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Tata Mutual Fund

2,24,881 Crs

64

Overview Our Recommended Funds Equity Funds Debt Funds Hybrid Funds Fund Managers

Funds Managed By sonam udasi

Below is the list of funds managed by sonam udasi. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.

  • Tata Value Fund

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

    • As of 31 Jul 2025, fund size of Tata Value Fund is 8,655.7 Cr.

    • The average category Returns for Value funds under Equity class are 18.47% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

    • Tata Value Fund has given 18.89% annualized return for the last 3 years. The funds SIP returns during the same period is 15.48%

    • Tata Value Fund has 2 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 Value Fund

  • Tata India Consumer Fund

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

    • As of 31 Jul 2025, fund size of Tata India Consumer Fund is 2,900.93 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 India Consumer Fund has given 17.31% annualized return for the last 3 years. The funds SIP returns during the same period is 16.06%

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

      Not Rated

    • Know more about Tata India Consumer Fund

  • Tata Retirement Savings Fund

    Tata Retirement Savings Fund is an Hybrid oriented mutual fund in the Retirement Funds category.

    • As of 31 Jul 2025, fund size of Tata Retirement Savings Fund is 171.11 Cr.

    • The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

    • Tata Retirement Savings Fund has given 8.32% annualized return for the last 3 years.

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

      Not Rated

    • Know more about Tata Retirement Savings Fund

  • Tata Retirement Savings Fund

    Tata Retirement Savings Fund is an Hybrid oriented mutual fund in the Retirement Funds category.

    • As of 31 Jul 2025, fund size of Tata Retirement Savings Fund is 171.11 Cr.

    • The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

    • Tata Retirement Savings Fund has given 8.32% annualized return for the last 3 years.

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

      Not Rated

    • Know more about Tata Retirement Savings Fund

  • Tata Retirement Savings Fund

    Tata Retirement Savings Fund is an Hybrid oriented mutual fund in the Retirement Funds category.

    • As of 31 Jul 2025, fund size of Tata Retirement Savings Fund is 171.11 Cr.

    • The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

    • Tata Retirement Savings Fund has given 8.32% annualized return for the last 3 years.

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

      Not Rated

    • Know more about Tata Retirement Savings Fund

Funds of Tata Mutual Fund

Tata Mutual Fund presents a range of 64 funds for investors to choose from.

  • Tata Value Fund

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

    • As of 31 Jul 2025, fund size of Tata Value Fund is 8,655.7 Cr.

    • The average category Returns for Value funds under Equity class are 18.47% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

    • Tata Value Fund has given 18.89% annualized return for the last 3 years. The funds SIP returns during the same period is 15.48%

    • Tata Value Fund has 2 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 Value Fund

  • Tata India Consumer Fund

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

    • As of 31 Jul 2025, fund size of Tata India Consumer Fund is 2,900.93 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 India Consumer Fund has given 17.31% annualized return for the last 3 years. The funds SIP returns during the same period is 16.06%

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

      Not Rated

    • Know more about Tata India Consumer Fund

  • Tata Retirement Savings Fund

    Tata Retirement Savings Fund is an Hybrid oriented mutual fund in the Retirement Funds category.

    • As of 31 Jul 2025, fund size of Tata Retirement Savings Fund is 171.11 Cr.

    • The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

    • Tata Retirement Savings Fund has given 8.32% annualized return for the last 3 years.

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

      Not Rated

    • Know more about Tata Retirement Savings Fund

  • Tata Retirement Savings Fund

    Tata Retirement Savings Fund is an Hybrid oriented mutual fund in the Retirement Funds category.

    • As of 31 Jul 2025, fund size of Tata Retirement Savings Fund is 171.11 Cr.

    • The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

    • Tata Retirement Savings Fund has given 8.32% annualized return for the last 3 years.

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

      Not Rated

    • Know more about Tata Retirement Savings Fund

  • Tata Retirement Savings Fund

    Tata Retirement Savings Fund is an Hybrid oriented mutual fund in the Retirement Funds category.

    • As of 31 Jul 2025, fund size of Tata Retirement Savings Fund is 171.11 Cr.

    • The average category Returns for Retirement funds under Hybrid class are 12.30% per annum for the last 3 years. Category returns represent the average returns of all the funds from Retirement fund category.

    • Tata Retirement Savings Fund has given 8.32% annualized return for the last 3 years.

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

      Not Rated

    • Know more about Tata Retirement Savings Fund