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Tata Multi Asset Opportunities Fund Direct IDCW

Hybrid
Multi Asset Allocation
High Risk
37.79%
1Y return
+0.07% 1D
1M
6M
1Y
All
NAV: 26 Jul 2021₹14.87
Min. SIP Amount₹150
RatingNA
Fund Size₹792.59 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns37.8%NANA32.9%
Category average34.5%11.1%9.5%NA
Rank with in category3NANANA
Understand termsinfo

Holdings (64)

NameSectorInstrumentAssets
Reliance Industries Ltd.EnergyEquity5.1%
Infosys Ltd.TechnologyEquity4.3%
ICICI Bank Ltd.FinancialEquity4.0%
Bharti Airtel Ltd.CommunicationEquity3.0%
State Bank of India
FinancialEquity2.7%
Housing Development Finance Corpn. Ltd.FinancialEquity2.6%
GOI
SovereignGOI Sec2.4%
HDFC Bank Ltd.FinancialEquity2.2%
GOI
SovereignGOI Sec2.0%
Axis Bank Ltd.FinancialCD1.9%
See All

Pros and cons

Category: Hybrid Multi Asset Allocation

Pros

  • 1Y Returns are higher than the category average returns

Cons

  • Age is less than 3 years

Expense ratio, exit load and tax

Expense ratio: 0.59%

Inclusive of GST

Exit load

For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years and 20% with indexation benefit post 3 years.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹150

Fund management

Murthy Nagarajan
Feb 2020 - Present
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Sailesh Jain
Feb 2020 - Present
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Aurobinda Prasad Gayan
Feb 2020 - Present
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Fund house & investment objective

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Fund house contact details

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