Tata Nifty500 Multicap Infrastructure 503020 Index Fund
5.93%
0%
0%
Tata Overnight Fund
5.43%
5.77%
5.77%
Tata Nifty Next 50 Index Fund
0%
0%
0%
Tata ELSS Fund
15.07%
17.58%
17.09%
Tata Medium Term Fund
7.69%
6.39%
4.3%
Tata Nifty G Sec Dec 2026 Index Fund
7.79%
0%
0%
Tata Nifty Financial Services Index Fund
18.79%
0%
0%
Tata Short Term Bond Fund
8.17%
7.25%
6.53%
Tata Infrastructure Fund
17.9%
18.43%
19.08%
Tata Dynamic Bond Fund
8.75%
7.92%
7.7%
Tata Housing Opportunities Fund
22.62%
12.54%
0%
Tata Nifty 50 Exchange Traded Fund
14.24%
15.92%
17.08%
Tata Treasury Advantage Fund
7.65%
6.54%
5.95%
Tata Ultra Short Term Fund
6.94%
6.17%
6.49%
Tata Large Cap Fund
14.37%
14.61%
14.9%
Tata Corporate Bond Fund
7.87%
8.28%
0%
Tata Equity Savings Fund
8.57%
8.6%
8.71%
Tata Childrens Fund
12.41%
13.6%
14.26%
Tata Ethical Fund
14.28%
13.9%
15.84%
Tata Nifty India Digital ETF Of Fund
26.19%
17.54%
0%
Tata Floating Rate Fund
7.45%
7.69%
0%
Tata Balanced Advantage Fund
13.2%
13.74%
14.87%
Tata Silver ETF Of Fund
32.12%
0%
0%
Tata Flexi Cap Fund
17.12%
17.62%
18.1%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund
8.09%
8.46%
0%
Tata Nifty Auto Index Fund
4.62%
0%
0%
Tata Nifty Midcap 150 Index Fund
0%
0%
0%
Tata Money Market Fund
7.61%
6.3%
5.54%
Tata Nifty India Tourism Index Fund
6.1%
0%
0%
Tata Value Fund
17.37%
19.86%
15.51%
Tata Nifty Capital Markets Index Fund
38.26%
0%
0%
Tata Income Fund
8.39%
8.33%
7.63%
Tata Banking And Financial Services Fund
20.77%
17.72%
17.43%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund
8.2%
0%
0%
Tata Nifty Midsmall Healthcare Index Fund
10.61%
0%
0%
Tata Retirement Savings Conservative Fund
10.69%
9.61%
9.12%
Tata India Consumer Fund
19.41%
18.65%
18.78%
Tata Bse Quality Index Fund
0%
0%
0%
Tata Dividend Yield Fund
13.92%
19.11%
0%
Tata Small Cap Fund
26.1%
32.76%
33.57%
Tata Aggressive Hybrid Fund
12.37%
13.12%
13.16%
Tata Multi Asset Allocation Fund
16.41%
16.63%
16.36%
Tata Quant Fund
21.47%
16.32%
13.09%
Tata Mid Cap Fund
18.52%
20.41%
19.66%
Tata Multicap Fund
12.96%
0%
0%
Tata India Pharma Healthcare Fund
8.11%
22.71%
21.52%
Tata Crisil Ibx Gilt Index April 2026 Index Fund
7.48%
7.27%
0%
Tata Gold Exchange Traded Fund
41.74%
0%
0%
Tata Nifty Private Bank Exchange Traded Fund
14.69%
13.38%
12.56%
Tata Nifty India Digital Exchange Traded Fund
28.13%
18.42%
0%
Tata Retirement Savings Progressive Fund
17.39%
16.53%
14.9%
Tata Bse Select Business Groups Index Fund
0%
0%
0%
Tata Gold ETF Of Fund
40.48%
0%
0%
Tata Focused Fund
21.24%
18.26%
17.91%
Tata Nifty G Sec Dec 2029 Index Fund
8.76%
0%
0%
Tata Gilt Securities Fund
8.77%
7.81%
7.05%
Tata Nifty200 Alpha 30 Index Fund
