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Tata Multi Asset Opportunities

Tata Multi Asset Opportunities

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

5.02

as on 30 Jan 2023

1 Year

Investment of ₹ 10,000 in this fund 1 Year back would be ₹ 10,501 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

  • ₹ 16.085

    as on 30 Jan 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 1,160 Cr.

    as on 31 Aug 2020
  • 2.42%

  • 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 ₹ 16.085 as on 30 Jan 2023.

This fund has 2 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.42%. 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 Gayan
  • 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.

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 1.78% 2.72% 9.89% 12.23% 31.86% 29.13% 20.28% 14.82% 13.72% 18.24% 28.80% 25.17% 16.85%
Category Average -1.04% -0.65% 2.76% 4.44% 15.44% 14.37% 10.41% 10.13% 6.58% 8.85% 15.08% 13.74% 11.32%
Tata Multi Asset Opportunities -2.09%₹ 9,790 -0.19%₹ 9,980 4.24%₹ 10,423 5.02%₹ 10,501 5.58%₹ 12,361 13.65%₹ 12,921 7.64%₹ 25,939 - - - - - -
Quant Multi Asset Fund -1.59%₹ 9,841 0.93%₹ 10,092 9.89%₹ 10,989 9.24%₹ 10,923 12.69%₹ 12,813 31.86%₹ 17,414 18.24%₹ 28,722 29.13%₹ 21,545 28.80%₹ 54,499 20.28%₹ 25,183 25.17%₹ 1,11,909 13.48%₹ 35,453 16.85%₹ 2,90,754
ICICI Prudential MultI-Asset Fund -0.62%₹ 9,938 2.72%₹ 10,271 8.49%₹ 10,848 12.23%₹ 11,223 13.72%₹ 12,876 25.53%₹ 15,768 17.37%₹ 28,482 20.01%₹ 17,293 23.71%₹ 50,838 12.23%₹ 17,809 18.29%₹ 94,723 14.82%₹ 39,861 15.08%₹ 2,64,261
HDFC MultI-Asset Fund -0.45%₹ 9,954 0.86%₹ 10,086 4.06%₹ 10,406 5.07%₹ 10,507 6.97%₹ 12,450 12.05%₹ 12,561 7.54%₹ 25,915 13.31%₹ 14,552 12.87%₹ 43,639 9.64%₹ 15,850 12.15%₹ 81,429 9.98%₹ 25,908 10.30%₹ 2,04,756
SBI Multi Asset Allocation Fund -1.34%₹ 9,866 0.75%₹ 10,075 3.69%₹ 10,368 4.78%₹ 10,477 5.10%₹ 12,330 9.41%₹ 11,976 6.18%₹ 25,566 10.22%₹ 13,393 9.17%₹ 41,339 8.47%₹ 15,021 9.60%₹ 76,425 9.62%₹ 25,078 9.24%₹ 1,93,577
Essel 3 In 1 Fund 1.78%₹ 10,177 -7.51%₹ 9,249 -10.84%₹ 8,915 - - - - - - - - - -

Portfolio Holdings

Portfolio holdings pattern of Tata Multi Asset Opportunities as on 02 Feb 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%