
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 | -4.37% | 6.35% | 7.09% | ₹150 | ₹5,000 |
Tata Infrastructure Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 2,102.52 | 2.42% | 11.70% | 15.38% | ₹100 | ₹5,000 |
Tata Money Market Fund-Reg(G) Tata Mutual Fund · Debt | Money Market | 32,150.05 | 6.18% | 7.82% | 7.37% | ₹500 | ₹5,000 |
Tata Banking & Financial Services Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 3,170.66 | 2.16% | 14.67% | 15.85% | ₹100 | ₹5,000 |
Tata Digital India Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 9,196.15 | -19.38% | 5.59% | 5.91% | ₹100 | ₹5,000 |
Tata Small Cap Fund-Reg(G) Tata Mutual Fund · Equity | Small cap Fund | 12,528.86 | -7.20% | 12.81% | 19.24% | ₹100 | ₹5,000 |
Tata India Pharma & Healthcare Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 1,455.16 | 8.27% | 18.75% | 13.51% | ₹100 | ₹5,000 |
Tata Flexi Cap Fund-Reg(G) Tata Mutual Fund · Equity | Flexi Cap Fund | 3,638.77 | -3.52% | 13.73% | 12.65% | ₹100 | ₹5,000 |
Tata Dividend Yield Fund-Reg(G) Tata Mutual Fund · Equity | Dividend Yield | 1,097.65 | 7.59% | 18.03% | 18.17% | ₹100 | ₹5,000 |
Tata Business Cycle Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 2,667.69 | 1.13% | 16.87% | 0.00% | ₹100 | ₹5,000 |
Tata Floating Interest Rates Fund-Reg(G) Tata Mutual Fund · Debt | Floating Rate | 116.77 | 5.66% | 7.76% | 7.13% | ₹500 | ₹5,000 |
Tata Nifty India Digital ETF FoF-Reg(G) Tata Mutual Fund · Other | FoFs (Domestic) | 102.88 | -11.79% | 11.43% | 0.00% | ₹150 | ₹5,000 |
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 1,201.66 | -3.03% | 21.14% | 0.00% | ₹150 | ₹5,000 |
Tata Multicap Fund-Reg(G) Tata Mutual Fund · Equity | Multi Cap Fund | 3,455.43 | 7.96% | 13.74% | 0.00% | ₹150 | ₹5,000 |
Tata Nifty G-Sec Dec 2029 Index Fund-Reg(G) Tata Mutual Fund · Debt | Index Funds | 135.10 | 4.97% | 8.11% | 0.00% | ₹500 | ₹5,000 |