6.43%
0%
0%
Tata Nifty Midcap 150 Momentum 50 Index Fund
29.78%
18.54%
0%
Tata Income Plus Arbitrage Active FOF Fund
0%
0%
0%
Tata Large Mid Cap Fund
17.77%
16.39%
16.79%
Tata Resources Energy Fund
16.61%
19.45%
22.48%
Tata Arbitrage Fund
6.87%
6.41%
6.84%
SIP Calculator
Rolling SWP returns
Fund
Any 1Y SWP
Any 3Y SWP
Any 5Y SWP
Tata Nifty Realty Index Fund
-18.55%
0%
0%
Tata Business Cycle Fund
18.41%
22.09%
0%
Tata Digital India Fund
15.85%
22.36%
25.75%
Tata Silver Exchange Traded Fund
26.33%
0%
0%
Tata Retirement Savings Moderate Fund
15.1%
14.46%
13.88%
Tata India Innovation Fund
0%
0%
0%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund
-9.04%
0%
0%
Tata Overnight Fund
5.07%
4.2%
4.19%
Tata Nifty Next 50 Index Fund
0%
0%
0%
Tata ELSS Fund
14.5%
14.37%
13.71%
Tata Medium Term Fund
7.77%
8.41%
6.93%
Tata Nifty G Sec Dec 2026 Index Fund
7.88%
0%
0%
Tata Nifty Financial Services Index Fund
11.15%
0%
0%
Tata Short Term Bond Fund
8.43%
7.29%
7.23%
Tata Infrastructure Fund
14.38%
15.1%
12.05%
Tata Dynamic Bond Fund
8.91%
8.98%
8.71%
Tata Housing Opportunities Fund
24.46%
23.1%
0%
Tata Nifty 50 Exchange Traded Fund
14.57%
13.48%
15.52%
Tata Treasury Advantage Fund
7.66%
6.46%
6.28%
Tata Ultra Short Term Fund
6.65%
5.36%
5.31%
Tata Large Cap Fund
13.78%
12.43%
12.11%
Tata Corporate Bond Fund
7.77%
7.33%
0%
Tata Equity Savings Fund
7.96%
8.45%
8.12%
Tata Childrens Fund
11.82%
12.5%
10.61%
Tata Ethical Fund
12.85%
13.74%
13.14%
Tata Nifty India Digital ETF Of Fund
24.66%
19.12%
0%
Tata Floating Rate Fund
7.31%
6.52%
0%
Tata Balanced Advantage Fund
11.65%
13.74%
15.14%
Tata Silver ETF Of Fund
25.44%
0%
0%
Tata Flexi Cap Fund
13.16%
14.1%
15.38%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund
8.22%
7.56%
0%
Tata Nifty Auto Index Fund
-12.51%
0%
0%
Tata Nifty Midcap 150 Index Fund
0%
0%
0%
Tata Money Market Fund
7.7%
6.36%
5.95%
Tata Nifty India Tourism Index Fund
2.18%
0%
0%
Tata Value Fund
17.14%
16.89%
15.23%
Tata Nifty Capital Markets Index Fund
13.33%
0%
0%
Tata Income Fund
8.75%
8.87%
8.35%
Tata Banking And Financial Services Fund
17.83%
13.64%
13.67%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund
-4.76%
0%
0%
Tata Nifty Midsmall Healthcare Index Fund
14.24%
0%
0%
Tata Retirement Savings Conservative Fund
9.86%
9.81%
9.52%
Tata India Consumer Fund
21.04%
17.82%
17.47%
Tata Bse Quality Index Fund
0%
0%
0%
Tata Dividend Yield Fund
15.04%
15.43%
0%
Tata Small Cap Fund
24.81%
28.5%
30.69%
Tata Aggressive Hybrid Fund
11.14%
11.61%
10.71%
Tata Multi Asset Allocation Fund
19.38%
16.79%
23.99%
Tata Quant Fund
21.61%
11.44%
5.43%
Tata Mid Cap Fund
16.46%
18.21%
16.36%
Tata Multicap Fund
