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Best Tata Mutual Funds in 2025

What are Tata Mutual Fund funds?

Tata Mutual Fund is a mutual fund Asset Management Company (AMC) that pools money from many different investors and invests them.

Funds Included	All Fund Returns (3Y annualised)	Top 5 fund Returns (3Y annualised)
69	13.4%	21.99%

Trailing returns for Tata Mutual Fund funds

These are average returns over the indicated period.

Monthly trailing returns:

Dec-2025	Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025
0.26%	1.13%	3.10%	1.79%	-0.95%	-1.14%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
4.66%	-0.17%	8.57%	-3.37%	-3.02%	6.19%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
10.63%	16.08%	23.79%	4.45%	25.01%	16.67%

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
Tata Gold ETF Fund	33.22%	39.63%	39.33%
Tata Nifty Private Bank Exchange Traded Fund	26.32%	37.35%	17.26%
Tata Balanced Advantage Fund	7.51%	12.82%	9.56%
Tata Nifty Realty Index Fund	-6.5%	-12.44%	-4.42%
Tata Childrens Fund	-6.36%	2.95%	0.06%
Tata Short Term Bond Fund	5.68%	6.76%	5.63%
Tata Floating Rate Fund	7.86%	8.87%	6.75%
Tata Banking And Financial Services Fund	13.55%	30.93%	18.05%
Tata Gilt Securities Fund	-3.68%	0.63%	-1.04%
Tata India Innovation Fund	7.24%	13.83%	21.17%
Tata Silver Exchange Traded Fund	51.98%	51.89%	22.13%
Tata Nifty Midcap 150 Index Fund	10.78%	15.91%	0%
Tata Business Cycle Fund	-8.38%	4.04%	4.55%
Tata Retirement Savings Conservative Fund	1.76%	5.48%	3.91%
Tata Equity Savings Fund	10.08%	9.79%	7.64%
Tata Medium Term Fund	-0.69%	5.7%	4.12%
Tata Aggressive Hybrid Fund	4.53%	12.79%	9.98%
Tata Income Fund	-5.74%	4.29%	2.96%
Tata Money Market Fund	6.68%	6.46%	6.4%
Tata Infrastructure Fund	-25.7%	-12.97%	-8.55%
Tata Arbitrage Fund	7.23%	6.62%	6.45%
Tata Focused Fund	10.77%	13.18%	11.18%
Tata Liquid Fund	7.23%	7.23%	7.23%
Tata Silver ETF Fund	41.63%	50.43%	23.33%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund	5.63%	6.59%	5.78%
Tata Value Fund	7.54%	21.21%	14.05%
Tata Nifty Midcap 150 Momentum 50 Index Fund	30.88%	17.03%	6.85%
