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Tata Multi Asset Allocation Fund

Regular plan – Growth
Other options

The page shows the Growth option. The Regular plan’s other options have their own codes.

OptionAMFI codeISIN
Growth (this page)148050INF277K012Z5
IDCW148054INF277K014Z1, INF277K013Z3

Multi Asset Allocation FundTata Mutual Fund

Open-ended. Launched on 4 Mar 2020.

NAVNAV Net asset value: the value of one unit of the scheme, which the fund house works out at the end of each business day.
Data delayed
AssetsAssets The market value of everything the scheme holds, less what it owes, as the fund house discloses it at each month-end.
₹5,000 cr
30 Sep 2026
SIP fromSIP Systematic investment plan: a fixed sum put into the scheme at regular intervals, usually every month.
₹100
a month
BenchmarkBenchmark The market index the fund house names in the SID as the measure the scheme is compared against.
CRISIL Short-Term Bond Index; BSE 200 Total Return Index; MCX I-COMDEX Composite Index
as the SID names it
Riskometer
Very High
read by Felix on 28 Oct 2026
Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission

The fund house also offers a Direct plan of this scheme, whose expenses are lower to the extent of the distribution commission.

Assets: the fund house’s month-end disclosure of 30 Sep 2026. Minimums: fund house documents, as read by Felix on 28 Oct 2026. Benchmark: the SID.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

1 change in the last 12 months: Amit Somani became a fund manager, 1 Jun 2026. See what changed

What it is

SEBI’s rule for a Multi Asset Allocation Fund: at least three asset classes, with at least 10% in each. Source: SEBI

What the SID allows it to holdSID Scheme information document: the scheme’s offer document, which sets out its objective, asset allocation, risks and expenses.

Equityallowed 65% to 80%
Debtallowed 10% to 25%
Money marketallowed 10% to 25%
REITs and InvITsallowed 0% to 10%
Commoditiesallowed 10% to 25%

Source: the SID’s asset allocation, from fund house disclosures.

Riskometer

LowLow toModerateModerateModeratelyHighHighVery HighRiskometer

The risk of the scheme is Very High

As read by Felix on 28 Oct 2026. Fund houses review this level every month, and the fund house’s latest disclosure prevails: Riskometer disclosures, Tata Mutual Fund

  • Low
  • Low to Moderate
  • Moderate
  • Moderately High
  • High
  • Very High

Benchmark: CRISIL Short-Term Bond Index and BSE 200 Total Return Index and MCX I-COMDEX Composite Index. Its riskometer is published monthly by the fund house: Riskometer disclosures, Tata Mutual Fund

Source: fund houses’ disclosures.

Who runs it

Bars on one scale, from the scheme’s launch. Other schemes A to Z. Source: fund house disclosures, as of 28 Oct 2026.

Codes and identity

from the SID and AMFI
Fund house
Tata Mutual Fund
SEBI category
Multi Asset Allocation Fund
Plan and option
Regular plan – Growth
Structure
Open-ended
Launched
4 Mar 2020
AMFI code, Growth
148050
ISIN, Growth
INF277K012Z5
ISINs of the IDCW options
  • IDCW INF277K014Z1, INF277K013Z3
Registrar
CAMS
Fund house website
tatamutualfund.com ↗

Tata Mutual Fund

Tata Mutual Fund runs 63 schemes in their Regular plan: 20 equity, 9 debt, 4 hybrid, 21 index funds and ETFs, 9 other.

25 fund managers, in their current schemes for 3 years 3 months on average.

3 schemes launched in the last 12 months.

Source: fund houses’ disclosures, as of 28 Oct 2026.

Buying and selling

SIP from
₹100, as the KIM states it
Entry load
Nil, since 1 Aug 2009
Stamp duty
0.005% of the amount invested, since 1 Jul 2020
Applicable NAV
That business day’s, when the application and the money reach the fund house by the 3 pm cut-off; after it, the next business day’s
Redemption money
Within 3 working days of the redemption request

Sources: the scheme’s KIM for the minimums; SEBI for the entry load, cut-off and redemption timeline; Ministry of Finance for stamp duty.

