Tata Multi Asset Opportunities Fund-Regular Plan-Growth
Category: Hybrid: Multi Asset Allocation
Launch Date: 04-03-2020
AUM:
₹ 2,863.37 Cr
Expense Ratio
1.89%
Benchmark
CRISIL Short-Term Bond Index,S&P BSE 200 TRI,MCX I-COMDEX Composite Index
ISIN
INF277K012Z5
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Murthy Nagarajan, Sailesh Jain, Rahul Singh, Tapan Patel
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Tata Multi Asset Opportunities Fund-Regular Plan-Growth | 27.42 | 15.47 | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
21.7948
Last change
0.11 (0.5125%)
Fund Size (AUM)
₹ 2,863.37 Cr
Performance
21.39% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long term capital appreciation.
Fund Manager
Murthy Nagarajan, Sailesh Jain, Rahul Singh, Tapan Patel
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 21.43 |
| Others | 12.26 |
| Others | 8.64 |
| Others | 7.27 |
| HDFC Bank Ltd. | 4.99 |
| ICICI Bank Ltd. | 3.66 |
| Reliance Industries Ltd. | 3.33 |
| State Bank of India | 3.28 |
| Larsen & Toubro Ltd. | 3.25 |
| Axis Bank Ltd. | 2.82 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Others | 34.23 |
| Financial | 18.38 |
| Energy | 7.47 |
| Sovereign | 5.06 |
| Healthcare | 4.81 |
| Construction | 4.66 |
| Technology | 3.9 |
| Communication | 3.65 |
| Capital Goods | 3.63 |
| Services | 2.61 |