Tata India Pharma Healthcare Fund	-11.51%	-1.73%	3.77%
Tata Nifty Auto Index Fund	10.95%	22.74%	18.52%
Tata India Consumer Fund	-16.71%	-2.8%	6.7%
Tata Treasury Advantage Fund	6.72%	6.72%	6.42%
Tata Resources Energy Fund	-30.76%	-10.06%	-2.64%
Tata Nifty Capital Markets Index Fund	27.35%	24.32%	48.75%
Tata Ethical Fund	8.68%	8.37%	6.22%
Tata Overnight Fund	5.38%	5.51%	5.51%
Tata Corporate Bond Fund	5.86%	7.3%	5.61%
Tata Dynamic Bond Fund	5.44%	11.19%	9.69%
Tata Nifty Financial Services Index Fund	16.81%	15.4%	13.8%
Tata Mid Cap Fund	12.33%	17.18%	13.54%
Tata Retirement Savings Progressive Fund	-3.69%	3.96%	1.75%
Tata Gold Exchange Traded Fund	40.79%	41.6%	39.68%
Tata Ultra Short Term Fund	6.84%	6.59%	6.57%
Tata Nifty Midsmall Healthcare Index Fund	20.71%	16.99%	9.83%
Tata Nifty G Sec Dec 2026 Index Fund	7.37%	6.71%	7.28%
Tata Dividend Yield Fund	2.64%	20.88%	15.67%
Tata Nifty India Digital Exchange Traded Fund	34.37%	32.61%	20.26%
Tata Housing Opportunities Fund	-19.8%	-1.64%	-0.28%
Tata Large Cap Fund	11.71%	19.55%	16.15%
Tata Flexi Cap Fund	2.57%	8.51%	8.75%
Tata Retirement Savings Moderate Fund	-3.06%	5.85%	3.83%
Tata Nifty200 Alpha 30 Index Fund	6.89%	3.27%	13.13%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund	15.53%	4.53%	8.07%
Tata Nifty India Tourism Index Fund	-6.64%	2.85%	6.34%
Tata Small Cap Fund	-46.99%	-34.15%	-22.02%
Tata Nifty Next 50 Index Fund	-9.13%	0%	0%
Tata Nifty India Digital ETF Fund	35.82%	33.82%	21.76%
Tata Bse Quality Index Fund	12.8%	5.32%	8.67%
Tata Digital India Fund	49.54%	31.38%	15.2%
Tata Bse Select Business Groups Index Fund	13.26%	22.23%	18.48%
Tata Nifty 50 Exchange Traded Fund	13.04%	23.44%	15.11%
Tata Multi Asset Allocation Fund	20.31%	25.79%	21.64%
Tata Large Mid Cap Fund	-12.59%	1.52%	0.35%
Tata Nifty G Sec Dec 2029 Index Fund	7.43%	8.06%	6.23%
Tata Quant Fund	70.37%	-6.87%	-18.95%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund	16.24%	13.96%	11.97%
Tata Income Plus Arbitrage Active FOF Fund	6.11%	6.34%	5.8%
Tata Multicap Fund	11.16%	17.0%	12.94%
Tata Crisil Ibx Gilt Index April 2026 Index Fund	5.93%	5.74%	5.64%
Tata ELSS Fund	14.5%	22.5%	14.94%

