Tata Mutual Funds

As of 31 Jul 2025, fund size of Tata Balanced Advantage Fund is 8,516.95 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Tata Balanced Advantage Fund has given 10.64% annualized return for the last 3 years. The funds SIP returns during the same period is 9.41%

Tata Balanced Advantage 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 High risk.

As of 31 Jul 2025, fund size of Tata Business Cycle Fund is 1,820.45 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% 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 17.28% annualized return for the last 3 years. The funds SIP returns during the same period is 13.56%

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

Not Rated

As of 28 Feb 2025, fund size of Tata Multi Asset Allocation Fund is 2,380.74 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% 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 Allocation Fund has given 14.65% annualized return for the last 3 years.

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

Not Rated

As of 31 Jul 2025, fund size of Tata Multicap Fund is 2,916.01 Cr.

The average category Returns for Mid Cap funds under Equity class are 20.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

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

Not Rated

As of 31 Jul 2025, fund size of Tata Balanced Advantage Fund is 8,516.95 Cr.

The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 11.71% per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.

Tata Balanced Advantage Fund has given 10.64% annualized return for the last 3 years. The funds SIP returns during the same period is 9.41%

Tata Balanced Advantage 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 High risk.

As of 31 Jul 2025, fund size of Tata Business Cycle Fund is 1,820.45 Cr.

The average category Returns for Sectoral funds under Equity class are 15.89% 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 17.28% annualized return for the last 3 years. The funds SIP returns during the same period is 13.56%

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

Not Rated

As of 28 Feb 2025, fund size of Tata Multi Asset Allocation Fund is 2,380.74 Cr.

The average category Returns for Multi Asset Allocation funds under Hybrid class are 15.29% 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 Allocation Fund has given 14.65% annualized return for the last 3 years.

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

Not Rated

As of 31 Jul 2025, fund size of Tata Multicap Fund is 2,916.01 Cr.

The average category Returns for Mid Cap funds under Equity class are 20.29% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

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

Not Rated