Tata Mutual Fund

Tata Mutual Fund

Tata Mutual Fund, established in 1994, is one of India's most trusted asset management companies backed by the prestigious Tata Group. With an impressive Assets Under Management (AUM) of ₹147169.65 crore, it ranks among the top 10 mutual fund houses in India. The fund house offers more than 50 diverse schemes across equity, debt, hybrid, and tax-saving categories.

Tata Mutual Fund is a joint venture between Tata Sons and Tata Investment Corporation Limited, bringing together decades of financial expertise and trust. Their strong presence spans across India through a network of over 200 locations, serving more than 2 million investors. The fund house is known for its conservative investment approach and focus on long-term wealth creation.

Scheme Name		Min. Invest	AUM (In Cr)
Tata India Pharma & Healthcare Fund - Direct (G) Sectoral / Thematic \| Equity	30.93%	₹5,000	₹1,287.45	Invest
Tata Small Cap Fund - Direct (G) Small Cap Fund \| Equity	25.55%	₹5,000	₹9,699.24	Invest
Tata Gold ETF Fund of Fund - Direct (G) FoFs Domestic \| Other	25.34%	₹5,000	₹129.17	Invest
Tata Silver ETF Fund of Fund - Direct (G) FoFs Domestic \| Other	24.06%	₹5,000	₹73.94	Invest
Tata Digital India Fund - Direct (G) Sectoral / Thematic \| Equity	22.63%	₹5,000	₹12,962.64	Invest
Tata India Consumer Fund - Direct (G) Sectoral / Thematic \| Equity	21.12%	₹5,000	₹2,475.28	Invest
Tata Retirement Savings Fund - Progressiv-Dir (G) Retirement Fund \| Solution Oriented	20.15%	₹5,000	₹2,121.63	Invest
Tata Nifty India Digital ETF Fund of Fund-Dir (G) FoFs Domestic \| Other	20.08%	₹5,000	₹108.16	Invest
Tata Retirement Savings Fund - Moderate-Dir (G) Retirement Fund \| Solution Oriented	18.43%	₹5,000	₹2,182.42	Invest
Tata ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	17.88%	₹500	₹4,640.66	Invest
Tata Equity P/E Fund - Direct (G) Value Fund \| Equity	17.03%	₹5,000	₹8,591.82	Invest
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G) Index Fund \| Other	16.50%	₹5,000	₹725.32	Invest
Tata Mid Cap Growth Fund - Direct (G) Mid Cap Fund \| Equity	16.19%	₹5,000	₹4,529.49	Invest
Tata Multi Asset Opportunities Fund - Dir (G) Multi Asset Allocation \| Hybrid	13.65%	₹5,000	₹3,489.96	Invest
Tata Business Cycle Fund - Direct (G) Sectoral / Thematic \| Equity	13.50%	₹5,000	₹2,867.21	Invest
Tata Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	13.45%	₹5,000	₹2,902.18	Invest
Tata Focused Equity Fund - Direct (G) Focused Fund \| Equity	13.42%	₹5,000	₹1,867.56	Invest
Tata Resources & Energy Fund - Direct (G) Sectoral / Thematic \| Equity	12.77%	₹5,000	₹1,025.52	Invest
Tata Large & Mid Cap Fund - Direct (G) Large & Mid Cap Fund \| Equity	12.73%	₹5,000	₹8,244.62	Invest
Tata Infrastructure Fund - Direct (G) Sectoral / Thematic \| Equity	12.68%	₹5,000	₹2,330.85	Invest

Tata India Pharma & Healthcare Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

30.93%

Min. Invest

₹5,000

AUM

₹1,287.45 Cr

Tata Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

25.55%

Min. Invest

₹5,000

AUM

₹9,699.24 Cr

Tata Gold ETF Fund of Fund - Direct (G)

Equity | FoFs Domestic

1Y returns

25.34%

Min. Invest

₹5,000

AUM

₹129.17 Cr

Tata Silver ETF Fund of Fund - Direct (G)