^{_{Data as of 14-Dec-2025}}

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
Tata Gold ETF Fund	41.52%	0%	0%
Tata Nifty Private Bank Exchange Traded Fund	18.98%	11.85%	11.76%
Tata Balanced Advantage Fund	9.71%	11.13%	11.76%
Tata Nifty Realty Index Fund	-5.37%	0%	0%
Tata Childrens Fund	11.65%	12.85%	12.67%
Tata Short Term Bond Fund	8.32%	7.13%	6.47%
Tata Floating Rate Fund	7.48%	7.68%	0%
Tata Banking And Financial Services Fund	20.92%	17.05%	15.94%
Tata Gilt Securities Fund	8.64%	7.63%	7.31%
Tata India Innovation Fund	8.62%	0%	0%
Tata Silver Exchange Traded Fund	30.64%	0%	0%
Tata Nifty Midcap 150 Index Fund	0%	0%	0%
Tata Business Cycle Fund	19.52%	14.58%	0%
Tata Retirement Savings Conservative Fund	6.44%	8.91%	8.56%
Tata Equity Savings Fund	8.77%	8.72%	8.66%
Tata Medium Term Fund	7.77%	6.37%	4.28%
Tata Aggressive Hybrid Fund	11.52%	12.76%	12.12%
Tata Income Fund	7.18%	7.76%	7.67%
Tata Money Market Fund	7.34%	6.85%	6.62%
Tata Infrastructure Fund	1.85%	16.42%	18.16%
Tata Arbitrage Fund	6.89%	7.62%	7.19%
Tata Focused Fund	20.26%	17.54%	15.61%
Tata Liquid Fund	7.16%	6.93%	6.02%
Tata Silver ETF Fund	32.11%	0%	0%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund	7.67%	8.09%	0%
Tata Value Fund	13.11%	16.97%	18.64%
Tata Nifty Midcap 150 Momentum 50 Index Fund	26.93%	18.3%	0%
Tata India Pharma Healthcare Fund	3.88%	16.26%	19.67%
Tata Nifty Auto Index Fund	15.32%	0%	0%
Tata India Consumer Fund	16.37%	18.06%	18.59%
Tata Treasury Advantage Fund	7.31%	7.61%	6.99%
Tata Resources Energy Fund	14.99%	19.76%	22.05%
Tata Nifty Capital Markets Index Fund	36.27%	0%	0%
Tata Ethical Fund	12.66%	13.69%	14.74%
Tata Overnight Fund	5.71%	6.29%	6.02%
Tata Corporate Bond Fund	7.54%	8.1%	0%
Tata Dynamic Bond Fund	9.15%	6.94%	7.66%
Tata Nifty Financial Services Index Fund	18.56%	0%	0%
Tata Mid Cap Fund	16.28%	18.77%	19.85%
Tata Retirement Savings Progressive Fund	16.07%	15.06%	13.71%
Tata Gold Exchange Traded Fund	42.47%	0%	0%
Tata Ultra Short Term Fund	5.11%	4.71%	7.07%
Tata Nifty Midsmall Healthcare Index Fund	10.29%	0%	0%
Tata Nifty G Sec Dec 2026 Index Fund	7.77%	0%	0%
Tata Dividend Yield Fund	16.61%	16.45%	0%
Tata Nifty India Digital Exchange Traded Fund	20.46%	18.68%	0%
Tata Housing Opportunities Fund	6.07%	10.97%	0%
Tata Large Cap Fund	14.01%	13.84%	13.43%
Tata Flexi Cap Fund	14.96%	16.57%	16.06%
Tata Retirement Savings Moderate Fund	14.93%	15.14%	12.86%
Tata Nifty200 Alpha 30 Index Fund	7.86%	0%	0%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund	6.85%	0%	0%
Tata Nifty India Tourism Index Fund	3.96%	0%	0%
Tata Small Cap Fund	-4.43%	10.57%	18.08%
Tata Nifty Next 50 Index Fund	0%	0%	0%
Tata Nifty India Digital ETF Fund	17.59%	17.97%	0%
Tata Bse Quality Index Fund	0%	0%	0%
Tata Digital India Fund	6.24%	17.93%	25.73%
Tata Bse Select Business Groups Index Fund	0%	0%	0%
Tata Nifty 50 Exchange Traded Fund	15.04%	13.76%	13.65%
Tata Multi Asset Allocation Fund	20.48%	17.13%	16.4%
Tata Large Mid Cap Fund	7.74%	15.29%	14.53%
Tata Nifty G Sec Dec 2029 Index Fund	8.72%	0%	0%
Tata Quant Fund	16.88%	15.7%	12.73%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund	9.04%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Tata Multicap Fund	13.45%	0%	0%
Tata Crisil Ibx Gilt Index April 2026 Index Fund	7.31%	7.18%	0%
Tata ELSS Fund	14.13%	16.63%	15.9%

