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Tata Multi Asset Opportunities

Tata Multi Asset Opportunities

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

15.76

as on 08 Dec 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,512 today.

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NAV Performance

Tata Multi Asset Opportunities performance graph for last 3 years
Performance of Tata Multi Asset Opportunities for last 3 Years

Fund Information

  • ₹ 18.944

    as on 08 Dec 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,501 Cr.

    as on 31 Aug 2020
  • 2.06%

  • 04 Mar 2020

  • Hybrid - Multi Asset Allocation

  • Nifty 50

  • Tata Mutual Fund

    Show All Funds

Highlights of this fund

Tata Multi Asset Opportunities is an Open-ended Hybrid Fund. The fund belongs to Multi Asset Allocation category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 04 Mar 2020. This fund is offered by one of the top AMC (Assets Management Company) Tata Mutual Fund. You can also view here all other Hybrid funds offered by Tata Mutual Fund.

Latest NAV of the fund is ₹ 18.944 as on 08 Dec 2023.

This fund has 3 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.06%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 150. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

The investment objective of the scheme is to generate long term capital appreciation.

List of Fund Managers of Tata Multi Asset Opportunities

  • About Aurobinda Prasad Gayan

    Picture of Aurobinda Prasad GayanMr. Gayan is an MBA (Finance) Prior to joining Tata Asset Management Ltd. as Head Commodity Strategies. He has worked with Kotak Commodities Services Pvt. Ltd. as Research Head and Karvy Comtrade Ltd. as Research Head.
  • About Murthy Nagarajan

    Picture of Murthy NagarajanMurthy Nagarajan is the Head of Fixed Income at Tata Asset Management. With an expertise spanning decades in the debt market, he carries a rich industry experience of more than 22 years in the financial services space. He holds a Master of Commerce degree and a PGDBA from Somaiya Institute of Management & Research.
  • About Sailesh Jain

    Picture of Sailesh JainSailesh Jain carries a rich experience of more than 16 years in both fund management and broking, He joined Tata Asset Management in November 2018 as the Fund Manager (Equities). He holds an MBA degree in Finance from Queensland University of Technology in Australia.
  • About Rahul Singh

    Picture of Rahul SinghMr. Singh is B.Tech & PGDBM Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
  • About Murthy Nagarajan

    Picture of Murthy NagarajanMurthy Nagarajan is the Head of Fixed Income at Tata Asset Management. With an expertise spanning decades in the debt market, he carries a rich industry experience of more than 22 years in the financial services space. He holds a Master of Commerce degree and a PGDBA from Somaiya Institute of Management & Research.
  • About Aurobinda Prasad Gayan

    Picture of Aurobinda Prasad GayanMr. Gayan is an MBA (Finance) Prior to joining Tata Asset Management Ltd. as Head Commodity Strategies. He has worked with Kotak Commodities Services Pvt. Ltd. as Research Head and Karvy Comtrade Ltd. as Research Head.
  • About Sailesh Jain

    Picture of Sailesh JainSailesh Jain carries a rich experience of more than 16 years in both fund management and broking, He joined Tata Asset Management in November 2018 as the Fund Manager (Equities). He holds an MBA degree in Finance from Queensland University of Technology in Australia.
  • About Rahul Singh

    Picture of Rahul SinghMr. Singh is B.Tech & PGDBM Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
  • About Rahul Singh

    Picture of Rahul SinghMr. Singh is B.Tech & PGDBM Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
  • About Rahul Singh

    Picture of Rahul SinghMr. Singh is B.Tech & PGDBM Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
  • About Murthy Nagarajan

    Picture of Murthy NagarajanMurthy Nagarajan is the Head of Fixed Income at Tata Asset Management. With an expertise spanning decades in the debt market, he carries a rich industry experience of more than 22 years in the financial services space. He holds a Master of Commerce degree and a PGDBA from Somaiya Institute of Management & Research.
  • About Aurobinda Prasad Gayan

