Tata Mutual Funds

As of 28 Feb 2025, fund size of Tata Small Cap Fund is 6,125.33 Cr.

The average category Returns for Small cap funds under Equity class are 17.56% 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 21.88% annualized return for the last 3 years. The funds SIP returns during the same period is 17.70%

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.

As of 28 Feb 2025, 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 16.18% 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 15.95% annualized return for the last 3 years. The funds SIP returns during the same period is 13.69%

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.

As of 28 Feb 2025, fund size of Tata Hybrid Equity Fund is 3,623.37 Cr.

The average category Returns for Aggressive funds under Hybrid class are 12.84% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Tata Hybrid Equity Fund has given 11.77% annualized return for the last 3 years. The funds SIP returns during the same period is 10.75%

Tata Hybrid Equity 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.

As of 28 Feb 2025, fund size of Tata Small Cap Fund is 6,125.33 Cr.

The average category Returns for Small cap funds under Equity class are 17.56% 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 21.88% annualized return for the last 3 years. The funds SIP returns during the same period is 17.70%

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.

As of 28 Feb 2025, 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 16.18% 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 15.95% annualized return for the last 3 years. The funds SIP returns during the same period is 13.69%

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.

As of 28 Feb 2025, fund size of Tata Hybrid Equity Fund is 3,623.37 Cr.

The average category Returns for Aggressive funds under Hybrid class are 12.84% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Tata Hybrid Equity Fund has given 11.77% annualized return for the last 3 years. The funds SIP returns during the same period is 10.75%

Tata Hybrid Equity 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.