MN
Murthy NagarajanFund Manager Since 4 Mar 2020
AllocationMulti Asset Allocation
Tata Multi Asset Opportunities Fund Direct Growth
3Y Annualised
15.26%
-0.22% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.70%
-0.22% 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 5 months
FD
9 years 7 months
Fund info
Fund size
₹3554.05 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
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
Franklin India Multi - Asset Solution Fund of Funds Growth Plan Direct
3.58%
3rd
Franklin India Multi - Asset Solution Fund of Funds Payout of Inc Dist cum Cap Wdrl Plan Direct
3.58%
4th
Franklin India Multi - Asset Solution Fund of Funds Rnvstmnt of Inc Dist cum Cap Wdrl Plan Direct
3.58%
5th
Sundaram Multi Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
3.58%
37th
Tata Multi Asset Opportunities Fund Direct Growth
2.70%
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 Opportunities Fund Direct Growth
Tata Multi Asset Opportunities Fund Direct 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 Opportunities Fund Direct Growth has ₹3554.05 Cr worth of assets under management (AUM) as of Mon May 12 2025. The latest Net Asset Value (NAV) of Tata Multi Asset Opportunities Fund Direct Growth as of Fri May 02 2025 is ₹24.4958. The fund has an expense ratio of 0.43%, which is medium comparable to most other Allocation funds.
Tata Multi Asset Opportunities Fund Direct Growth returns for the last 1 year are 8.27%. Since launch, it has delivered 20.12% average annual returns.
The Tata Multi Asset Opportunities Fund Direct Growth has the majority of its money invested in null, Financial Services, Energy, Industrials, Communication Services sectors.
Top 5 Holdings of Tata Multi Asset Opportunities Fund Direct Growth.
- Gold (1 Kg-1000 Gms) Commodity^: 9.72%
- Silver (30 Kg) Commodity^: 6.81%
- Silver (30 Kg) Commodity: 6.76%
- ICICI Bank Ltd: 4.45%
- HDFC Bank Ltd: 4.30%
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 Opportunities Fund Direct 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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FAQs
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