Tata Mutual Fund

1,40,360 Crs

43

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.

  • Tata Small Cap Fund

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

    • 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.

    • Tata Small Cap Fund has given 30.67% annualized return for the last 3 years. The funds SIP returns during the same period is 27.03%

    • 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 Fund category.

    • 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.

    • Tata Balanced Advantage Fund has given 12.68% annualized return for the last 3 years. The funds SIP returns during the same period is 13.76%

    • 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 Large Cap Fund

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

    • 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.

    • Tata Large Cap Fund has given 18.12% annualized return for the last 3 years. The funds SIP returns during the same period is 18.59%

    • 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 Large & Mid Cap Fund

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

    • 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.

    • Tata Large & Mid Cap Fund has given 19.57% annualized return for the last 3 years. The funds SIP returns during the same period is 20.22%

    • 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 Mid Cap Growth Fund

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

    • 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.

    • Tata Mid Cap Growth Fund has given 24.47% annualized return for the last 3 years. The funds SIP returns during the same period is 27.17%

    • 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 Treasury Advantage Fund

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

    • 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.

    • Tata Treasury Advantage Fund has given 5.31% annualized return for the last 3 years. The funds SIP returns during the same period is 6.10%

    • 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 Money Market Fund

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

    • 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.

    • Tata Money Market Fund has given 5.79% annualized return for the last 3 years. The funds SIP returns during the same period is 6.71%

    • 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 Hybrid Equity Fund

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

    • 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.

    • Tata Hybrid Equity Fund has given 15.32% annualized return for the last 3 years. The funds SIP returns during the same period is 14.87%

    • 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 ELSS Tax Saver

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

    • 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.

    • Tata ELSS Tax Saver has given 18.38% annualized return for the last 3 years. The funds SIP returns during the same period is 18.30%

    • 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.

    • Know more about Tata ELSS Tax Saver
  • Tata Ultra Short Term Fund

    Tata Ultra Short Term Fund is an Debt oriented mutual fund in the Ultra Short Duration Fund category.

    • 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.

    • Tata Ultra Short Term Fund has given 5.00% annualized return for the last 3 years. The funds SIP returns during the same period is 5.84%

    • 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.

    • Know more about Tata Ultra Short Term Fund