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Tata Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 60
- Average annual returns 5.32%
About Tata Mutual Fund
Tata Mutual Fund is a subsidiary of Tata Asset Management Private Limited was established on March 15, 1994, This Asset Management Company (AMC) is under the leadership of Mr Prathit Bhobe, renowned for his expertise in the financial market. He has over 29 years of experience in investment management and provides a range of services to investors.
This AMC provides a broad selection of 153 products, including 58 equity schemes, 14 debt schemes, and 7 hybrid schemes. Tata Mutual Fund ranks 12th among the top mutual fund companies. Tata Small Cap Fund, the flagship scheme, has exhibited an impressive average annualized return of 25.87% since its inception.
-
Launched in
30-Jun-1995
-
AMC Age
29 Years
-
Website
https://www.tatamutualfund.com -
Email Address
service@tataamc.com
Top Performing Tata Mutual Fund in India for High Returns
Returns
SIP Returns
Risk
Information
NAV Details
Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.
Select date points :
Submit| Fund Name | AUM (Cr.) | Fund Age | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 140.15 | 1 years | -2.32% | 2.73% | 11.07% | 7.55% | 12.8% | 30.5% | - | - | - | - | Invest | |
| 160.63 | 1 years | -1.04% | 0.86% | 14.68% | 14.75% | 13.64% | 29.27% | - | - | - | - | Invest | |
| 81.52 | 1 years | -2.84% | 1.77% | 10.51% | 6.96% | 12.48% | 29% | - | - | - | - | Invest | |
| 1208.05 | 9 years | 3.05% | 5.99% | -6.53% | -7.51% | -9.47% | 16.89% | 36.09% | 19.09% | 27.53% | - | Invest | |
| 2323.96 | 9 years | 4.74% | 7.25% | 1.69% | -4.99% | 1.52% | 16.81% | 22.3% | 18.22% | 22.88% | - | Invest | |
| 8883.39 | 6 years | 3.56% | 4.82% | -12.64% | -16.2% | -13.58% | 14.55% | 25.54% | 22.05% | 37.75% | - | Invest | |
| 4397.93 | 10 years | 3.57% | 5.43% | -6.33% | -12.2% | -6.4% | 11.28% | 22.27% | 14.29% | 25.22% | 13.31% | Invest | |
| 2885.87 | 6 years | 3.56% | 3.64% | -1.36% | -9.79% | -2% | 11.22% | 23.08% | 13.2% | 22% | - | Invest | |
| 2061.76 | 13 years | 2.84% | 2.31% | -7.94% | -10.68% | -8.62% | 9.66% | 20.07% | 12.65% | 19.43% | 11.22% | Invest | |
| 4353.63 | 20 years | 3.92% | 5.8% | -7.79% | -14.81% | -8.56% | 9.45% | 28.9% | 18.11% | 30.27% | 14.49% | Invest | |
| 249.86 | 21 years | 0.96% | 1.66% | 0.63% | 0.74% | 0.58% | 9.32% | 12.65% | 9.06% | 11.9% | 7.05% | Invest | |
| 2374.84 | 9 years | 0.76% | 0.51% | -12.46% | -17.4% | -13.79% | 9.31% | 24.34% | 16.82% | 23.74% | - | Invest | |
| 1009.28 | 9 years | 3.93% | 7.89% | -1.1% | -9.86% | -0.9% | 9.21% | 23.6% | 12.42% | 30.41% | - | Invest | |
| 179.13 | 2 years | 0.39% | 0.87% | 2.37% | 3.71% | 2.24% | 8.91% | 8.17% | - | - | - | Invest | |
| 1979.06 | 13 years | 3.45% | 2.49% | -10.19% | -14.06% | -10.9% | 8.83% | 22.15% | 13.42% | 21.14% | 12% | Invest | |
