Tata Mutual Funds

As of 31 Aug 2023, fund size of Tata Large & Mid Cap Fund is 6,430.72 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% 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 14.21% annualized return for the last 3 years. The funds SIP returns during the same period is 11.57%

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 Aug 2023, fund size of Tata India Pharma & Healthcare Fund is 842.81 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 India Pharma & Healthcare Fund has given 18.99% annualized return for the last 3 years. The funds SIP returns during the same period is 21.94%

At present Tata India Pharma & Healthcare Fund has not been rated by us.

Not Rated

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

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

As of 31 Aug 2023, fund size of Tata Large & Mid Cap Fund is 6,430.72 Cr.

The average category Returns for Large and Mid Cap funds under Equity class are 15.10% 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 14.21% annualized return for the last 3 years. The funds SIP returns during the same period is 11.57%

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 Aug 2023, fund size of Tata India Pharma & Healthcare Fund is 842.81 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 India Pharma & Healthcare Fund has given 18.99% annualized return for the last 3 years. The funds SIP returns during the same period is 21.94%

At present Tata India Pharma & Healthcare Fund has not been rated by us.

Not Rated

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

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