Tata Mutual Funds

1,40,360 Crs

46

Funds Managed By kapil malhotra

Below is the list of funds managed by kapil malhotra. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.

  • Tata Large Cap Fund

    Tata Large Cap Fund is an Equity oriented mutual fund in the Large Cap Funds category.

    • As of 31 Aug 2023, fund size of Tata Large Cap Fund is 1,888.01 Cr.

    • The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • Tata Large Cap Fund has given 11.91% annualized return for the last 3 years. The funds SIP returns during the same period is 12.27%

    • Tata Large 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.

    • Know more about Tata Large Cap Fund
  • Tata Business Cycle Fund

    Tata Business Cycle Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • As of 31 Aug 2023, fund size of Tata Business Cycle Fund is 1,820.45 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • Tata Business Cycle Fund has given 17.31% annualized return for the last 3 years. The funds SIP returns during the same period is 15.72%

    • At present Tata Business Cycle Fund has not been rated by us.

      Not Rated

    • Know more about Tata Business Cycle Fund
  • Tata Focused Equity Fund

    Tata Focused Equity Fund is an Equity oriented mutual fund in the Focused Funds category.

    • As of 31 Aug 2023, fund size of Tata Focused Equity Fund is 1,610.56 Cr.

    • The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

    • Tata Focused Equity Fund has given 13.38% annualized return for the last 3 years. The funds SIP returns during the same period is 13.63%

    • At present Tata Focused Equity Fund has not been rated by us.

      Not Rated

    • Know more about Tata Focused Equity Fund
  • Tata Dividend Yield Fund

    Tata Dividend Yield Fund is an Equity oriented mutual fund in the Dividend Yield Funds category.

    • As of 31 Aug 2023, fund size of Tata Dividend Yield Fund is 780.55 Cr.

    • The average category Returns for Dividend Yield funds under Equity class are 17.02% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.

    • Tata Dividend Yield Fund has given 13.17% annualized return for the last 3 years. The funds SIP returns during the same period is 11.32%

    • At present Tata Dividend Yield Fund has not been rated by us.

      Not Rated

    • Know more about Tata Dividend Yield Fund
  • Tata Digital India Fund

    Tata Digital India Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • As of 31 Aug 2023, fund size of Tata Digital India Fund is 9,702.09 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • Tata Digital India Fund has given 10.92% annualized return for the last 3 years. The funds SIP returns during the same period is 18.95%

    • At present Tata Digital India Fund has not been rated by us.

      Not Rated

    • Know more about Tata Digital India Fund
  • Tata Housing Opportunities Fund

    Tata Housing Opportunities Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • As of 31 Aug 2023, fund size of Tata Housing Opportunities Fund is 525.01 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • -

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

      Not Rated

    • Know more about Tata Housing Opportunities Fund
  • Tata Multicap Fund

    Tata Multicap Fund is an Equity oriented mutual fund in the Flexi Cap Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 31 Aug 2023, fund size of Tata Multicap Fund is 2,916.01 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

    • -

    • At present Tata Multicap Fund has not been rated by us.

      Not Rated

    • Know more about Tata Multicap Fund

Funds of Tata Mutual Funds

Tata Mutual Funds presents a range of 46 funds for investors to choose from.

  • Tata Large Cap Fund

    Tata Large Cap Fund is an Equity oriented mutual fund in the Large Cap Funds category.

    • As of 31 Aug 2023, fund size of Tata Large Cap Fund is 1,888.01 Cr.

    • The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • Tata Large Cap Fund has given 11.91% annualized return for the last 3 years. The funds SIP returns during the same period is 12.27%

    • Tata Large 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.

    • Know more about Tata Large Cap Fund
  • Tata Business Cycle Fund

    Tata Business Cycle Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • As of 31 Aug 2023, fund size of Tata Business Cycle Fund is 1,820.45 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • Tata Business Cycle Fund has given 17.31% annualized return for the last 3 years. The funds SIP returns during the same period is 15.72%

    • At present Tata Business Cycle Fund has not been rated by us.

      Not Rated

    • Know more about Tata Business Cycle Fund
  • Tata Focused Equity Fund

    Tata Focused Equity Fund is an Equity oriented mutual fund in the Focused Funds category.

    • As of 31 Aug 2023, fund size of Tata Focused Equity Fund is 1,610.56 Cr.

    • The average category Returns for Focused funds under Equity class are 13.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Focused fund category.

    • Tata Focused Equity Fund has given 13.38% annualized return for the last 3 years. The funds SIP returns during the same period is 13.63%

    • At present Tata Focused Equity Fund has not been rated by us.

      Not Rated

    • Know more about Tata Focused Equity Fund
  • Tata Dividend Yield Fund

    Tata Dividend Yield Fund is an Equity oriented mutual fund in the Dividend Yield Funds category.

    • As of 31 Aug 2023, fund size of Tata Dividend Yield Fund is 780.55 Cr.

    • The average category Returns for Dividend Yield funds under Equity class are 17.02% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dividend Yield fund category.

    • Tata Dividend Yield Fund has given 13.17% annualized return for the last 3 years. The funds SIP returns during the same period is 11.32%

    • At present Tata Dividend Yield Fund has not been rated by us.

      Not Rated

    • Know more about Tata Dividend Yield Fund
  • Tata Digital India Fund

    Tata Digital India Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • As of 31 Aug 2023, fund size of Tata Digital India Fund is 9,702.09 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • Tata Digital India Fund has given 10.92% annualized return for the last 3 years. The funds SIP returns during the same period is 18.95%

    • At present Tata Digital India Fund has not been rated by us.

      Not Rated

    • Know more about Tata Digital India Fund
  • Tata Housing Opportunities Fund

    Tata Housing Opportunities Fund is an Equity oriented mutual fund in the Sectoral Funds category.

    • As of 31 Aug 2023, fund size of Tata Housing Opportunities Fund is 525.01 Cr.

    • The average category Returns for Sectoral funds under Equity class are 14.39% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

    • -

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

      Not Rated

    • Know more about Tata Housing Opportunities Fund
  • Tata Multicap Fund

    Tata Multicap Fund is an Equity oriented mutual fund in the Flexi Cap Funds category.

    The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.

    • As of 31 Aug 2023, fund size of Tata Multicap Fund is 2,916.01 Cr.

    • The average category Returns for Flexi Cap funds under Equity class are 14.16% per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.

    • -

    • At present Tata Multicap Fund has not been rated by us.

      Not Rated

    • Know more about Tata Multicap Fund