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- Tata Mutual Fund
- Tata Multi Asset Opportunities Fund (G)
Tata Multi Asset Opportunities Fund (G)
₹ 22.7635
NAV (Oct 14)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 22.7635
NAV (Oct 14)
Fund Returns
Last 1Y | 25.5% |
Last 3Y | 13.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.5% |
6 Month CAGR | 9.3% |
Scheme Information
The scheme seeks to generate long term capital appreciation.
Expense Ratio | 1.87 |
Launched (0y ago) | 1.87 |
AUM in Crores | 3400.2 |
ISIN | INF277K012Z5 |
Lock-in | - |
Benchmark | NA |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 7.4 |
Beta | 0.6 |
Sharpe Ratio | 1.3 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Tata Multi Asset Opportunities Fund (G) | 10,25,004 | 2,92,392 | 13.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
15.8%Others
11%Others
9.5%HDFC Bank Ltd.
4.7%Others
4%Allocation by Sector
Financial
14%Energy
7.2%Healthcare
5.3%Technology
4.7%Construction
4.1%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
About the AMC
Tata Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14% | 18.8% | ||
14.3% | 16.7% | ||
28.5% | 16.2% | ||
6.4% | 6.7% | ||
11.4% | 13.2% |
Tata Multi Asset Opportunities Fund (G) Review
Tata Multi Asset Opportunities Fund (G) is a Multi Asset Allocation Hybrid fund and has delivered an annualised return of 19.504% over a period of 4 years. The fund is managed by Tata Mutual Fund. The fund managers are Murthy Nagarajan, Rahul Singh, Sailesh Jain, Tapan Patel.
Nav of Tata Multi Asset Opportunities Fund (G) as of 10/14/2024 is ₹22.76 with the total AUM as of 10/16/2024 is ₹3400.237158. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Multi Asset Opportunities Fund (G) was launched on 2020-03-04. The category risk of the fund is Above Average.
The minimum SIP amount for Tata Multi Asset Opportunities Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Tata Multi Asset Opportunities Fund (G)?
How to invest in Tata Multi Asset Opportunities Fund (G)?
You can invest in Tata Multi Asset Opportunities Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Multi Asset Opportunities Fund (G)?
The minimum sip amount for Tata Multi Asset Opportunities Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Multi Asset Opportunities Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Multi Asset Opportunities Fund (G)?
The expense ratio of the Tata Multi Asset Opportunities Fund (G) is 1.87% for regular plan.
What is the NAV of Tata Multi Asset Opportunities Fund (G)?
Today's Tata Multi Asset Opportunities Fund (G) NAV is ₹22.76.