NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹22.58
0.15%
NAV as on 17 Dec 24, 12:00 AM
very high risk
multi asset allocation
hybrid (nc)
NAV as on 17 Dec 24, 12:00 AM
very high risk
multi asset allocation
hybrid (nc)
15.82%p.a.
Last 1Y
13.41%p.a.
Last 3Y
0.00%p.a.
Last 5Y
19.75%p.a.
Since Inception
About Tata Multi Asset Opportunities Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Tata Multi Asset Opportunities Fund Growth scheme from Tata Asset Management Limited. It is a Multi Asset Allocation mutual fund scheme that predominantly invests in Multi Asset Allocation stocks of companies. Launched on Mar 2020, Tata Multi Asset Opportunities Fund Growth is Multi Asset Allocation fund of its category with 3,430.75 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Multi Asset Allocation funds.
- Tata Multi Asset Opportunities Fund Growth delivered 15.8% annual returns during the last year. It has delivered 19.8% average annual returns since the fund was launched.
- Tata Multi Asset Opportunities Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (nc)
Fund Objective
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.
Top 10 Holdings
Gold (1 Kg-1000 Gms) Commodity^
8.95%
Silver (30 Kg) Commodity^
7.78%
Silver (30 Kg) Commodity^
5.59%
HDFC Bank Ltd
5.20%
ICICI Bank Ltd
3.75%
Reliance Industries Ltd
3.22%
Bharti Airtel Ltd
3.15%
Larsen & Toubro Ltd
2.98%
State Bank of India
2.64%
Axis Bank Ltd
2.24%
Fund Managers
- Murthy Nagarajan (Mar 2020 - Present)
- Rahul Singh (Mar 2020 - Present)
- Sailesh Jain (Mar 2020 - Present)
- Aurobinda Prasad Gayan (Mar 2020 - Present)
- Tapan Patel (Aug 2023 - Present)
Key Information
View Scheme Document
Tata Multi Asset Opportunities Fund Growth SIP Calculator
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For a period of
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This Fund
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NRI Mutual Fund Tax on Tata Multi Asset Opportunities Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Tata Multi Asset Opportunities Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Tata Multi Asset Opportunities Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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