our-recommended Funds of Tata Mutual Fund
Below is the list of funds of Tata Mutual Fund, 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.
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Tata Small Cap Fund
Tata Small Cap Fund is an
Equityoriented mutual fund in the
Small capFund category.
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As of 31 Jan 2024, fund size of Tata Small Cap Fund is
6,125.33 Cr. -
The average category Returns for Small cap funds under Equity class are
35.98%per annum for the last 3 years. Category returns represent the average returns of all the funds from Small cap fund category.
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Tata Small Cap Fund has given
25.96%annualized return for the last 3 years.
The funds SIP returns during the same period is 35.13%
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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.
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Tata Small Cap Fund
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Tata Balanced Advantage Fund
Tata Balanced Advantage Fund is an
Hybridoriented mutual fund in the
Dynamic Asset AllocationFund category.
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As of 31 Jan 2024, 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
13.81%per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.
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Tata Balanced Advantage Fund has given
11.58%annualized return for the last 3 years.
The funds SIP returns during the same period is 14.08%
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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.
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Tata Balanced Advantage Fund
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Tata Large Cap Fund
Tata Large Cap Fund is an
Equityoriented mutual fund in the
Large CapFund category.
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As of 31 Jan 2024, fund size of Tata Large Cap Fund is
1,888.01 Cr. -
The average category Returns for Large Cap funds under Equity class are
21.48%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.
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Tata Large Cap Fund has given
14.52%annualized return for the last 3 years.
The funds SIP returns during the same period is 20.07%
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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.
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Tata Large Cap Fund
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Tata Large & Mid Cap Fund
Tata Large & Mid Cap Fund is an
Equityoriented mutual fund in the
Large and Mid CapFund category.
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As of 31 Jan 2024, 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
25.87%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large and Mid Cap fund category.
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Tata Large & Mid Cap Fund has given
17.46%annualized return for the last 3 years.
The funds SIP returns during the same period is 21.94%
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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.
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Tata Large & Mid Cap Fund
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Tata Mid Cap Growth Fund
Tata Mid Cap Growth Fund is an
Equityoriented mutual fund in the
Mid CapFund category.
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As of 31 Jan 2024, 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
30.05%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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Tata Mid Cap Growth Fund has given
20.93%annualized return for the last 3 years.
The funds SIP returns during the same period is 29.17%
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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.
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Tata Mid Cap Growth Fund
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Tata Treasury Advantage Fund
Tata Treasury Advantage Fund is an
Debtoriented mutual fund in the
Low DurationFund category.
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As of 31 Jan 2024, fund size of Tata Treasury Advantage Fund is
2,446.27 Cr. -
The average category Returns for Low Duration funds under Debt class are
4.86%per annum for the last 3 years. Category returns represent the average returns of all the funds from Low Duration fund category.
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Tata Treasury Advantage Fund has given
6.05%annualized return for the last 3 years.
The funds SIP returns during the same period is 6.86%
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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.
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Tata Treasury Advantage Fund
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Tata Money Market Fund
Tata Money Market Fund is an
Debtoriented mutual fund in the
Money MarketFund category.
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As of 31 Jan 2024, fund size of Tata Money Market Fund is
17,030.07 Cr. -
The average category Returns for Money Market funds under Debt class are
4.80%per annum for the last 3 years. Category returns represent the average returns of all the funds from Money Market fund category.
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Tata Money Market Fund has given
6.55%annualized return for the last 3 years.
The funds SIP returns during the same period is 7.25%
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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.
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Tata Money Market Fund
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Tata Hybrid Equity Fund
Tata Hybrid Equity Fund is an
Hybridoriented mutual fund in the
AggressiveFund category.
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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.
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Tata Hybrid Equity Fund has given
12.91%annualized return for the last 3 years.
The funds SIP returns during the same period is 16.64%
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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.
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Tata Hybrid Equity Fund
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Tata ELSS Tax Saver
Tata ELSS Tax Saver is an
Equityoriented mutual fund in the
ELSSFund category.
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As of 31 Jan 2024, fund size of Tata ELSS Tax Saver is
3,986.57 Cr. -
The average category Returns for ELSS funds under Equity class are
24.16%per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.
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Tata ELSS Tax Saver has given
17.66%annualized return for the last 3 years.
The funds SIP returns during the same period is 24.00%
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Tata ELSS Tax Saver 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.
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Tata ELSS Tax Saver
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Tata Ultra Short Term Fund
Tata Ultra Short Term Fund is an
Debtoriented mutual fund in the
Ultra Short DurationFund category.
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As of 31 Jan 2024, fund size of Tata Ultra Short Term Fund is
2,377.15 Cr. -
The average category Returns for Ultra Short Duration funds under Debt class are
4.64%per annum for the last 3 years. Category returns represent the average returns of all the funds from Ultra Short Duration fund category.
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Tata Ultra Short Term Fund has given
5.78%annualized return for the last 3 years.
The funds SIP returns during the same period is 6.48%
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Tata Ultra Short Term 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 Moderate risk.
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Tata Ultra Short Term Fund
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