Tata Mutual Fund

As of 31 Jan 2024, fund size of Tata Equity P/E Fund is 7,169.01 Cr.

The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Tata Equity P/E Fund has given 21.22% annualized return for the last 3 years. The funds SIP returns during the same period is 26.31%

Tata Equity P/E 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.

As of 31 Jan 2024, fund size of Tata India Consumer Fund is 1,841.66 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 India Consumer Fund has given 20.60% annualized return for the last 3 years. The funds SIP returns during the same period is 27.60%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Nifty 50 Index Fund is 605.56 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

Tata Nifty 50 Index Fund has given 12.25% annualized return for the last 3 years.

At present Tata Nifty 50 Index Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Tata S&P BSE Sensex Index Fund is 305.36 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

Tata S&P BSE Sensex Index Fund has given 11.75% annualized return for the last 3 years.

At present Tata S&P BSE Sensex Index 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 Equity P/E Fund is 7,169.01 Cr.

The average category Returns for Value funds under Equity class are 28.62% per annum for the last 3 years. Category returns represent the average returns of all the funds from Value fund category.

Tata Equity P/E Fund has given 21.22% annualized return for the last 3 years. The funds SIP returns during the same period is 26.31%

Tata Equity P/E 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.

As of 31 Jan 2024, fund size of Tata India Consumer Fund is 1,841.66 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 India Consumer Fund has given 20.60% annualized return for the last 3 years. The funds SIP returns during the same period is 27.60%

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

Not Rated

As of 31 Jan 2024, fund size of Tata Nifty 50 Index Fund is 605.56 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

Tata Nifty 50 Index Fund has given 12.25% annualized return for the last 3 years.

At present Tata Nifty 50 Index Fund has not been rated by us.

Not Rated

As of 31 Jan 2024, fund size of Tata S&P BSE Sensex Index Fund is 305.36 Cr.

The average category Returns for Index Fund funds under Index Funds class are 22.28% per annum for the last 3 years. Category returns represent the average returns of all the funds from Index Fund fund category.

Tata S&P BSE Sensex Index Fund has given 11.75% annualized return for the last 3 years.

At present Tata S&P BSE Sensex Index 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