21.67%
0%
0%
Tata India Pharma Healthcare Fund
9.63%
13.61%
16.71%
Tata Crisil Ibx Gilt Index April 2026 Index Fund
7.52%
7.61%
0%
Tata Gold Exchange Traded Fund
32.47%
0%
0%
Tata Nifty Private Bank Exchange Traded Fund
9.74%
11.52%
22.34%
Tata Nifty India Digital Exchange Traded Fund
26.67%
20.2%
0%
Tata Retirement Savings Progressive Fund
16.25%
15.65%
15.07%
Tata Bse Select Business Groups Index Fund
0%
0%
0%
Tata Gold ETF Of Fund
30.7%
0%
0%
Tata Focused Fund
22.13%
19.44%
29.91%
Tata Nifty G Sec Dec 2029 Index Fund
8.88%
0%
0%
Tata Gilt Securities Fund
8.38%
8.17%
8.18%
Tata Nifty200 Alpha 30 Index Fund
-21.11%
0%
0%
Tata Nifty Midcap 150 Momentum 50 Index Fund
37.34%
26.86%
0%
Tata Income Plus Arbitrage Active FOF Fund
0%
0%
0%
Tata Large Mid Cap Fund
14.35%
15.01%
14.49%
Tata Resources Energy Fund
14.47%
17.66%
16.07%
Tata Arbitrage Fund
6.7%
5.54%
5.61%
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
Fund
Any 1Y SIP
Any 3Y Step-up SIP
Any 5Y Step-up SIP
Tata Nifty Realty Index Fund
-5.28%
0%
0%
Tata Business Cycle Fund
20.82%
19.81%
0%
Tata Digital India Fund
16.39%
21.73%
26.31%
Tata Silver Exchange Traded Fund
30.73%
0%
0%
Tata Retirement Savings Moderate Fund
15.87%
16.04%
14.0%
Tata India Innovation Fund
0%
0%
0%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund
5.93%
0%
0%
Tata Overnight Fund
5.43%
5.81%
5.84%
Tata Nifty Next 50 Index Fund
0%
0%
0%
Tata ELSS Fund
15.07%
17.44%
17.32%
Tata Medium Term Fund
7.69%
6.39%
4.42%
Tata Nifty G Sec Dec 2026 Index Fund
7.79%
0%
0%
Tata Nifty Financial Services Index Fund
18.79%
0%
0%
Tata Short Term Bond Fund
8.17%
7.26%
6.52%
Tata Infrastructure Fund
17.9%
18.34%
19.48%
Tata Dynamic Bond Fund
8.75%
7.9%
7.64%
Tata Housing Opportunities Fund
22.62%
12.3%
0%
Tata Nifty 50 Exchange Traded Fund
14.24%
15.9%
16.86%
Tata Treasury Advantage Fund
7.65%
6.59%
5.86%
Tata Ultra Short Term Fund
6.94%
6.21%
6.56%
Tata Large Cap Fund
14.37%
14.49%
14.9%
Tata Corporate Bond Fund
7.87%
8.27%
0%
Tata Equity Savings Fund
8.57%
8.61%
8.75%
Tata Childrens Fund
12.41%
13.56%
14.46%
Tata Ethical Fund
14.28%
13.61%
16.04%
Tata Nifty India Digital ETF Of Fund
26.19%
17.19%
0%
Tata Floating Rate Fund
7.45%
7.71%
0%
Tata Balanced Advantage Fund
13.2%
13.59%
14.78%
Tata Silver ETF Of Fund
32.12%
0%
0%
Tata Flexi Cap Fund
17.12%
17.63%
18.17%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund
8.09%
8.49%
0%
Tata Nifty Auto Index Fund
4.62%
0%
0%
Tata Nifty Midcap 150 Index Fund
0%
0%
0%
Tata Money Market Fund
7.61%
6.35%
5.56%
Tata Nifty India Tourism Index Fund
6.1%
0%
0%
Tata Value Fund
17.37%
19.74%
15.86%
Tata Nifty Capital Markets Index Fund
38.26%
