TATA Mutual Fund

Tata Multi Asset Opportunities Fund Direct Plan Growth

₹ 23.64

NAV (Apr 11)

20.414%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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Tata Multi Asset Opportunities Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

4,97,896

Wealth Gained

12,30,508

Total Corpus Created (₹)

With CAGR of 20.414 % in 5 years

Historical NAV

₹ 23.6426

NAV (Apr 11)

Fund Returns

Last 1Y
5.2%
Last 3Y
13%
Last 5Y
20.4%
Last 10Y
-
Since Inception
18.4%
6 Month CAGR
-3.8%

Scheme Information

Investment Objective

The scheme seeks to generate long term capital appreciation.

Expense Ratio
0.49 %
Launched 5Y ago
2020-03-04
AUM in Crores
3554.1
ISIN
INF277K019Y3
Lock-in (days)
No Lock-in
Benchmark
NA
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
8.4
Beta
0.7
Sharpe Ratio
0.8
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Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Multi Asset Opportunities Fund Direct (G)70%12,30,508 4,97,89620.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Others

15.84%
15.841%

Others

10.98%
10.982%

Others

9.51%
9.505%

HDFC Bank Ltd.

4.72%
4.725%

Others

4.04%
4.039%
See all holdings
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Allocation by Sector

Financial

14.89%
14.887579%

Energy

7.86%
7.856516%

Healthcare

5.51%
5.506078%

Construction

4.62%
4.61853%

Technology

4.16%
4.163111%
See all sectors
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comparison

Comparison with Hybrid Funds

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About the AMC

Tata Mutual Fund

Tata Asset Management manages Tata mutual fund. Tata Asset Management was established in 1994 and part of one of the leading and respectable Indian industrial groups, the Tata group. Tata AMC has a track record of managing investments for more than 25 years. amc-img
Fund NameScripbox Opinion
Till Date CAGR

7.4%

6.8%

6.3%

5.1%

7%

7.1%

20%

23.9%

12.5%

16.7%

Tata Multi Asset Opportunities Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

4,97,896

Wealth Gained

12,30,508

Total Corpus Created (₹)

With CAGR of 20.414 % in 5 years

Frequently Asked Questions

What is the expense ratio for Tata Multi Asset Opportunities Fund Direct Plan Growth?

What is the current AUM of Tata Multi Asset Opportunities Fund Direct Growth?

What is the latest NAV of Tata Multi Asset Opportunities Fund Direct Growth?

What is the Riskometer rating for Tata Multi Asset Opportunities Fund Direct Plan Growth?

Which are the top sector holdings in Tata Multi Asset Opportunities Fund Direct Plan?

Which are the top stock holdings in Tata Multi Asset Opportunities Fund Direct Plan?

What is the asset allocation of Tata Multi Asset Opportunities Fund Direct Plan Growth?

What has been the performance of Tata Multi Asset Opportunities Fund Direct Growth returns?

Does Tata Multi Asset Opportunities Fund Direct Growth have a lock-in period?

Can I invest in both SIP and lump sum options in Tata Multi Asset Opportunities Fund Direct Plan Growth?

How to invest in Tata Multi Asset Opportunities Fund Direct Growth?

How can I redeem my investment in Tata Multi Asset Opportunities Fund Direct Plan?

Tata Multi Asset Opportunities Fund Direct Growth Calculator

Investment Duration5 years

7,32,612

Total Investment

4,97,896

Wealth Gained

12,30,508

Total Corpus Created (₹)

With CAGR of 20.414 % in 5 years