Tata Mutual Fund

1,40,360 Crs

43

equity Funds of Tata Mutual Fund

Tata Mutual Fund presents a range of 20 equity funds for investors to choose from.

  • Tata Small Cap Fund

    Tata Small Cap Fund is an Equity oriented mutual fund in the Small cap Fund category.

    • As of 31 Jan 2024, fund size of Tata Small Cap Fund is 6,125.33 Cr.

    • The average category Returns for Small cap funds under Equity class are 35.98% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

    • Tata Small Cap Fund has given 24.05% annualized return for the last 3 years. The funds SIP returns during the same period is 31.59%

    • Tata Small Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Tata Small Cap Fund
  • Tata Large Cap Fund

    Tata Large Cap Fund is an Equity oriented mutual fund in the Large Cap Fund category.

    • As of 31 Jan 2024, fund size of Tata Large Cap Fund is 1,888.01 Cr.

    • The average category Returns for Large Cap funds under Equity class are 21.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • Tata Large Cap Fund has given 13.18% annualized return for the last 3 years. The funds SIP returns during the same period is 18.00%

    • Tata Large Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Tata Large Cap Fund
  • Tata Large & Mid Cap Fund

    Tata Large & Mid Cap Fund is an Equity oriented mutual fund in the Large and Mid Cap Fund category.

    • As of 31 Jan 2024, fund size of Tata Large & Mid Cap Fund is 6,430.72 Cr.

    • The average category Returns for Large and Mid Cap funds under Equity class are 25.87% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.

    • Tata Large & Mid Cap Fund has given 16.30% annualized return for the last 3 years. The funds SIP returns during the same period is 20.11%

    • Tata Large & Mid Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Tata Large & Mid Cap Fund
  • Tata Mid Cap Growth Fund

    Tata Mid Cap Growth Fund is an Equity oriented mutual fund in the Mid Cap Fund category.

    • As of 31 Jan 2024, fund size of Tata Mid Cap Growth Fund is 3,223.96 Cr.

    • The average category Returns for Mid Cap funds under Equity class are 30.05% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

    • Tata Mid Cap Growth Fund has given 19.86% annualized return for the last 3 years. The funds SIP returns during the same period is 27.11%

    • Tata Mid Cap Growth Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Tata Mid Cap Growth Fund
  • Tata ELSS Tax Saver

    Tata ELSS Tax Saver is an Equity oriented mutual fund in the ELSS Fund category.

    • As of 31 Jan 2024, fund size of Tata ELSS Tax Saver is 3,986.57 Cr.

    • The average category Returns for ELSS funds under Equity class are 24.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

    • Tata ELSS Tax Saver has given 15.84% annualized return for the last 3 years. The funds SIP returns during the same period is 21.37%

    • Tata ELSS Tax Saver has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Tata ELSS Tax Saver
  • Tata Equity P/E Fund

    Tata Equity P/E Fund is an Equity oriented mutual fund in the Value Fund category.

    • As of 31 Jan 2024, fund size of Tata Equity P/E Fund is 7,169.01 Cr.

    • The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

    • Tata Equity P/E Fund has given 20.46% annualized return for the last 3 years. The funds SIP returns during the same period is 27.06%

    • Tata Equity P/E Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Tata Equity P/E Fund
  • Tata Flexi Cap Fund

    Tata Flexi Cap Fund is an Equity oriented mutual fund in the Flexi Cap Fund category.

    • As of 31 Jan 2024, fund size of Tata Flexi Cap Fund is 2,660.1 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 24.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

    • Tata Flexi Cap Fund has given 12.01% annualized return for the last 3 years.

    • Tata Flexi Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.

    • Know more about Tata Flexi Cap Fund
  • Tata Focused Equity Fund

    Tata Focused Equity Fund is an Equity oriented mutual fund in the Focused Fund category.

    • As of 31 Jan 2024, fund size of Tata Focused Equity Fund is 1,610.56 Cr.

    • The average category Returns for Focused funds under Equity class are 23.31% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

    • Tata Focused Equity Fund has given 15.77% annualized return for the last 3 years. The funds SIP returns during the same period is 22.24%

    • At present Tata Focused Equity Fund has not been rated by us.

      Not Rated

    • Know more about Tata Focused Equity Fund
  • Tata Multicap Fund

    Tata Multicap Fund is an Equity oriented mutual fund in the Multi Cap Fund category.

    • As of 31 Jan 2024, fund size of Tata Multicap Fund is 2,916.01 Cr.

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    • At present Tata Multicap Fund has not been rated by us.

      Not Rated

    • Know more about Tata Multicap Fund
  • Tata Infrastructure Fund

    Tata Infrastructure Fund is an Equity oriented mutual fund in the Sectoral Fund category.

    • As of 31 Jan 2024, fund size of Tata Infrastructure Fund is 1,700.88 Cr.

    • The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • Tata Infrastructure Fund has given 24.98% annualized return for the last 3 years. The funds SIP returns during the same period is 29.58%

    • At present Tata Infrastructure Fund has not been rated by us.

      Not Rated

    • Know more about Tata Infrastructure Fund