NFO - Tata Multi-Asset Opportunities Fund
Tata Multi-Asset Opportunities Fund - NFO
NFO Opens 14th February 2020
NFO Closes 28th February 2020
Investment 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.
Category of Scheme
Hybrid Scheme - Multi-Asset Allocation
Minimum Application Amount
Rs. 5,000/- and in multiples of Re.1/- thereafter
Benchmark Index
Composite Index: 65% S&P BSE 200 + 15%
CRISIL Short Term Bond Fund Index +20% iComdex
Fund Managers
Rahul Singh, Murthy Nagarajan, Aurobinda Prasad Gayan & Sailesh Jain
Load Structure
Entry Load: N.A.
Exit Load: 1% of the applicable NAV, if redeemed/switched out on or before the expiry of 365 days from the date of allotment.
Investment Strategy
The scheme proposes to invest across asset classes with the aim of generating capital appreciation.
With the objective clearly defined, the investment manager will distribute assets of the scheme in following categories of Equity, Debt and Commodities.
The major part of the investment shall be in Equity and Equity related instruments to maintain the gross exposure of the scheme at 65% or above; while, the remaining corpus shall be invested in Debt & Money Market instruments and permitted instruments in the Indian Commodities market.
0 Comments