| Fund Name | Category | AUM (Cr) | 1Y | 3Y | 5Y | Min SIP | Min Investment |
|---|---|---|---|---|---|---|---|
Tata Infrastructure Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 2,102.52 | 5.73% | 11.04% | 15.56% | ₹100 | ₹5,000 |
Tata Money Market Fund-Reg(G) Tata Mutual Fund · Debt | Money Market | 32,150.05 | 6.52% | 7.31% | 6.58% | ₹500 | ₹5,000 |
Tata Banking & Financial Services Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 3,170.66 | 5.81% | 10.54% | 10.75% | ₹100 | ₹5,000 |
Tata Digital India Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 9,196.15 | -9.23% | 3.94% | 2.72% | ₹100 | ₹5,000 |
Tata Small Cap Fund-Reg(G) Tata Mutual Fund · Equity | Small cap Fund | 12,528.86 | -0.88% | 10.39% | 14.24% | ₹100 | ₹5,000 |
Tata India Pharma & Healthcare Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 1,455.16 | 9.05% | 18.31% | 13.09% | ₹100 | ₹5,000 |
Tata Flexi Cap Fund-Reg(G) Tata Mutual Fund · Equity | Flexi Cap Fund | 3,638.77 | -4.16% | 8.40% | 7.72% | ₹100 | ₹5,000 |
Tata Dividend Yield Fund-Reg(G) Tata Mutual Fund · Equity | Dividend Yield | 1,097.65 | 12.41% | 12.91% | 12.37% | ₹100 | ₹5,000 |
Tata Business Cycle Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 2,667.69 | 2.20% | 10.17% | 13.14% | ₹100 | ₹5,000 |
Tata Floating Interest Rates Fund-Reg(G) Tata Mutual Fund · Debt | Floating Rate | 116.77 | 6.27% | 7.08% | 6.32% | ₹500 | ₹5,000 |
Tata Nifty India Digital ETF FoF-Reg(G) Tata Mutual Fund · Other | FoFs (Domestic) | 102.88 | -3.43% | 9.15% | -- | ₹150 | ₹5,000 |
Tata Nifty Midcap 150 Momentum 50 Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 1,201.66 | 5.17% | 13.42% | -- | ₹150 | ₹5,000 |
Tata Multicap Fund-Reg(G) Tata Mutual Fund · Equity | Multi Cap Fund | 3,455.43 | 8.59% | 8.55% | -- | ₹150 | ₹5,000 |
Tata Nifty G-Sec Dec 2029 Index Fund-Reg(G) Tata Mutual Fund · Debt | Index Funds | 135.10 | 5.32% | 7.41% | -- | ₹500 | ₹5,000 |
Tata Nifty G-Sec Dec 2026 Index Fund-Reg(G) Tata Mutual Fund · Debt | Index Funds | 73.43 | 5.46% | 6.89% | -- | ₹500 | ₹5,000 |