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 Resources & Energy Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 1,361.20 | 9.46% | 14.32% | 11.35% | ₹100 | ₹5,000 |
Tata Multi Asset Allocation Fund-Reg(G) Tata Mutual Fund · Hybrid | Multi Asset Allocation | 5,154.54 | 8.05% | 12.38% | 11.05% | ₹100 | ₹5,000 |
Tata Value Fund(G) Tata Mutual Fund · Equity | Value Fund | 8,341.71 | 4.14% | 12.77% | 12.98% | ₹100 | ₹5,000 |
Tata Arbitrage Fund-Reg(G) Tata Mutual Fund · Hybrid | Arbitrage Fund | 24,026.00 | 5.70% | 6.68% | 5.95% | ₹150 | ₹5,000 |
Tata Mid Cap Fund-Reg(G) Tata Mutual Fund · Equity | Mid Cap Fund | 5,868.39 | 8.59% | 14.02% | 14.02% | ₹100 | ₹5,000 |
Tata Ethical Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 3,669.37 | -5.91% | 3.71% | 5.49% | ₹100 | ₹5,000 |
Tata Retirement Sav Fund - Mod Plan(G) Tata Mutual Fund · Other | Solution Oriented - Retirement Fund | 2,176.79 | 7.38% | 11.53% | 9.58% | ₹150 | ₹5,000 |
Tata Corp Bond Fund-Reg(G) Tata Mutual Fund · Debt | Corporate Bond | 2,948.46 | 4.99% | 6.79% | -- | ₹500 | ₹5,000 |
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund-Reg(G) Tata Mutual Fund · Debt | Index Funds | 644.96 | 5.70% | 7.25% | -- | ₹500 | ₹5,000 |
Tata Housing Opportunities Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 482.27 | -2.04% | 6.39% | -- | ₹100 | ₹5,000 |
Tata Gold ETF FoF-Reg(G) Tata Mutual Fund · Commodity | FoFs | 1,345.36 | 42.51% | -- | -- | ₹150 | ₹5,000 |
Tata Nifty Realty Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 51.77 | 2.38% | -- | -- | ₹100 | ₹5,000 |
Tata Nifty MidSmall Healthcare Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 182.18 | 16.32% | -- | -- | ₹100 | ₹5,000 |
Tata Nifty India Tourism Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 267.10 | -16.09% | -- | -- | ₹100 | ₹5,000 |
Tata Nifty Next 50 Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 121.02 | -- | -- | -- | ₹1,500 | ₹5,000 |
