What are the 1-year returns of Tata Multi Asset Allocation Fund Direct-Growth?
Tata Multi Asset Allocation Fund Direct-Growth has delivered a 1-year return of -2.71% as of 21 Oct 2026.
What are the 3-year returns of Tata Multi Asset Allocation Fund Direct-Growth?
Tata Multi Asset Allocation Fund Direct-Growth has delivered a 3-year CAGR of 11.40% as of 21 Oct 2026. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Tata Multi Asset Allocation Fund Direct-Growth?
Tata Multi Asset Allocation Fund Direct-Growth has delivered a 5-year CAGR of 10.84% as of 21 Oct 2026. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Tata Multi Asset Allocation Fund Direct-Growth since inception?
Since its launch on 11 Mar 2020, Tata Multi Asset Allocation Fund Direct-Growth has delivered a CAGR of 15.89%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Tata Multi Asset Allocation Fund Direct-Growth performed vs its category over the long term?
Over the long term, Tata Multi Asset Allocation Fund Direct-Growth has ranked 21 out of 9 funds in the Hybrid: Multi Asset Allocation category on a 3-year basis, and 9 out of 5 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Tata Multi Asset Allocation Fund Direct-Growth?
The Sharpe ratio of Tata Multi Asset Allocation Fund Direct-Growth is 0.65 (as of 21 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Tata Multi Asset Allocation Fund Direct-Growth?
The alpha of Tata Multi Asset Allocation Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Tata Multi Asset Allocation Fund Direct-Growth?
The beta of Tata Multi Asset Allocation Fund Direct-Growth is 0.88 (as of 21 Oct 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Tata Multi Asset Allocation Fund Direct-Growth's beta of 0.88 indicates it is more defensive than its benchmark.
What are the rolling returns of Tata Multi Asset Allocation Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Tata Multi Asset Allocation Fund Direct-Growth is 18.60% and 17.44% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.
