3 Year return
15.71%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹3409.99 Cr.
Expense Ratio
0.5% (inclusive of GST)
Exit Load
Redemption/Switch-out/SWP/STP on or before expiry of 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 Redemption/Switch-out/SWP/STP 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 investmen:1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotmen: Nil
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
Fund Holdings
Tata Mutual Fund Managers
R
RahulSingh
Fund Manager since Apr 2022
Fund House Details
Tata Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Multi Asset Fund |
23.7% |
4 |
ICICI Prudential Multi Asset Fund |
20.42% |
5 |
HDFC Multi Asset Fund |
13.81% |
4.5 |
Schemes by Tata Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
TATA Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Payout of IDCW Payout
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Monthly Reinvestment of IDCW Reinvestment
Hybrid . Arbitrage Fund
TATA Arbitrage Fund Direct Plan Growth
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 | NA |
Expense Ratio | 0.5% |
Fund Manager | RahulSingh |
Fund Size | ₹3409.99 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
Name | Tata Mutual Fund |
Launch Date | March 1994 |
Addresss | Mulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra |
Contact | (022) 6282 7777 |
service@tataamc.com | |
Website | https://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
FAQs
What is today's NAV of TATA Multi Asset Opportunities Fund?
What is the AUM of TATA Multi Asset Opportunities Fund?
What is the expense ratio of TATA Multi Asset Opportunities Fund?
What are the returns of TATA Multi Asset Opportunities Fund since inception?
What is the minimum SIP amount to invest in TATA Multi Asset Opportunities Fund?
How do I invest in TATA Multi Asset Opportunities Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in TATA Multi Asset Opportunities Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in TATA Multi Asset Opportunities Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in TATA Multi Asset Opportunities Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.