Tata Multi Asset Opportunities Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 27.16 | 15.5 | N/A | N/A |
Average Rolling Returns(%) | 20.13 | 18.78 | N/A | N/A |
The Current NAV of Tata Multi Asset Opportunities Fund - Regular Plan - Growth is ₹20.93.
It is better to invest in a fund with a longer track record as Tata Multi Asset Opportunities Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark iCOMDEX Composite Index returns, as Funds portfolio is significantly different.
Tata Multi Asset Opportunities Fund - Regular Plan - Growth fund’s expense ratio is 1.91%
The process for redemption is
The AUM of Tata Multi Asset Opportunities Fund - Regular Plan - Growth is currently ₹2,605 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Larsen & Toubro and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 20% and 30% of fund’s portfolio respectively.
Top three sectors of Tata Multi Asset Opportunities Fund - Regular Plan - Growth fund are Miscellaneous, BFSI and Others accounting for 54% of the total portfolio.
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 Opportunities Fund - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Rahul Singh (Tata) and Sailesh Jain manage the Tata Multi Asset Opportunities Fund - Regular Plan - Growth Fund.
Tata Multi Asset Opportunities Fund - Regular Plan - Growth current PE ratio is 36.82 and PB ratio is 5.08
The asset allocation of Tata Multi Asset Opportunities Fund - Regular Plan - Growth is Stocks : 72.25%, Debt : 17.96% and Gold : 19.62%
The minimum SIP amount for Tata Multi Asset Opportunities Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹5000.00
The exit load for Tata Multi Asset Opportunities Fund - Regular Plan - Growth is Nil upto 12% of investments and 1% for remaining investments on or before 365 days, Nil after 365 days