Equity | FoFs Domestic

1Y returns

24.06%

Min. Invest

₹5,000

AUM

₹73.94 Cr

Tata Digital India Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

22.63%

Min. Invest

₹5,000

AUM

₹12,962.64 Cr

Tata India Consumer Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

21.12%

Min. Invest

₹5,000

AUM

₹2,475.28 Cr

Tata Retirement Savings Fund - Progressiv-Dir (G)

Equity | Retirement Fund

1Y returns

20.15%

Min. Invest

₹5,000

AUM

₹2,121.63 Cr

Tata Nifty India Digital ETF Fund of Fund-Dir (G)

Equity | FoFs Domestic

1Y returns

20.08%

Min. Invest

₹5,000

AUM

₹108.16 Cr

Tata Retirement Savings Fund - Moderate-Dir (G)

Equity | Retirement Fund

1Y returns

18.43%

Min. Invest

₹5,000

AUM

₹2,182.42 Cr

Tata ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

17.88%

Min. Invest

₹500

AUM

₹4,640.66 Cr

Tata Equity P/E Fund - Direct (G)

Equity | Value Fund

1Y returns

17.03%

Min. Invest

₹5,000

AUM

₹8,591.82 Cr

Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

16.50%

Min. Invest

₹5,000

AUM

₹725.32 Cr

Tata Mid Cap Growth Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

16.19%

Min. Invest

₹5,000

AUM

₹4,529.49 Cr

Tata Multi Asset Opportunities Fund - Dir (G)

Equity | Multi Asset Allocation

1Y returns

13.65%

Min. Invest

₹5,000

AUM

₹3,489.96 Cr

Tata Business Cycle Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

13.50%

Min. Invest

₹5,000

AUM

₹2,867.21 Cr

Tata Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

13.45%

Min. Invest

₹5,000

AUM

₹2,902.18 Cr

Tata Focused Equity Fund - Direct (G)

Equity | Focused Fund

1Y returns

13.42%

Min. Invest

₹5,000

AUM

₹1,867.56 Cr

Tata Resources & Energy Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

12.77%

Min. Invest

₹5,000

AUM

₹1,025.52 Cr

Tata Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

12.73%

Min. Invest

₹5,000

AUM

₹8,244.62 Cr

Tata Infrastructure Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

12.68%

Min. Invest

₹5,000

AUM

₹2,330.85 Cr

About Tata Mutual Fund

Tata Mutual Fund has demonstrated exceptional performance through consistent returns and strategic investment management. Here's a detailed analysis of their strong performance:

The fund house's investment philosophy centers on long-term wealth creation through quality investments. Their equity funds have consistently outperformed benchmarks across market cycles by focusing on companies with strong fundamentals and sustainable business models.

Risk management is deeply embedded in their investment process. The fund house employs a comprehensive risk assessment framework that evaluates multiple parameters, including business risk, financial risk, and management quality. This approach has helped maintain portfolio quality while delivering competitive returns.

Their research capabilities are particularly noteworthy, with a strong team of analysts covering various sectors and market segments. The investment team's average experience exceeds 15 years, bringing deep market insights and expertise to portfolio management.

In the equity segment, Tata Mutual Fund has shown particular strength in large-cap and flexi-cap categories. Their flagship schemes have consistently ranked in the top quartile of their respective categories. The fund managers' ability to identify secular growth trends has contributed to superior long-term performance.

The debt fund management has been equally impressive, with a focus on high credit quality and optimal duration management. Their conservative approach to credit risk has helped avoid defaults while delivering stable returns. The fixed income team's expertise in reading interest rate cycles has added value through tactical duration positioning.

Innovation in product development has been a key strength. The fund house has successfully launched various thematic and sector funds aligned with emerging opportunities. Their ESG fund was among the early entrants in the sustainable investing space.

Technology integration has enhanced their investment process and customer service. Advanced analytics tools support investment decisions, while digital platforms provide seamless access to fund information and transactions. Their risk monitoring systems ensure adherence to investment mandates and regulatory requirements.

The fund house maintains high transparency standards through regular communication and detailed portfolio disclosures. Their investor education initiatives have helped build awareness about mutual funds and responsible investing practices.

How to Invest in Tata Mutual Fund?

Tata Mutual Fund offers a compelling investment proposition through its strong parentage and proven track record. The fund house's conservative investment approach focuses on delivering consistent returns while managing risks effectively.

