Overview
Summary
To generate long term capital appreciation from a portfolio created by actively investing in units of passive equity mutual fund schemes in multiple sectors. 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.
Investment Philosophy
The Tata Multi Sector Passive FoF dynamically allocates across sectoral and thematic passive equity index funds and ETFs using a momentum framework among other factors and supplemented by a fund manager overlay.
Portfolio Positioning and Construction Title
The scheme evaluates eligible sectors based on momentum among other factors and allocates investments across underlying sectoral/thematic passive index funds and ETFs. The portfolio is reviewed and rebalanced periodically to capture changing sector leadership while maintaining diversification
Exit Load
1. On or before 30 days from the date of allotment: 0.50%
2. After 30 days from the date of allotment: NIL
Minimum Investment Amount
₹ 100
Lumpsum
₹ 5,000
Holding Analysis
Key Measures ^
| Key Measures** | Fund | Benchmark |
|---|---|---|
| Standard Deviation | ||
| Sharpe Ratio | ||
| Portfolio Beta | ||
| R Squared | ||
| Treynor | ||
| Jenson | ||
Holdingsas on NA
Sectorsas on NA
Fund Managers
Rahul Singh
Managing since 22 Jun 2026
Riskometer
This product is suitable for investors who are seeking* :
- Long Term Capital Appreciation.
- Investment in fund of fund scheme investing in units of passive equity mutual fund schemes in multiple sectors.
** Investors should understand that their principal will be at Very High risk