund aims to deliver long-term capital appreciation by strategically allocating investments across different sectors and companies within the Indian equity market. This article will help you to learn the features and various details of Tata AIA Multi Cap Fund.

Read more
Best Investment Plans
  • Guaranteed Tax Savings

    Under sec 80C & 10(10D)
  • ₹1 Crore

    Invest ₹10k per month*
  • Zero LTCG Tax

    Unlike 10% in Mutual Funds

Top performing plans with High Returns*

Invest ₹10K/month & Get ₹1 Crore returns*

+91
Secure
We don’t spam
View Plans
Please wait. We Are Processing..
Your personal information is secure with us
By clicking on "View Plans" you agree to our Privacy Policy and Terms of use #For a 55 year on investment of 20Lacs #Discount offered by insurance company
Get Updates on WhatsApp
Investment Return Calculator (Power of Compounding)
  • One Time
  • Monthly
  • Yearly

Invest For (in Years)

1 30

Stay invested for (in Years)

1 30

Expected rate of return (in %)

1 35
 
YOU INVEST
YOU GET
View Plans

About Tata AIA Multi Cap Fund

The Tata AIA Multi Cap Fund is an equity fund launched by Tata Asset Management Limited on 24 August 2015. The fund invests in companies across large-cap and mid-cap market capitalisations.

Tata Multicap Fund currently holds a total Assets Under Management (AUM) of Rs. 3,424 crores as of 10 October 2023.

Tata AIA Life Insurance offers this fund under its Tata AIA Fund Assure Plan. This is a Unit Linked Insurance Plan (ULIP) that provides you with the benefits of both life insurance coverage and investment opportunities in market-linked funds.

Tata AIA Multi Cap Fund is a good option for investors who want to invest in a diversified portfolio of equity stocks without having to worry about picking the right stocks or sectors.

Overview of Tata AIA Multi Cap Fund

Particulars Details
Fund Name Tata AIA Multi Cap Fund
Fund House TATA AIA Life Insurance
ULIP Name Tata AIA Fund Assure Plan
Launched On 24 August 2015
Asset Under Management (AUM) Rs. 3,424 Crores
Benchmark Index S&P BSE 200 – 100% 
Risk Category High Risk
Investment Objective To achieve long-term capital growth by investing in a diverse mix of both large-cap and mid-cap companies. The specific allocation between these two categories will depend on the relative valuations of Large Cap and Mid Cap companies.
Net Asset Value (as of 31 August 2023) Tata AIA Multi Cap Fund NAV: Rs. 45.01
Asset Allocation
  • Equity Assets: 94.50%
  • Debt Funds: 0.00%
  • Other Cash Holdings: 5.50%
Systematic Investment Plan (SIP) 
  • Minimum SIP: Rs. 3,200
  • Quarterly SIP: Rs. 9,300
  • Half Yearly SIP: Rs. 18,300
  • Yearly SIP: Rs. 36,000
Lock- in Lock-in Period of 5 years
Fund Manager Mr. Nitin Bansal

Top Holdings of Tata AIA Multi Cap Fund

Name of  Holdings % of Total Holdings
Top 5 Equity Holdings (94.50%)
Infosys Ltd. 6.14%
Reliance Industries Ltd. 4.50%
HDFC Bank Ltd 4.36%
ICICI Bank Ltd. 3.45%
IndusInd Bank Ltd. 3.44%
MMIs and Other Holdings (5.50%)

*MMI: Money Market Instruments

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Top 10 Sector Allocations of Tata AIA Multi Cap Fund

Sector % of Total Holdings
Other 36.96%
Financial Services 22.33%
Technology 11.92%
Electrical Equipment 4.66%
Petroleum Products 4.50%
Other Financial Activities 3.66%
Health Activities 3.49%
Machinery Manufacturing 3.33%
Pharmaceutical and Medicinal Products 3.10%
Non-metallic Mineral Products 3.04%
Metal Products 3.01%

