Tata Mutual Fund

As of 31 Jul 2025, fund size of Tata Large & Mid Cap Fund is 7,679.32 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 17.61% 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 13.06% annualized return for the last 3 years. The funds SIP returns during the same period is 10.75%

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 Banking & Financial Services Fund is 3,300.88 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Tata Banking & Financial Services Fund has given 17.04% annualized return for the last 3 years. The funds SIP returns during the same period is 16.88%

At present Tata Banking & Financial Services Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Tata Housing Opportunities Fund is 478.37 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Tata Housing Opportunities Fund has given 14.58% annualized return for the last 3 years. The funds SIP returns during the same period is 9.86%

At present Tata Housing Opportunities Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Tata Large & Mid Cap Fund is 7,679.32 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 17.61% 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 13.06% annualized return for the last 3 years. The funds SIP returns during the same period is 10.75%

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 Banking & Financial Services Fund is 3,300.88 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Tata Banking & Financial Services Fund has given 17.04% annualized return for the last 3 years. The funds SIP returns during the same period is 16.88%

At present Tata Banking & Financial Services Fund has not been rated by us.

Not Rated

As of 31 Jul 2025, fund size of Tata Housing Opportunities Fund is 478.37 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

Tata Housing Opportunities Fund has given 14.58% annualized return for the last 3 years. The funds SIP returns during the same period is 9.86%

At present Tata Housing Opportunities Fund has not been rated by us.

Not Rated