Formerly Tata Multi Asset Opportunities Reg DP
₹ 20.9302
NAV (Apr 25)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 20.9302
NAV (Apr 25)
Last 1Y | 27.8% |
Last 3Y | 16.4% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.8% |
6 Month CAGR | 16.6% |
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 | 1.91 |
Launched (4y ago) | Mar 04, 2020 |
AUM in Crores | 2605.168 |
ISIN | INF277K014Z1 |
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) | 1.288 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.59 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Tata Multi Asset Opportunities Fund of (PIDCW-A) | 11,04,581 | 3,71,969 | 16.4% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
cash offset for derivatives
19.5%silver (30 kg) commodity^
9%silver (30 kg) commodity
8.9%gold (1 kg-1000 gms) commodity^
6%hdfc bank ltd
5%financial services
20.3%industrials
10.9%basic materials
5.5%technology
5.2%consumer cyclical
4.8%Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 3,417 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
Tata Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
13.3% | 12.9% | ||
32.7% | 26% | ||
21.6% | 18.5% | ||
5.8% | 6.7% | ||
19.1% | 19.4% |
Tata Multi Asset Opportunities Fund of (PIDCW-A) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 20.8% over a period of 4 years. The fund was previously known as Tata Multi Asset Opportunities Reg DP. 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 of (PIDCW-A) as of 4/25/2024 is ₹20.93 with the total AUM as of 4/26/2024 is ₹2605.168. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Multi Asset Opportunities Fund of (PIDCW-A) 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 of (PIDCW-A) 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.
What is Tata Multi Asset Opportunities Fund of (PIDCW-A)?
How to invest in Tata Multi Asset Opportunities Fund of (PIDCW-A)?
You can invest in Tata Multi Asset Opportunities Fund of (PIDCW-A) 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 of (PIDCW-A)?
The minimum sip amount for Tata Multi Asset Opportunities Fund of (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Multi Asset Opportunities Fund of (PIDCW-A) good to invest in?
As per Scripbox experts, Tata Multi Asset Opportunities Fund of (PIDCW-A) is a Not Reviewed Yet fund. You can investTata Multi Asset Opportunities Fund of (PIDCW-A) 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 of (PIDCW-A)?
The expense ratio of the Tata Multi Asset Opportunities Fund of (PIDCW-A) is 1.91% for regular plan.