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 18.07% 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 20.98% annualized return for the last 3 years. The funds SIP returns during the same period is 19.11%

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 17.25% 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 16.90% annualized return for the last 3 years. The funds SIP returns during the same period is 15.62%

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 13.85% 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 12.62% annualized return for the last 3 years. The funds SIP returns during the same period is 12.03%

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 18.07% 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 20.98% annualized return for the last 3 years. The funds SIP returns during the same period is 19.11%

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 17.25% 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 16.90% annualized return for the last 3 years. The funds SIP returns during the same period is 15.62%

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 13.85% 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 12.62% annualized return for the last 3 years. The funds SIP returns during the same period is 12.03%

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.