Why Tata Multi Asset Opportunities Fund?

Market work in cycles, so should your investment

Investment across different assets is essential for your portfolio

Asset Allocation

Commodity


Max 25% . Min 10%

Seeks to enhance returns
while reducing porfolio risk

Fixed Income


Max 25% . Min 10%

Source of
regular income

Equity


Max 80% . Min 10%

Long Term
Welth Creation

Equity exposures to be hedged if required based on outlook

Commodity investing is the key to diversification

Better risk adjusted returns

High volatility in commodity prices provides opportunity to make higher than normal returns

Commodity arbitrage

Potential for higher returns through commodity arbitrage

Diversification

Factors affecting Equity or Debt returns do not affect commodity returns in a similar manner.

Liquidity of commodity derivatives

Margin for commodity derivatives in much lower than that for other asset classes

Inflation Protection

Commodities help hedge against inflation

Lower margin

Easy to buy and sell commodity derivatives

Commodities markets also expose the investors to certain risks:
1. For arbitrage trades – Operational challenges 2. For Calendar Spreads and Directional Trades – Systemic and Un-systemic Risks

How it works?

Tata Multi Asset Opportunities Fund

The pioneer of commodity investing
through mutual funds in India.

The Fund aims to generate returns across market phases through a combination of asset classes

Tata Multi Asset Opportunities Fund

The pioneer of commodity investing
through mutual funds in India.

The Fund aims to generate returns across market phases through a combination of asset classes

Who should invest?

Those who want to diversify their investment portfolio with commodity exposure

Investors with long term investment horizon

Investors with an aim of seeking long term wealth creation across different market phases

Scheme Details

Scheme Name TATA MULTI ASSET OPPORTUNITIES FUND
Investment Objective The investment objective of the scheme is to generate longterm 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.
Type of scheme An Open Ended Scheme investing in equity, debt and exchange traded commodity derivatives.
Fund Manager Rahul Singh, Murthy Nagarajan, Aurobinda Prasad Gayan & Sailesh Jain
Benchmark Composite Index: 65% S & P BSE 200 + 15% CRISIL Short Term Bond Fund Index + 20% iComdex
Min. Investment Amount Amount Rs. 5,000/- and in multiple of Re.1/- thereafter
Load Structure
  • Entry Load: NA
  • Exit Load:
    • Exit Load is Nil, if the withdrawal amount or switched out amount is not more than 12% of the original cost of investment on or before expiry of 365 days from the date of allotment.
    • Exit load is 1% of the applicable NAV if the withdrawal amount or switched out amount is more than 12% of the original cost of investment on or before expiry of 365 days from the date of allotment.
    • No Exit load will be charged for redemption or switch out after expiry of 365 days from the date of allotment

Tata Multi Asset Opportunities Fund is suitable for investors who are seeking*:

  • Long Term Capital Appreciation.
  • Investment in equity & equity related instruments, debt instruments, exchange traded commodity derivatives and other instruments.

Investors should consult their financial advisors if in doubt about Whether the product is suitable for them.

Tata India Tax Savings Fund - An open-ended ELSS

Corporate Office Address:

Tata Asset Management Limited, 19th floor, Parinee Crescenzo, ‘G’ Block, Bandra Kurla Complex, Opposite MCA Club, Bandra (E), Mumbai – 400051

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