| 8067.54 | 20 years | 3.9% | 5.31% | -6.98% | -14.93% | -8.16% | 8.55% | 27.02% | 19.04% | 27.96% | 13.78% | Invest | |
| 2408.42 | 26 years | 3.44% | 4.7% | -1.79% | -9.9% | -2.11% | 8.3% | 21.22% | 13.61% | 24.43% | 11.12% | Invest | |
| 2909.87 | 3 years | 0.42% | 0.83% | 1.99% | 3.49% | 1.84% | 8.26% | 7.73% | 6.18% | - | - | Invest | |
| 105.47 | 2 years | 4.46% | -0.6% | -13.38% | -12.5% | -13.7% | 8.14% | 25.77% | - | - | - | Invest | |
| 145.81 | 3 years | 0.48% | 0.95% | 1.94% | 3.8% | 1.8% | 8.01% | 7.51% | 6.73% | - | - | Invest |
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | Mar-2025 | Feb-2025 | Jan-2025 | Dec-2024 | Nov-2024 | Oct-2024 | Sep-2024 | Aug-2024 | Jul-2024 | Jun-2024 | May-2024 | Apr-2024 |
|---|
| Fund Name | 2025-Q1 | 2024-Q4 | 2024-Q3 | 2024-Q2 | 2024-Q1 | 2023-Q4 | 2023-Q3 | 2023-Q2 | 2023-Q1 | 2022-Q4 | 2022-Q3 | 2022-Q2 |
|---|
| Fund Name | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|
| Fund Name | AUM (Cr.) | Risk | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 10Y |
|---|
| Fund Name | AUM (Cr.) | Initial NAV | Final NAV | NAV Change | Absolute Ret. | Annalized Ret. |
|---|
| Fund Name | AUM (Cr.) | Risk | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | From Launch | |
|---|---|---|---|---|---|---|---|---|---|---|
| 140.15 | Very High |
4.97%
|
17.01%
|
-
|
-
|
-
|
-
|
22.54%
|
Invest | |
| 160.63 | High |
10.3%
|
31.73%
|
-
|
-
|
-
|
-
|
31.86%
|
Invest | |
| 81.52 | Very High |
4.63%
|
15.49%
|
-
|
-
|
-
|
-
|
20.87%
|
Invest | |
| 1208.05 | Very High |
-2.29%
|
3.97%
|
22.8%
|
24.89%
|
20.34%
|
-
|
18.16%
|
Invest | |
| 2323.96 | Very High |
1.96%
|
4.94%
|
11.97%
|
15.62%
|
16.28%
|
-
|
14.36%
|
Invest | |
| 8883.39 | Very High |
-7.06%
|
-12.42%
|
11.41%
|
18.6%
|
25.18%
|
-
|
25.43%
|
Invest | |
| 4397.93 | Very High |
-3.67%
|
-6.76%
|
10.34%
|
14.08%
|
16.4%
|
14.59%
|
14.46%
|
Invest | |
| 2885.87 | Very High |
-1.43%
|
-3.2%
|
11.08%
|
14.2%
|
14.52%
|
-
|
14.44%
|
Invest | |
| 2061.76 | Very High |
-4.17%
|
-7.27%
|
8.87%
|
12.63%
|
12.96%
|
12.09%
|
13.36%
|
Invest | |
| 4353.63 | Very High |
-4.35%
|
-12.63%
|
11.16%
|
17.88%
|
20.5%
|
17.38%
|
16.85%
|
Invest | |
| 249.86 | Low to Moderate |
1.06%
|
5.15%
|
9.69%
|
10.13%
|
9.62%
|
8.26%
|
7.57%
|
Invest | |
| 2374.84 | Very High |
-5.86%
|
-9.14%
|
11.13%
|
16.21%
|
17.69%
|
-
|
16.15%
|
Invest | |
| 1009.28 | Very High |
0.56%
|
-4.92%
|
12.9%
|
16.17%
|
18.32%
|
-
|
17.36%
|
Invest | |
| 179.13 | Moderate |
2.27%
|
8.93%
|
8.44%
|
-
|
-
|
-
|
8.41%
|
Invest | |
| 1979.06 | Very High |
-5.61%
|
-11.12%
|
8.59%
|
13.21%
|
13.64%
|
12.92%
|
13.77%
|
Invest | |
| 8067.54 | Very High |
-4.68%
|
-12.19%
|
11.22%
|
17.41%
|
19.17%
|
15.63%
|
15.99%
|
Invest | |
| 2408.42 | Very High |
-1.46%
|
-5.74%
|
9.99%
|
13.53%
|
15.67%
|
13.31%
|
15.72%
|
Invest | |
