Tata Mutual Fund

1,40,360 Crs

43

Funds Managed By akhil mittal

Below is the list of funds managed by akhil mittal. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.

  • Tata Balanced Advantage Fund

    Tata Balanced Advantage Fund is an Hybrid oriented mutual fund in the Dynamic Asset Allocation Fund category.

    • As of 31 Jan 2024, fund size of Tata Balanced Advantage Fund is 8,516.95 Cr.

    • The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

    • Tata Balanced Advantage Fund has given 13.07% annualized return for the last 3 years. The funds SIP returns during the same period is 14.32%

    • Tata Balanced Advantage 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 High risk.

    • Know more about Tata Balanced Advantage Fund
  • Tata Treasury Advantage Fund

    Tata Treasury Advantage Fund is an Debt oriented mutual fund in the Low Duration Fund category.

    • As of 31 Jan 2024, fund size of Tata Treasury Advantage Fund is 2,446.27 Cr.

    • The average category Returns for Low Duration funds under Debt class are 4.86% 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 5.34% annualized return for the last 3 years. The funds SIP returns during the same period is 6.18%

    • 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.

    • Know more about Tata Treasury Advantage Fund
  • Tata Ultra Short Term Fund

    Tata Ultra Short Term Fund is an Debt oriented mutual fund in the Ultra Short Duration Fund category.

    • As of 31 Jan 2024, fund size of Tata Ultra Short Term Fund is 2,377.15 Cr.

    • The average category Returns for Ultra Short Duration funds under Debt class are 4.64% per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.

    • Tata Ultra Short Term Fund has given 5.06% annualized return for the last 3 years. The funds SIP returns during the same period is 5.90%

    • Tata Ultra Short Term 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 Moderate risk.

    • Know more about Tata Ultra Short Term Fund
  • Tata Gilt Securities Fund

    Tata Gilt Securities Fund is an Debt oriented mutual fund in the Gilt Fund category.

    • As of 31 Jan 2024, fund size of Tata Gilt Securities Fund is 333.53 Cr.

    • The average category Returns for Gilt funds under Debt class are 4.31% per annum for the last 3 years. Category returns represent the average returns of all the funds from Gilt fund category.

    • Tata Gilt Securities Fund has given 4.93% annualized return for the last 3 years. The funds SIP returns during the same period is 6.31%

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

      Not Rated

    • Know more about Tata Gilt Securities Fund
  • Tata Floating Rate Fund

    Tata Floating Rate Fund is an Debt oriented mutual fund in the Floater Fund category.

    • As of 31 Jan 2024, fund size of Tata Floating Rate Fund is 250.14 Cr.

    • The average category Returns for Floater funds under Debt class are 5.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Floater fund category.

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

      Not Rated

    • Know more about Tata Floating Rate Fund

Funds of Tata Mutual Fund

Tata Mutual Fund presents a range of 43 funds for investors to choose from.

  • Tata Balanced Advantage Fund

    Tata Balanced Advantage Fund is an Hybrid oriented mutual fund in the Dynamic Asset Allocation Fund category.

    • As of 31 Jan 2024, fund size of Tata Balanced Advantage Fund is 8,516.95 Cr.

    • The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 13.81% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

    • Tata Balanced Advantage Fund has given 13.07% annualized return for the last 3 years. The funds SIP returns during the same period is 14.32%

    • Tata Balanced Advantage 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 High risk.

    • Know more about Tata Balanced Advantage Fund
  • Tata Treasury Advantage Fund

    Tata Treasury Advantage Fund is an Debt oriented mutual fund in the Low Duration Fund category.

    • As of 31 Jan 2024, fund size of Tata Treasury Advantage Fund is 2,446.27 Cr.

    • The average category Returns for Low Duration funds under Debt class are 4.86% 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 5.34% annualized return for the last 3 years. The funds SIP returns during the same period is 6.18%

    • 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.

    • Know more about Tata Treasury Advantage Fund
  • Tata Ultra Short Term Fund

    Tata Ultra Short Term Fund is an Debt oriented mutual fund in the Ultra Short Duration Fund category.

    • As of 31 Jan 2024, fund size of Tata Ultra Short Term Fund is 2,377.15 Cr.

    • The average category Returns for Ultra Short Duration funds under Debt class are 4.64% per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.

    • Tata Ultra Short Term Fund has given 5.06% annualized return for the last 3 years. The funds SIP returns during the same period is 5.90%

    • Tata Ultra Short Term 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 Moderate risk.

    • Know more about Tata Ultra Short Term Fund
  • Tata Gilt Securities Fund

    Tata Gilt Securities Fund is an Debt oriented mutual fund in the Gilt Fund category.

    • As of 31 Jan 2024, fund size of Tata Gilt Securities Fund is 333.53 Cr.

    • The average category Returns for Gilt funds under Debt class are 4.31% per annum for the last 3 years. Category returns represent the average returns of all the funds from Gilt fund category.

    • Tata Gilt Securities Fund has given 4.93% annualized return for the last 3 years. The funds SIP returns during the same period is 6.31%

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

      Not Rated

    • Know more about Tata Gilt Securities Fund
  • Tata Floating Rate Fund

    Tata Floating Rate Fund is an Debt oriented mutual fund in the Floater Fund category.

    • As of 31 Jan 2024, fund size of Tata Floating Rate Fund is 250.14 Cr.

    • The average category Returns for Floater funds under Debt class are 5.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Floater fund category.

    • -

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

      Not Rated

    • Know more about Tata Floating Rate Fund