
Tata Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 59
- Average annual returns 4.9%
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
|
1D NAV Changed
3.09%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.82%
|
SIP 3Y P.a.
15.79%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.69%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.59%
|
SIP 3Y P.a.
12.47%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.47%
|
SIP 3Y P.a.
10.13%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.47%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.44%
|
SIP 3Y P.a.
10.76%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.11%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.09%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.05%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.02%
|
SIP 3Y P.a.
15.45%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.02%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
1.02%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
0.92%
|
SIP 3Y P.a.
11.61%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
0.91%
|
SIP 3Y P.a.
12.26%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
0.9%
|
SIP 3Y P.a.
15.67%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
0.73%
|
SIP 3Y P.a.
15.53%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
0.68%
|
SIP 3Y P.a.
8.61%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
0.62%
|
SIP 3Y P.a.
7%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
1D NAV Changed
0.59%
|
SIP 3Y P.a.
11.13%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
1.07%
|
1 Month
-12.89%
|
3 Months
-8.59%
|
6 Months
-
|
1 Year
-
|
Invest | ||
1 Week
-3.17%
|
1 Month
-12.97%
|
3 Months
-15.51%
|
6 Months
-15.01%
|
1 Year
3.17%
|
Invest | ||
1 Week
-0.01%
|
1 Month
-4.52%
|
3 Months
-0.69%
|
6 Months
-3.1%
|
1 Year
-
|
Invest | ||
1 Week
-3.8%
|
1 Month
-12.25%
|
3 Months
-17.19%
|
6 Months
-24.27%
|
1 Year
-6.87%
|
Invest | ||
1 Week
-1.88%
|
1 Month
-7.14%
|
3 Months
-9.61%
|
6 Months
-14.84%
|
1 Year
-1.71%
|
Invest | ||
1 Week
-2.01%
|
1 Month
-10.48%
|
3 Months
-13.41%
|
6 Months
-
|
1 Year
-
|
Invest | ||
1 Week
-1.15%
|
1 Month
-5.85%
|
3 Months
-8.08%
|
6 Months
-14.32%
|
1 Year
-0.7%
|
Invest | ||
1 Week
-2%
|
1 Month
-10.02%
|
3 Months
-12.71%
|
6 Months
-20.05%
|
1 Year
-
|
Invest | ||
1 Week
-2.12%
|
1 Month
-6.45%
|
3 Months
-7.24%
|
6 Months
-12.75%
|
1 Year
-
|
Invest | ||
1 Week
-1.24%
|
1 Month
-7.28%
|
3 Months
-7.42%
|
6 Months
-15.43%
|
1 Year
-
|
Invest | ||
1 Week
-2.04%
|
1 Month
-7.95%
|
3 Months
-10.15%
|
6 Months
-14.11%
|
1 Year
3.38%
|
Invest | ||
1 Week
-2.24%
|
1 Month
-9.67%
|
3 Months
-11.71%
|
6 Months
-15.97%
|
1 Year
-4.45%
|
Invest | ||
1 Week
-2.24%
|
1 Month
-9.67%
|
3 Months
-11.71%
|
6 Months
-15.97%
|
1 Year
-4.45%
|
Invest | ||
![]() Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option Solution Oriented |
1 Week
-1.35%
|
1 Month
-7.02%
|
3 Months
-6.41%
|
6 Months
-8.57%
|
1 Year
7.55%
|
Invest | |
1 Week
-1.51%
|
1 Month
-8.78%
|
3 Months
-7.63%
|
6 Months
-11%
|
1 Year
7.07%
|
Invest | ||
1 Week
-1.56%
|
1 Month
-6.45%
|
3 Months
-9.26%
|
6 Months
-14.02%
|
1 Year
1.86%
|
Invest | ||
1 Week
-1.22%
|
1 Month
-8.01%
|
3 Months
-7.91%
|
6 Months
-10.39%
|
1 Year
9.61%
|
Invest | ||
1 Week
-2.1%
|
1 Month
-6.2%
|
3 Months
-8.31%
|
6 Months
-14.99%
|
1 Year
-0.04%
|
Invest | ||
1 Week
-0.78%
|
1 Month
-2.5%
|
3 Months
-1.99%
|
6 Months
-2.48%
|
1 Year
5.53%
|
Invest | ||
1 Week
-1.33%
|
1 Month
-4.89%
|
3 Months
-8.09%
|
6 Months
-10.81%
|
1 Year
1.68%
|
Invest |
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
-
|
Invest | ||
2 Years
22.21%
|
3 Years
18.75%
|
5 Years
25.8%
|
Annual Rt
26.62%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
1.35%
|
Invest | ||
2 Years
21.15%
|
3 Years
17.91%
|
5 Years
21.35%
|
Annual Rt
15.1%
|
Invest | ||
2 Years
17.01%
|
3 Years
12.55%
|
5 Years
-
|
Annual Rt
15.39%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
-
|
Invest | ||
2 Years
17.84%
|
3 Years
11.14%
|
5 Years
20.67%
|
Annual Rt
15.88%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
6.3%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
15.7%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
11.67%
|
Invest | ||
