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.
(source: tatamutualfund.com)
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.
(source: tatamutualfund.com)
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
Tata Multi Sector Passive FOF NFO:
| Mutual Fund | Tata Mutual Fund |
| Scheme Name | Tata Multi Sector Passive FOF |
| Objective of Scheme | 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. |
| Scheme Type | Open Ended |
| Scheme Category | Other Scheme – FoF Domestic |
| New Fund Launch Date | 22 Jun 2026 |
| New Fund Earliest Closure Date | |
| New Fund Offer Closure Date | 06 Jul 2026 |
| Indicate Load Separately | Entry Load: Not Applicable 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 Goods & Service Tax on exit load, if any, will be paid out of the exit load proceeds and exit load net of Goods & Service Tax, if any, will be credited to the scheme. |
| Minimum Subscription Amount | Rs 5,000/- and in multiple of Re.1/- thereafter |
| For Further Details Please Visit Website | https://www.tatamutualfund.com |
(source: https://www.amfiindia.com/)
The Tata Multi Sector Passive FoF NFO
Application Form
Scheme Documents
(source: tatamutualfund.com)
The Tata Multi Sector Passive FoF NFO RISKOMETER:
