- Mutual Funds
- TATA Mutual Fund
- Tata Multi Asset Opportunities Fund (RIDCW-A)
Formerly Tata Multi Asset Opportunities Reg DR
Tata Multi Asset Opportunities Fund (RIDCW-A)
₹ 20.7991
NAV (Apr 24)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.7991
NAV (Apr 24)
Fund Returns
Last 1Y | 28% |
Last 3Y | 16.3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.8% |
6 Month CAGR | 16.4% |
Scheme Information
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 | INF277K013Z3 |
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Multi Asset Opportunities Fund (RIDCW-A) | 11,01,654 | 3,69,042 | 16.3% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
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%Allocation by Sector
financial services
20.3%industrials
10.9%basic materials
5.5%technology
5.2%consumer cyclical
4.8%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,737 cr | ||
₹ 33,502 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
Tata Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
13.2% | 12.8% | ||
32.3% | 25.8% | ||
21.5% | 18.5% | ||
5.8% | 6.7% | ||
5.1% | 4.7% |
Tata Multi Asset Opportunities Fund (RIDCW-A) Review
Tata Multi Asset Opportunities Fund (RIDCW-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 DR. 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 (RIDCW-A) as of 4/24/2024 is ₹20.80 with the total AUM as of 4/25/2024 is ₹2605.168. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Multi Asset Opportunities Fund (RIDCW-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 (RIDCW-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.
Frequently Asked Questions
What is Tata Multi Asset Opportunities Fund (RIDCW-A)?
How to invest in Tata Multi Asset Opportunities Fund (RIDCW-A)?
You can invest in Tata Multi Asset Opportunities Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Tata Multi Asset Opportunities Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Multi Asset Opportunities Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Tata Multi Asset Opportunities Fund (RIDCW-A) is a Not Reviewed Yet fund. You can investTata Multi Asset Opportunities Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the Tata Multi Asset Opportunities Fund (RIDCW-A) is 1.91% for regular plan.