Tata Multi Asset Allocation Fund Regular Growth
3Y Annualised
16.52%
-0.25% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.49%
-0.25% 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)
4 years 6 months
4 years 7 months
9 years 7 months
Fund info
Fund size
₹3956.09 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
On or before expiry 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment-NIL, On or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investment-1% , Redemption after expiry of 365 days from the date of allotment-NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Multi-Asset Fund Institutional Growth
2nd
SBI Multi Asset Allocation Fund Direct Plan Quarterly Payout of Income Dist cum cap wdrl
3rd
SBI Multi Asset Allocation Fund Direct Plan Quarterly Reinvestment of Income Dist cum cap wdrl
4th
SBI Multi Asset Allocation Fund Direct Plan Growth
5th
SBI Multi Asset Allocation Fund Direct Plan Annual Reinvestment of Income Dist cum cap wdrl
69th
Tata Multi Asset Allocation Fund Regular Growth
Fund Managers
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 Limited. This fund has been in existence for 5 years, having been launched on 2020-03-04. Tata Multi Asset Allocation Fund Regular Growth has ₹3956.09 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of Tata Multi Asset Allocation Fund Regular Growth as of Fri Jul 18 2025 is ₹23.6487. The fund has an expense ratio of 1.83%, which is medium comparable to most other Allocation funds.
Tata Multi Asset Allocation Fund Regular Growth returns for the last 1 year are 5.04%. Since launch, it has delivered 18.49% average annual returns.
The Tata Multi Asset Allocation Fund Regular Growth has the majority of its money invested in null, Energy, Financial Services, Communication Services sectors.
Top 5 Holdings of Tata Multi Asset Allocation Fund Regular Growth.
- Gold (1 Kg-1000 Gms) Commodity^: 4.99%
- Reliance Industries Ltd: 4.37%
- ICICI Bank Ltd: 4.28%
- HDFC Bank Ltd: 4.23%
- Silver Mini (5 Kgs) Commodity^: 4.03%
AMC Information
Name | Tata Asset Management Limited |
---|---|
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. |
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Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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