^{_{Data as of 14-Dec-2025}}

SIP Calculator Fund: Duration: 1 Year 3 Years 5 Years SIP Amount (₹):

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
Tata Gold ETF Fund	34.29%	0%	0%
Tata Nifty Private Bank Exchange Traded Fund	11.56%	9.86%	12.2%
Tata Balanced Advantage Fund	5.66%	12.05%	13.27%
Tata Nifty Realty Index Fund	-11.98%	0%	0%
Tata Childrens Fund	9.55%	12.87%	10.98%
Tata Short Term Bond Fund	8.52%	6.77%	7.21%
Tata Floating Rate Fund	7.48%	7.05%	0%
Tata Banking And Financial Services Fund	15.57%	14.67%	13.42%
Tata Gilt Securities Fund	8.18%	7.84%	8.17%
Tata India Innovation Fund	-1.46%	0%	0%
Tata Silver Exchange Traded Fund	32.12%	0%	0%
Tata Nifty Midcap 150 Index Fund	0%	0%	0%
Tata Business Cycle Fund	13.02%	17.98%	0%
Tata Retirement Savings Conservative Fund	5.48%	9.45%	8.27%
Tata Equity Savings Fund	8.26%	8.99%	8.15%
Tata Medium Term Fund	6.97%	7.37%	5.0%
Tata Aggressive Hybrid Fund	9.21%	12.07%	10.96%
Tata Income Fund	9.14%	8.15%	8.4%
Tata Money Market Fund	7.79%	7.15%	6.33%
Tata Infrastructure Fund	5.6%	17.75%	21.45%
Tata Arbitrage Fund	7.11%	6.02%	6.53%
Tata Focused Fund	18.62%	25.56%	19.31%
Tata Liquid Fund	7.16%	6.77%	5.64%
Tata Silver ETF Fund	32.01%	0%	0%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund	8.18%	7.86%	0%
Tata Value Fund	2.08%	19.94%	20.71%
Tata Nifty Midcap 150 Momentum 50 Index Fund	33.9%	21.95%	0%
Tata India Pharma Healthcare Fund	4.54%	19.74%	15.23%
Tata Nifty Auto Index Fund	0.65%	0%	0%
Tata India Consumer Fund	17.44%	19.11%	19.36%
Tata Treasury Advantage Fund	7.74%	7.57%	6.13%
Tata Resources Energy Fund	15.77%	18.77%	20.39%
Tata Nifty Capital Markets Index Fund	24.39%	0%	0%
Tata Ethical Fund	10.64%	13.02%	15.57%
Tata Overnight Fund	5.97%	6.46%	5.4%
Tata Corporate Bond Fund	7.86%	8.11%	0%
Tata Dynamic Bond Fund	7.92%	7.95%	8.43%
Tata Nifty Financial Services Index Fund	14.67%	0%	0%
Tata Mid Cap Fund	13.72%	22.36%	23.05%
Tata Retirement Savings Progressive Fund	15.22%	16.74%	14.43%
Tata Gold Exchange Traded Fund	35.31%	0%	0%
Tata Ultra Short Term Fund	5.19%	4.94%	6.27%
Tata Nifty Midsmall Healthcare Index Fund	11.55%	0%	0%
Tata Nifty G Sec Dec 2026 Index Fund	7.81%	0%	0%
Tata Dividend Yield Fund	6.72%	19.32%	0%
Tata Nifty India Digital Exchange Traded Fund	12.05%	20.11%	0%
Tata Housing Opportunities Fund	-3.31%	15.61%	0%
Tata Large Cap Fund	12.08%	13.41%	12.72%
Tata Flexi Cap Fund	12.01%	16.98%	16.82%
Tata Retirement Savings Moderate Fund	14.16%	15.03%	13.6%
Tata Nifty200 Alpha 30 Index Fund	-6.55%	0%	0%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund	-0.4%	0%	0%
Tata Nifty India Tourism Index Fund	3.54%	0%	0%
Tata Small Cap Fund	-6.79%	17.05%	26.6%
Tata Nifty Next 50 Index Fund	0%	0%	0%
Tata Nifty India Digital ETF Fund	11.3%	18.98%	0%
Tata Bse Quality Index Fund	0%	0%	0%
Tata Digital India Fund	12.12%	18.48%	24.11%
Tata Bse Select Business Groups Index Fund	0%	0%	0%
Tata Nifty 50 Exchange Traded Fund	8.47%	13.0%	16.0%
Tata Multi Asset Allocation Fund	12.87%	16.52%	17.89%
Tata Large Mid Cap Fund	5.83%	14.21%	17.9%
Tata Nifty G Sec Dec 2029 Index Fund	8.84%	0%	0%
Tata Quant Fund	21.57%	15.47%	17.82%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund	1.79%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Tata Multicap Fund	9.19%	0%	0%
Tata Crisil Ibx Gilt Index April 2026 Index Fund	7.2%	7.23%	0%
