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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 and mission

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.

Vision and mission

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

List of top performing Equity funds

Fund nameCategory1 yr returns3 yr returnsFund size (Cr.)
Tata Mid Cap growth fundEquity32.76%27.03%2852.79
Tata Infrastructure FundEquity30.97%35.19%1430.11
Tata Small Cap FundEquity29.69%37.96%6345.75
Tata India Pharma and Healthcare FundEquity29.06%17.34%752.94
Tata India Consumer FundEquity25.48%22.73%1762.55

List of top performing Debt funds

Fund name Category 1 yr returns 3 yr returns Fund size
Tata Money Market Fund Debt 7.66% 5.48% 15940.43Cr
Tata Ultra Short Term Fund Debt 7.39% 5.29% 2181.29Cr
Tata Floating Rate Fund Debt 7.29% NA 259.65Cr
Tata Corporate Bond Fund Debt 7.22% NA 726.63Cr
Tata Short term Bond Fund Debt 7.22% 4.78% 2243.91Cr

List of top performing Hybrid funds

Fund name Category 1 yr returns 3 yr returns Fund size
Tata Multi Asset Opportunities Fund Hybrid 13.16% 18.70% 2090.60Cr
Tata Balanced Advantage Fund Hybrid 11.96% 14.44% 7908.49Cr
Tata Equity Savings Fund Hybrid 8.46% 9.62% 125.97Cr
Tata Hybrid Equity Fund Hybrid 8.43% 16.46% 3443.84Cr
Tata Arbitrage Fund Hybrid 7.98% 5.67% 7979.86Cr

List of top performing Index funds

Fund name Category 1 yr returns 3 yr returns Fund size
Tata Nifty Midcap 150 Momentum 50 Index Fund Index 33.9% NA 121.33Cr
Tata Nifty India Digital ETF Fund of Fund Index 21.69% NA 41.77Cr
Tata NIFTY 50 INDEX Fund Index 8.15% 16.78% 527.9Cr
Tata S&P BSE Sensex Index Fund Index 7.23% 15.40% 275.83Cr
Tata Crisil IBX Gilt Index April 2026 Index 6.67% NA 1094.3Cr

List of top performing ETF funds

Fund name Category 1 yr returns 3 yr returns Fund size
Tata Nifty India Digital Exchanged Traded Fund ETF 23.7% NA 57.88Cr
Tata Nifty 50 ETF ETF 8.36% 17.02% 552.58Cr
Tata Nifty Private Bank ETF ETF 5.67% 12.52% 8.18Cr

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’.
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