    Picture of Aurobinda Prasad GayanMr. Gayan is an MBA (Finance) Prior to joining Tata Asset Management Ltd. as Head Commodity Strategies. He has worked with Kotak Commodities Services Pvt. Ltd. as Research Head and Karvy Comtrade Ltd. as Research Head.
  • About Rahul Singh

    Picture of Rahul SinghMr. Singh is B.Tech & PGDBM Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.
  • About Sailesh Jain

    Picture of Sailesh JainSailesh Jain carries a rich experience of more than 16 years in both fund management and broking, He joined Tata Asset Management in November 2018 as the Fund Manager (Equities). He holds an MBA degree in Finance from Queensland University of Technology in Australia.
  • About Murthy Nagarajan

    Picture of Murthy NagarajanMurthy Nagarajan is the Head of Fixed Income at Tata Asset Management. With an expertise spanning decades in the debt market, he carries a rich industry experience of more than 22 years in the financial services space. He holds a Master of Commerce degree and a PGDBA from Somaiya Institute of Management & Research.
  • About Murthy Nagarajan

    Picture of Murthy NagarajanMurthy Nagarajan is the Head of Fixed Income at Tata Asset Management. With an expertise spanning decades in the debt market, he carries a rich industry experience of more than 22 years in the financial services space. He holds a Master of Commerce degree and a PGDBA from Somaiya Institute of Management & Research.
  • About Aurobinda Prasad Gayan

    Picture of Aurobinda Prasad GayanMr. Gayan is an MBA (Finance) Prior to joining Tata Asset Management Ltd. as Head Commodity Strategies. He has worked with Kotak Commodities Services Pvt. Ltd. as Research Head and Karvy Comtrade Ltd. as Research Head.
  • About Sailesh Jain

    Picture of Sailesh JainSailesh Jain carries a rich experience of more than 16 years in both fund management and broking, He joined Tata Asset Management in November 2018 as the Fund Manager (Equities). He holds an MBA degree in Finance from Queensland University of Technology in Australia.
  • About Aurobinda Prasad Gayan

    Picture of Aurobinda Prasad GayanMr. Gayan is an MBA (Finance) Prior to joining Tata Asset Management Ltd. as Head Commodity Strategies. He has worked with Kotak Commodities Services Pvt. Ltd. as Research Head and Karvy Comtrade Ltd. as Research Head.
  • About Murthy Nagarajan

    Picture of Murthy NagarajanMurthy Nagarajan is the Head of Fixed Income at Tata Asset Management. With an expertise spanning decades in the debt market, he carries a rich industry experience of more than 22 years in the financial services space. He holds a Master of Commerce degree and a PGDBA from Somaiya Institute of Management & Research.
  • About Sailesh Jain

