Tata Capital Builder Fund Growth Return

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This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Tata Capital Builder Fund Growth Fund Overview

Min. investment

SIP ₹150 & Lump. ₹5000

AUM (Fund size)

₹103 Cr

Lock In Period

N/A

Expense Ratio

2.39

Exit Load

1.00 % of the applicable NAV If redeemed on or before expiry of 365 days from the date of allotment.

Benchmark

BSE Sensex

Tata Capital Builder Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.018.60
6M0.002.1964.49
1Y0.005.15137.57
3Y0.0013.22202.94

Portfolio Analysis

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About Fund Tata Capital Builder Fund Growth

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.

Fund Managers

Amish Munshi

Mr. Amish has done B.Com, CA & LLB (General). With 18 years of experience in equity markets, he has worked as Research Analyst with Maullik G Sharedalal, Dealer with CD Equity Reserch Pvt. Ltd., Chief Manager Research (Reporting to Head Proprietory Trading Group) in ICICI Bank and Head PMS with Tata AMC.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Tata Capital Builder Fund Growth 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 : %
Returns of Tata Capital Builder Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

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.