Tata Mutual Fund

As of 31 Jan 2024, fund size of Tata Large Cap Fund is 1,888.01 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% 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 13.18% annualized return for the last 3 years. The funds SIP returns during the same period is 18.00%

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.

As of 31 Jan 2024, fund size of Tata Focused Equity Fund is 1,610.56 Cr.

The average category Returns for Focused funds under Equity class are 23.31% 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 15.77% annualized return for the last 3 years. The funds SIP returns during the same period is 22.24%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Multicap Fund is 2,916.01 Cr.

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

Not Rated

As of 31 Jan 2024, fund size of Tata Business Cycle Fund is 1,820.45 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 21.10% annualized return for the last 3 years. The funds SIP returns during the same period is 25.74%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Dividend Yield Fund is 780.55 Cr.

The average category Returns for Dividend Yield funds under Equity class are 27.40% 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 15.76% annualized return for the last 3 years. The funds SIP returns during the same period is 20.57%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Digital India Fund is 9,702.09 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 11.49% annualized return for the last 3 years. The funds SIP returns during the same period is 25.77%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Housing Opportunities Fund is 525.01 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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

Not Rated

As of 31 Jan 2024, fund size of Tata Large Cap Fund is 1,888.01 Cr.

The average category Returns for Large Cap funds under Equity class are 21.48% 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 13.18% annualized return for the last 3 years. The funds SIP returns during the same period is 18.00%

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.

As of 31 Jan 2024, fund size of Tata Focused Equity Fund is 1,610.56 Cr.

The average category Returns for Focused funds under Equity class are 23.31% 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 15.77% annualized return for the last 3 years. The funds SIP returns during the same period is 22.24%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Multicap Fund is 2,916.01 Cr.

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

Not Rated

As of 31 Jan 2024, fund size of Tata Business Cycle Fund is 1,820.45 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 21.10% annualized return for the last 3 years. The funds SIP returns during the same period is 25.74%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Dividend Yield Fund is 780.55 Cr.

The average category Returns for Dividend Yield funds under Equity class are 27.40% 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 15.76% annualized return for the last 3 years. The funds SIP returns during the same period is 20.57%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Digital India Fund is 9,702.09 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% 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 11.49% annualized return for the last 3 years. The funds SIP returns during the same period is 25.77%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Housing Opportunities Fund is 525.01 Cr.

The average category Returns for Sectoral funds under Equity class are 25.88% per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.

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

Not Rated