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Tata Multi Asset Opportunities Fund - Regular Plan


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(₹)
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Trailing Returns (%)

YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund -- -1.17 -3.14 -- -- -- -- -- -- -- --
VR Balanced TRI -- 2.99 8.07 -- -- -- -- -- -- -- --
Hybrid: Multi Asset Allocation -- -1.25 -2.10 -- -- -- -- -- -- -- --
Rank within category -- 8 11 -- -- -- -- -- -- -- --
Number of funds in category 14 15 15 14 14 13 13 9 9 6 1

As on 03-Apr-2020

Best & Worst Performance

Best (Period) Worst (Period)
Week 5.70 (24-Mar-2020 - 31-Mar-2020) -10.35 (16-Mar-2020 - 23-Mar-2020)
Month -- ( - ) -- ( - )
Quarter -- ( - ) -- ( - )
Year -- ( - ) -- ( - )

Risk Measures (%)

Mean Std Dev Sharpe Sortino Beta Alpha
Fund -- -- -- -- -- --
VR Balanced TRI* 1.90 15.58 -0.23 -0.24 -- --
Hybrid: Multi Asset Allocation* 0.47 10.45 -0.48 -0.41 0.60 -2.88
Rank within category -- -- -- -- -- --
Number of funds in category -- -- -- -- -- --

The Risk Measures have been calculated using calendar month returns for the last three years.

As on

* As on 31-Mar-2020

Asset Allocation (%)

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Concentration & Valuation

The underlying data is unavailable.

Credit Rating vis-à-vis Category

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Sector Allocation vis-à-vis Category

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Top Equity Holdings

The underlying data is unavailable.

As on

Fund Manager

— Sailesh Jain since 14-Feb-2020

Education: Mr. Jain is a Commerce Graduate and an MBA.

Experience: Prior to joining TATA Mutual Fund, he has worked with Invesco Mutual Fund, IDFC Securities Ltd. as Head Derivatives, Quant Broking Pvt Ltd. as Vice President and IIFL(India Infoline) as Vice President.

Funds Managed:

— Rahul Singh since 14-Feb-2020

Education: Mr. Singh is B.Tech & PGDBM

Experience: Prior to Tata AMC, he has worked with Ampersand Capital Investment Advisors LLP, Standard Chartered Securities and Citigroup Global Markets India.

Funds Managed:

— Murthy Nagarajan since 14-Feb-2020

Education: Mr. Nagarajan is a M.Com, ICWA and PGPMS.

Experience: Prior to joining Tata AMC he has worked with Quantum AMC as head fixed income, Mirae Asset Global Investment India Ltd..

Funds Managed:


-1.17%

Change from previous, NAV as on 03-Apr-2020

Growth: ₹ 8.7340

Dividend: ₹ 8.7340


Investment Strategy

The scheme seeks to generate long term capital appreciation.

Investment Details

Minimum Investment (₹) 5,000
Minimum Addl Investment (₹) 1,000
Minimum SIP Investment (₹) 500
Minimum No of Cheques 12
Minimum Withdrawal (₹) 500
Minimum Balance (₹) 500
Exit Load For units in excess of 12% of the investment,1% will be charged for redemption within 365 days

Basic Details

Fund House: Tata Mutual Fund
Launch Date: 04-Mar-2020
Return Since Launch: -12.66%
Benchmark: S&P BSE 200 TRI (65), MCX I-COMDEX Composite Index (20), CRISIL Short-Term Bond (15)
Riskometer: Moderately High
Type: Open-ended
Assets: ₹ -- Cr (As on )
Expense: -- (As on )
Risk Grade: --
Return Grade: --
Turnover: --

Contact Information

AMC: Tata Asset Management Private Ltd

Address: 9th Floor, Mafatlal Centre, Nariman Point, Mumbai - 400021

Phone: 1800-209-0101

Email: [email protected]

Website: www.tatamutualfund.com

Registrar & Transfer Agent: Computer Age Management Services Ltd.

Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai - 600002

Phone: 1800-3010-6767 / 1800-419-7676

Fax: 044-30407101

Email: [email protected]

Website: www.camsonline.com

Last Session

Investors' Hangout

5 ways to deal with market panic

dateFriday, 20-Mar-2020
time12:30 PM - 01:00 PM

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