Tata Mutual Funds

1,40,360 Crs

46

equity Funds of Tata Mutual Funds

Tata Mutual Funds presents a range of 27 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 Funds category.

    • As of 31 Aug 2023, fund size of Tata Small Cap Fund is 6,125.33 Cr.

    • The average category Returns for Small cap funds under Equity class are 17.54% 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 20.36% annualized return for the last 3 years. The funds SIP returns during the same period is 17.39%

    • 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 Mid Cap Growth Fund

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

    • As of 31 Aug 2023, 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 18.11% 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 17.45% annualized return for the last 3 years. The funds SIP returns during the same period is 16.18%

    • 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 Large & Mid Cap Fund

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

    • As of 31 Aug 2023, 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 15.10% 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 14.21% annualized return for the last 3 years. The funds SIP returns during the same period is 11.57%

    • 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 Large Cap Fund

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

    • As of 31 Aug 2023, fund size of Tata Large Cap Fund is 1,888.01 Cr.

    • The average category Returns for Large Cap funds under Equity class are 11.72% 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 11.91% annualized return for the last 3 years. The funds SIP returns during the same period is 12.27%

    • 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 India ELSS Tax Saver Fund

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

    • As of 31 Aug 2023, fund size of Tata India ELSS Tax Saver Fund is 3,986.57 Cr.

    • The average category Returns for ELSS funds under Equity class are 13.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

    • Tata India ELSS Tax Saver Fund has given 13.07% annualized return for the last 3 years. The funds SIP returns during the same period is 12.87%

    • Tata India ELSS Tax Saver Fund 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 India ELSS Tax Saver Fund
  • Tata Equity P/E Fund

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

    • As of 31 Aug 2023, fund size of Tata Equity P/E Fund is 7,169.01 Cr.

    • The average category Returns for Value funds under Equity class are 17.25% 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 17.73% annualized return for the last 3 years. The funds SIP returns during the same period is 16.24%

    • 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 Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 31 Aug 2023, fund size of Tata Flexi Cap Fund is 2,660.1 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 14.16% 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 12.50% 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 India Pharma & Healthcare Fund

    Tata India Pharma & Healthcare Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • As of 31 Aug 2023, fund size of Tata India Pharma & Healthcare Fund is 842.81 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • Tata India Pharma & Healthcare Fund has given 18.99% annualized return for the last 3 years. The funds SIP returns during the same period is 21.94%

    • At present Tata India Pharma & Healthcare Fund has not been rated by us.

      Not Rated

    • Know more about Tata India Pharma & Healthcare Fund
  • Tata Infrastructure Fund

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

    • As of 31 Aug 2023, fund size of Tata Infrastructure Fund is 1,700.88 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% 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 18.62% annualized return for the last 3 years. The funds SIP returns during the same period is 13.63%

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

      Not Rated

    • Know more about Tata Infrastructure Fund
  • Tata Business Cycle Fund

    Tata Business Cycle Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • As of 31 Aug 2023, fund size of Tata Business Cycle Fund is 1,820.45 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • Tata Business Cycle Fund has given 17.31% annualized return for the last 3 years. The funds SIP returns during the same period is 15.72%

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

      Not Rated

    • Know more about Tata Business Cycle Fund