Tata ELSS Fund	12.49%	15.47%	13.29%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
Tata Gold ETF Fund	32.66%	0%	0%
Tata Nifty Private Bank Exchange Traded Fund	9.24%	7.63%	12.47%
Tata Balanced Advantage Fund	2.23%	13.37%	15.2%
Tata Nifty Realty Index Fund	-19.28%	0%	0%
Tata Childrens Fund	9.69%	11.38%	8.08%
Tata Short Term Bond Fund	8.65%	8.04%	7.35%
Tata Floating Rate Fund	7.3%	6.51%	0%
Tata Banking And Financial Services Fund	16.73%	12.33%	12.43%
Tata Gilt Securities Fund	8.03%	8.9%	8.78%
Tata India Innovation Fund	-10.31%	0%	0%
Tata Silver Exchange Traded Fund	27.82%	0%	0%
Tata Nifty Midcap 150 Index Fund	0%	0%	0%
Tata Business Cycle Fund	9.12%	22.71%	0%
Tata Retirement Savings Conservative Fund	4.18%	10.38%	8.0%
Tata Equity Savings Fund	7.76%	8.62%	8.43%
Tata Medium Term Fund	7.88%	8.57%	6.89%
Tata Aggressive Hybrid Fund	8.82%	10.42%	7.7%
Tata Income Fund	8.9%	8.47%	8.31%
Tata Money Market Fund	7.92%	6.71%	5.59%
Tata Infrastructure Fund	6.75%	20.86%	14.72%
Tata Arbitrage Fund	7.46%	6.28%	5.78%
Tata Focused Fund	19.94%	35.07%	24.45%
Tata Liquid Fund	7.2%	6.99%	6.49%
Tata Silver ETF Fund	26.85%	0%	0%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund	8.74%	7.59%	0%
Tata Value Fund	-7.24%	23.54%	23.49%
Tata Nifty Midcap 150 Momentum 50 Index Fund	35.37%	26.93%	0%
Tata India Pharma Healthcare Fund	4.75%	13.63%	10.15%
Tata Nifty Auto Index Fund	-11.61%	0%	0%
Tata India Consumer Fund	20.69%	18.68%	17.61%
Tata Treasury Advantage Fund	8.06%	7.5%	5.19%
Tata Resources Energy Fund	12.77%	18.08%	16.48%
Tata Nifty Capital Markets Index Fund	10.93%	0%	0%
Tata Ethical Fund	10.65%	14.11%	17.55%
Tata Overnight Fund	6.24%	6.63%	4.72%
Tata Corporate Bond Fund	8.46%	8.06%	0%
Tata Dynamic Bond Fund	9.16%	9.01%	9.39%
Tata Nifty Financial Services Index Fund	10.96%	0%	0%
Tata Mid Cap Fund	13.01%	26.69%	27.59%
Tata Retirement Savings Progressive Fund	13.25%	16.3%	15.1%
Tata Gold Exchange Traded Fund	34.44%	0%	0%
Tata Ultra Short Term Fund	4.84%	5.04%	5.38%
Tata Nifty Midsmall Healthcare Index Fund	8.99%	0%	0%
Tata Nifty G Sec Dec 2026 Index Fund	7.9%	0%	0%
Tata Dividend Yield Fund	12.31%	21.7%	0%
Tata Nifty India Digital Exchange Traded Fund	0.54%	21.82%	0%
Tata Housing Opportunities Fund	6.18%	22.12%	0%
Tata Large Cap Fund	11.82%	11.12%	10.14%
Tata Flexi Cap Fund	8.35%	16.55%	17.55%
Tata Retirement Savings Moderate Fund	12.75%	15.05%	13.74%
Tata Nifty200 Alpha 30 Index Fund	-18.34%	0%	0%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund	-8.56%	0%	0%
Tata Nifty India Tourism Index Fund	2.09%	0%	0%
Tata Small Cap Fund	-15.78%	25.62%	41.17%
Tata Nifty Next 50 Index Fund	0%	0%	0%
Tata Nifty India Digital ETF Fund	2.56%	20.16%	0%
Tata Bse Quality Index Fund	0%	0%	0%
Tata Digital India Fund	3.45%	20.19%	29.43%
Tata Bse Select Business Groups Index Fund	0%	0%	0%
Tata Nifty 50 Exchange Traded Fund	0.36%	12.39%	18.88%
Tata Multi Asset Allocation Fund	11.08%	16.02%	19.79%
Tata Large Mid Cap Fund	0.5%	15.62%	22.89%
Tata Nifty G Sec Dec 2029 Index Fund	8.94%	0%	0%
Tata Quant Fund	23.79%	11.82%	24.98%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund	-4.42%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Tata Multicap Fund	21.13%	0%	0%
Tata Crisil Ibx Gilt Index April 2026 Index Fund	7.41%	7.27%	0%
Tata ELSS Fund	11.5%	13.21%	11.91%

^{_{Data as of 14-Dec-2025}}

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
Tata Gold ETF Fund	41.52%	0%	0%
Tata Nifty Private Bank Exchange Traded Fund	18.98%	11.95%	11.81%
Tata Balanced Advantage Fund	9.71%	10.92%	11.66%
Tata Nifty Realty Index Fund	-5.37%	0%	0%
Tata Childrens Fund	11.65%	9.7%	11.93%
Tata Short Term Bond Fund	8.32%	7.91%	7.27%
Tata Floating Rate Fund	7.48%	8.12%	0%
Tata Banking And Financial Services Fund	20.92%	18.94%	18.34%
Tata Gilt Securities Fund	8.64%	6.75%	6.69%
Tata India Innovation Fund	8.62%	0%	0%
Tata Silver Exchange Traded Fund	30.64%	0%	0%
Tata Nifty Midcap 150 Index Fund	0%	0%	0%
Tata Business Cycle Fund	19.52%	14.2%	0%
Tata Retirement Savings Conservative Fund	6.44%	8.64%	8.43%
Tata Equity Savings Fund	8.77%	10.08%	9.84%
Tata Medium Term Fund	7.77%	5.5%	4.35%
Tata Aggressive Hybrid Fund	11.52%	11.26%	12.3%
Tata Income Fund	7.18%	3.6%	5.46%
Tata Money Market Fund	7.34%	7.76%	7.29%
Tata Infrastructure Fund	1.85%	10.33%	16.87%
Tata Arbitrage Fund	6.89%	7.6%	7.22%
Tata Focused Fund	20.26%	13.97%	15.44%
Tata Liquid Fund	7.16%	6.94%	6.05%
Tata Silver ETF Fund	32.11%	0%	0%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund	7.67%	8.08%	0%
Tata Value Fund	13.11%	16.63%	18.45%
Tata Nifty Midcap 150 Momentum 50 Index Fund	26.93%	17.79%	0%
Tata India Pharma Healthcare Fund	3.88%	20.01%	18.95%
Tata Nifty Auto Index Fund	15.32%	0%	0%
Tata India Consumer Fund	16.37%	16.23%	17.41%
Tata Treasury Advantage Fund	7.31%	7.62%	7.05%
Tata Resources Energy Fund	14.99%	14.47%	15.69%
Tata Nifty Capital Markets Index Fund	36.27%	0%	0%
Tata Ethical Fund	12.66%	8.61%	11.06%
Tata Overnight Fund	5.71%	6.27%	6.04%
Tata Corporate Bond Fund	7.54%	8.11%	0%
Tata Dynamic Bond Fund	9.15%	6.6%	7.11%
Tata Nifty Financial Services Index Fund	18.56%	0%	0%
Tata Mid Cap Fund	16.28%	18.45%	19.69%
Tata Retirement Savings Progressive Fund	16.07%	13.88%	14.29%
Tata Gold Exchange Traded Fund	42.47%	0%	0%
Tata Ultra Short Term Fund	5.11%	7.59%	7.12%
Tata Nifty Midsmall Healthcare Index Fund	10.29%	0%	0%
Tata Nifty G Sec Dec 2026 Index Fund	7.77%	0%	0%
Tata Dividend Yield Fund	16.61%	16.2%	0%
Tata Nifty India Digital Exchange Traded Fund	20.46%	18.37%	0%
Tata Housing Opportunities Fund	6.07%	10.38%	0%
Tata Large Cap Fund	14.01%	14.62%	15.14%
Tata Flexi Cap Fund	14.96%	16.14%	15.51%
Tata Retirement Savings Moderate Fund	14.93%	13.61%	13.83%
Tata Nifty200 Alpha 30 Index Fund	7.86%	0%	0%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund	6.85%	0%	0%
Tata Nifty India Tourism Index Fund	3.96%	0%	0%
Tata Small Cap Fund	-4.43%	9.72%	16.94%
Tata Nifty Next 50 Index Fund	0%	0%	0%
Tata Nifty India Digital ETF Fund	17.59%	17.68%	0%
Tata Bse Quality Index Fund	0%	0%	0%
Tata Digital India Fund	6.24%	12.52%	13.14%
Tata Bse Select Business Groups Index Fund	0%	0%	0%
Tata Nifty 50 Exchange Traded Fund	15.04%	13.49%	13.62%
Tata Multi Asset Allocation Fund	20.48%	17.02%	16.43%
Tata Large Mid Cap Fund	7.74%	11.08%	13.96%
Tata Nifty G Sec Dec 2029 Index Fund	8.72%	0%	0%
Tata Quant Fund	16.88%	11.38%	12.47%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund	9.04%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Tata Multicap Fund	13.45%	0%	0%
Tata Crisil Ibx Gilt Index April 2026 Index Fund	7.31%	7.16%	0%
