Tata Multi Asset Opportunities Fund Direct IDCW

Hybrid
Multi Asset Allocation
Very High Risk
Payout
23.29%
3Y annualised
+0.52% 1D
1M
6M
1Y
3Y
All
NAV: 31 Mar 2023₹17.02
Min. SIP amount₹150
RatingNA
Fund size₹1,489.12Cr

Return calculator

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

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA4.2%23.3%18.6%
Category averageNA4.0%22.0%NA
Rank with in categoryNA124NA
Understand terms

Holdings (62)

NameSectorInstrumentAssets
HDFC Bank Ltd.FinancialEquity5.3%
ICICI Bank Ltd.FinancialEquity4.9%
Housing Development Finance Corporation Ltd.FinancialEquity4.0%
Reliance Industries Ltd.EnergyEquity3.4%
State Bank of IndiaFinancialEquity2.8%
Larsen & Toubro Ltd.ConstructionEquity2.8%
Bharti Airtel Ltd.CommunicationEquity2.6%
Tata Consultancy Services Ltd.TechnologyEquity2.5%
Infosys Ltd.TechnologyEquity2.4%
Axis Bank Ltd.FinancialEquity1.7%
See All

Expense ratio, exit load and tax

Expense ratio: 0.39%

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 at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Murthy Nagarajan
Feb 2020 - Present
View details

Education
Mr. Nagarajan is a M.Com, ICWA and PGPMS.
Experience
Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..
Also manages these schemes

Sailesh Jain
Feb 2020 - Present
View details

Education
Mr. Jain is a Commerce Graduate and an MBA.
Experience
Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.
Also manages these schemes

Rahul Singh
Feb 2020 - Present
View details

Education
Mr. Singh is B.Tech & PGDBM
Experience
Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
Also manages these schemes

Aurobinda Prasad Gayan
Feb 2020 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Website
NA
Tata Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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