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.
Official site: www.tatamutualfund.com
Top Tata funds by 3Y returns
15Ranked by 3-year CAGR, one row per scheme (Direct plan preferred). Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Tata India Pharma & Healthcare Fund | ★★★★☆ | +9.7% | +20.4% | +15.5% | 1.00% | ₹1,541Cr |
| 2 | Tata Resources & Energy Fund | ★★★☆☆ | +9.4% | +18.1% | +14.7% | 0.84% | ₹1,421Cr |
| 3 | Tata Mid Cap Fund | ★★☆☆☆ | +9.8% | +17.5% | +16.9% | 0.87% | ₹5,650Cr |
| 4 | Tata Dividend Yield Fund | ★★★☆☆ | +14.6% | +17.3% | +15.8% | 0.74% | ₹1,049Cr |
| 5 | Tata Nifty Midcap 150 Momentum 50 Index Fund | ★★★☆☆ | +2.6% | +17.2% | — | 0.94% | ₹1,145Cr |
| 6 | Tata India Consumer Fund | ★★★☆☆ | +7.2% | +17.1% | +15.9% | 0.92% | ₹2,520Cr |
| 7 | Tata Retirement Savings Fund-Progressive | ★★★★☆ | +8.4% | +15.5% | +12.6% | 0.82% | ₹2,087Cr |
| 8 | Tata Infrastructure Fund | ★★☆☆☆ | +7.0% | +15.1% | +18.4% | 1.23% | ₹1,751Cr |
| 9 | Tata Value Fund | ★★★☆☆ | +3.8% | +15.0% | +15.2% | 1.09% | ₹8,142Cr |
| 10 | Tata Multi Asset Allocation Fund | ★★★☆☆ | +10.5% | +14.9% | +13.8% | 0.64% | ₹5,042Cr |
| 11 | Tata ELSS Fund | ★★★☆☆ | +10.0% | +14.8% | +14.6% | 0.89% | ₹4,081Cr |
| 12 | Tata Business Cycle Fund | ★★★★☆ | +3.0% | +14.6% | +15.9% | 0.89% | ₹2,632Cr |
| 13 | Tata Retirement Savings Fund-Moderate | ★★★★★ | +8.2% | +14.5% | +12.3% | 0.83% | ₹2,112Cr |
| 14 | Tata Small Cap Fund | ★★☆☆☆ | -0.8% | +13.7% | +16.3% | 0.50% | ₹11,445Cr |
| 15 | Tata Banking & Financial Services Fund | ★★★☆☆ | +5.9% | +13.6% | +14.0% | 0.93% | ₹3,027Cr |
Categories Tata competes in
Fund managers
11From the statutory Scheme Information Documents — see the full directory on the Managers page.
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.
7 gold funds resume lump sum subscriptions in August. How have they performed?
Upstox · 2h ago
Tata Mutual Fund resumes subscription for large investors in gold ETF, removes lumpsum limits for Gold ETF
The Economic Times · 3h ago
Gold ETF Inflow Curbs Lifted: HDFC, Axis, And Tata Mutual Funds Reopen Subscriptions
Outlook Money · 4h ago
Tata Mutual Fund resumes subscriptions to Tata Gold ETF, Gold ETF FOF
Moneycontrol.com · 5h ago
Tata Mutual Fund resumes large-investor Gold ETF subscriptions as bullion heads for third weekly gain
Moneycontrol.com · 6h ago
Gold and silver returns in 2026: Key growth drivers and right allocation strategy for long-term investors
livemint.com · 4d ago
Gold or silver in 2026? Tata MF says keep 70% in gold, 30% in silver
Business Standard · 4d ago
Gold vs silver: Why Tata MF prefers a 70:30 allocation despite silver’s long-term potential
Business Today · 6d ago
Fund houses nearby in AUM
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 401 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 +20.43%. Rankings move with NAVs — past returns don't guarantee future performance.
NAV data as of 20 Aug 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.