MN
Murthy NagarajanFund Manager Since 4 Mar 2020
AllocationMulti Asset Allocation
Tata Multi Asset Allocation Fund Regular Growth
3Y Annualised
15.19%
0.70% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.73%
0.70% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 11 months
NIFTY 50
5 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹4885.64 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
Redemption/Switchout/SWP/STP/non-SIP 1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Multi-Asset Fund Institutional Growth
15.47%
2nd
Motilal Oswal Multi Asset Fund Direct Growth
2.17%
3rd
Motilal Oswal Multi Asset Fund Regular Growth
1.96%
4th
360 ONE Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
1.44%
5th
360 ONE Multi Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
1.44%
176th
Tata Multi Asset Allocation Fund Regular Growth
-1.73%
Fund Managers
RS
Rahul SinghFund Manager Since 4 Mar 2020
SJ
Sailesh JainFund Manager Since 4 Mar 2020
APG
Aurobinda Prasad GayanFund Manager Since 4 Mar 2020
About Tata Multi Asset Allocation Fund Regular Growth
Tata Multi Asset Allocation Fund Regular Growth is a Allocation mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 6 years, having been launched on 2020-03-04. Tata Multi Asset Allocation Fund Regular Growth has ₹4885.64 Cr worth of assets under management (AUM) as of Sat Mar 07 2026. The latest Net Asset Value (NAV) of Tata Multi Asset Allocation Fund Regular Growth as of Thu Mar 05 2026 is ₹24.84. The fund has an expense ratio of 1.82%, which is medium comparable to most other Allocation funds.
Tata Multi Asset Allocation Fund Regular Growth returns for the last 1 year are 18.15%. Since launch, it has delivered 17.35% average annual returns.
The Tata Multi Asset Allocation Fund Regular Growth has the majority of its money invested in null, Financial Services, Energy, Communication Services sectors.
Top 5 Holdings of Tata Multi Asset Allocation Fund Regular Growth.
- Gold (1 Kg-1000 Gms) Commodity^: 5.73%
- Silver Mini (5 Kgs) Commodity^: 4.24%
- Silver (30 Kg) Commodity^: 3.81%
- HDFC Bank Ltd: 3.80%
- Reliance Industries Ltd: 3.70%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 2020-03-04 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Multi Asset Allocation Fund Regular Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
