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Tata Multi Asset Opportunities Fund Regular Rnvstmnt of Inc Dist cum Cap Wdrl INF277K013Z3

NAV / 1-Day Return
21.28 / -0.37%
Total Assets
34.9 Bil
Inception Date
Mar 04, 2020
Expense Ratio
1.860%
Fee Level
Load
1.00%
Category
India Fund Multi Asset Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Moderate
Status
Open
TTM Yield
0.00%
Turnover
112%

Morningstar’s Analysis

Non Rateable Category Fund

This share class category is not eligible for a Morningstar Medalist Rating. Rated on Dec 31, 2024

Growth of 10,000



Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 55.65 11.42 67.07 63.63
Fixed Income 13.74 0.00 13.74 14.86
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.14
Cash 25.06 0.00 25.06 23.63
Other 5.55 11.73 17.27 10.08

Stock Style

People

Inception Date
Mar 04, 2020
Number of Managers
5
Longest Tenure
4.9 Years
Average Tenure
4.2 Years
Advisor(s)
Tata Asset Management Limited

Management Team

Mar 04, 2020 –Present
Mar 04, 2020 –Present
Mar 04, 2020 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Return vs. Category

Holdings



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