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Tata Multi Asset Opportunities Fund-Regular Plan-Dividend Reinvestment

Fund House: Tata Mutual Fund
Category: Hybrid: Multi Asset Allocation
Launch Date: 04-03-2020
Asset Class: Mixed Asset
Benchmark: S&P BSE 200 TRI (65), MCX I-COMDEX Composite Index (20), CRISIL Short-Term Bond (15)
TER: -
Status: Open Ended Schemes
Minimum Investment:
Minimum Topup:
Total Assets: -
Turn over: -
NAV as on 23-04-2024

20.7532

0.05 (0.2274%)

CAGR Since Inception

20.76%

Benchmark: 10.65%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 11 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme seeks to generate long term capital appreciation.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
Tata Multi Asset Opportunities Fund-Regular Plan-Dividend Reinvestment 04-03-2020 28.0 15.73 16.33 - -
Quant Multi Asset Fund-GROWTH OPTION - Regular Plan 21-03-2001 48.31 23.56 28.49 28.45 17.1
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option 19-11-2008 40.72 22.87 18.17 14.29 10.57
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 34.25 20.91 25.29 19.54 15.99
Nippon India Multi Asset Fund - Regular Plan - Growth Option 05-08-2020 32.33 17.83 16.74 - -
Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth Option 19-12-2022 30.72 - - - -
SBI Multi Asset Allocation Fund - Regular Plan - Growth 21-12-2005 29.14 16.86 16.04 14.34 11.66
Tata Multi Asset Opportunities Fund-Regular Plan-Growth 04-03-2020 28.0 15.73 16.33 - -
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth 31-01-2023 25.69 - - - -
HDFC Multi-Asset Fund - Growth Option 05-08-2005 23.32 14.61 14.77 14.19 11.22

Scheme Characteristics

Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.

Riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

8.07%

Others

35.16%

Large Cap

50.52%

Mid Cap

6.23%

Scheme Documents

Monthly Portfolio Disclosure - March 2024

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