Tata AIA Multi Cap Fund Returns

Investment Period Annualised Returns (in % p.a.)
1-Year 23.90%
3-Year 31.70%
5-Year 25.20%
Returns Since Inception (RSI) 20.95%

Documents Required to Invest in Tata AIA Multi Cap Fund

The following table shows the list of documents required to invest in the Tata AIA Multi Cap Fund:

Documents Required Details
Proof of Address
  • Bank statement
  • Electricity bill
  • Telephone bill
KYC Form This is a form that provides your personal and financial information
  • PAN Card
  • Aadhar Card
  • Passport-size Photographs
Proof of Identity
  • PAN card
  • Aadhaar card
  • Driving license
  • Passport
  • Voter ID card
Bank Account Details Required if you are investing through a Systematic Investment Plan (SIP)
NRI/ OCI/ PIOs Documents
  • Overseas Address Proof
  • Valid NRI/ PIO Card
  • Valid Visa
  • NRE/ NRO Account Details

Steps to Invest in Tata AIA Multi Cap Fund

Follow the steps mentioned below to start easy investing in Tata AIA Multi Cap Fund:

  • Research Thoroughly: Start by understanding the fund's objectives, past performance, and risk factors. You can find this information in the fund's fact sheet or on their website.

  • Choose an Investment Mode: Decide whether you want to invest through a lump sum (one-time) payment or a Systematic Investment Plan (SIP) where you invest regularly.

  • Complete Your KYC: Ensure you have completed your Know Your Customer (KYC) verification by providing necessary documents like Aadhar, PAN card, and a passport-sized photograph to the fund house or a registered intermediary.

  • Fund Selection: Select Tata AIA Multi Cap Fund as your investment option.

  • Fill out the Application Form: Complete the application form provided by the fund house or online platform. Make sure to provide accurate information.

  • Complete Payment: Make the investment by transferring the desired amount through online banking or cheque, as per the selected mode of investment.

  • Monitor Your Investment: Keep an eye on your investment's performance and adjust your strategy if needed.

  • Review Regularly: Periodically review your investment and consider your financial goals to make informed decisions.

Estimate Tata AIA Multi Cap Fund Returns with SIP Calculator

You can estimate potential returns for the Tata AIA Multi Cap Fund using both the Systematic Investment Plan calculator (SIP Calculator) and a mutual fund calculator.

To estimate potential returns using a SIP calculator, you will need to enter the following information:

  • SIP Amount: The monthly/ quarterly amount you plan to invest

  • Investment Tenure: The number of years you plan to stay invested

  • Expected Annual Rate of Return: The estimated average annual return you expect from the fund. 

  • SIP Frequency: Specify whether you plan to invest monthly/ quarterly

The calculator will then provide you with an estimate of the future value of your investments based on your inputs. Keep in mind that this is just an estimate, and actual returns may vary.

FAQ's

  • Is Tata AIA Multi Cap Fund good?

    Yes, Tata AIA Multi Cap Fund is a good fund. The fund has a good track record of generating returns for investors and has a diversified portfolio of stocks across market capitalisations and sectors. It is suitable for investors who are looking for a diversified equity fund with a good track record of performance.
  • Is Tata AIA Multi Cap Fund risky?

    Yes, Tata AIA Multi Cap Fund is a risky fund. It is an equity fund, which means that it invests in stocks. Stocks are riskier than other types of investments, such as bonds or cash, because their prices can fluctuate more widely.
  • What is Tata AIA Multi Cap Fund NAV?

    As of 31 August 2023, the NAV of Tata AIA Multi Cap Fund is ₹45.01. This means that one unit of the fund is worth ₹45.01.
  • What are Tata AIA Multi Cap Fund returns?

    Here is a table showing the returns of Tata AIA Multi Cap Fund over different investment horizons:
    Investment Period Annualised Returns (in % p.a.)
    1-Year 23.90%
    3-Year 31.70%
    5-Year 25.20%
    Returns Since Inception (RSI) 20.95%

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

top
Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL