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 | 5.33% | 19.39% | 16.38% | ₹100 | ₹5,000 |
Tata Multi Asset Allocation Fund-Reg(G) Tata Mutual Fund · Hybrid | Multi Asset Allocation | 5,154.54 | 7.80% | 15.32% | 15.52% | ₹100 | ₹5,000 |
Tata Value Fund(G) Tata Mutual Fund · Equity | Value Fund | 8,341.71 | -0.97% | 15.94% | 19.59% | ₹100 | ₹5,000 |
Tata Arbitrage Fund-Reg(G) Tata Mutual Fund · Hybrid | Arbitrage Fund | 24,026.00 | 5.97% | 7.32% | 6.69% | ₹150 | ₹5,000 |
Tata Mid Cap Fund-Reg(G) Tata Mutual Fund · Equity | Mid Cap Fund | 5,868.39 | 2.76% | 13.25% | 12.76% | ₹100 | ₹5,000 |
Tata Ethical Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 3,669.37 | -4.93% | 4.93% | 5.36% | ₹100 | ₹5,000 |
Tata Retirement Sav Fund - Mod Plan(G) Tata Mutual Fund · Other | Solution Oriented - Retirement Fund | 2,176.79 | 4.87% | 11.03% | 8.88% | ₹150 | ₹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 | 5.19% | 7.73% | 0.00% | ₹500 | ₹5,000 |
Tata Housing Opportunities Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 482.27 | -2.24% | 10.90% | 0.00% | ₹100 | ₹5,000 |
Tata Gold ETF FoF-Reg(G) Tata Mutual Fund · Commodity | FoFs | 1,345.36 | 45.11% | 0.00% | 0.00% | ₹150 | ₹5,000 |
Tata Nifty Realty Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 51.77 | -8.92% | 0.00% | 0.00% | ₹100 | ₹5,000 |
Tata Nifty MidSmall Healthcare Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 182.18 | 13.17% | 0.00% | 0.00% | ₹100 | ₹5,000 |
Tata Nifty India Tourism Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 267.10 | -11.26% | 0.00% | 0.00% | ₹100 | ₹5,000 |
Tata Nifty Next 50 Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 121.02 | 0.00% | 0.00% | 0.00% | ₹1,500 | ₹5,000 |
Tata Liquid Fund-Reg(G) Tata Mutual Fund · Debt | Liquid | 22,044.21 | 6.23% | 7.36% | 6.90% | ₹500 | ₹5,000 |