    Picture of Sailesh JainSailesh Jain carries a rich experience of more than 16 years in both fund management and broking, He joined Tata Asset Management in November 2018 as the Fund Manager (Equities). He holds an MBA degree in Finance from Queensland University of Technology in Australia.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.34% 8.75% 18.60% 23.32% 18.76% 27.13% 23.77% 15.99% 33.53% 22.68% 21.95% 26.33% 18.55%
Category Average 5.23% 4.12% 10.38% 14.70% 12.46% 16.14% 14.38% 11.45% 25.11% 17.72% 15.86% 17.22% 13.05%
Tata Multi Asset Opportunities 5.20%₹ 10,519 4.32%₹ 10,432 11.32%₹ 11,132 13.80%₹ 11,379 21.16%₹ 13,333 10.89%₹ 12,297 15.74%₹ 28,042 15.76%₹ 15,512 14.08%₹ 44,386 - - - -
Quant Multi Asset Fund 8.34%₹ 10,834 8.72%₹ 10,871 18.60%₹ 11,859 16.78%₹ 11,677 30.65%₹ 13,908 15.94%₹ 13,443 21.20%₹ 29,499 27.13%₹ 20,545 21.95%₹ 49,603 23.77%₹ 29,084 26.33%₹ 1,14,972 14.96%₹ 40,378 18.55%₹ 3,18,514
ICICI Prudential MultI-Asset Fund 5.26%₹ 10,526 6.03%₹ 10,603 15.21%₹ 11,520 21.21%₹ 12,121 28.33%₹ 13,767 18.76%₹ 14,103 22.30%₹ 29,791 25.04%₹ 19,550 21.77%₹ 49,479 18.60%₹ 23,483 22.03%₹ 1,03,679 15.99%₹ 44,133 16.29%₹ 2,81,967
HDFC MultI-Asset Fund 4.61%₹ 10,460 4.68%₹ 10,468 10.45%₹ 11,045 14.19%₹ 11,418 20.15%₹ 13,271 9.68%₹ 12,028 14.90%₹ 27,822 14.44%₹ 14,986 13.16%₹ 43,805 13.90%₹ 19,181 14.73%₹ 86,754 11.07%₹ 28,611 11.49%₹ 2,18,060
UTI Multi Asset Fund 6.31%₹ 10,631 8.75%₹ 10,875 16.07%₹ 11,606 23.32%₹ 12,332 33.53%₹ 14,080 14.42%₹ 13,092 22.68%₹ 29,898 14.08%₹ 14,846 17.33%₹ 46,497 11.76%₹ 17,446 14.93%₹ 87,188 9.68%₹ 25,227 10.50%₹ 2,06,898
SBI Multi Asset Allocation Fund 5.72%₹ 10,572 5.37%₹ 10,537 14.46%₹ 11,446 18.92%₹ 11,891 27.16%₹ 13,698 12.87%₹ 12,739 18.94%₹ 28,892 13.62%₹ 14,669 15.42%₹ 45,253 13.15%₹ 18,556 14.39%₹ 86,031 11.13%₹ 28,769 11.43%₹ 2,17,397

Portfolio Holdings

Portfolio holdings pattern of Tata Multi Asset Opportunities as on 10 Dec 2023 are listed below:

  • Equity Holdings:

    65.12%
  • Debt Holdings:

    10.38%
  • Others Holdings:

    24.55%

Top Sector Holdings of Tata Multi Asset Opportunities

Name of SectorHolding PercentageHolding Values in Crore
Banks 9.99% ₹ 41.09 Cr.
Refineries/Marketing 8.23% ₹ 33.82 Cr.
Computers - Software 7.31% ₹ 33.32 Cr.
Pharmaceuticals 4.67% ₹ 19.24 Cr.
Telecom - services 3.43% ₹ 14.10 Cr.
Others 66.37% -

Top Stock Holdings of Tata Multi Asset Opportunities

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 6.86% ₹ 28.19 Cr.
ICICI Bank Ltd. 4.55% ₹ 18.70 Cr.
Infosys Ltd. 4.04% ₹ 16.62 Cr.
HDFC Bank Ltd. 3.75% ₹ 15.43 Cr.
Bharti Airtel Ltd. 3.43% ₹ 14.10 Cr.
Others 77.37% -

Top Debt Instrument Type holdings of Tata Multi Asset Opportunities

Instrument TypeHolding PercentageHolding Values in Crore
GOI 4.67% ₹ 19.21 Cr.
NCD & Bonds 4.49% ₹ 18.45 Cr.
CP 1.22% ₹ 5.00 Cr.
Others 89.62% -

Top Debt Holdings of Tata Multi Asset Opportunities

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Govt of India 4.67% ₹ 19.21 Cr.
Bond - Indian Oil Corporation Ltd. 3.73% ₹ 15.35 Cr.
Bond - Pilani Investment & Industries Corporation Ltd. 1.22% ₹ 5.00 Cr.
Bond - National Bank for Agriculture & Rural Development 0.76% ₹ 3.11 Cr.
Others 89.62%

Other Holdings

Holding TypeHolding Percentage
Commodity - Silver 12.08%
Commodity - Gold Futures 5.51%
Repo 4.57%
FD 3.25%
Commodity - Nickel 1.95%