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Tata Multi Asset Opportunities Fund Idcw Direct Plan
NAV (Apr 26,2024)
Introducing Tata Multi Asset Opportunities Fund - IDCW - Direct Plan, an investment avenue that offers multiple opportunities to grow your wealth. With an expense ratio of 0.42, this fund aims to provide attractive returns for investors. Its established date is 4th March 2020 and has a minimum investment requirement of INR 5000. With a PE ratio of 37.42 and a PB ratio of 4.89, this fund presents a promising investment option in the Indian market.
Tata Multi Asset Opportunities Fund Idcw Direct Plan Latest Trend
- 1M
- 2M
- 3M
Tata Multi Asset Opportunities Fund Idcw Direct Plan Latest Trend
Risk Ratios
- P/E Ratio37.42
- P/B Ratio4.89
- Alpha0
- Beta0
- Sharpe0.19
- Sortino0.35
Fund Overview
0.42%
0%
No Lock-in
₹ 2262.94 Cr
SIP ₹5000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 2024
Total Invested Amount | 3 Months Absolute Return (In %) | 6 Months Absolute Return (In %) | 1 Year Absolute Return (In %) | 3 Year Absolute Return (In %) | 5 Year Absolute Return (In %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 10,763.34 (7.63%) | ₹ 11,946.51 (19.47%) | ₹ 13,000.97 (30.01%) | ₹ 16,572.64 (65.73%) | ₹ -- (--) |
₹ 30,000 | ₹ 32,290.02 (7.63%) | ₹ 35,839.53 (19.47%) | ₹ 39,002.91 (30.01%) | ₹ 49,717.92 (65.73%) | ₹ -- (--) |
₹ 50,000 | ₹ 53,816.7 (7.63%) | ₹ 59,732.55 (19.47%) | ₹ 65,004.85 (30.01%) | ₹ 82,863.2 (65.73%) | ₹ -- (--) |
₹ 80,000 | ₹ 86,106.72 (7.63%) | ₹ 95,572.08 (19.47%) | ₹ 1,04,007.76 (30.01%) | ₹ 1,32,581.12 (65.73%) | ₹ -- (--) |
₹ 1,00,000 | ₹ 1,07,633.4 (7.63%) | ₹ 1,19,465.1 (19.47%) | ₹ 1,30,009.7 (30.01%) | ₹ 1,65,726.4 (65.73%) | ₹ -- (--) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- B REPO8.72%
- SILVER KG COMMODITY6.57%
- HDFC BANK LTD6.20%
- GOI4.78%
- ICICI BANK LTD4.33%
- GOLD KG GMS COMMODITY4.19%
- LARSEN & TOUBRO LTD3.59%
- AXIS BANK LTD3.29%
- RELIANCE INDUSTRIES LTD3.21%
- STATE BANK OF INDIA3.14%
- KOTAK MAHINDRA PRIME LTD2.86%
- BHARTI AIRTEL LTD2.39%
- SILVER MINI KGS COMMODITY2.35%
- TATA CONSULTANCY SERVICES LTD1.86%
- NTPC LTD1.77%
- INFOSYS LTD1.66%
- HINDALCO INDUSTRIES LTD1.59%
- DLF LTD1.47%
- POWER GRID CORPORATION OF INDIA LTD1.39%
- ULTRATECH CEMENT LTD1.25%
- HCL TECHNOLOGIES LTD1.23%
- BANK OF BARODA1.19%
- TATA TREASURY ADVANTAGE FUND1.15%
- ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD1.15%
- MAHINDRA & MAHINDRA LTD1.11%
- HDFC BANK LTD FRB1.10%
- NABARD1.10%
- INDINFRAVIT TRUST1.08%
- BRIGADE ENTERPRISES LTD1.07%
- ALUMINIUM MT GMS COMMODITY0.97%
- MARUTI SUZUKI INDIA LTD0.95%
- APOLLO HOSPITALS ENTERPRISE LTD0.93%
- TEGA INDUSTRIES LTD0.87%
- SUN PHARMACEUTICAL INDUSTRIES LTD0.86%
- PARADEEP PHOSPHATES LTD0.86%
- CUMMINS INDIA LTD0.85%
- ITC LTD0.78%
- THERMAX LTD0.75%
- KEC INTERNATIONAL LTD0.75%
- KAYNES TECHNOLOGY INDIA LTD0.69%
- FIVE STAR BUSINESS FINANCE LTD0.67%
- TATA MOTORS LTD0.64%
- ZINC MT GMS COMMODITY0.62%
- BHARAT FORGE LTD0.61%
- THE RAMCO CEMENTS LTD0.60%
- BHARAT HEAVY ELECTRICALS LTD0.60%
- TATA POWER COMPANY LTD0.60%
- JUPITER WAGONS LTD0.58%
- AMBUJA CEMENTS LTD0.58%
- HDFC ASSET MANAGEMENT COMPANY LTD0.57%
- DR REDDYs LABORATORIES LTD0.57%
- PI INDUSTRIES LTD0.56%
- TVS SUPPLY CHAIN SOLUTIONS LTD0.56%
- FEDERAL BANK LTD0.55%
- ORCHID PHARMA LTD0.55%
- TECH MAHINDRA LTD0.55%
- ZEE ENTERTAINMENT ENTERPRISES LTD0.55%
- ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD0.53%
- RBL BANK LTD0.51%
- ACC LTD0.50%
- CRUDE OIL BARRELS COMMODITY0.49%
- INDUSIND BANK LTD0.48%
- PVR INOX LTD0.44%
- ICICI LOMBARD GENERAL INSURANCE CO LTD0.44%
- LEAD MT GMS COMMODITY0.42%
- ABB INDIA LTD0.41%
- CIPLA LTD0.33%
- COPPER KGS COMMODITY0.32%
- HINDUSTAN UNILEVER LTD0.30%
- SBI LIFE INSURANCE COMPANY LTD0.28%
- GANESHA ECOSPHERE LTD0.28%
- DOMS INDUSTRIES LTD0.28%
- GOLD MINI GRAMS COMMODITY0.28%
- AZAD ENGINEERING LTD0.26%
- JIO FINANCIAL SERVICES LTD0.26%
- DIVI LABORATORIES LTD0.25%
- COAL INDIA LTD0.25%
- JINDAL STEEL & POWER LTD0.25%
- M INDIA LTD0.16%
- TITAN COMPANY LTD0.12%
- BHARTI AIRTEL LTD RIGHT PARTLY PAID0.10%
- EICHER MOTORS LTD0.00%
