Tata Multi Asset Allocation Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 6.2 | 13.12 | 11.89 | N/A |
| Average Rolling Returns(%) | 18.56 | 16.15 | 16.80 | N/A |
The Current NAV of Tata Multi Asset Allocation Fund - Growth - Direct Plan is ₹27.46.
It is better to invest in a fund with a longer track record as Tata Multi Asset Allocation Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Tata Multi Asset Allocation Fund - Growth - Direct Plan fund’s expense ratio is 0.46%
The process for redemption is
The AUM of Tata Multi Asset Allocation Fund - Growth - Direct Plan is currently ₹4,669 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 24% of fund’s portfolio respectively.
Top three sectors of Tata Multi Asset Allocation Fund - Growth - Direct Plan fund are Others, BFSI and Construction & Infrastructure accounting for 61% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Tata Multi Asset Allocation Fund - Growth - Direct Plan Fund is Hybrid - Multi Asset Allocation.
Rahul Singh (Tata) and Sailesh Jain manage the Tata Multi Asset Allocation Fund - Growth - Direct Plan Fund.
Tata Multi Asset Allocation Fund - Growth - Direct Plan current PE ratio is 29.51 and PB ratio is 4.33
The asset allocation of Tata Multi Asset Allocation Fund - Growth - Direct Plan is Stocks : 77.16%, Debt : 14.66% and Gold : 26.71%
The minimum SIP amount for Tata Multi Asset Allocation Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Multi Asset Allocation Fund - Growth - Direct Plan is 0.50% on or before 30 days, Nil after 30 days
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