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Tata Multi Asset Allocation Fund - Reg (G)

Tata Multi Asset Allocation Fund - Reg (G)

Hybrid | Multi Asset Allocation
Returns 9.21% annually for last 1 yr
NAV on 22 Jun 2026₹25.45
Min SIP Amount₹100

About Tata Multi Asset Allocation Fund - Reg (G)

Tata Multi Asset Allocation Fund - Reg (G) has an Asset Under Management (AUM) of Rs. 5113.79 Cr as on 2026-06-22. The fund has an expense ratio of 1.84, which is quite reasonable as compared to most other Hybrid mutual fund schemes.

Key features of Tata Multi Asset Allocation Fund - Reg (G)

Tata Multi Asset Allocation Fund - Reg (G) is a Hybrid mutual fund scheme from Tata Mutual Fund. This fund has been launched on 2020-02-14. The sub-category of this fund is Multi Asset Allocation. The 1-year, 3-year and 5-year returns of this fund were 9.21, 14.02 and 12.46 respectively.

Fund age
6 years4 months
AUM
₹ 5,113.79 Cr
Lock-in Period
0
Exit Load
1. On or before 30 days from the date of allotment: 0.50%. 2. After 30 days from the date of allotment: NIL.
Expense ratio
1.84%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Banks17.64%
Debt14.65%
Petroleum Products4.4%
Others3.84%
Telecom-Services3.71%
Automobiles3.37%

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