The category: Multi Asset Allocation Fund

All 37 schemes

37 schemes in their Regular plan, from 37 fund houses.

Schemes 28 to 37 of 37, A to Z; this scheme is marked.Schemes 31 to 35 of 37, A to Z; this scheme is marked.

Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Quantum Multi Asset Allocation FundNIFTY 50 Total Return Index545002024
Samco Multi Asset Allocation FundNIFTY 50 Total Return Index3802502024
SBI Multi Asset Allocation FundCRISIL Composite Bond Index21,0445002005
Shriram Multi Asset Allocation FundNIFTY 50 Total Return Index1405002023
Sundaram Multi Asset Allocation FundDomestic Price of Gold3,2051002024
Tata Multi Asset Allocation FundCRISIL Short-Term Bond Index5,0001002020
The Wealth Company Multi Asset Allocation FundDomestic Price of Gold212Not reported2025
Union Multi Asset Allocation FundNIFTY 50 Total Return Index9895002024
UTI Multi Asset Allocation FundCRISIL Composite Bond Index6,6345002008
WhiteOak Capital Multi Asset Allocation FundCRISIL Short-Term Bond Index9,7171002023
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
Shriram Multi Asset Allocation FundNIFTY 50 Total Return Index1405002023
Sundaram Multi Asset Allocation FundDomestic Price of Gold3,2051002024
Tata Multi Asset Allocation FundCRISIL Short-Term Bond Index5,0001002020
The Wealth Company Multi Asset Allocation FundDomestic Price of Gold212Not reported2025
Union Multi Asset Allocation FundNIFTY 50 Total Return Index9895002024
Show all 37 schemes
Schemes in this category, A to Z
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹Launched
360 ONE Multi Asset Allocation FundBSE 500 Total Return Index521Not reported2025
Aditya Birla Sun Life Multi Asset Allocation FundCRISIL Short-Term Bond Index7,4781002023
AlphaGrep Multi Asset Allocation FundNIFTY 200 Total Return Index116Not reported2026
Axis Multi Asset Allocation FundDomestic Price of Gold2,6161002010
Bajaj Finserv Multi Asset Allocation FundNIFTY 50 Total Return Index1,9135002024
Bandhan Multi Asset Allocation FundDomestic Price of Gold3,6841002024
Bank of India Multi Asset Allocation FundNIFTY 500 Total Return Index3691,0002024
Baroda BNP Paribas Multi Asset FundDomestic Price of Gold1,3982502022
Canara Robeco Multi Asset Allocation FundBSE 200 Total Return Index1,369Not reported2025
Capitalmind Multi Asset Allocation FundNIFTY 500 Total Return Index37Not reported2026
DSP Multi Asset Allocation FundMSCI ACWI10,8201002023
Edelweiss Multi Asset Allocation FundCRISIL Short-Term Bond Index2,9611002023
Franklin India Multi Asset Allocation FundDomestic Price of Gold2,767Not reported2025
Groww Multi Asset Allocation FundCRISIL Composite Bond Index373Not reported2025
HDFC Multi Asset Allocation FundNIFTY 50 Total Return Index5,7821002005
HSBC Multi Asset Allocation FundDomestic Price of Gold3,1415002024
ICICI Prudential Multi Asset Allocation FundDomestic Price of Gold84,1081002002
Invesco India Multi Asset Allocation FundCRISIL 10-Year Gilt1,2131002024
ITI Multi Asset Allocation FundCRISIL Composite Bond Index144Not reported2026
JM Multi Asset Allocation FundCRISIL Short-Term Bond Index167Not reported2026
Kotak Multi Asset Allocation FundDomestic Price of Gold15,2361002023
LIC MF Multi Asset Allocation FundDomestic Price of Gold9662002025
Mahindra Manulife Multi Asset Allocation FundCRISIL Composite Bond Index1,2145002024
Mirae Asset Multi Asset Allocation FundDomestic Price of Gold3,607992024
Nippon India Multi Asset Allocation FundCRISIL Short-Term Bond Index18,0441002020
PGIM India Multi Asset Allocation FundCRISIL Short-Term Bond Index324Not reported2025
Quant Multi Asset Allocation FundCRISIL Short-Term Bond Index6,6081,0002001
Quantum Multi Asset Allocation FundNIFTY 50 Total Return Index545002024
Samco Multi Asset Allocation FundNIFTY 50 Total Return Index3802502024
SBI Multi Asset Allocation FundCRISIL Composite Bond Index21,0445002005
Shriram Multi Asset Allocation FundNIFTY 50 Total Return Index1405002023
Sundaram Multi Asset Allocation FundDomestic Price of Gold3,2051002024
Tata Multi Asset Allocation FundCRISIL Short-Term Bond Index5,0001002020
The Wealth Company Multi Asset Allocation FundDomestic Price of Gold212Not reported2025
Union Multi Asset Allocation FundNIFTY 50 Total Return Index9895002024
UTI Multi Asset Allocation FundCRISIL Composite Bond Index6,6345002008
WhiteOak Capital Multi Asset Allocation FundCRISIL Short-Term Bond Index9,7171002023