Their experienced fund management team and robust research capabilities ensure professional handling of investments. The wide range of schemes across categories allows investors to build diversified portfolios aligned with their goals.

The fund house's commitment to transparency and investor education creates a trustworthy investment environment. Their digital platforms provide convenient access to investments and portfolio monitoring. Here are the reasons to invest in these funds:

Diversified Investment Solutions

Tata Mutual Fund excels in offering specialized investment solutions across market capitalizations and sectors. Their sector-specific funds, particularly in the digital economy and healthcare sectors, have shown remarkable performance by identifying emerging opportunities early. The fund house's thematic funds have successfully captured various growth themes in the Indian economy.

ESG Leadership

The fund house has been a pioneer in ESG (Environmental, Social, and Governance) investing in India. Their ESG fund has demonstrated that responsible investing can deliver competitive returns while promoting sustainable business practices. This forward-thinking approach has positioned them well for evolving investor preferences.

International Portfolio Management

Tata Mutual Fund has shown expertise in managing international funds, providing investors with geographical diversification opportunities. Their global funds have helped investors benefit from growth opportunities in developed and emerging markets while managing currency risks effectively.

Here are the steps you need to take to begin your investment in these funds.

Step 1: Login or Register

Step 2: Validate Identity Proof

Complete paperless KYC verification through Digilocker for quick and convenient account setup.

Step 3: Level of risk

Fill out the risk assessment questionnaire to determine your investment risk profile category.

Step 4: Choose a mutual fund scheme

Browse and select from Tata's diverse mutual fund schemes based on your goals.

Step 5: One Time (Lumpsum) or SIP

Decide between making a one-time lumpsum investment or starting a systematic investment plan.

Step 6: SIP Placement

Choose immediate SIP activation or select your preferred date for monthly investments.

Your Torus account will reflect the Tata Mutual Fund in India you have invested in within 3 to 4 working days.

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Tata India Pharma & Healthcare Fund - Direct (G)

₹5,000

₹1,287.45 Cr

Tata Small Cap Fund - Direct (G)

₹5,000

₹9,699.24 Cr

Tata Gold ETF Fund of Fund - Direct (G)

₹5,000

₹129.17 Cr

Tata Silver ETF Fund of Fund - Direct (G)

₹5,000

₹73.94 Cr

Tata Digital India Fund - Direct (G)

₹5,000

₹12,962.64 Cr

Tata India Consumer Fund - Direct (G)

₹5,000

₹2,475.28 Cr

Tata Retirement Savings Fund - Progressiv-Dir (G)

₹5,000

₹2,121.63 Cr

Tata Nifty India Digital ETF Fund of Fund-Dir (G)

₹5,000

₹108.16 Cr

Tata Retirement Savings Fund - Moderate-Dir (G)

₹5,000

₹2,182.42 Cr

Tata ELSS Tax Saver Fund - Direct (G)

₹500

₹4,640.66 Cr

Tata Equity P/E Fund - Direct (G)

₹5,000

₹8,591.82 Cr

Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir (G)

₹5,000

₹725.32 Cr

Tata Mid Cap Growth Fund - Direct (G)

₹5,000

₹4,529.49 Cr

Tata Multi Asset Opportunities Fund - Dir (G)

₹5,000

₹3,489.96 Cr

Tata Business Cycle Fund - Direct (G)

₹5,000

₹2,867.21 Cr

Tata Flexi Cap Fund - Direct (G)

₹5,000

₹2,902.18 Cr

Tata Focused Equity Fund - Direct (G)

₹5,000

₹1,867.56 Cr

Tata Resources & Energy Fund - Direct (G)

₹5,000

₹1,025.52 Cr

Tata Large & Mid Cap Fund - Direct (G)

₹5,000

₹8,244.62 Cr

Tata Infrastructure Fund - Direct (G)

₹5,000

₹2,330.85 Cr

About Tata Mutual Fund

How to Invest in Tata Mutual Fund?

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Get started with us today and start building your wealth journey

Get started with us today and
start building your wealth journey

Get started with us today and
start building your wealth journey