Tata Multi Asset Allocation Fund

Multi Asset AllocationHybrid Rank 13 of 16

NAV · Direct-Growth

₹27.06-0.15-0.54%

As of 1 Oct 2026 · AMFI

NAV growth+2.7%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 5 of 6 years

Trails its Multi Asset Allocation category on 1Y, 3Y & 5Y.

1Y return

+2.3%

-2.8 vs cat

3Y CAGR

+12.3%

-2.4 vs cat

5Y CAGR

+11.5%

-1.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.9%

3Y std dev

Go deeper on Tata Multi Asset Allocation Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Tata Multi Asset Allocation Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Tata Multi Asset Allocation Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Tata Multi Asset Allocation Fund is a Multi Asset Allocation scheme from Tata. Long-run track record: about 11.5% CAGR over 5 years. Worst historical drawdown: -14% in Mar 2020, recovered in 1 months. Wrong fit if you need this money in less than 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF277K019Y3

NAV (Direct-Growth)

₹27.0590

Last 1Y

+2.68%

Oct 25Min ₹25.54 · Max ₹28.74 · 248 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-13.5%

Peak ₹9.74 on 13 Mar 2020 → trough ₹8.42 on 23 Mar 2020 (0 months down).

Recovered in 1 months· 30 Apr 2020

Mar 2026

-10.3%

Peak ₹28.47 on 29 Jan 2026 → trough ₹25.54 on 23 Mar 2026 (2 months down).

Recovered in 4 months· 3 Aug 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-2.39%	-2.14%	27/ 42
1M	-4.63%	-3.77%	37/ 41
3M	-4.33%	-2.51%	37/ 38
6M	+4.07%	+4.15%	19/ 37
YTD	-3.99%	-0.15%	30/ 36
1Y	+2.33%	+5.12%	25/ 34
2Y	+4.97%	+7.42%	19/ 26
3Y	+12.26%	+14.66%	13/ 16
5Y	+11.51%	+12.94%	6/ 8

Available plans & options

PlanOptionFull nameISIN

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