Funds similar to Tata Multicap Fund Direct-Growth in the Equity: Multi Cap category include Nippon India Multi Cap Fund Direct-Growth, Kotak Multi Cap Fund Direct-Growth, and SBI Multicap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

On a 3-year return basis Tata Multicap Fund Direct-Growth is ranked 20 out of 21 funds in the Equity: Multi Cap category as of 6 Sep 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Tata Multicap Fund Direct-Growth has an expense ratio of 0.78%. The peers Nippon India Multi Cap Fund Direct-Growth has an expense ratio of 0.87% and Kotak Multi Cap Fund Direct-Growth has 0.70%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Tata Multicap Fund Direct-Growth has an AUM of ₹3,542.75 crore. The peers Nippon India Multi Cap Fund Direct-Growth has an AUM of ₹55,587 crore and Kotak Multi Cap Fund Direct-Growth has ₹29,274.4 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Equity: Multi Cap category on a 3-year basis is Axis Multicap Fund Direct-Growth with a CAGR of 19.91% as of 6 Sep 2026. Tata Multicap Fund Direct-Growth has delivered 10.42% CAGR over the same period, ranking 20 out of 21 funds. You can view and compare the full category ranking on sharpely.

On a risk-adjusted basis, Tata Multicap Fund Direct-Growth has a Sharpe ratio of 0.43 compared to the Equity: Multi Cap average of 0.67 as of 6 Sep 2026. It ranks 20 out of 21 funds in its category on Sharpe ratio.