Hybrid | Multi Asset Allocation
3Y Returns
15.14%
Min SIP
₹100
Min Lumpsum
₹5000
Expense Ratio
0.42%
Fund Size
₹2263 Cr
Inception Date
04-Mar-20
Fund Manager
Rahul Singh (Tata)
Exit Load
Nil upto 12% of investments and 1% for remaining investments on or before 365D, Nil after 365D.
Overall Fund Zi Tag
Asset Allocation
Equity
66.68%
Debt & Others
33.32%
Market Cap Allocation
Large Cap
51.99%
Mid Cap
6.31%
Small Cap
8.38%
Other Cap
33.32%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Long Term Capital Appreciation. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved. The Scheme Does Not Assure Or Guarantee Any Returns.
Fund House Detail
AMC Name
Tata Asset Management Limited
Address
1903, B Wing, Parinee Crescenzo, G Block,Bandra Kurla Complex, Bandra East,Mumbai - 400 051
Tata Multi Asset Opportunities Fund Direct Plan Growth
1Y
26.81%
3Y
15.14%
5Y
NA
Quant Multi Asset Fund Direct Plan - Growth
1Y
45.21%
3Y
23.23%
5Y
29.25%
Icici Prudential Multi-Asset Fund - Direct Plan - Growth
1Y
29.76%
3Y
19.93%
5Y
21.81%
Uti Multi Asset Fund - Direct Growth Plan
1Y
35.58%
3Y
18.34%
5Y
16.57%
Nippon India Multi Asset Fund-Direct Plan-Growth
1Y
33.24%
3Y
16.37%
5Y
NA
Sbi Multi Asset Allocation Fund Direct Growth
1Y
26.53%
3Y
15.66%
5Y
15.29%
Aditya Birla Sun Life Financial Planning Fof - Aggressive Plan- Direct Plan- Growth
1Y
30.82%
3Y
15.54%
5Y
18.39%
Hdfc Multi-Asset Fund - Direct Plan - Growth Option
1Y
25.25%
3Y
14.17%
5Y
16.94%
Hsbc Managed Solutions India Growth Fund Direct Plan Growth
1Y
30.4%
3Y
13.86%
5Y
17.49%
Aditya Birla Sun Life Financial Planning Fund Prudent Plan Direct Plan Growth
1Y
24.73%
3Y
13.22%
5Y
15.15%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Aggressive - Direct Growth
1Y
28.46%
3Y
12.99%
5Y
NA
Hsbc Managed Solutions India Moderate Fund Direct Plan Growth
1Y
26.23%
3Y
12.4%
5Y
15.52%
Bandhan Asset Allocation Fund Of Funds-Aggressive Plan-Growth-(Direct Plan)
1Y
27.97%
3Y
12.21%
5Y
14.63%
Quantum Multi Asset Fund Of Funds - Direct Plan Growth Option
1Y
19.66%
3Y
11.08%
5Y
11.09%
Franklin India Multi - Asset Solution Fund - Direct Growth
1Y
19.76%
3Y
11%
5Y
8.72%
Aditya Birla Sun Life Financial Planning Fund Conservative Plan Direct Plan Growth
1Y
18.59%
3Y
10.95%
5Y
12.06%
Motilal Oswal Asset Allocation Passive Fund Of Fund - Conservative - Direct Growth
1Y
20.92%
3Y
10.4%
5Y
NA
Bandhan Asset Allocation Fund Of Fund-Moderate Plan-Direct Plan-Growth
1Y
21.85%
3Y
10.23%
5Y
11.64%
Axis Multi Asset Allocation Fund - Direct Growth
1Y
27.45%
3Y
8.93%
5Y
14.28%
Motilal Oswal Multi Asset Fund Direct Growth
1Y
12.74%
3Y
8.7%
5Y
NA
Bandhan Asset Allocation Fund Of Fund-Conservative Plan-Direct Plan-Growth
1Y
13.57%
3Y
7.62%
5Y
8.32%
Hsbc Managed Solutions India Conservative Fund Direct Plan Growth
1Y
11.46%
3Y
6.69%
5Y
7.13%
Dsp Multi Asset Allocation Fund - Direct - Growth
1Y
28.89%
3Y
NA
5Y
NA
Kotak Multi Asset Allocation Fund -Direct Plan-Growth
1Y
30.07%
3Y
NA
5Y
NA
Icici Prudential Passive Multi-Asset Fof Direct Plan Growth
1Y
20.26%
3Y
NA
5Y
NA
Sundaram Multi Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Shriram Multi Asset Allocation Fund Direct Plan - Growth
1Y
24.69%
3Y
NA
5Y
NA
Edelweiss Multi Asset Allocation Fund- Direct Plan Growth
1Y
8.44%
3Y
NA
5Y
NA
Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Plan Growth
1Y
28.56%
3Y
NA
5Y
NA
Whiteoak Capital Multi Asset Allocation Fund - Direct Plan Growth
1Y
24.85%
3Y
NA
5Y
NA
BSE Member code: 58371
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