2 Years
23.81%
|
3 Years
17.14%
|
5 Years
19.65%
|
Annual Rt
14.31%
|
Invest | ||
2 Years
11.41%
|
3 Years
-
|
5 Years
-
|
Annual Rt
30.35%
|
Invest | ||
2 Years
11.41%
|
3 Years
-
|
5 Years
-
|
Annual Rt
30.35%
|
Invest | ||
![]() Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option Solution Oriented |
2 Years
17%
|
3 Years
11.63%
|
5 Years
12.31%
|
Annual Rt
15.02%
|
Invest | |
2 Years
18.76%
|
3 Years
12.4%
|
5 Years
12.77%
|
Annual Rt
15.25%
|
Invest | ||
2 Years
22.52%
|
3 Years
17.54%
|
5 Years
17.71%
|
Annual Rt
18.09%
|
Invest | ||
2 Years
22.93%
|
3 Years
16.71%
|
5 Years
16.54%
|
Annual Rt
18.52%
|
Invest | ||
2 Years
13.26%
|
3 Years
9.06%
|
5 Years
16.13%
|
Annual Rt
15.78%
|
Invest | ||
2 Years
9.15%
|
3 Years
6.49%
|
5 Years
7%
|
Annual Rt
8.87%
|
Invest | ||
2 Years
15.23%
|
3 Years
13.79%
|
5 Years
16.18%
|
Annual Rt
12.65%
|
Invest |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
![]() Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option Solution Oriented |
1 Year
-
|
2 Years
-
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3 Years
-
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5 Years
-
|
Invest | |
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
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3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest |
1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
![]() Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option Solution Oriented |
1 Year
0%
|
3 Years
0%
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5 Years
0%
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Invest | |
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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0%
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
![]() Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option Solution Oriented |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest |
Min SIP
₹5000
|
Min Lumpsum
₹5000
|
Expense Ratio
1.09%
|
Fund Manager
Kapil Menon
|
Launch Date
30-Oct 2024
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.7%
|
Fund Manager
Chandraprakash Padiyar
|
Launch Date
12-Nov 2018
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.09%
|
Fund Manager
Kapil Menon
|
Launch Date
24-Jul 2024
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
2.06%
|
Fund Manager
Abhinav Sharma
|
Launch Date
31-Dec 2004
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
2.21%
|
Fund Manager
Murthy Nagarajan
|
Launch Date
20-May 2021
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.09%
|
Fund Manager
Kapil Menon
|
Launch Date
11-Sep 2024
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
2.18%
|
Fund Manager
Satish Chandra Mishra
|
Launch Date
28-Dec 2015
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.1%
|
Fund Manager
Kapil Menon
|
Launch Date
22-Apr 2024
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.11%
|
Fund Manager
Kapil Menon
|
Launch Date
22-Apr 2024
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.1%
|
Fund Manager
Kapil Menon
|
Launch Date
22-Apr 2024
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.87%
|
Fund Manager
Satish Chandra Mishra
|
Launch Date
31-Mar 2004
|
Invest | ||
Min SIP
₹150
|
Min Lumpsum
₹5000
|
Expense Ratio
1.89%
|
Fund Manager
Murthy Nagarajan
|
Launch Date
02-Feb 2023
|
Invest | ||
Min SIP
₹150
|
Min Lumpsum
₹5000
|
Expense Ratio
1.89%
|
Fund Manager
Murthy Nagarajan
|
Launch Date
02-Feb 2023
|
Invest | ||
![]() Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option Solution Oriented |
Min SIP
₹150
|
Min Lumpsum
₹5000
|
Expense Ratio
2.01%
|
Fund Manager
Murthy Nagarajan
|
Launch Date
01-Nov 2011
|
Invest | |
Min SIP
₹150
|
Min Lumpsum
₹5000
|
Expense Ratio
2.01%
|
Fund Manager
Murthy Nagarajan
|
Launch Date
01-Nov 2011
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.79%
|
Fund Manager
Sonam Udasi
|
Launch Date
29-Jun 2004
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
2%
|
Fund Manager
Sonam Udasi
|
Launch Date
28-Dec 2015
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.92%
|
Fund Manager
Abhinav Sharma
|
Launch Date
21-Aug 1996
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.17%
|
Fund Manager
Murthy Nagarajan
|
Launch Date
01-Nov 2011
