Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.42 | 39.41 | 2.37 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.18 | 44.72 | 2.19 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
BSE SENSEX - TRI |
Multi asset allocation funds invest in multi assets comprising of debt, equity and gold. The fund have minimum of 10% allocation in each asset class.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Tata Multi Asset Opp Fund | 28.08% | 15.51% | 21.06% |
ICICI Pru Multi-Asset Fund | 30.83% | 20.48% | 17.34% |
Kotak Multi Asset Allocation Fund | 31.13% | — | 27.34% |
SBI Multi Asset Allocation Fund | 27.31% | 15.85% | 12.62% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
4.75 %
Holdings
3.50 %
Holdings
3.07 %
Established in 1994, Tata Asset Management Private Limited has a track record of more than 25 years in investment management. Tata Asset Management Private Limited manages investments of Tata Mutual Fund.
No.of Schemes
72
Total AUM
₹ 1,88,277.79 Cr.
Rahul Singh (Tata)
AUM: ₹19,812.61 Cr.
|
Exp: 23yrs
Sailesh Jain
AUM: ₹34,368.73 Cr.
|
Exp: —
Murthy Nagarajan
AUM: ₹22,860.73 Cr.
|
Exp: 19yrs
Tapan Patel
AUM: ₹3,620.08 Cr.
|
Exp: 16yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
The reasons why you could invest in Tata Multi Asset Opportunities Fund
2 years ago•Tata Mutual Fund
Can your portfolio withstand different market cycles? Invest in Tata Multi Asset Opportunities Fund
2 years ago•Tata Mutual Fund
Harmonize your portfolio for different market cycles with Tata Multi Asset Opportunities Fund
2 years ago•Tata Mutual Fund
Time to Embrace and Benefit from the VUCA world
2 years ago•Tata Mutual Fund
Wondering what drives portfolio performance? Invest in Tata Multi Asset Opportunities Fund
2 years ago•Tata Mutual Fund
Can you predict the future winner? Consider Tata Multi Asset Opportunities Fund
2 years ago•Tata Mutual Fund
Why settle for 2 when you can invest in 3 asset classes? Invest in Tata Multi Asset Opportunities
2 years ago•Tata Mutual Fund
Why settle for 2 when you can invest in 3 asset classes? Invest in Tata Multi Asset Opportunities
3 years ago•Tata Mutual Fund
Time to Embrace the VUCA World - Tata Multi Asset Opportunities Fund
3 years ago•Tata Mutual Fund
Can you predict the future winner? Consider Tata Multi Asset Opportunities Fund
3 years ago•Tata Mutual Fund
Returns
Fund has been able to generate better returns compared to other funds in the same category