Tata Multi Asset Opportunities Fund-Regular Plan-Growth

Fund House: Tata Mutual Fund
Category: Hybrid: Multi Asset Allocation
Launch Date: 04-03-2020
Asset Class: Mixed Asset
Benchmark: BSE 200 TRI(65.00), MCX I-COMDEX Composite Index(20.00), CRISIL Short-Term Bond Index(15.00)
TER: 1.81% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,548.59 Cr As on 31-03-2025(Source:AMFI)
Turn over: 17.79% | Exit Load: For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

22.6025

18.35%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Multi Asset Allocation TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation.

Current Asset Allocation (%)

Indicators

Standard Deviation 8.77
Sharpe Ratio 0.53
Alpha 2.02
Beta 0.91
Yield to Maturity 7.33
Average Maturity 1.83

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Tata Multi Asset Opportunities Fund-Regular Plan-Growth 04-03-2020 8.91 17.99 13.38 18.97 -
WhiteOak Capital Multi Asset Allocation Fund Regular Plan Growth 12-05-2023 17.25 - - - -
DSP Multi Asset Allocation Fund - Regular - Growth 05-09-2023 14.61 - - - -
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 13.5 23.33 18.35 26.06 14.59
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth 31-01-2023 13.46 19.32 - - -
Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option 10-08-2020 13.25 22.31 16.25 - -
Sundaram Multi Asset Allocation Fund Regular Plan Growth 03-01-2024 13.16 - - - -
Mirae Asset Multi Asset Allocation Fund - Regular Plan - Growth 10-01-2024 12.77 - - - -
Quantum Multi Asset Allocation Fund - Regular Plan Growth Option 07-03-2024 12.51 - - - -
Mahindra Manulife Multi Asset Allocation Fund- Regular Plan - Growth 13-03-2024 12.19 - - - -

Scheme Characteristics

Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

12.78%

Others

23.23%

Large Cap

38.94%

Mid Cap

4.95%

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