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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹150 & Lump. ₹5000
AUM (Fund size)
₹103 Cr
Lock In Period
N/A
Expense Ratio
2.39
Benchmark
BSE Sensex
Exit Load
1.00 % of the applicable NAV If redeemed on or before expiry of 365 days from the date of allotment.
Summary
Latest details for Tata Capital Builder Fund Growth include a ₹ NAV as of Feb 21,2026 and returns since inception of --%. Minimum investments start at SIP ₹150. The Tata Capital Builder Fund Growth AUM is ₹103 Cr, with a lock-in of N/A years, expense ratio of 2.39%, and benchmark BSE Sensex. Exit load is - 1.00 % of the applicable NAV If redeemed on or before expiry of 365 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|
Portfolio Analysis
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About Fund
Tata Capital Builder Fund Growth managed by Tata Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹103 Crore. The fund benchmarks its performance against the BSE Sensex while maintaining an expense ratio of 2.39. Under the expert guidance of Amish Munshi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Business Cycle Fund - Series 3 Growth | 0 | 15.24 CR | 2.53 |
| This FundPrincipal Large Cap Fund Growth | 0 | 533.66 CR | 2.37 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Business Cycle Fund - Series 3 Growth | 0 | 0 |
| This FundPrincipal Large Cap Fund Growth | 25.6555 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
FAQs
Tata Capital Builder Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Tata Capital Builder Fund Growth is 2.39. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Tata Capital Builder Fund Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Tata Capital Builder Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Tata Capital Builder Fund Growth is ₹103 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Tata Capital Builder Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500