Tata ELSS Fund	14.13%	15.6%	16.21%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
Tata Gold ETF Fund	32.66%	0%	0%
Tata Nifty Private Bank Exchange Traded Fund	9.24%	7.75%	12.35%
Tata Balanced Advantage Fund	2.23%	13.37%	15.0%
Tata Nifty Realty Index Fund	-19.28%	0%	0%
Tata Childrens Fund	9.69%	15.92%	21.01%
Tata Short Term Bond Fund	8.65%	7.92%	5.16%
Tata Floating Rate Fund	7.3%	7.71%	0%
Tata Banking And Financial Services Fund	16.73%	16.98%	18.22%
Tata Gilt Securities Fund	8.03%	8.56%	4.59%
Tata India Innovation Fund	-10.31%	0%	0%
Tata Silver Exchange Traded Fund	27.82%	0%	0%
Tata Nifty Midcap 150 Index Fund	0%	0%	0%
Tata Business Cycle Fund	9.12%	22.72%	0%
Tata Retirement Savings Conservative Fund	4.18%	10.43%	8.0%
Tata Equity Savings Fund	7.76%	10.79%	10.49%
Tata Medium Term Fund	7.88%	9.39%	2.36%
Tata Aggressive Hybrid Fund	8.82%	12.32%	18.1%
Tata Income Fund	8.9%	8.32%	6.3%
Tata Money Market Fund	7.92%	7.85%	5.66%
Tata Infrastructure Fund	6.75%	27.02%	36.66%
Tata Arbitrage Fund	7.46%	8.19%	5.88%
Tata Focused Fund	19.94%	17.41%	23.9%
Tata Liquid Fund	7.2%	6.99%	6.44%
Tata Silver ETF Fund	26.85%	0%	0%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund	8.74%	7.62%	0%
Tata Value Fund	-7.24%	23.76%	23.26%
Tata Nifty Midcap 150 Momentum 50 Index Fund	35.37%	27.09%	0%
Tata India Pharma Healthcare Fund	4.75%	27.4%	17.22%
Tata Nifty Auto Index Fund	-11.61%	0%	0%
Tata India Consumer Fund	20.69%	22.68%	22.49%
Tata Treasury Advantage Fund	8.06%	7.51%	5.28%
Tata Resources Energy Fund	12.77%	20.27%	27.37%
Tata Nifty Capital Markets Index Fund	10.93%	0%	0%
Tata Ethical Fund	10.65%	15.84%	22.73%
Tata Overnight Fund	6.24%	6.63%	4.79%
Tata Corporate Bond Fund	8.46%	8.09%	0%
Tata Dynamic Bond Fund	9.16%	8.11%	6.29%
Tata Nifty Financial Services Index Fund	10.96%	0%	0%
Tata Mid Cap Fund	13.01%	26.7%	27.05%
Tata Retirement Savings Progressive Fund	13.25%	19.59%	17.64%
Tata Gold Exchange Traded Fund	34.44%	0%	0%
Tata Ultra Short Term Fund	4.84%	7.61%	5.47%
Tata Nifty Midsmall Healthcare Index Fund	8.99%	0%	0%
Tata Nifty G Sec Dec 2026 Index Fund	7.9%	0%	0%
Tata Dividend Yield Fund	12.31%	21.61%	0%
Tata Nifty India Digital Exchange Traded Fund	0.54%	22.04%	0%
Tata Housing Opportunities Fund	6.18%	21.85%	0%
Tata Large Cap Fund	11.82%	15.9%	22.35%
Tata Flexi Cap Fund	8.35%	18.37%	18.57%
Tata Retirement Savings Moderate Fund	12.75%	18.02%	16.38%
Tata Nifty200 Alpha 30 Index Fund	-18.34%	0%	0%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund	-8.56%	0%	0%
Tata Nifty India Tourism Index Fund	2.09%	0%	0%
Tata Small Cap Fund	-15.78%	25.49%	39.73%
Tata Nifty Next 50 Index Fund	0%	0%	0%
Tata Nifty India Digital ETF Fund	2.56%	20.36%	0%
Tata Bse Quality Index Fund	0%	0%	0%
Tata Digital India Fund	3.45%	17.12%	28.57%
Tata Bse Select Business Groups Index Fund	0%	0%	0%
Tata Nifty 50 Exchange Traded Fund	0.36%	12.59%	18.55%
Tata Multi Asset Allocation Fund	11.08%	16.08%	19.4%
Tata Large Mid Cap Fund	0.5%	15.76%	22.38%
Tata Nifty G Sec Dec 2029 Index Fund	8.94%	0%	0%
Tata Quant Fund	23.79%	14.89%	24.22%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund	-4.42%	0%	0%
Tata Income Plus Arbitrage Active FOF Fund	0%	0%	0%
Tata Multicap Fund	21.13%	0%	0%
Tata Crisil Ibx Gilt Index April 2026 Index Fund	7.41%	7.28%	0%
Tata ELSS Fund	11.5%	16.44%	22.31%

^{_{Data as of 14-Dec-2025}}

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

Frequently Asked Questions (FAQs) regarding Tata Mutual Fund

What is Tata Mutual Fund?

Tata Mutual Fund is a mutual fund Asset Management Company (AMC) which is a company that pools money from many different investors and invests them in stocks, bonds, cash and metals (like gold) to generate returns.

How big is Tata Mutual Fund?

Tata Mutual Fund offers 69 funds in total across various categories.

How safe are mutual funds offered by Tata Mutual Fund?

Mutual Funds from Tata Mutual Fund are regulated by the Securities and Exchange Board of India (SEBI), which ensures that certain rules apply to how the company operates its funds. However, mutual fund investments are subject to market risks (i.e. they go up and down in value) and there is no guarantee of any returns.

What returns are given by the mutual funds offered by Tata Mutual Fund?

Mutual Funds from Tata Mutual Fund have given an average 13.4% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.

How much returns are given by the best mutual funds offered by Tata Mutual Fund?

The five best mutual Funds from Tata Mutual Fund have given an average 21.99% return in the last 3 years for a lump sum investment. Past returns do not guarantee returns in the future.

How much SIP returns are given by the best mutual funds offered by Tata Mutual Fund?

The five best mutual Funds from Tata Mutual Fund have given an average 18.76% return in the last 3 years for a monthly SIP investment. Past returns do not guarantee returns in the future.

How much SWP returns are given by the best mutual funds offered by Tata Mutual Fund?

The five best mutual Funds from Tata Mutual Fund have given an average 27.58% return pre-tax in the last 3 years for a monthly withdrawal via SWP. Past returns do not guarantee returns in the future.

How can I invest in Tata Mutual Fund mutual funds?

You can invest in Tata Mutual Fund mutual funds online through their official website, mobile app, or via third-party platforms like MFCentral and distributors. You may also invest offline by submitting a physical application form through an authorised mutual fund distributor.

How can I redeem my investments from Tata Mutual Fund?

Redemption of Tata Mutual Fund mutual funds can be done online through the AMC's website, MFCentral website, or through your distributor. The redemption amount is typically credited to your registered bank account within 1-3 business days, depending on the fund type.

Does Tata Mutual Fund charge any fees or expenses?

Yes. Mutual funds managed by Tata Mutual Fund charge an expense ratio, which covers management fees and operational costs. Additionally, some schemes may have exit loads if you redeem units before a specific period.

Is a PAN and KYC mandatory to invest in Tata Mutual Fund mutual funds?

Yes. As per SEBI regulations, investors must have a valid PAN and complete the KYC process before investing in any mutual fund offered by Tata Mutual Fund.

Where can I view the performance and NAV of Tata Mutual Fund funds?

You can check the latest NAVs and performance data of all Tata Mutual Fund mutual funds on their official website, AMFI's portal, or financial websites like Arthgyaan.

Does Tata Mutual Fund offer SIP (Systematic Investment Plan) options?

Yes. Tata Mutual Fund allows investors to invest through SIPs, which enable disciplined investing by allowing them to contribute a fixed amount at regular intervals. You can see the SIP performance of their funds on this page.

Does Tata Mutual Fund offer SWP (Systematic Withdrawal Plan) options?

Yes. Tata Mutual Fund allows investors to withdraw through SWPs, where you can withdraw a fixed amount at regular intervals like monthly. You can see the pre-tax SWP performance of their funds on this page.

What is the minimum investment amount in Tata Mutual Fund mutual funds?

The minimum investment amount in Tata Mutual Fund mutual funds varies by fund and plan. Typically, SIPs can start from ₹500 per month, while lump sum investments usually begin at ₹5,000.

How are mutual fund returns from Tata Mutual Fund taxed?

Taxation of funds from Tata Mutual Fund depends on the type of fund and the holding period. Equity and debt funds are taxed differently under capital gains rules as defined by the Income Tax Act.

How can I contact Tata Mutual Fund for support or queries?

You can reach Tata Mutual Fund through their customer care email, toll-free number, or by visiting their nearest branch office. Contact details are available on their official website.

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Explore Different Categories of Mutual Funds

Equity Scheme funds Debt Scheme funds Hybrid Scheme funds Solution Oriented Schemes – Funds for Retirement and Children Other Schemes – ETFs and Fund of Funds Commodity Schemes – Funds Investing in Gold, Silver or Both

Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

Note: NAVs and returns updated on 14-Dec-2025.

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