Tata Multi Asset Opportunities Fund Direct Growth

Tata Multi Asset Opportunities Fund Direct Growth is a hybrid fund. This fund was started on 4 March, 2020. The fund is managed by Murthy Nagarajan, Rahul Singh, Sailesh Jain. This fund gives you the benefit of diversification.

1. Tata Multi Asset Opportunities Fund Direct Growth has ₹3337 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
2. The fund has an expense ratio 0.5.
   

Tata Multi Asset Opportunities Fund Direct Growth has given a CAGR return of 19.80% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.99%, 13.99% and 21.29% respectively.

Tata Multi Asset Opportunities Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Industrial, Health, Basic Materials, Consumer Cyclical, Energy, Corporate, Tech, Communication, Utilities, Real Estate, Consumer Defensive.

As it is a multi asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 100.00. Tata Multi Asset Opportunities Fund Direct Growth has no lock in period.