- NET CURRENT LIABILITIES-4.02%
- Bank - Private15.15%
- Miscellaneous6.57%
- IT - Software5.30%
- Bank - Public4.33%
- Refineries3.21%
- Metal - Non Ferrous1.59%
- Insurance1.26%
- Port1.15%
- Fertilizers0.86%
- Diesel Engines0.85%
- Cigarettes/Tobacco0.78%
- Finance - NBFC0.67%
- Forgings0.61%
- Auto Ancillary0.58%
- Logistics0.56%
- Electric Equipment0.41%
- Mining & Minerals0.25%
- Diversified0.16%
- Diamond & Jewellery0.12%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Nippon India Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 22.08% |
ICICI Prudential Multi-Asset Fund - Growth | HYBRID | Very High | 20.48% |
Kotak Multi Asset Allocation Fund - IDCW - Direct Plan | HYBRID | Very High | 20.01% |
UTI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 18.10% |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 17.67% |
HDFC Multi-Asset Fund - Growth | HYBRID | High | 16.15% |
WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | High | 13.85% |
Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 12.56% |
Axis Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 11.14% |
Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 7.81% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Multi Asset Fund - Growth | HYBRID | Very High | 48.45% |
UTI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 34.87% |
ICICI Prudential Multi-Asset Fund - Growth | HYBRID | Very High | 34.30% |
Nippon India Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 33.49% |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 29.59% |
Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 23.58% |
HDFC Multi-Asset Fund - Growth | HYBRID | High | 23.35% |
Axis Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 20.83% |
Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 19.96% |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth | HYBRID | High | 16.89% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Multi Asset Fund - Growth | HYBRID | Very High | 28.49% |
ICICI Prudential Multi-Asset Fund - Growth | HYBRID | Very High | 25.24% |
Nippon India Multi Asset Fund - Regular Plan - Growth | HYBRID | Very High | 17.04% |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 16.16% |
UTI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 15.56% |
HDFC Multi-Asset Fund - Growth | HYBRID | High | 14.73% |
Axis Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 10.50% |
Motilal Oswal Multi Asset Fund - Regular Plan - Growth | HYBRID | High | 6.97% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Multi Asset Fund - Growth | HYBRID | Very High | 28.33% |
ICICI Prudential Multi-Asset Fund - Growth | HYBRID | Very High | 19.54% |
SBI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 14.45% |
HDFC Multi-Asset Fund - Growth | HYBRID | High | 14.21% |
UTI Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 12.89% |
Axis Multi Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 12.71% |
Fund Managers
Mr. Rahul Singh (Tata)CIO-Equities
With over 25 years of investment experience, Rahul Singh joined Tata Asset Management in October 2018 as CIO -Equities, leading the fund management and equity research teams.In his previous role at Ampersand Capital Investment Advisors LLP, Rahul was the Managing Partner. He has also worked with many reputed financial institutions like Standard Chartered Securities and Citigroup Global Markets India as Head of Equity Research.Rahul is a Bachelor of Technology in Mechanical Engineering from IIT Bombay and an alumnus of IIM Lucknow where he pursued his Master of Business Administration in Finance and Financial Management Services.
Mr. Sailesh Jain
Mr. Murthy NagarajanHead of Fixed Income
Mr. Nagarajan is responsible for managing debt schemes of the fund. He has more than 17 years of experience in finance and financial services in India.
Mr. Tapan PatelFund Manager
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Tata Multi Asset Opportunities Fund - IDCW - Direct Plan
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Tata Multi Asset Opportunities Fund - IDCW - Direct Plan
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