Tata Multicap Fund — rolling returns

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 663 separate one-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Common questions about Tata Multicap Fund

What is the 1-year rolling return of Tata Multicap Fund?

Across 663 overlapping 1-year holding periods between 9 February 2023 and 16 October 2026, the Direct plan of Tata Multicap Fund returned an average of 13.08% a year, with a median of 9.51%. The best 1-year stretch returned 37.91% a year and the worst returned -8.55%.

Has Tata Multicap Fund ever lost money over 1 years?

Yes. 18.4% of the 663 1-year holding periods in this fund's history ended below zero. The worst returned -8.55% a year, for someone who invested on 27 September 2024 and sold on 26 September 2025.

What is the difference between the Direct and Regular plans of Tata Multicap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 1-year rolling returns averaged 13.08% a year on the Direct plan against 11.38% on the Regular plan, a difference of 1.70% a year.

What is the 3-year rolling return of Tata Multicap Fund?

Tata Multicap Fund has 172 windows at the 3-year holding period, because its NAV record begins on 9 February 2023. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.