Tata Mutual Funds

As of 31 Aug 2023, fund size of Tata Treasury Advantage Fund is 2,446.27 Cr.

The average category Returns for Low Duration funds under Debt class are 6.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Low Duration fund category.

Tata Treasury Advantage Fund has given 6.27% annualized return for the last 3 years. The funds SIP returns during the same period is 6.96%

Tata Treasury Advantage 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 Low to Moderate risk.

As of 31 Aug 2023, fund size of Tata Corporate Bond Fund is 774.36 Cr.

The average category Returns for Corporate Bond funds under Debt class are 6.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Corporate Bond fund category.

Tata Corporate Bond Fund has given 5.92% annualized return for the last 3 years. The funds SIP returns during the same period is 7.23%

At present Tata Corporate Bond Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Tata Short Term Bond Fund is 2,250.11 Cr.

The average category Returns for Short Duration funds under Debt class are 6.18% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

Tata Short Term Bond Fund has given 5.80% annualized return for the last 3 years. The funds SIP returns during the same period is 6.74%

Tata Short Term Bond Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Aug 2023, fund size of Tata Liquid Fund is 24,373.08 Cr.

The average category Returns for Liquid funds under Debt class are 6.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

Tata Liquid Fund has given 6.52% annualized return for the last 3 years. The funds SIP returns during the same period is 7.03%

Tata Liquid Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Low to Moderate risk.

As of 31 Aug 2023, fund size of Tata Treasury Advantage Fund is 2,446.27 Cr.

The average category Returns for Low Duration funds under Debt class are 6.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Low Duration fund category.

Tata Treasury Advantage Fund has given 6.27% annualized return for the last 3 years. The funds SIP returns during the same period is 6.96%

Tata Treasury Advantage 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 Low to Moderate risk.

As of 31 Aug 2023, fund size of Tata Corporate Bond Fund is 774.36 Cr.

The average category Returns for Corporate Bond funds under Debt class are 6.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Corporate Bond fund category.

Tata Corporate Bond Fund has given 5.92% annualized return for the last 3 years. The funds SIP returns during the same period is 7.23%

At present Tata Corporate Bond Fund has not been rated by us.

Not Rated

As of 31 Aug 2023, fund size of Tata Short Term Bond Fund is 2,250.11 Cr.

The average category Returns for Short Duration funds under Debt class are 6.18% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

Tata Short Term Bond Fund has given 5.80% annualized return for the last 3 years. The funds SIP returns during the same period is 6.74%

Tata Short Term Bond Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

As of 31 Aug 2023, fund size of Tata Liquid Fund is 24,373.08 Cr.

The average category Returns for Liquid funds under Debt class are 6.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Liquid fund category.

Tata Liquid Fund has given 6.52% annualized return for the last 3 years. The funds SIP returns during the same period is 7.03%

Tata Liquid Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Low to Moderate risk.