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

Tata Multi Asset Opportunities Fund (Growth)

HybridMulti Asset Allocation

21.3342

NAV (May 24)

21.1%
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

21.3342

NAV (May 24)

Fund Returns

Last 1Y
28.2%
Last 3Y
15.7%
Last 5Y
NA
Last 10Y
NA
Since Inception
21.1%
6 Month CAGR
17.1%

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
1.9
Launched (4y ago)
Mar 04, 2020
AUM in Crores
2754.788
ISIN
INF277K012Z5
Lock-in
No Lock-in
Benchmark
CRISIL Short Term Bond TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
7.4
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.351
Sharpe Ratio (5yr)
0
YTM
7.68
Fund Managers

Murthy Nagarajan

Fund Manager

Rahul Singh

Fund Manager

Sailesh Jain

Fund Manager

Tapan Patel

Fund Manager

Aurobinda Prasad Gayan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Tata Multi Asset Opportunities Fund (Growth)70%10,84,299 3,51,68715.7%
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 and Holdings

Last updated on 2024-05-24

Top Stock Holdings

cash offset for derivatives

22.6%
22.6%

silver (30 kg) commodity^

9.4%
9.4%

gold (1 kg-1000 gms) commodity^

8.7%
8.7%

b) repo

8.3%
8.3%

silver (30 kg) commodity

7.5%
7.5%
See all holdings

Allocation by Sector

financial services

20.9%
20.9%

industrials

10.3%
10.3%

basic materials

5.5%
5.5%

technology

4.8%
4.8%

utilities

4.6%
4.6%
See all sectors

Comparison with Hybrid Funds

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

₹ 34,733 cr

₹ 11,135 cr

₹ 3,334 cr

₹ 9,107 cr

₹ 3,146 cr

amc-img

About the AMC

Tata Asset Management Limited

Tata Asset Management Limited manages assets worth 152,874 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 71 equity,114 debt and 17 hybrid funds.amc-img
phone-img022-66578282
Fund NameScripbox Opinion
Till Date CAGR

12.9%

13.1%

28.1%

26.2%

19.4%

18.9%

5.9%

6.7%

5.2%

4.7%

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 21.1% over a period of 4 years. The fund is managed by Tata Asset Management Limited. The fund managers are Aurobinda Prasad Gayan, Murthy Nagarajan, Rahul Singh, Sailesh Jain, Tapan Patel.

Nav of Tata Multi Asset Opportunities Fund (G) as of 5/24/2024 is ₹21.33 with the total AUM as of 5/27/2024 is ₹2754.788. 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 1.9% for regular plan.