Tata Mutual Fund

As of 31 Jan 2024, fund size of Tata Hybrid Equity Fund is 3,623.37 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Tata Hybrid Equity Fund has given 12.93% annualized return for the last 3 years. The funds SIP returns during the same period is 15.08%

Tata Hybrid Equity Fund has 3 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 Short Term Bond Fund is 2,250.11 Cr.

The average category Returns for Short Duration funds under Debt class are 5.49% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

Tata Short Term Bond Fund has given 5.62% annualized return for the last 3 years. The funds SIP returns during the same period is 6.61%

Tata Short Term Bond Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

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 22.13% annualized return for the last 3 years. The funds SIP returns during the same period is 25.66%

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 16.00% annualized return for the last 3 years. The funds SIP returns during the same period is 20.41%

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

Not Rated

2,380.74 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Tata Multi Asset Opportunities Fund has given 14.15% annualized return for the last 3 years.

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

Not Rated

As of 31 Jan 2024, fund size of Tata Equity Savings Fund is 136.12 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Tata Equity Savings Fund has given 9.40% annualized return for the last 3 years.

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

Not Rated

As of 31 Jan 2024, fund size of Tata Retirement Savings Fund is 167.42 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Tata Retirement Savings Fund has given 7.40% annualized return for the last 3 years.

At present Tata Retirement Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Tata Retirement Savings Fund is 167.42 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Tata Retirement Savings Fund has given 7.40% annualized return for the last 3 years.

At present Tata Retirement Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Tata Retirement Savings Fund is 167.42 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Tata Retirement Savings Fund has given 7.40% annualized return for the last 3 years.

At present Tata Retirement Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Tata Hybrid Equity Fund is 3,623.37 Cr.

The average category Returns for Aggressive funds under Hybrid class are 19.89% per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.

Tata Hybrid Equity Fund has given 12.93% annualized return for the last 3 years. The funds SIP returns during the same period is 15.08%

Tata Hybrid Equity Fund has 3 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 Short Term Bond Fund is 2,250.11 Cr.

The average category Returns for Short Duration funds under Debt class are 5.49% per annum for the last 3 years. Category returns represent the average returns of all the funds from Short Duration fund category.

Tata Short Term Bond Fund has given 5.62% annualized return for the last 3 years. The funds SIP returns during the same period is 6.61%

Tata Short Term Bond Fund has 1 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Moderate risk.

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 22.13% annualized return for the last 3 years. The funds SIP returns during the same period is 25.66%

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 16.00% annualized return for the last 3 years. The funds SIP returns during the same period is 20.41%

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

Not Rated

2,380.74 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 17.53% per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.

Tata Multi Asset Opportunities Fund has given 14.15% annualized return for the last 3 years.

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

Not Rated

As of 31 Jan 2024, fund size of Tata Equity Savings Fund is 136.12 Cr.

The average category Returns for Equity Savings funds under Hybrid class are 10.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.

Tata Equity Savings Fund has given 9.40% annualized return for the last 3 years.

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

Not Rated

As of 31 Jan 2024, fund size of Tata Retirement Savings Fund is 167.42 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Tata Retirement Savings Fund has given 7.40% annualized return for the last 3 years.

At present Tata Retirement Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Tata Retirement Savings Fund is 167.42 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Tata Retirement Savings Fund has given 7.40% annualized return for the last 3 years.

At present Tata Retirement Savings Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Tata Retirement Savings Fund is 167.42 Cr.

The average category Returns for Retirement Fund funds under Solution Oriented class are 13.55% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement Fund fund category.

Tata Retirement Savings Fund has given 7.40% annualized return for the last 3 years.

At present Tata Retirement Savings Fund has not been rated by us.

Not Rated