Tata Mutual Funds
Being part of the Tata Group , one of the oldest and widely respected conglomerate , Tata Mutual Funds are renowned for their adherence to business values. It is promoted by Tata and sons, two-third of the company is owned by philanthropic trusts.
History of Tata Mutual Funds
Established in 1994 as Tata Asset Management Private Limited, the company offers a range of investment solutions for financial planning and wealth creation. The company also offers various funds for users to invest according to their financial goals during different stages of their life. They also offer portfolio management services for high net-worth individuals and advisory services to offshore investors and funds investing in India.
Vision
Envisioning a future where financial empowerment is accessible to all, Tata Mutual Funds strives to be the go-to partner for investors seeking sustainable and long-term wealth creation. The vision is anchored in fostering financial literacy, promoting ethical practices, and delivering consistent value to investors.
Mission
Tata Mutual Funds’ mission revolves around providing innovative and customer-centric investment solutions. They are focused on seeking consistent long-term returns for their investors. The mission is driven by a dedication to aligning the interests of investors with the broader goals of society.
Achievements and awards
- Tata Equity PE Fund recognized by CNBC TV 18 Mutual fund as the best contra/value fund
- Tata Treasury Advantage Fund was presented the best Low Duration Debt Fund award by CNBC TV 18 Mutual fund awards
- Best Long-Term Balanced Fund for Tala Balanced Funds at the Business Today-Money Today Financial Awards
Offerings
The company offers diverse category of funds for the benefit of users according to their financial goals,
- Equity Funds
- Debt Funds
- Hybrid Funds
- Index Funds
- ETF Funds
Top Performing Tata Mutual Funds by Category
Equity Funds
| Fund Name | Category | 1-Year Return | 3-Year Return | Fund Size (Cr.) |
|---|---|---|---|---|
| Tata Mid Cap Growth Fund | Equity | 32.76% | 27.03% | ₹2,852.79 |
| Tata Infrastructure Fund | Equity | 30.97% | 35.19% | ₹1,430.11 |
| Tata Small Cap Fund | Equity | 29.69% | 37.96% | ₹6,345.75 |
| Tata India Pharma & Healthcare Fund | Equity | 29.06% | 17.34% | ₹752.94 |
| Tata India Consumer Fund | Equity | 25.48% | 22.73% | ₹1,762.55 |
Debt Funds
| Fund Name | Category | 1-Year Return | 3-Year Return | Fund Size (Cr.) |
|---|---|---|---|---|
| Tata Money Market Fund | Debt | 7.66% | 5.48% | ₹15,940.43 |
| Tata Ultra Short Term Fund | Debt | 7.39% | 5.29% | ₹2,181.29 |
| Tata Floating Rate Fund | Debt | 7.29% | NA | ₹259.65 |
| Tata Corporate Bond Fund | Debt | 7.22% | NA | ₹726.63 |
| Tata Short Term Bond Fund | Debt | 7.22% | 4.78% | ₹2,243.91 |
Hybrid Funds
| Fund Name | Category | 1-Year Return | 3-Year Return | Fund Size (Cr.) |
|---|---|---|---|---|
| Tata Multi Asset Opportunities Fund | Hybrid | 13.16% | 18.70% | ₹2,090.60 |
| Tata Balanced Advantage Fund | Hybrid | 11.96% | 14.44% | ₹7,908.49 |
| Tata Equity Savings Fund | Hybrid | 8.46% | 9.62% | ₹125.97 |
| Tata Hybrid Equity Fund | Hybrid | 8.43% | 16.46% | ₹3,443.84 |
| Tata Arbitrage Fund | Hybrid | 7.98% | 5.67% | ₹7,979.86 |
Index Funds
| Fund Name | Category | 1-Year Return | 3-Year Return | Fund Size (Cr.) |
|---|---|---|---|---|
| Tata Nifty Midcap 150 Momentum 50 Index Fund | Index | 33.90% | NA | ₹121.33 |
| Tata Nifty India Digital ETF Fund of Fund | Index | 21.69% | NA | ₹41.77 |
| Tata NIFTY 50 Index Fund | Index | 8.15% | 16.78% | ₹527.90 |
| Tata S&P BSE Sensex Index Fund | Index | 7.23% | 15.40% | ₹275.83 |
| Tata Crisil IBX Gilt Index April 2026 | Index | 6.67% | NA | ₹1,094.30 |
ETF Funds
| Fund Name | Category | 1-Year Return | 3-Year Return | Fund Size (Cr.) |
|---|---|---|---|---|
| Tata Nifty India Digital ETF | ETF | 23.70% | NA | ₹57.88 |
| Tata Nifty 50 ETF | ETF | 8.36% | 17.02% | ₹552.58 |
| Tata Nifty Private Bank ETF | ETF | 5.67% | 12.52% | ₹8.18 |
Advantages of Investing with Tata Mutual Funds
- Trusted Legacy: Being a part of the esteemed Tata Group, investors benefit from the trust, integrity, and ethical values associated with the brand.
- Diverse Product Range: Tata Mutual Funds offers a wide array of investment products catering to different risk appetites and financial goals.
- Research-Driven Approach: The company employs a robust research team that utilizes in-depth market analysis and insights to make informed investment decisions.
How to Invest in the Tata Mutual Funds Online?
To invest in a Tata Mutual Fund from the comfort of your home, just follow these quick and easy steps:
- Log in to your Fincover account.
- Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
- Click on Mutual Funds under investments, enter a few details
- Select the best Tata mutual fund scheme as per your investment horizon and risk appetite.
- If you’re making a lump sum investment, click on the ‘Buy Now’ option.
- If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP'.