| 2909.87 | Moderate |
1.87%
|
7.92%
|
7.81%
|
7.52%
|
-
|
-
|
7.22%
|
Invest | |
| 105.47 | Very High |
-9.04%
|
-11.29%
|
11.33%
|
-
|
-
|
-
|
15.31%
|
Invest | |
| 145.81 | Moderate |
1.75%
|
7.58%
|
7.47%
|
7.27%
|
-
|
-
|
6.91%
|
Invest |
| Fund Name | Risk | Standard Deviation | Alpha | Beta | Sharpe Ratio | |
|---|---|---|---|---|---|---|
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
16.538%
|
0.018%
|
0.969%
|
0.681%
|
Invest | |
| Very High |
15.02%
|
3.14%
|
0.94%
|
0.62%
|
Invest | |
| Very High |
15.861%
|
3.356%
|
0.736%
|
0.793%
|
Invest | |
| Very High |
14.429%
|
0.237%
|
0.972%
|
0.451%
|
Invest | |
| Very High |
11.4%
|
0.34%
|
0.8%
|
0.47%
|
Invest | |
| Very High |
11.394%
|
-
|
-
|
0.447%
|
Invest | |
| Very High |
13.05%
|
-
|
0.91%
|
0.63%
|
Invest | |
| Low to Moderate |
4.048%
|
-
|
-
|
0.516%
|
Invest | |
| Very High |
16.229%
|
3.16%
|
0.973%
|
0.596%
|
Invest | |
| Very High |
16.31%
|
-
|
0.84%
|
0.28%
|
Invest | |
| Moderate |
-
|
-
|
-
|
-
|
Invest | |
| Very High |
13.489%
|
-
|
-
|
0.431%
|
Invest | |
| Very High |
12.45%
|
4%
|
0.99%
|
0.73%
|
Invest | |
| Very High |
12.66%
|
0.51%
|
0.97%
|
0.41%
|
Invest | |
| Moderate |
1.332%
|
-
|
1.11%
|
-
|
Invest | |
| Very High |
-
|
-
|
-
|
-
|
Invest | |
| Moderate |
0.576%
|
-
|
2.107%
|
0.179%
|
Invest |
| Fund Name | Min SIP | Min Lumpsum | Expense Ratio | Fund Manager | Launch Date | |
|---|---|---|---|---|---|---|
|
₹0
|
₹100
|
0.47%
|
Tapan Patel
|
09-Jan 2024
|
Invest | |
|
₹150
|
₹5000
|
0.7%
|
Tapan Patel
|
19-Jan 2024
|
Invest | |
|
₹150
|
₹5000
|
0.61%
|
Tapan Patel
|
19-Jan 2024
|
Invest | |
|
₹100
|
₹5000
|
2.14%
|
Meeta Shetty
|
28-Dec 2015
|
Invest | |
|
₹100
|
₹5000
|
0.55%
|
Amey Sathe
|
28-Dec 2015
|
Invest | |
|
₹100
|
₹5000
|
1.7%
|
Chandraprakash Padiyar
|
12-Nov 2018
|
Invest | |
|
₹500
|
₹500
|
1.82%
|
Sailesh Jain
|
13-Oct 2014
|
Invest | |
|
₹100
|
₹5000
|
1.94%
|
Amey Sathe
|
06-Sep 2018
|
Invest | |
|
₹150
|
₹5000
|
2.01%
|
Murthy Nagarajan
|
01-Nov 2011
|
Invest | |
|
₹100
|
₹5000
|
1.87%
|
Satish Chandra Mishra
|
31-Mar 2004
|
Invest | |
|
₹100
|
₹5000
|
1.13%
|
Murthy Nagarajan
|
18-Aug 2003
|
Invest | |
|
₹100
|
₹5000
|
2%
|
Sonam Udasi
|
28-Dec 2015
|
Invest | |
|
₹100
|
₹5000
|
2.18%
|
Satish Chandra Mishra
|
28-Dec 2015
|
Invest | |
|
₹500
|
₹5000
|
0.46%
|
Amit Somani
|
18-Jan 2023
|
Invest | |
|
₹150
|
₹5000
|
2.01%
|
Murthy Nagarajan
|
01-Nov 2011
|
Invest | |
|
₹100
|
₹5000
|
1.79%
|
Sonam Udasi
|
29-Jun 2004
|
Invest | |
|
₹100
|
₹5000
|
2.04%
|
Abhinav Sharma
|
07-May 1998
|
Invest | |
|
₹500
|
₹5000
|
0.86%
|
Abhishek Sonthalia
|
01-Dec 2021
|
Invest | |
|
₹150
|
₹5000
|
0.48%
|
Meeta Shetty
|
13-Apr 2022
|
Invest | |
|
₹500
|
₹5000
|
0.73%
|
Akhil Mittal
|
07-Jul 2021
|
Invest |
| Fund Name | Current NAV | Previous NAV | 1D NAV Change | 52- Week High NAV | 52- Week Low NAV | |
|---|---|---|---|---|---|---|
