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  • Tata Multi Asset Opportunities Fund (Growth)
TATA Mutual Fund

Tata Multi Asset Opportunities Fund (Growth)

HybridMulti Asset Allocation

16.1774

NAV (Jan 31)

20%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.1774

NAV (Jan 31)

Fund Returns

Last 1Y

4.6%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

20%

6 Month CAGR

4.8%

Scheme Information

Investment Objective

The investment objective of the scheme is to generate long term capital appreciation. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.

Expense Ratio

2.17

Launched (3y ago)

Mar 04, 2020

AUM in Crores

1493.743

ISIN

INF277K012Z5

Lock-in

No Lock-in

Benchmark

CRISIL Short Term Bond Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

6.57

Fund Managers

Murthy Nagarajan

Fund Manager

Rahul Singh

Fund Manager

Sailesh Jain

Fund Manager

Aurobinda Prasad Gayan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Multi Asset Opportunities Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 and Holdings

Last updated on 2023-01-31

Top Stock Holdings

silver (30 kg) commodity

18.1%
18.1%

c) repo

10.2%
10.2%

cash offsets for shorts & derivatives

8.7%
8.7%

silver (30 kg) commodity - silverfutmcxmar2023cfut

8.6%
8.6%

icici bank ltd

5.1%
5.1%
See all holdings

Allocation by Sector

financial services

24.6%
24.6%

industrials

7.6%
7.6%

basic materials

7.4%
7.4%

technology

7%
7%

consumer cyclical

4%
4%
See all sectors

Compare Tata Multi Asset Opportunities Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,281 cr

₹ 2,750 cr

₹ 422 cr

₹ 3,294 cr

₹ 949 cr

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 98,090 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,92 debt and 17 hybrid funds.

amc-img

  • 022-66578282
  • service@tataamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    22.9%

    15.7%

    4.1%

    7%

    18.1%

    16%

    19.9%

    13.5%

    23%

    15.6%

    Tata Multi Asset Opportunities Fund (G) Review

    Tata Multi Asset Opportunities Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 20% over a period of 2 years. The fund is managed by Tata Asset Management Limited. The fund managers are Aurobinda Prasad Gayan, Murthy Nagarajan, Rahul Singh, Sailesh Jain.

    Nav of Tata Multi Asset Opportunities Fund (G) as of 1/31/2023 is ₹16.18 with the total AUM as of 2/2/2023 is ₹1493.743. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Multi Asset Opportunities Fund (G) was launched on Mar 04, 2020. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Tata Multi Asset Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Tata Multi Asset Opportunities Fund (G)?

    Tata Multi Asset Opportunities Fund (G) is a Multi Asset Allocation Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

    How to invest in Tata Multi Asset Opportunities Fund (G)?

    You can invest in Tata Multi Asset Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Tata Multi Asset Opportunities Fund (G)?

    The minimum sip amount for Tata Multi Asset Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Tata Multi Asset Opportunities Fund (G) good to invest in?

    As per Scripbox experts, Tata Multi Asset Opportunities Fund (G) is a Not Reviewed Yet fund. You can investTata Multi Asset Opportunities Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Tata Multi Asset Opportunities Fund (G)?

    The expense ratio of the Tata Multi Asset Opportunities Fund (G) is 2.17% for regular plan.