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Tata Mutual Funds

1,40,360 Crs

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

our-recommended Funds of Tata Mutual Funds

Below is the list of funds of Tata Mutual Funds, we recommend to our investors. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.

  • Tata Small Cap Fund

    Tata Small Cap Fund is an Equity oriented mutual fund in the Small cap Funds category.

    • As of 31 Aug 2023, fund size of Tata Small Cap Fund is 6,125.33 Cr.

    • The average category Returns for Small cap funds under Equity class are 17.54% per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.

    • Tata Small Cap Fund has given 20.36% annualized return for the last 3 years. The funds SIP returns during the same period is 17.39%

    • Tata Small 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.

    • Know more about Tata Small Cap Fund

  • Tata Balanced Advantage Fund

    Tata Balanced Advantage Fund is an Hybrid oriented mutual fund in the Dynamic Asset Allocation Funds category.

    • 8,516.95 Cr.

    • The average category Returns for Dynamic Asset Allocation funds under Hybrid class are 10.25% 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 9.89% 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.

    • Know more about Tata Balanced Advantage Fund

  • Tata Mid Cap Growth Fund

    Tata Mid Cap Growth Fund is an Equity oriented mutual fund in the Mid Cap Funds category.

    • As of 31 Aug 2023, fund size of Tata Mid Cap Growth Fund is 3,223.96 Cr.

    • The average category Returns for Mid Cap funds under Equity class are 18.11% per annum for the last 3 years. Category returns represent the average returns of all the funds from Mid Cap fund category.

    • Tata Mid Cap Growth Fund has given 17.45% annualized return for the last 3 years. The funds SIP returns during the same period is 16.18%

    • Tata Mid Cap Growth 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.

    • Know more about Tata Mid Cap Growth Fund

  • Tata Large & Mid Cap Fund

    Tata Large & Mid Cap Fund is an Equity oriented mutual fund in the Large and Mid Cap Funds category.

    • 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.

    • Know more about Tata Large & Mid Cap Fund

  • Tata Large Cap Fund

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

    • As of 31 Aug 2023, fund size of Tata Large Cap Fund is 1,888.01 Cr.

    • The average category Returns for Large Cap funds under Equity class are 11.72% per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.

    • Tata Large Cap Fund has given 11.91% annualized return for the last 3 years. The funds SIP returns during the same period is 12.27%

    • Tata Large 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.

    • Know more about Tata Large Cap Fund

  • Tata Money Market Fund

    Tata Money Market Fund is an Debt oriented mutual fund in the Money Market Funds category.

    • As of 31 Aug 2023, fund size of Tata Money Market Fund is 17,030.07 Cr.

    • The average category Returns for Money Market funds under Debt class are 6.52% per annum for the last 3 years. Category returns represent the average returns of all the funds from Money Market fund category.

    • Tata Money Market Fund has given 6.77% annualized return for the last 3 years. The funds SIP returns during the same period is 7.34%

    • Tata Money Market 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 Moderate risk.

    • Know more about Tata Money Market Fund

  • Tata Treasury Advantage Fund

    Tata Treasury Advantage Fund is an Debt oriented mutual fund in the Low Duration Funds category.

    • As of 31 Aug 2023, fund size of Tata Treasury Advantage Fund is 2,446.27 Cr.

    • The average category Returns for Low Duration funds under Debt class are 6.17% per annum for the last 3 years. Category returns represent the average returns of all the funds from Low Duration fund category.

    • Tata Treasury Advantage Fund has given 6.27% annualized return for the last 3 years. The funds SIP returns during the same period is 6.96%

    • Tata Treasury Advantage 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 Low to Moderate risk.

    • Know more about Tata Treasury Advantage Fund

  • Tata Hybrid Equity Fund

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

    • As of 31 Aug 2023, fund size of Tata Hybrid Equity Fund is 3,623.37 Cr.

    • The average category Returns for Aggressive funds under Hybrid class are 11.88% 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 10.40% annualized return for the last 3 years. The funds SIP returns during the same period is 9.44%

    • 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.

    • Know more about Tata Hybrid Equity Fund

  • Tata India ELSS Tax Saver Fund

    Tata India ELSS Tax Saver Fund is an Equity oriented mutual fund in the ELSS Funds category.

    • As of 31 Aug 2023, fund size of Tata India ELSS Tax Saver Fund is 3,986.57 Cr.

    • The average category Returns for ELSS funds under Equity class are 13.96% per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.

    • Tata India ELSS Tax Saver Fund has given 13.07% annualized return for the last 3 years. The funds SIP returns during the same period is 12.87%

    • Tata India ELSS Tax Saver 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.

    • Know more about Tata India ELSS Tax Saver Fund

  • Tata Equity P/E Fund

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

    • As of 31 Aug 2023, fund size of Tata Equity P/E Fund is 7,169.01 Cr.

    • The average category Returns for Value funds under Equity class are 17.25% 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 17.73% annualized return for the last 3 years. The funds SIP returns during the same period is 16.24%

    • 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.

    • Know more about Tata Equity P/E Fund