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as read by Felix on 28 Oct 2026; benchmarks as each SID names them.

What changed

  1. 1 Jun 2026Amit Somani became a fund manager
  2. 11 Aug 2023Tapan Patel became a fund manager
  3. 12 Mar 2020Re-opened for everyday purchases
  4. 4 Mar 2020Launched
  5. 28 Feb 2020NFO closed
  6. 14 Feb 2020NFO opened

Source: fund house disclosures and SEBI.

Documents

KIM Key information memorandum: the short summary of the SID that comes with every application form.

Tata Mutual Fund publishes the scheme’s documents on its website:

  • Scheme information document (SID)
  • Key information memorandum (KIM)
  • Monthly factsheet
  • Monthly portfolio disclosure

Read SID/KIM on AMC site

Felix links to the fund house’s own copies and never copies them.

Questions about this fund

Who manages it, and since when?

Murthy Nagarajan, since 14 Feb 2020 (Fund manager, debt); Rahul Singh, since 14 Feb 2020 (Fund manager, equity); Sailesh Jain, since 14 Feb 2020 (Fund manager); Tapan Patel, since 11 Aug 2023 (Fund manager); Amit Somani, since 1 Jun 2026 (Assistant fund manager). Source: Tata Mutual Fund’s disclosures.

What is the minimum SIP?

₹100 a month, as of 28 Oct 2026, from the fund house’s documents.

What is its benchmark?

CRISIL Short-Term Bond Index; BSE 200 Total Return Index; MCX I-COMDEX Composite Index, as the SID names it. Felix shows the benchmark by name only.

When was it launched, and what was it called before?

It was launched on 4 Mar 2020.

How do I invest in it?

Read the SID and KIM on Tata Mutual Fund’s website first. A mutual fund distributor can place your application in this scheme’s Regular plan. Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission.

What does “Regular plan – Growth” mean?

The Regular plan is the one bought through a distributor; its expenses include the distributor’s commission. In the Growth option, gains stay in the NAV and nothing is paid out.

Where are its documents?

On Tata Mutual Fund’s website: the scheme information document (SID), the key information memorandum (KIM) and the monthly factsheet.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Data on this page

BlockSourceFor
AssetsFund houses’ disclosures, at month-end30 Sep 2026
MinimumsFund house documents, as read by Felix28 Oct 2026
RiskometerFund houses’ disclosures, as read by Felix28 Oct 2026
Asset allocationThe SID, from fund house disclosures28 Oct 2026
Fund managersFund house disclosures28 Oct 2026

Something wrong or out of date? Report an error

When you are ready, invest with a person.

Read SID/KIM on AMC site

The SID and KIM are the final reference for every fact on this page.

Find a mutual fund distributor

Investments made through a mutual fund distributor are in the Regular plan, which includes distributor commission