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Fund house · All 55 AMCs

Tata Mutual Fund

Tata Mutual Fund is run by Tata Asset Management, part of the Tata Group, and has been in business since 1995. It runs a broad line-up across equity, debt and hybrid, including several long-running thematic schemes.

AUM · April - June 2026
₹2,28,538Cr
Industry rank
#10
Schemes tracked
407

Official site: www.tatamutualfund.com

Top Tata funds by 3Y returns

15

Ranked by 3-year CAGR, one row per scheme (Direct plan preferred). Open a fund for NAV history, rolling returns, risk metrics and peer rank.

1Tata India Pharma & Healthcare Fund★★★★☆+7.0%+18.8%+13.6%1.09%—
2Tata Resources & Energy Fund★★★★☆+3.8%+15.1%+11.3%0.82%—
3Tata Mid Cap Fund★★★☆☆+2.5%+13.4%+13.6%0.84%₹5,650Cr
4Tata India Consumer Fund★★★☆☆+1.9%+13.2%+12.4%0.92%₹2,520Cr
5Tata Dividend Yield Fund★★★☆☆+6.5%+13.0%+12.7%0.79%₹1,049Cr
6Tata Nifty Midcap 150 Momentum 50 Index Fund★★★☆☆+1.1%+12.9%—0.77%₹1,145Cr
7Tata Value Fund★★★☆☆-1.7%+12.3%+12.3%1.04%₹8,142Cr
8Tata Infrastructure Fund★★☆☆☆+2.7%+12.0%+15.2%1.23%₹1,751Cr
9Tata Multi Asset Allocation Fund★★★☆☆+2.7%+12.0%+11.7%0.65%₹5,042Cr
10Tata Retirement Savings Fund-Progressive★★★★☆+3.0%+11.7%+9.4%0.82%₹2,087Cr
11Tata Small Cap Fund★★☆☆☆-0.2%+11.6%+14.9%0.52%₹11,445Cr
12Tata ELSS - Tax Saver Fund★★★☆☆+1.6%+11.5%+11.0%0.88%—
13Tata Retirement Savings Fund-Moderate★★★★★+3.1%+11.2%+9.4%0.83%₹2,112Cr
14Tata Banking & Financial Services Fund★★★☆☆-1.6%+10.4%+11.1%0.93%₹3,027Cr
15Tata Business Cycle Fund★★★★☆-2.5%+10.1%+13.0%0.91%₹2,632Cr
Screen all Tata funds

Tata AUM over time

Quarterly average AUM, excluding domestic fund-of-funds, from AMFI’s fund-wise disclosure: ₹22,051Cr in April - June 2010 to ₹2,36,199Cr in July - September 2026.

Categories Tata competes in

Best Sectoral & Thematic Mutual FundsBest Mid Cap Mutual FundsBest Dividend Yield Mutual FundsBest Index FundsBest Value Mutual FundsBest Multi Asset Allocation Mutual FundsBest Retirement Mutual FundsBest Small Cap Mutual Funds

Fund managers

19

From the statutory Scheme Information Documents — every manager this house names, each with their own page.

Nitin Bharat Sharma22Rakesh Prajapati22Hasmukh Vishariya8Amit Somani6Murthy Nagarajan6Kapil Menon5Sailesh Jain4Abhinav Sharma3Meeta Shetty3Satish Chandra3Tapan Patel3Akhil Mittal2Anand Sharma2Kapil Malhotra2Aditya Bagul1Dhawal Joshi1Rahul Singh1Rajat Srivastava1Sonam Udasi1

Tata in the news

Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.

Fund houses nearby in AUM

UTI#7Axis#8DSP#9Mirae Asset#11Bandhan#12Edelweiss#13

All Tata schemes

360

Every open scheme with computed metrics, by category — each plan and option variant listed separately, because their NAVs differ.

FoF Domestic (30)

Index Funds (118)

Sectoral/ Thematic (56)

Frequently asked questions

How big is Tata Mutual Fund?

Tata Mutual Fund manages ₹2,28,538Cr (April - June 2026, ex-FoF), ranking #10 of 55 fund houses with 2.7% of industry AUM — from AMFI's fund-wise quarterly disclosure.

How many mutual fund schemes does Tata Mutual Fund offer?

WealthTicker tracks 407 Tata scheme variants (each plan and option counted separately) across 35 sub-categories, with returns and risk metrics computed from AMFI NAV history.

Which is the best Tata fund right now?

Tata India Pharma & Healthcare Fund currently leads Tata's lineup by 3-year CAGR at +18.76%. Rankings move with NAVs — past returns don't guarantee future performance.

NAV data as of 05 Oct 2026. AUM and market share from AMFI’s fund-wise quarterly disclosure; returns computed from AMFI NAV history; managers from SID filings. See our methodology for every formula. Data, not investment advice.