Tata Mutual Funds

As of 31 Jul 2025, fund size of Tata Treasury Advantage Fund is 2,239.61 Cr.

The average category Returns for Low Duration funds under Debt class are 7.03% 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 7.20% annualized return for the last 3 years. The funds SIP returns during the same period is 7.28%

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 Jul 2025, fund size of Tata Ultra Short Term Fund is 6,494.55 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 6.86% 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 6.71% annualized return for the last 3 years. The funds SIP returns during the same period is 6.74%

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.

As of 31 Aug 2025, fund size of Tata Short Term Bond Fund is 2,926.25 Cr.

The average category Returns for Short Duration funds under Debt class are 9.90% 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 7.16% annualized return for the last 3 years. The funds SIP returns during the same period is 7.16%

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 28 Feb 2025, fund size of Tata Liquid Fund is 32,369.98 Cr.

The average category Returns for Liquid 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 Liquid fund category.

Tata Liquid Fund has given 6.96% annualized return for the last 3 years. The funds SIP returns during the same period is 6.88%

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 Moderate risk.

As of 31 Jul 2025, fund size of Tata Treasury Advantage Fund is 2,239.61 Cr.

The average category Returns for Low Duration funds under Debt class are 7.03% 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 7.20% annualized return for the last 3 years. The funds SIP returns during the same period is 7.28%

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 Jul 2025, fund size of Tata Ultra Short Term Fund is 6,494.55 Cr.

The average category Returns for Ultra Short Duration funds under Debt class are 6.86% 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 6.71% annualized return for the last 3 years. The funds SIP returns during the same period is 6.74%

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.

As of 31 Aug 2025, fund size of Tata Short Term Bond Fund is 2,926.25 Cr.

The average category Returns for Short Duration funds under Debt class are 9.90% 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 7.16% annualized return for the last 3 years. The funds SIP returns during the same period is 7.16%

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 28 Feb 2025, fund size of Tata Liquid Fund is 32,369.98 Cr.

The average category Returns for Liquid 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 Liquid fund category.

Tata Liquid Fund has given 6.96% annualized return for the last 3 years. The funds SIP returns during the same period is 6.88%

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 Moderate risk.