|
9.6419
(25-03-2025)
|
9.5809
(24-03-2025)
|
0.64%
|
9.8712
|
7.3875
|
Invest | |
|
13.6696
(25-03-2025)
|
13.6856
(24-03-2025)
|
-0.12%
|
13.86
|
10.5898
|
Invest | |
|
13.2693
(25-03-2025)
|
13.2420
(24-03-2025)
|
0.21%
|
13.6578
|
10.2721
|
Invest | |
|
28.8599
(25-03-2025)
|
29.1254
(24-03-2025)
|
-0.91%
|
32.0131
|
24.5435
|
Invest | |
|
39.3045
(25-03-2025)
|
39.3630
(24-03-2025)
|
-0.15%
|
41.6318
|
33.5524
|
Invest | |
|
36.5832
(25-03-2025)
|
37.1911
(24-03-2025)
|
-1.63%
|
44.6599
|
32.2306
|
Invest | |
|
41.3189
(25-03-2025)
|
41.5075
(24-03-2025)
|
-0.45%
|
47.2125
|
37.1655
|
Invest | |
|
22.2642
(25-03-2025)
|
22.2939
(24-03-2025)
|
-0.13%
|
24.7248
|
20.0982
|
Invest | |
|
59.1202
(25-03-2025)
|
59.5385
(24-03-2025)
|
-0.7%
|
66.3501
|
54.1541
|
Invest | |
|
391.2199
(25-03-2025)
|
393.5697
(24-03-2025)
|
-0.6%
|
460.192
|
360.709
|
Invest | |
|
53.4063
(25-03-2025)
|
53.4564
(24-03-2025)
|
-0.09%
|
53.4642
|
48.9816
|
Invest | |
|
40.1485
(25-03-2025)
|
40.6783
(24-03-2025)
|
-1.3%
|
49.1425
|
36.8688
|
Invest | |
|
41.6591
(25-03-2025)
|
42.0447
(24-03-2025)
|
-0.92%
|
47.1434
|
37.4149
|
Invest | |
|
11.8579
(25-03-2025)
|
11.8572
(24-03-2025)
|
0.01%
|
11.8579
|
10.885
|
Invest | |
|
59.4748
(25-03-2025)
|
59.9542
(24-03-2025)
|
-0.8%
|
69.2547
|
54.9234
|
Invest | |
|
323.5128
(25-03-2025)
|
325.7187
(24-03-2025)
|
-0.68%
|
381.748
|
298.799
|
Invest | |
|
474.1584
(25-03-2025)
|
475.6342
(24-03-2025)
|
-0.31%
|
528.23
|
439.8
|
Invest | |
|
12.0694
(25-03-2025)
|
12.0662
(24-03-2025)
|
0.03%
|
12.0694
|
11.1644
|
Invest | |
|
13.3341
(25-03-2025)
|
13.3651
(24-03-2025)
|
-0.23%
|
16.0843
|
12.0812
|
Invest | |
|
12.4530
(25-03-2025)
|
12.4360
(24-03-2025)
|
0.14%
|
12.453
|
11.5397
|
Invest |
Tata Mutual Fund Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
Comparison of Top Tata Mutual Fund
Tata Mid Cap Growth Fund Regular Plan- Growth Option
3Y Returns 18.11%
VS
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
3Y Returns 28.35%
Tata Multicap Fund - Regular Plan - Growth
3Y Returns 0%
VS
Nippon India Multi Cap Fund-Growth Plan-Bonus Option
3Y Returns 25.99%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns 13.2%
VS
Quant Flexi Cap Fund-Growth
3Y Returns 16.76%
Tata ELSS Tax Saver Fund-Growth-Regular Plan
3Y Returns 14.29%
VS
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns 14.38%
Investing Strategy
Tata Mutual Funds core strategy is to invest in companies that show significant growth potential at reasonable valuations. However, each fund may have a unique strategy and management style. The AMC specializes in bottom-up analysis, thoroughly evaluating companies based on factors like business growth, management governance, and valuations. Their approach focuses on compounding money, and they typically adopt a buy-and-hold approach with active tracking and management.
