
Tata Mutual Fund
Active- CEO name: Mr. Prathit Bhobe
- Start Date: 29 Jun 1995

| Fund Name | Category | AUM (Cr) | 1Y | 3Y | 5Y | Min SIP | Min Investment |
|---|---|---|---|---|---|---|---|
Tata BSE Sensex Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 384.75 | -4.80% | 5.78% | 6.23% | ₹150 | ₹5,000 |
Tata Infrastructure Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 2,102.52 | 6.52% | 11.99% | 15.66% | ₹100 | ₹5,000 |
Tata Money Market Fund-Reg(G) Tata Mutual Fund · Debt | Money Market | 32,150.05 | 6.50% | 7.31% | 6.57% | ₹500 | ₹5,000 |
Tata Banking & Financial Services Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 3,170.66 | 7.22% | 11.31% | 10.95% | ₹100 | ₹5,000 |
Tata Digital India Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 9,196.15 | -9.18% | 4.92% | 3.16% | ₹100 | ₹5,000 |
Tata Small Cap Fund-Reg(G) Tata Mutual Fund · Equity | Small cap Fund | 12,528.86 | -1.08% | 10.60% | 14.25% | ₹100 | ₹5,000 |
Tata India Pharma & Healthcare Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 1,455.16 | 8.54% | 18.94% | 12.92% | ₹100 | ₹5,000 |
Tata Flexi Cap Fund-Reg(G) Tata Mutual Fund · Equity | Flexi Cap Fund | 3,638.77 | -2.80% | 9.41% | 8.09% | ₹100 | ₹5,000 |
Tata Dividend Yield Fund-Reg(G) Tata Mutual Fund · Equity | Dividend Yield | 1,097.65 | 12.34% | 13.39% | 12.27% | ₹100 | ₹5,000 |
Tata Business Cycle Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 2,667.69 | 2.82% | 11.13% | 13.31% | ₹100 | ₹5,000 |
Tata Floating Interest Rates Fund-Reg(G) Tata Mutual Fund · Debt | Floating Rate | 116.77 | 6.24% | 7.07% | 6.29% | ₹500 | ₹5,000 |
Tata Nifty India Digital ETF FoF-Reg(G) Tata Mutual Fund · Other | FoFs (Domestic) | 102.88 | -2.53% | 10.46% | -- | ₹150 | ₹5,000 |
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 1,201.66 | 4.66% | 14.34% | -- | ₹150 | ₹5,000 |
Tata Multicap Fund-Reg(G) Tata Mutual Fund · Equity | Multi Cap Fund | 3,455.43 | 9.34% | 9.29% | -- | ₹150 | ₹5,000 |
Tata Nifty G-Sec Dec 2029 Index Fund-Reg(G) Tata Mutual Fund · Debt | Index Funds | 135.10 | 5.53% | 7.44% | -- | ₹500 | ₹5,000 |