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Tata Mutual Fund has launched a new open ended scheme called Tata Multi Asset Opportunities Fund. The NFO is open for subscription from 14th February 2020 to 28th February 2020. The investment objective of the scheme is to generate long term capital appreciation by investing across asset classes including Equities, commodities and fixed income.

Fund Details: Highlights 

Name of the SchemeTata Multi Asset Opportunities Fund
NFO DatesOpens on 14th January 2020 & closes on 28th January 2020
Scheme TypeOpen-ended scheme investing in equity, debt and exchange traded commodity derivatives
Category of SchemeHybrid Scheme – Multi Asset Allocation
Risk LevelModerately high
Fund ManagerRahul Singh, Murthy Nagarajan, Aurobinda Prasad Gayan & Sailesh Jain
BenchmarkComposite Index: 65% S & P BSE 200 + 15% CRISIL Short Term Bond Fund Index + 20% iComdex
Minimum Investment AmountRs. 5000 and in multiples of Re 1/- thereafter
Entry Load (During NFO)NIL
Exit Load1% for redemption within 365 days from the date of allotment

Insights About The Fund

The fund is best suited for the investors who are seeking long term capital appreciation by investing in equity and equity-related instruments, debt instruments, exchange traded commodity and other instruments. Under this fund, investors have the option of investing across asset classes. Each of these asset classes presents its unique proposition and the fund aims to generate returns across market phases through a combination of these asset classes:

Commodities: The commodity portfolio (Exchange Traded commodity portfolio or ETCP) which seeks to generate returns through arbitrage and directional strategies in derivatives.

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Equities: The equity portfolio aims to generate long term capital appreciation.

Fixed Income: The fixed income portfolio is the best fit to generate regular income.

The scheme offers both regular and direct plans. The plans further offer Dividend option and growth options. The dividend option has sub-options of dividend payout and dividend reinvestment.

Fund Managers

This fund is managed by Rahul Singh, Murthy Nagarajan, Aurobinda Prasad Gayan & Sailesh Jain.

Rahul Singh: With a rich investment experience of over 23 years, Rahul Singh joined Tata Asset Management in October 2018 as CIO- Equities and leads the fund management and equity research teams. Prior to Tata Asset Management, Rahul was associated with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities, and Citigroup Global Markets India. Mr. Singh is B.tech and an alumnus of IIM Lucknow.

Murthy Nagarajan: Mr. Nagarajan is the head of Fixed Income at Tata Asset Management. With a prowess of more than 22 years in the debt market, he has a prolific knowledge of financial services. Murthy holds a Master of Commerce Degree and a PGDBA from the Somaiya Institute of Management and Research.

Aurobinda Prasad Gayan: Mr. Aurobinda is the Head of Commodities strategist at Tata Asset Management. He has an enriching experience spanning over 15 years in the areas of Financial Research, Currency, and Commodity Analysis Management. Prior to joining Tata Asset Management, Aurobinda has worked with Kotak commodities, Karvy Comtrade Limited and FX broker and holds an MBA Finance from Cochin University.

Sailesh Jain: Mr. Sailesh has been with Tata Asset Management since November 2018 as Fund Manager (Equities) and has an experience of more than 15 years in both fund management and broking. Prior to joining Tata Asset Management, Sailesh has been with IDFC Securities Ltd., Refco-Sify securities, Lotus India Mutual Fund and IIFL (Indiainfoline). Sailesh holds an MBA in Finance) from the Queensland University of Technology in Austria.

How To Invest In This Fund On Groww?

You can invest in Tata Multi Asset Opportunities Fund on Groww in a hassle-free way by following the steps mentioned below :-

  • Log in to your Groww account, sign up and complete KYC if you are a new user.
  • In the search bar, enter the fund name which is the “ Tata Multi Asset Opportunities Fund
  • You will be redirected to the fund page where you can go through all the additional information related to the scheme such as the asset allocation, fund manager, holdings, etc.
  • Select whether you want to start with a One-time payment (Lump sum) or do a SIP

 On A Closing Note

The low inflation impact and intrinsic value of commodities make commodities an attractive space for Indian investors. Tata Multi Asset Opportunities aims to generate returns across market phases through a combination of asset classes with commodities being an indispensable part of it. Also, the portfolio utilizes multiple strategies within each asset class to create the optimum risk-return balance and achieve the objective of each asset class. However, the scheme does not assure the fulfillment of the fund objectives and hence as an investor, one should perform the due diligence and invest accordingly.

Happy Investing!

Disclaimer: The views expressed in this post are that of the author and not those of Groww.

Investment in securities market are subject to market risks, read all the related documents carefully before investing. Please read the Risk Disclosure documents carefully before investing in Equity Shares, Derivatives, Mutual fund, and/or other instruments traded on the Stock Exchanges. As investments are subject to market risks and price fluctuation risk, there is no assurance or guarantee that the investment objectives shall be achieved. NBT do not guarantee any assured returns on any investments. Past performance of securities/instruments is not indicative of their future performance.

 

 

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