Tata Mutual Fund

1,40,360 Crs

43

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 Fund category.

    • 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 18.51% annualized return for the last 3 years. The funds SIP returns during the same period is 19.50%

    • 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 Focused Equity Fund

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

    • 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 19.76% annualized return for the last 3 years. The funds SIP returns during the same period is 20.33%

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

      Not Rated

    • Know more about Tata Focused Equity Fund
  • Tata Multicap Fund

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

    • 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

    • Know more about Tata Multicap Fund
  • Tata Digital India Fund

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

    • 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 17.13% annualized return for the last 3 years. The funds SIP returns during the same period is 13.48%

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

      Not Rated

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

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

    • 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.

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

      Not Rated

    • Know more about Tata Dividend Yield Fund
  • Tata Business Cycle Fund

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

    • 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.

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

      Not Rated

    • Know more about Tata Business Cycle Fund
  • Tata Housing Opportunities Fund

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

    • 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

    • Know more about Tata Housing Opportunities Fund

Funds of Tata Mutual Fund

Tata Mutual Fund presents a range of 43 funds for investors to choose from.

  • Tata Large Cap Fund

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

    • 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 18.51% annualized return for the last 3 years. The funds SIP returns during the same period is 19.50%

    • 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 Focused Equity Fund

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

    • 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 19.76% annualized return for the last 3 years. The funds SIP returns during the same period is 20.33%

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

      Not Rated

    • Know more about Tata Focused Equity Fund
  • Tata Multicap Fund

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

    • 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

    • Know more about Tata Multicap Fund
  • Tata Digital India Fund

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

    • 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 17.13% annualized return for the last 3 years. The funds SIP returns during the same period is 13.48%

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

      Not Rated

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

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

    • 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.

    • -

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

      Not Rated

    • Know more about Tata Dividend Yield Fund
  • Tata Business Cycle Fund

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

    • 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.

    • -

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

      Not Rated

    • Know more about Tata Business Cycle Fund
  • Tata Housing Opportunities Fund

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

    • 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.

    • -

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

      Not Rated

    • Know more about Tata Housing Opportunities Fund