Tata Multi Asset Allocation Fund

Multi Asset AllocationHybrid Rank 11 of 13

NAV · Direct-Growth

₹28.50-0.06-0.20%

As of 18 Aug 2026 · AMFI

NAV growth+10.6%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 6 of 6 years

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

1Y return

+10.6%

-3.3 vs cat

3Y CAGR

+14.9%

-1.6 vs cat

5Y CAGR

+13.5%

-1.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.5%

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 13.5% 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)

₹28.5025

Last 1Y

+10.60%

Aug 25Min ₹25.54 · Max ₹28.72 · 248 ptsAug 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	-0.59%	-0.21%	38/ 40
1M	+0.94%	+2.15%	36/ 38
3M	+3.35%	+3.26%	17/ 38
6M	+1.53%	+1.58%	20/ 36
YTD	+1.13%	+4.18%	30/ 36
1Y	+10.60%	+13.89%	24/ 31
2Y	+8.86%	+11.17%	20/ 25
3Y	+14.87%	+16.45%	11/ 13
5Y	+13.48%	+14.93%	6/ 8

Available plans & options

PlanOptionFull nameISIN

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