Tata Mutual Fund
- AMC AGE 32 years
- AMC AUM (In Cr) ₹ 2,16,322.81
- Number of Schemes 61
Tata Mutual Fund is a part of the Tata financial services ecosystem, offering mutual-fund products from one of India’s most respected corporate groups. The AMC focuses on value-oriented equity investing, disciplined alternate asset solutions and a strong distribution network. Investors choosing Tata Mutual Fund often value brand reputation, long-term investing and diversified portfolio capabilities.
List of Tata Mutual Funds Schemes
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Tata India Pharma & Healthcare Fund Growth
|
1,387 | 21.38% | 13.76% | |
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg Growth
|
1,179 | 19.88% | - | |
Tata Mid Cap Fund - Growth
|
5,732 | 17.93% | 16.41% | |
Tata Resources & Energy Fund Growth
|
1,381 | 17.00% | 13.87% | |
Tata Infrastructure Fund Growth
|
2,093 | 16.83% | 19.11% | |
Tata Dividend Yield Fund Growth
|
1,068 | 16.26% | 14.22% | |
Tata Business Cycle Fund Growth
|
2,675 | 15.20% | - | |
Tata Value Fund - Growth
|
8,346 | 15.03% | 14.57% | |
Tata ELSS Fund Growth
|
4,516 | 14.47% | 13.51% | |
Tata Retirement Savings Fund - Progressive Growth
|
2,132 | 14.32% | 11.21% |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Tata India Pharma & Healthcare Fund Growth
|
21.38% Fund Size (Cr.) - 1,387 |
||
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg Growth
|
19.88% Fund Size (Cr.) - 1,179 |
||
Tata Mid Cap Fund - Growth
|
17.93% Fund Size (Cr.) - 5,732 |
||
Tata Resources & Energy Fund Growth
|
17.00% Fund Size (Cr.) - 1,381 |
||
Tata Infrastructure Fund Growth
|
16.83% Fund Size (Cr.) - 2,093 |
||
Tata Dividend Yield Fund Growth
|
16.26% Fund Size (Cr.) - 1,068 |
||
Tata Business Cycle Fund Growth
|
15.20% Fund Size (Cr.) - 2,675 |
||
Tata Value Fund - Growth
|
15.03% Fund Size (Cr.) - 8,346 |
||
Tata ELSS Fund Growth
|
14.47% Fund Size (Cr.) - 4,516 |
||
Tata Retirement Savings Fund - Progressive Growth
|
14.32% Fund Size (Cr.) - 2,132 |
Key Information about Tata Mutual Fund
- Name of the Mutual Fund
- Tata Mutual Fund
- Date of Incorporation
- 15 March 1994
- Setup Date
- 30 June 1995
- Sponsor Name
- Tata Sons Limited & Tata Investment Corp. Ltd.
- Trustee Name
- TATA TRUSTEE COMPANY PRIVATE LIMITED
- Chief Executive Officer
- Mr. Prathit Bhobe
- Compliance Officer
- Mr. Padmanabhan Ramanathan
- Chief Investment Officer
- NA
- Investment Service Officer
- Ms. Kashmira Kalwachwala
- Auditor
- Kalyaniwalla & Mistry LLP, S.R. Batliboi & CO. LLP
- Custodian
- Deutsche Bank; HDFC Bank; Standard Chartered Bank; ICICI Bank; Orbis Financial Corporation Ltd
- Registrars
- CAMS Ltd.
- Address (Head Office)
- 1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East
- Telephone No
- 6657 8282
- Fax No
- 2261 3782
Tata Mutual Fund Managers
How to Invest in Tata Mutual Fund?
Investing in Tata Mutual Fund via 5paisa is straightforward and digital.
Step 1: Register/login on 5paisa.
Step 2: Complete KYC with identity and address proofs.
Step 3: Decide your investment horizon and risk profile.
Step 4:Browse Tata Mutual Fund schemes via 5paisa, choose one aligned with your goal.
Step 5: Choose between SIP or lump sum and submit your order.
Step 6: Your investment will show up in your portfolio; you can track and manage via 5paisa.
How to Invest in Tata Mutual Fund ?
Investing in Tata Mutual Fund via 5paisa is straightforward and digital.
Step 1: Register/login on 5paisa.
Step 2: Complete KYC with identity and address proofs.
Step 3: Decide your investment horizon and risk profile.
Step 4:Browse Tata Mutual Fund schemes via 5paisa, choose one aligned with your goal.
Step 5: Choose between SIP or lump sum and submit your order.
Step 6: Your investment will show up in your portfolio; you can track and manage via 5paisa.
Top 10 Tata Mutual Fund to Invest
- Tata India Pharma & Healthcare Fund Growth is an Sectoral / Thematic scheme that was launched on 04-12-2015 and is currently under the management of our experienced fund manager Rajat Srivastava. With an impressive
AUM of ₹1,387 Crores, this scheme's latest NAV is ₹31.7427 as of 6/19/2026 12:00:00 AM.
Tata India Pharma & Healthcare Fund Growth scheme has delivered a return performance of 8.28% in the last 1 year, 21.38% in the last 3 years, and an 11.65 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,387
- 3Y Return
- 21.38%
- Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg Growth is an Index scheme that was launched on 04-10-2022 and is currently under the management of our experienced fund manager Nitin Sharma. With an impressive
AUM of ₹1,179 Crores, this scheme's latest NAV is ₹18.5013 as of 6/19/2026 12:00:00 AM.