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.77%
|
Fund Manager
Chandraprakash Padiyar
|
Launch Date
31-Mar 2003
|
Invest |
Latest NAV
9.3762(20-02-2025)
|
Previous NAV
9.0950(19-02-2025)
|
1D NAV Change
3.09%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
35.4340(20-02-2025)
|
Previous NAV
34.8004(19-02-2025)
|
1D NAV Change
1.82%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
9.5843(20-02-2025)
|
Previous NAV
9.4249(19-02-2025)
|
1D NAV Change
1.69%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
149.7615(20-02-2025)
|
Previous NAV
147.4154(19-02-2025)
|
1D NAV Change
1.59%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
15.7930(20-02-2025)
|
Previous NAV
15.5640(19-02-2025)
|
1D NAV Change
1.47%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
7.6009(20-02-2025)
|
Previous NAV
7.4911(19-02-2025)
|
1D NAV Change
1.47%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
39.4314(20-02-2025)
|
Previous NAV
38.8720(19-02-2025)
|
1D NAV Change
1.44%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
8.7459(20-02-2025)
|
Previous NAV
8.6497(19-02-2025)
|
1D NAV Change
1.11%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
9.9898(20-02-2025)
|
Previous NAV
9.8817(19-02-2025)
|
1D NAV Change
1.09%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
9.4193(20-02-2025)
|
Previous NAV
9.3212(19-02-2025)
|
1D NAV Change
1.05%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
379.5085(20-02-2025)
|
Previous NAV
375.6945(19-02-2025)
|
1D NAV Change
1.02%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
12.5934(20-02-2025)
|
Previous NAV
12.4665(19-02-2025)
|
1D NAV Change
1.02%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
12.5934(20-02-2025)
|
Previous NAV
12.4665(19-02-2025)
|
1D NAV Change
1.02%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
![]() Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option Solution Oriented |
Latest NAV
58.5255(20-02-2025)
|
Previous NAV
57.9947(19-02-2025)
|
1D NAV Change
0.92%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | |
Latest NAV
58.9979(20-02-2025)
|
Previous NAV
58.4669(19-02-2025)
|
1D NAV Change
0.91%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
315.2609(20-02-2025)
|
Previous NAV
312.4537(19-02-2025)
|
1D NAV Change
0.9%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
40.5627(20-02-2025)
|
Previous NAV
40.2671(19-02-2025)
|
1D NAV Change
0.73%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
362.2522(20-02-2025)
|
Previous NAV
359.7933(19-02-2025)
|
1D NAV Change
0.68%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
29.9911(20-02-2025)
|
Previous NAV
29.8056(18-02-2025)
|
1D NAV Change
0.62%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
472.9121(20-02-2025)
|
Previous NAV
470.1150(19-02-2025)
|
1D NAV Change
0.59%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
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
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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
Â
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:Â With over 64+ branches, Tata has a widespread presence across the globe.
- Variety of Schemes:Â Tata Mutual Fund offers a diverse portfolio of 153 schemes.
- Prudent Philosophy:Â The fund's philosophy centres on achieving consistent and long-term results.
- Strong Governance:Â Emphasis on strong governance practices. It helps in running operations smoothly.
- Best Fundamental Research:Â 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:Â Log in to MySIPonline.
- Step 2:Â Â Check your KYC and if it is not registered do Video KYC.
- Step 3:Â Complete profile (PAN, aadhar, bank details, nominee, signature)
- Step 4:Â Explore top funds from Respective AMC Name or Talk to an expert.
- Step 5:Â Select your preferred Fund.
- Step 6:Â Add funds to the cart and choose your investment option.
- Step 7:Â Make a payment from UPI or net banking.
- Step 8:Â 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 SIPÂ 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):Â Taxed at a flat rate of 15% if units are sold within one year of purchase.
- Long-term Capital Gains (LTCG):Â 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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