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Tata Multi Asset Allocation Fund-Regular Plan-Growth

Tata · Multi Asset
Moderate
₹25.24
Current NAV
25 Jun 2026
30.3%
1Y Return
12.3%
3Y CAGR
20.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹18,380 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Multi Asset mandate.
Cons / Risks
  • Higher expense ratio (2.03%) which can affect compounding over long horizons.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.83
Sharpe Ratio
0.43
Beta
-2.17
Alpha
0.94
Sortino
Fund Details
Fund House Tata
Category Multi Asset
AUM ₹18380 Cr
Expense Ratio 2.03%
Min SIP ₹500
Min Lumpsum ₹1000
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