
Tata Mutual Fund
Active- CEO name: Mr. Prathit Bhobe
- Start Date: 29 Jun 1995

| Fund Name | Category | AUM (Cr) | 1Y | 3Y | 5Y | Min SIP | Min Investment |
|---|---|---|---|---|---|---|---|
Tata India Consumer Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 2,703.34 | 2.90% | 14.14% | 12.81% | ₹100 | ₹5,000 |
Tata Ultra Short to Short Term Fund-Reg(G) Tata Mutual Fund · Debt | Low Duration | 2,051.43 | 6.25% | 6.98% | 6.15% | ₹500 | ₹5,000 |
Tata Focused Fund-Reg(G) Tata Mutual Fund · Equity | Focused Fund | 1,760.25 | -1.67% | 9.06% | 8.72% | ₹100 | ₹5,000 |
Tata Aggressive Hybrid Fund-Reg(G) Tata Mutual Fund · Hybrid | Aggressive Hybrid Fund | 3,792.50 | 1.51% | 7.93% | 7.74% | ₹100 | ₹5,000 |
Tata Ultra Short Term Fund-Reg(G) Tata Mutual Fund · Debt | Ultra Short Duration | 5,267.09 | 6.19% | 6.65% | 5.88% | ₹500 | ₹5,000 |
Tata Overnight Fund-Reg(G) Tata Mutual Fund · Debt | Overnight Fund | 3,892.76 | 5.19% | 5.99% | 5.59% | ₹500 | ₹5,000 |
Tata NIFTY 50 Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 1,673.59 | -2.93% | 7.52% | 7.26% | ₹150 | ₹5,000 |
Tata Large Cap Fund-Reg(G) Tata Mutual Fund · Equity | Large Cap Fund | 2,721.33 | 2.44% | 10.24% | 9.05% | ₹100 | ₹5,000 |
Tata Retirement Sav Fund - Prog Plan(G) Tata Mutual Fund · Other | Solution Oriented - Retirement Fund | 2,163.79 | 7.71% | 12.32% | 9.64% | ₹150 | ₹5,000 |
Tata Gilt Fund-Reg(G) Tata Mutual Fund · Debt | Gilt | 919.79 | 3.05% | 5.47% | 4.93% | ₹500 | ₹5,000 |
Tata Children's Fund-Reg(G) Tata Mutual Fund · Other | Solution Oriented - Children's Fund | 334.49 | -7.43% | 4.63% | 6.25% | ₹500 | ₹500 |
Tata Retirement Sav Fund - Cons Plan(G) Tata Mutual Fund · Other | Solution Oriented - Retirement Fund | 168.03 | 4.45% | 6.97% | 5.72% | ₹500 | ₹5,000 |
Tata Balanced Adv Fund-Reg(G) Tata Mutual Fund · Hybrid | Balanced Advantage | 8,834.19 | 3.01% | 7.79% | 7.82% | ₹100 | ₹5,000 |
Tata Large & Mid Cap Fund-Reg(G) Tata Mutual Fund · Equity | Large & Mid Cap | 7,887.02 | -3.50% | 6.61% | 8.64% | ₹100 | ₹5,000 |
Tata Short Term Fund-Reg(G) Tata Mutual Fund · Debt | Short Duration | 2,930.92 | 4.85% | 6.42% | 5.45% | ₹500 | ₹5,000 |