Tata Mutual Fund
- AMC AGE 32 years
- AMC AUM (In Cr) ₹ 2,18,106.03
- 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 - Direct Growth
|
1,325 | 24.92% | 15.12% | |
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth
|
1,123 | 21.48% | - | |
Tata Mid Cap Fund - Direct Growth
|
5,604 | 21.35% | 18.51% | |
Tata Resources & Energy Fund - Direct Growth
|
1,343 | 20.37% | 15.57% | |
Tata Infrastructure Fund - Direct Growth
|
2,084 | 18.86% | 20.12% | |
Tata Dividend Yield Fund - Direct Growth
|
1,044 | 18.71% | - | |
Tata Business Cycle Fund - Direct Growth
|
2,637 | 17.70% | - | |
Tata India Consumer Fund - Direct Growth
|
2,591 | 17.16% | 16.74% | |
Tata Value Fund - Direct Growth
|
8,592 | 16.67% | 16.63% | |
Tata Retirement Savings Fund - Progressiv-Dir Growth
|
2,086 | 16.08% | 13.52% |
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 - Direct 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 ₹1,325 Crores, this scheme's latest NAV is ₹36.5437 as of 5/13/2026 12:00:00 AM.
Tata India Pharma & Healthcare Fund - Direct Growth scheme has delivered a return performance of 8.58% in the last 1 year, 24.92% in the last 3 years, and an 13.27 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.)
- ₹ 1,325
- 3Y Return
- 24.92%
- Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir 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 ₹1,123 Crores, this scheme's latest NAV is ₹18.0967 as of 5/13/2026 12:00:00 AM.
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth scheme has delivered a return performance of 3.21% in the last 1 year, 21.48% in the last 3 years, and an 17.99 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.)
- ₹ 1,123
- 3Y Return
- 21.48%
- Tata Mid Cap Fund - Direct Growth is an Mid Cap scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Satish Chandra Mishra. With an impressive
AUM of ₹5,604 Crores, this scheme's latest NAV is ₹507.045 as of 5/13/2026 12:00:00 AM.
Tata Mid Cap Fund - Direct Growth scheme has delivered a return performance of 10.24% in the last 1 year, 21.35% in the last 3 years, and an 18.98 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.)
- ₹ 5,604
- 3Y Return
- 21.35%
- Tata Resources & Energy Fund - Direct 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 ₹1,343 Crores, this scheme's latest NAV is ₹58.1369 as of 5/13/2026 12:00:00 AM.
Tata Resources & Energy Fund - Direct Growth scheme has delivered a return performance of 13.09% in the last 1 year, 20.37% in the last 3 years, and an 18.36 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.)
- ₹ 1,343
- 3Y Return
- 20.37%
- Tata Infrastructure Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Abhinav Sharma. With an impressive
AUM of ₹2,084 Crores, this scheme's latest NAV is ₹191.5194 as of 5/13/2026 12:00:00 AM.
Tata Infrastructure Fund - Direct Growth scheme has delivered a return performance of 8.62% in the last 1 year, 18.86% in the last 3 years, and an 14.83 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.)
- ₹ 2,084
- 3Y Return
- 18.86%
- Tata Dividend Yield Fund - Direct 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 ₹1,044 Crores, this scheme's latest NAV is ₹20.5805 as of 5/13/2026 12:00:00 AM.
Tata Dividend Yield Fund - Direct Growth scheme has delivered a return performance of 10.65% in the last 1 year, 18.71% in the last 3 years, and an 15.51 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Dividend Yield Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,044
- 3Y Return
- 18.71%
- Tata Business Cycle Fund - Direct 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 ₹2,637 Crores, this scheme's latest NAV is ₹19.9603 as of 5/13/2026 12:00:00 AM.
Tata Business Cycle Fund - Direct Growth scheme has delivered a return performance of 2.15% in the last 1 year, 17.70% in the last 3 years, and an 15.41 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.)
- ₹ 2,637
- 3Y Return
- 17.70%
- Tata India Consumer Fund - Direct Growth is an Sectoral / Thematic scheme that was launched on 04-12-2015 and is currently under the management of our experienced fund manager Sonam Udasi. With an impressive
AUM of ₹2,591 Crores, this scheme's latest NAV is ₹50.703 as of 5/13/2026 12:00:00 AM.
Tata India Consumer Fund - Direct Growth scheme has delivered a return performance of 2.91% in the last 1 year, 17.16% in the last 3 years, and an 16.90 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.)
- ₹ 2,591
- 3Y Return
- 17.16%
- Tata Value Fund - Direct Growth is an Value scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Sonam Udasi. With an impressive
AUM of ₹8,592 Crores, this scheme's latest NAV is ₹384.6113 as of 5/13/2026 12:00:00 AM.
Tata Value Fund - Direct Growth scheme has delivered a return performance of 1.10% in the last 1 year, 16.67% in the last 3 years, and an 16.27 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.)
- ₹ 8,592
- 3Y Return
- 16.67%
- Tata Retirement Savings Fund - Progressiv-Dir Growth is an Retirement scheme that was launched on 01-01-2013 and is currently under the management of our experienced fund manager Murthy Nagarajan. With an impressive
AUM of ₹2,086 Crores, this scheme's latest NAV is ₹79.557 as of 5/13/2026 12:00:00 AM.
Tata Retirement Savings Fund - Progressiv-Dir Growth scheme has delivered a return performance of 3.35% in the last 1 year, 16.08% in the last 3 years, and an 14.95 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.)
- ₹ 2,086
- 3Y Return
- 16.08%
Closed NFO
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08 Dec 2025
Launch Date
23 Dec 2025
Closed Date
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12 Sep 2025
Launch Date
26 Sep 2025
Closed Date
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17 Mar 2025
Launch Date
28 Mar 2025
Closed Date
Other Calculators
Frequently Asked Questions
Yes. Direct-plan schemes of Tata Mutual Fund are available on 5paisa without distributor commissions.
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.
Direct-plan investments have no distributor commissions; each scheme’s expense ratio is displayed.
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.