Tata Multi Asset Opportunities Fund Regular Plan Growth

Risk: Very High
₹ 22.12
NAV (Jul 25,2024)

The Tata Multi Asset Opportunities Fund - Regular Plan - Growth provides investors with a diverse range of investment opportunities. With a minimum investment of INR 5000, this fund aims to generate long-term capital appreciation through a portfolio that includes equity, debt, and other asset classes. As of the established date of March 4, 2020, the fund has an expense ratio of 1.96% and a PE ratio of 37.41. The current scheme AUM stands at INR 2262.94.

Tata Multi Asset Opportunities Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Tata Multi Asset Opportunities Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    37.42
  • P/B Ratio
    UM_URBAN_MONEY

    4.89
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.32

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.96%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2262.94 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 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₹ 10,566.69 (5.67%)₹ 11,345.71 (13.46%)₹ 12,467.97 (24.68%)₹ 15,277.91 (52.78%)₹ -- (--)
₹ 30,000₹ 31,700.07 (5.67%)₹ 34,037.13 (13.46%)₹ 37,403.91 (24.68%)₹ 45,833.73 (52.78%)₹ -- (--)
₹ 50,000₹ 52,833.45 (5.67%)₹ 56,728.55 (13.46%)₹ 62,339.85 (24.68%)₹ 76,389.55 (52.78%)₹ -- (--)
₹ 80,000₹ 84,533.52 (5.67%)₹ 90,765.68 (13.46%)₹ 99,743.76 (24.68%)₹ 1,22,223.28 (52.78%)₹ -- (--)
₹ 1,00,000₹ 1,05,666.9 (5.67%)₹ 1,13,457.1 (13.46%)₹ 1,24,679.7 (24.68%)₹ 1,52,779.1 (52.78%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

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%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

22.82%

Baroda BNP Paribas Multi Asset Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

16.48%

Kotak Multi Asset Allocation Fund - IDCW - Direct PlanKotak Multi Asset Allocation Fund - IDCW - Direct Plan

HYBRID

Very High

16.30%

DSP Multi Asset Allocation Fund - Regular Plan - GrowthDSP Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

12.33%

Sundaram Multi Asset Allocation Fund - Regular Plan - GrowthSundaram Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderately High

11.83%

Shriram Multi Asset Allocation Fund - Regular Plan - GrowthShriram Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

11.52%

WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - GrowthWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

10.77%

Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - GrowthAditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

7.81%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

High

6.62%

Edelweiss Multi Asset Allocation Fund - Regular Plan - IDCWEdelweiss Multi Asset Allocation Fund - Regular Plan - IDCW

HYBRID

Low to Moderate

3.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

42.30%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

37.20%

Baroda BNP Paribas Multi Asset Fund - Regular Plan - GrowthBaroda BNP Paribas Multi Asset Fund - Regular Plan - Growth

HYBRID

Very High

30.20%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

30.08%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

29.54%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

22.71%

Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - GrowthAditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

19.96%

WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - GrowthWhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

18.16%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

High

14.46%

Edelweiss Multi Asset Allocation Fund - Regular Plan - IDCWEdelweiss Multi Asset Allocation Fund - Regular Plan - IDCW

HYBRID

Low to Moderate

7.45%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

23.31%

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

22.83%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

17.61%

Nippon India Multi Asset Allocation Fund - Regular Plan - GrowthNippon India Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

16.52%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.21%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

13.87%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

9.27%

Motilal Oswal Multi Asset Fund - Regular Plan - GrowthMotilal Oswal Multi Asset Fund - Regular Plan - Growth

HYBRID

High

8.01%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Multi Asset Fund - GrowthQuant Multi Asset Fund - Growth

HYBRID

Very High

28.76%

ICICI Prudential Multi-Asset Fund - GrowthICICI Prudential Multi-Asset Fund - Growth

HYBRID

Very High

20.94%

HDFC Multi-Asset Fund - GrowthHDFC Multi-Asset Fund - Growth

HYBRID

Very High

15.99%

SBI Multi Asset Allocation Fund - Regular Plan - GrowthSBI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

15.13%

UTI Multi Asset Allocation Fund - Regular Plan - GrowthUTI Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

High

14.99%

Axis Multi Asset Allocation Fund - Regular Plan - GrowthAxis Multi Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

12.69%

Show all Funds

Fund Managers

R(

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.

SJ

Mr. Sailesh Jain

MN

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.

TP

Mr. Tapan PatelFund Manager

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FAQ's

What is the risk level associated with the Tata Multi Asset Opportunities Fund - Regular Plan - Growth?

The Tata Multi Asset Opportunities Fund - Regular Plan - Growth is a mutual fund with a Very High risk.

What is the current NAV (Net Asset Value) of the Tata Multi Asset Opportunities Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Tata Multi Asset Opportunities Fund - Regular Plan - Growth as of Jul 25,2024 is INR 22.12.

What are the returns generated by the Tata Multi Asset Opportunities Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Tata Multi Asset Opportunities Fund - Regular Plan - Growth has delivered returns of 22.87% in the past year, 15.82% in the past 3 years, and $5yearret in the past 5 years.

What is the expense ratio associated with the Tata Multi Asset Opportunities Fund - Regular Plan - Growth?

The Tata Multi Asset Opportunities Fund - Regular Plan - Growth has an expense ratio of 1.96%.

What is the minimum investment amount required for the Tata Multi Asset Opportunities Fund - Regular Plan - Growth?

The minimum investment amount for the Tata Multi Asset Opportunities Fund - Regular Plan - Growth is INR 5000.

Is there a systematic investment plan (SIP) available for the Tata Multi Asset Opportunities Fund - Regular Plan - Growth?

Yes, the Tata Multi Asset Opportunities Fund - Regular Plan - Growth offers SIP starting from INR 5000 per month.

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