0%
0%
Tata Income Fund
8.39%
8.26%
7.63%
Tata Banking And Financial Services Fund
20.77%
17.77%
17.62%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund
8.2%
0%
0%
Tata Nifty Midsmall Healthcare Index Fund
10.61%
0%
0%
Tata Retirement Savings Conservative Fund
10.69%
9.54%
9.1%
Tata India Consumer Fund
19.41%
18.52%
18.86%
Tata Bse Quality Index Fund
0%
0%
0%
Tata Dividend Yield Fund
13.92%
18.84%
0%
Tata Small Cap Fund
26.1%
32.6%
33.61%
Tata Aggressive Hybrid Fund
12.37%
13.04%
13.22%
Tata Multi Asset Allocation Fund
16.41%
16.56%
16.26%
Tata Quant Fund
21.47%
16.62%
12.88%
Tata Mid Cap Fund
18.52%
20.32%
19.78%
Tata Multicap Fund
12.96%
0%
0%
Tata India Pharma Healthcare Fund
8.11%
22.62%
21.8%
Tata Crisil Ibx Gilt Index April 2026 Index Fund
7.48%
7.26%
0%
Tata Gold Exchange Traded Fund
41.74%
0%
0%
Tata Nifty Private Bank Exchange Traded Fund
14.69%
13.42%
12.35%
Tata Nifty India Digital Exchange Traded Fund
28.13%
17.99%
0%
Tata Retirement Savings Progressive Fund
17.39%
16.48%
14.84%
Tata Bse Select Business Groups Index Fund
0%
0%
0%
Tata Gold ETF Of Fund
40.48%
0%
0%
Tata Focused Fund
21.24%
18.14%
17.61%
Tata Nifty G Sec Dec 2029 Index Fund
8.76%
0%
0%
Tata Gilt Securities Fund
8.77%
7.74%
7.04%
Tata Nifty200 Alpha 30 Index Fund
6.43%
0%
0%
Tata Nifty Midcap 150 Momentum 50 Index Fund
29.78%
18.03%
0%
Tata Income Plus Arbitrage Active FOF Fund
0%
0%
0%
Tata Large Mid Cap Fund
17.77%
16.29%
16.79%
Tata Resources Energy Fund
16.61%
19.31%
22.49%
Tata Arbitrage Fund
6.87%
6.46%
6.92%
Rolling SWP returns with 10% step-up
Fund
Any 1Y SWP
Any 3Y Step-up SWP
Any 5Y Step-up SWP
Tata Nifty Realty Index Fund
-18.55%
0%
0%
Tata Business Cycle Fund
18.41%
22.53%
0%
Tata Digital India Fund
15.85%
22.51%
26.04%
Tata Silver Exchange Traded Fund
26.33%
0%
0%
Tata Retirement Savings Moderate Fund
15.1%
14.42%
13.92%
Tata India Innovation Fund
0%
0%
0%
Tata Nifty500 Multicap Infrastructure 503020 Index Fund
-9.04%
0%
0%
Tata Overnight Fund
5.07%
4.2%
4.22%
Tata Nifty Next 50 Index Fund
0%
0%
0%
Tata ELSS Fund
14.5%
14.6%
13.74%
Tata Medium Term Fund
7.77%
8.44%
6.77%
Tata Nifty G Sec Dec 2026 Index Fund
7.88%
0%
0%
Tata Nifty Financial Services Index Fund
11.15%
0%
0%
Tata Short Term Bond Fund
8.43%
7.29%
7.16%
Tata Infrastructure Fund
14.38%
15.33%
11.76%
Tata Dynamic Bond Fund
8.91%
8.93%
8.63%
Tata Housing Opportunities Fund
24.46%
22.91%
0%
Tata Nifty 50 Exchange Traded Fund
14.57%
13.78%
15.88%
Tata Treasury Advantage Fund
7.66%
6.41%
6.23%
Tata Ultra Short Term Fund
6.65%
5.36%
5.36%
Tata Large Cap Fund
13.78%
12.51%
12.15%
Tata Corporate Bond Fund
7.77%
7.36%
0%
Tata Equity Savings Fund
7.96%