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg Growth scheme has delivered a return performance of 4.39% in the last 1 year, 19.88% in the last 3 years, and an 18.27 since its launch. With a minimum SIP investment of just ₹150, this scheme offers a great investment opportunity for those looking to invest in Index Fund.
- Min SIP Investment Amt
- ₹ 150
- AUM (Cr.)
- ₹ 1,179
- 3Y Return
- 19.88%
- Tata Mid Cap Fund - Growth is an Mid Cap scheme that was launched on 15-06-1994 and is currently under the management of our experienced fund manager Satish Chandra Mishra. With an impressive
AUM of ₹5,732 Crores, this scheme's latest NAV is ₹455.0246 as of 6/19/2026 12:00:00 AM.
Tata Mid Cap Fund - Growth scheme has delivered a return performance of 8.78% in the last 1 year, 17.93% in the last 3 years, and an 15.24 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 5,732
- 3Y Return
- 17.93%
- Tata Resources & Energy Fund Growth is an Sectoral / Thematic scheme that was launched on 04-12-2015 and is currently under the management of our experienced fund manager Satish Chandra Mishra. With an impressive
AUM of ₹1,381 Crores, this scheme's latest NAV is ₹48.9856 as of 6/19/2026 12:00:00 AM.
Tata Resources & Energy Fund Growth scheme has delivered a return performance of 12.72% in the last 1 year, 17.00% in the last 3 years, and an 16.37 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,381
- 3Y Return
- 17.00%
- Tata Infrastructure Fund Growth is an Sectoral / Thematic scheme that was launched on 25-11-2004 and is currently under the management of our experienced fund manager Abhinav Sharma. With an impressive
AUM of ₹2,093 Crores, this scheme's latest NAV is ₹184.6348 as of 6/19/2026 12:00:00 AM.
Tata Infrastructure Fund Growth scheme has delivered a return performance of 9.06% in the last 1 year, 16.83% in the last 3 years, and an 14.54 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,093
- 3Y Return
- 16.83%
- Tata Dividend Yield Fund Growth is an Dividend Yield scheme that was launched on 03-05-2021 and is currently under the management of our experienced fund manager Sailesh Jain. With an impressive
AUM of ₹1,068 Crores, this scheme's latest NAV is ₹19.6292 as of 6/19/2026 12:00:00 AM.
Tata Dividend Yield Fund Growth scheme has delivered a return performance of 11.84% in the last 1 year, 16.26% in the last 3 years, and an 14.18 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Dividend Yield Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,068
- 3Y Return
- 16.26%
- Tata Business Cycle Fund Growth is an Sectoral / Thematic scheme that was launched on 16-07-2021 and is currently under the management of our experienced fund manager RahulSingh. With an impressive
AUM of ₹2,675 Crores, this scheme's latest NAV is ₹19.0947 as of 6/19/2026 12:00:00 AM.
Tata Business Cycle Fund Growth scheme has delivered a return performance of 3.96% in the last 1 year, 15.20% in the last 3 years, and an 14.18 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,675
- 3Y Return
- 15.20%
- Tata Value Fund - Growth is an Value scheme that was launched on 17-05-2004 and is currently under the management of our experienced fund manager Sonam Udasi. With an impressive
AUM of ₹8,346 Crores, this scheme's latest NAV is ₹347.1484 as of 6/19/2026 12:00:00 AM.
Tata Value Fund - Growth scheme has delivered a return performance of 1.17% in the last 1 year, 15.03% in the last 3 years, and an 17.51 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Value Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 8,346
- 3Y Return
- 15.03%
- Tata ELSS Fund Growth is an ELSS scheme that was launched on 13-10-2014 and is currently under the management of our experienced fund manager Sailesh Jain. With an impressive
AUM of ₹4,516 Crores, this scheme's latest NAV is ₹46.2445 as of 6/19/2026 12:00:00 AM.
Tata ELSS Fund Growth scheme has delivered a return performance of 6.54% in the last 1 year, 14.47% in the last 3 years, and an 14.00 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 4,516
- 3Y Return
- 14.47%
- Tata Retirement Savings Fund - Progressive Growth is an Retirement scheme that was launched on 07-10-2011 and is currently under the management of our experienced fund manager Murthy Nagarajan. With an impressive
AUM of ₹2,132 Crores, this scheme's latest NAV is ₹67.6811 as of 6/19/2026 12:00:00 AM.
Tata Retirement Savings Fund - Progressive Growth scheme has delivered a return performance of 3.52% in the last 1 year, 14.32% in the last 3 years, and an 13.95 since its launch. With a minimum SIP investment of just ₹150, this scheme offers a great investment opportunity for those looking to invest in Retirement Fund.
- Min SIP Investment Amt
- ₹ 150
- AUM (Cr.)
- ₹ 2,132
- 3Y Return
- 14.32%
Upcoming NFO
-
-
22 Jun 2026
Launch Date
06 Jul 2026
Closed Date
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Frequently Asked Questions
Log in to 5paisa, search “Tata Mutual Fund”, select your scheme, and invest via SIP or lump sum.
Use 5paisa’s comparison filters to identify a Tata Mutual Fund scheme suitable for your SIP goal.
Schemes offered by Tata Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes-SIP modifications, pauses and cancellations are allowed via your 5paisa dashboard.
Verified 5paisa account, completed KYC, PAN, bank account details and address proof.
It is fairly simple to increase your SIP amount in Tata Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.