CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
Tata Mutual Fund logo
HYBRID•MULTI ASSET ALLOCATION

TATA Multi Asset Allocation Fund

3 Year return

16.63%
NAV on December 12, 2025
27.7114
1D Returns
+0.19%
Launched on February 2020(5 years)

Investment Details

₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
30.31%₹1,091
Total Value ₹4,691

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹4,616.81 Cr.
Expense Ratio
0.4% (inclusive of GST)
Exit Load
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Tata Mutual Fund Manager

AP

Aurobinda Prasad Gayan

Fund Manager since Feb 2020

MN

Murthy Nagarajan

Fund Manager since Feb 2020

RA

RahulSingh

Fund Manager since Jan 2019

SJ

Sailesh Jain

Fund Manager since May 2025

TP

Tapan Patel

Fund Manager since Aug 2023

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Quant Multi Asset Allocation Fund21.4861%
4
ICICI Prudential Multi Asset Fund19.784%
5
Nippon India Multi Asset Allocation Fund21.0115%
0

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About TATA Multi Asset Opportunities Fund Direct Plan Growth

TATA Multi Asset Opportunities Fund Direct Plan Growth is a mutual fund investment scheme offered by Tata Mutual Fund. The Tata Multi Asset Opportunities Fund is a multicap fund that invests in a diversified portfolio of equity, debt, and exchange traded commodity derivatives. It is an open-ended fund, meaning investors can buy or sell its units freely at any time. Tata Multi Asset Fund offers the benefits of the regular interest distribution cum withdrawal (IDCW) option.

Investment Objective of the Scheme

TATA Multi Asset Opportunities Fund aims to generate long-term, regular returns by investing in a well-researched, diversified portfolio. The equity portfolio aims to generate long term capital appreciation, and the fixed income portfolio is ideal for generating regular income. Investors in the fund should aim for a medium to long-term investment period.

Key Features of The Fund

5-year return
17.3895%
Expense Ratio
0.4%
Fund Manager
Aurobinda Prasad Gayan
Fund Size
₹4616.81 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The Tata Multi Asset Opportunities Fund invests in a blend of large-cap, mid-cap, and small-cap companies, focusing on their performance. It is suitable for investors with a long-term investment horizon. If you are looking for long-term capital appreciation and can take more selective bets for a higher return, the TATA Multi Asset Opportunities Fund could be a good option for you. Nevertheless, before proceeding with an investment decision, it is important to thoroughly evaluate your individual financial goals and risk tolerance level.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Compare Your SIPs Across Various Mutual Funds

Use our SIP calculator to compare SIPs across different mutual funds. Moreover, by comparing the different expected rates of returns, you can compare the returns on the same amount for different SIPs. Open our SIP calculator to estimate returns and get started on your investment journey today!

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Multi Asset Allocation Fund on December 12, 2025, is ₹27.7114
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Multi Asset Allocation Fund, is ₹4616.81 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Multi Asset Allocation Fund is 0.4%
The TATA Multi Asset Allocation Fund was launched on February 14, 2020. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Multi Asset Allocation Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,691 in 3Y at 16.6267% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from