Tata Mutual Funds

As of 31 Jul 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 18.44% 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 19.59% annualized return for the last 3 years. The funds SIP returns during the same period is 17.44%

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 31 Jul 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 17.09% 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 13.27% annualized return for the last 3 years. The funds SIP returns during the same period is 11.87%

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 31 Jul 2025, fund size of Tata Aggressive Hybrid Fund is 3,623.37 Cr.

The average category Returns for Aggressive funds under Hybrid class are 13.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Tata Aggressive Hybrid Fund has given 10.89% annualized return for the last 3 years. The funds SIP returns during the same period is 10.21%

Tata Aggressive Hybrid 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 31 Jul 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 18.44% 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 19.59% annualized return for the last 3 years. The funds SIP returns during the same period is 17.44%

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 31 Jul 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 17.09% 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 13.27% annualized return for the last 3 years. The funds SIP returns during the same period is 11.87%

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 31 Jul 2025, fund size of Tata Aggressive Hybrid Fund is 3,623.37 Cr.

The average category Returns for Aggressive funds under Hybrid class are 13.48% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Tata Aggressive Hybrid Fund has given 10.89% annualized return for the last 3 years. The funds SIP returns during the same period is 10.21%

Tata Aggressive Hybrid 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.