Tata Multi Asset Opportunities Fund Direct Growth-0.24%

4
0.00%
1 Year Return
Hybrid
Multi Asset Allocation
4.0star
6M
All

Fund Details

Tata Multi Asset Opportunities Fund Direct Growth

RiskModerately High
Min SIP Amount₹150
Expense Ratio0.90%
NAV11.21 (18 Sep 2020)
Fund Started14 Feb 2020
Fund Size411 Cr

Comparison

Data not available
Pros
Found nothing so far.
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. Age is less than 3 years

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity6.9%
GOISovereignGOI Sec4.7%
ICICI Bank Ltd.FinancialEquity4.5%
Infosys Ltd.TechnologyEquity4.0%
HDFC Bank Ltd.FinancialEquity3.8%
Indian Oil Corpn. Ltd.EnergyDebenture3.7%
Bharti Airtel Ltd.CommunicationEquity3.4%
HDFC Bank Ltd.FinancialFixed Deposits3.3%
Housing Development Finance Corpn. Ltd.FinancialEquity2.6%
Ultratech Cement Ltd.ConstructionEquity1.9%
See All

Fund Managers

addMurthy Nagarajan
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..
Funds Managed
addSailesh Jain
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.
Funds Managed
addAurobinda Prasad Gayan
Education
MBA (Finance)
Experience
Prior to joining Tata Asset Management Ltd. as Head Commodity Strategies. He has work with Kotak Commodities Services Pvt. Ltd. as Research Head and Karvy Comtrade Ltd. as Research Head.
Funds Managed

Tata Multi Asset Opportunities Fund Direct Growth Details

Tata Multi Asset Opportunities Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 14 Feb 2020. Murthy Nagarajan is the Current Fund Manager of Tata Multi Asset Opportunities Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹411 Cr and the Latest NAV as of 18 Sep 2020 is ₹11.21.

The Tata Multi Asset Opportunities Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 150. Minimum Lumpsum Investment is 5000. For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.

Investment Objective

The scheme seeks to generate long term capital appreciation.

Tax Implications

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

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days.
Exit Load

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About Tata Mutual Fund

Address
Mafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
Phone
022 6657 8282
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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