Tata Multi Sector Passive FOF
NFO Period: June 22, 2026 – July 06, 2026 | Category: FoFs Domestic | Benchmark: NIFTY 500 Total Return Index
Scheme brief: Tata Multi Sector Passive FOF is an open-ended equity scheme that seeks to generate long-term capital appreciation by actively investing in units of passive equity mutual fund schemes across multiple sectors. The portfolio is dynamically allocated to capture sectoral trends while maintaining diversification. (No assurance of returns.)
Investment Strategy & Objective
Investment Objective: 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: An open ended equity scheme investing in portfolio created by actively investing in units of Passive Equity mutual fund schemes in multiple sectors.
- Minimum Investment: Rs. 5,000 (in multiples of Re. 1)
- Minimum Additional: Rs. 1,000 (any amount thereafter)
- Minimum Redemption: Any amount or any number of units
Portfolio & Holdings
Top 10 Holdings in Benchmark (NIFTY 500 Total Return Index) as of March 31, 2026
| Security | Weight (%) |
|---|---|
| HDFC Bank Ltd. | 8.42 |
| Reliance Industries Ltd. | 7.91 |
| ICICI Bank Ltd. | 6.23 |
| Infosys Ltd. | 5.87 |
| ITC Ltd. | 4.15 |
| Larsen & Toubro Ltd. | 3.76 |
| Bajaj Finance Ltd. | 3.02 |
| Kotak Mahindra Bank Ltd. | 2.89 |
| HCL Technologies Ltd. | 2.54 |
| Sun Pharmaceuticals Ltd. | 2.18 |
Source: NSE / Tata Mutual Fund – indicative representation. Data as of March 31, 2026.
Comparative & Return Analysis
| Index | 1-Year | 3-Year | 5-Year | 10-Year (CAGR) |
|---|---|---|---|---|
| NIFTY 500 Total Return Index | 18.4% | 16.2% | 14.8% | 13.5% |
| NIFTY 50 | 16.1% | 14.3% | 12.9% | 11.8% |
Data as of March 31, 2026. Past performance is not indicative of future results.
Suitability
Who Should Invest
- Investors seeking long-term capital appreciation
- Those who want diversified exposure across multiple sectors via passive equity funds
- Investors with a moderate to high risk appetite
- Individuals looking for a low-cost passive investment strategy
Who Should Avoid
- Investors with a very low risk tolerance
- Those seeking guaranteed or assured returns
- Short-term investors (less than 3–5 years)
- Investors who prefer actively managed funds with higher alpha potential
SIP Wealth Projection
Estimate the future value of your monthly SIP in Tata Multi Sector Passive FOF (illustrative).
Frequently Asked Questions
What is the minimum investment required for Tata Multi Sector Passive FOF?
The minimum initial investment for Tata Multi Sector Passive FOF is Rs. 5,000 and in multiples of Re. 1 thereafter. Additional investments start at Rs. 1,000.
What is the benchmark for Tata Multi Sector Passive FOF?
The benchmark for Tata Multi Sector Passive FOF is the NIFTY 500 Total Return Index, which represents the broader market performance.
Is Tata Multi Sector Passive FOF an open-ended scheme?
Yes, Tata Multi Sector Passive FOF is an open-ended equity scheme that invests in passive equity mutual fund schemes across multiple sectors.
What is the NFO period for Tata Multi Sector Passive FOF?
The NFO for Tata Multi Sector Passive FOF opens on June 22, 2026 and closes on July 06, 2026. Investors can subscribe during this period.
Does Tata Multi Sector Passive FOF guarantee any returns?
No, Tata Multi Sector Passive FOF does not assure or guarantee any returns. The investment objective is to generate long-term capital appreciation, but returns are subject to market risks.
Risk-O-Meter: This fund is subject to very high risk as per SEBI’s risk-o-meter framework. Investors should consult their financial advisor before investing.
Disclaimer: Mutual fund investments are subject to market risks. Please read the Scheme Information Document (SID) and Key Information Memorandum (KIM) carefully before investing.
Sushil Bajaj 
+91 931-5120-004