8.51%
8.06%
Tata Childrens Fund
11.82%
12.62%
10.26%
Tata Ethical Fund
12.85%
13.91%
13.02%
Tata Nifty India Digital ETF Of Fund
24.66%
19.45%
0%
Tata Floating Rate Fund
7.31%
6.56%
0%
Tata Balanced Advantage Fund
11.65%
13.82%
15.21%
Tata Silver ETF Of Fund
25.44%
0%
0%
Tata Flexi Cap Fund
13.16%
14.17%
15.56%
Tata Nifty Sdl Plus Aaa PSU Bond Dec 6040 Index Fund
8.22%
7.57%
0%
Tata Nifty Auto Index Fund
-12.51%
0%
0%
Tata Nifty Midcap 150 Index Fund
0%
0%
0%
Tata Money Market Fund
7.7%
6.34%
5.9%
Tata Nifty India Tourism Index Fund
2.18%
0%
0%
Tata Value Fund
17.14%
17.0%
15.02%
Tata Nifty Capital Markets Index Fund
13.33%
0%
0%
Tata Income Fund
8.75%
8.89%
8.31%
Tata Banking And Financial Services Fund
17.83%
13.84%
13.84%
Tata Nifty500 Multicap India Manufacturing 503020 Index Fund
-4.76%
0%
0%
Tata Nifty Midsmall Healthcare Index Fund
14.24%
0%
0%
Tata Retirement Savings Conservative Fund
9.86%
9.8%
9.47%
Tata India Consumer Fund
21.04%
18.06%
17.66%
Tata Bse Quality Index Fund
0%
0%
0%
Tata Dividend Yield Fund
15.04%
15.75%
0%
Tata Small Cap Fund
24.81%
28.81%
31.41%
Tata Aggressive Hybrid Fund
11.14%
11.73%
10.98%
Tata Multi Asset Allocation Fund
19.38%
16.79%
23.43%
Tata Quant Fund
21.61%
11.63%
6.22%
Tata Mid Cap Fund
16.46%
18.23%
16.38%
Tata Multicap Fund
21.67%
0%
0%
Tata India Pharma Healthcare Fund
9.63%
13.86%
17.16%
Tata Crisil Ibx Gilt Index April 2026 Index Fund
7.52%
7.61%
0%
Tata Gold Exchange Traded Fund
32.47%
0%
0%
Tata Nifty Private Bank Exchange Traded Fund
9.74%
11.55%
21.41%
Tata Nifty India Digital Exchange Traded Fund
26.67%
20.5%
0%
Tata Retirement Savings Progressive Fund
16.25%
15.69%
14.94%
Tata Bse Select Business Groups Index Fund
0%
0%
0%
Tata Gold ETF Of Fund
30.7%
0%
0%
Tata Focused Fund
22.13%
19.53%
28.94%
Tata Nifty G Sec Dec 2029 Index Fund
8.88%
0%
0%
Tata Gilt Securities Fund
8.38%
8.17%
8.08%
Tata Nifty200 Alpha 30 Index Fund
-21.11%
0%
0%
Tata Nifty Midcap 150 Momentum 50 Index Fund
37.34%
27.0%
0%
Tata Income Plus Arbitrage Active FOF Fund
0%
0%
0%
Tata Large Mid Cap Fund
14.35%
15.17%
14.44%
Tata Resources Energy Fund
14.47%
17.93%
15.8%
Tata Arbitrage Fund
6.7%
5.53%
5.64%
Note:N.A. in returns indicate that the fund does not have sufficient history.
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 68 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 14.08% 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 22.45% 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 19.2% 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 28.35% 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.
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.
