Tata Multi Asset Opportunities Fund (G) Mutual fund

Tata Multi Asset Opportunities Fund (G)

Q: How to Invest in Tata Multi Asset Opportunities Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Tata Multi Asset Opportunities Fund good?

The Tata Multi Asset Opportunities Fund has an AUM of ₹3554.05 Cr as on 4/15/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 12.76%. The risk is Very High against the category average of 43.37.

Q: Is Tata Multi Asset Opportunities Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year. If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.

Q: What is the lock-in period of Tata Multi Asset Opportunities Fund?

There is no lock-in period applicable on Tata Multi Asset Opportunities Fund.

Q: What is the expense ratio of Tata Multi Asset Opportunities Fund?

The expense ratio of Tata Multi Asset Opportunities Fund is 1.81%.

Hybrid

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Multi Asset Allocation

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Fund Details

Current NAV

₹22.01

Expense Ratio

1.81%

Min SIP

₹100

Fund Size

₹3554Cr

Min Investment

₹5.00K

Lock In

Scheme Information Document

Exit load: Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is not more than 12% of the original cost of investment: Nil Redemption/Switch-out/SWP/STP on or before expiry of 365 days from the date of allotment: If the withdrawal amount or switched out amount is more than 12% of the original cost of investmen:1% Redemption / Switch-out/SWP/STP after expiry of 365 days from the date of allotmen: Nil

Fund Performance

Alpha

3.12%

Beta

0.64

Sharpe Ratio

0.6501

Risk

8.73%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Tata Multi Asset Opportunities Fund (G) FAQs

Q1. How to Invest in Tata Multi Asset Opportunities Fund through Rupeezy?

Q2. Is Tata Multi Asset Opportunities Fund good?

Q3. Is Tata Multi Asset Opportunities Fund tax free?

Q4. What is the lock-in period of Tata Multi Asset Opportunities Fund?

Q5. What is the expense ratio of Tata Multi Asset Opportunities Fund?

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