Head of Equity Team (CIO)
Mr. Rahul Singh (CIO of Equity)
Mr. Rahul Singh is the Chief Investment Officer (CIO) and has over 27 years of excellent experience in the industry. When he first joined the company in October 2018, he was given the position of CIO-Equities. In his current role, Mr Singh sets the standard by expertly and assiduously managing the teams responsible for fund management and stock research.
List of Fund Managers
Best Tata Mutual Fund For SIP In 2025
History of Tata Mutual Fund
Tata Mutual Fund was created through a Trust Deed dated May 9, 1995, following the regulations set out in The Indian Trusts Act, of 1882. Mutual Fund is officially registered with SEBI (Securities and Exchange Board of India). Significantly, philanthropic trusts own nearly two-thirds of the equity in Tata Sons, the main company of the Tata Group. These charitable trusts have played a crucial role in establishing national institutions focused on natural sciences, healthcare, energy, and the arts.
- Fund Management Team: Tata Mutual Fund has a large fund management team.
- Branch Network: With over 64+ branches, Tata has a widespread presence across the globe.
- Variety of Schemes: Tata Mutual Fund offers a diverse portfolio of 153 schemes.
- Prudent Philosophy: The fund's philosophy centres on achieving consistent and long-term results.
- Strong Governance: Emphasis on strong governance practices. It helps in running operations smoothly.
- Best Fundamental Research: Known for conducting best-in-class fundamental research.
- Digital Platforms: Utilizes digital platforms for enhanced accessibility and services.
How to Select the Best Tata Mutual Funds?
Starting your investment journey by choosing the Best Tata Mutual Funds is a crucial first step, and making an informed decision is essential. Here are some aspects you should consider to do it properly:
- Establish attainable investment targets that align with your goals.
- Determine your risk tolerance based on personal preferences.
- To lower risk, diversify your investments across several industries.
- Examine the fund’s history, performance and consistency.
- Regularly check investments for safety and make any adjustments.
- To effectively handle market turmoil, seek professional advice.
In summary, the above-mentioned elements will aid in your comprehension of the process involved in choosing the appropriate fund. Make sure you complete a precise assessment before you embark on your investing journey. You can also use the SIP Calculator to obtain an estimate of your investment.
How to Invest in Tata Mutual Funds via MySIPonline?
Investing in Tata Mutual Funds is made easy with MySIPonline, known for its straightforward approach. Here's a simple guide:
- Step 1: Log in to MySIPonline.
- Step 2: Check your KYC and if it is not registered do Video KYC.
- Step 3: Complete profile (PAN, aadhar, bank details, nominee, signature)
- Step 4: Explore top funds from Respective AMC Name or Talk to an expert.
- Step 5: Select your preferred Fund.
- Step 6: Add funds to the cart and choose your investment option.
- Step 7: Make a payment from UPI or net banking.
- Step 8: Track investment daily at a dashboard and use our analysis.
Our website offers all the services you need in one convenient location, making it quick and easy to start investing right immediately. By using our website, you can invest in Online SIP and develop a strong portfolio for yourself.
What is the Taxation on Tata Mutual Fund?
The taxation of Tata Mutual Funds depends on which category they fall under equity or debt.
Equity-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.
- Long-term Capital Gains (LTCG): Gains exceeding RS 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
- Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
- Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
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