| Fund Name | Category | AUM (Cr) | 1Y | 3Y | 5Y | Min SIP | Min Investment |
|---|---|---|---|---|---|---|---|
 Tata Resources & Energy Fund-Reg(G) Tata Mutual Fund · Equity | Sector Funds | 1,361.20 | 8.77% | 13.70% | 11.15% | ₹100 | ₹5,000 |
 Quant Mid Cap Fund(G) Quant Mutual Fund · Equity | Mid Cap Fund | 8,138.18 | 7.08% | 10.38% | 14.57% | ₹1,000 | ₹5,000 |
Tata Multi Asset Allocation Fund-Reg(G) Tata Mutual Fund · Hybrid | Multi Asset Allocation | 5,154.54 | 7.44% | 11.99% | 10.97% | ₹100 | ₹5,000 |
Quant Value Fund-Reg(G) Quant Mutual Fund · Equity | Value Fund | 1,952.19 | 19.73% | 18.55% | -- | ₹1,000 | ₹5,000 |
Quant Large Cap Fund-Reg(G) Quant Mutual Fund · Equity | Large Cap Fund | 3,388.27 | 7.53% | 11.75% | -- | ₹1,000 | ₹5,000 |
Tata Value Fund(G) Tata Mutual Fund · Equity | Value Fund | 8,341.71 | 3.92% | 12.19% | 12.84% | ₹100 | ₹5,000 |
Tata Arbitrage Fund-Reg(G) Tata Mutual Fund · Hybrid | Arbitrage Fund | 24,026.00 | 5.98% | 6.71% | 5.99% | ₹150 | ₹5,000 |
Tata Mid Cap Fund-Reg(G) Tata Mutual Fund · Equity | Mid Cap Fund | 5,868.39 | 8.25% | 13.56% | 13.88% | ₹100 | ₹5,000 |
Tata Ethical Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 3,669.37 | -6.40% | 3.08% | 5.21% | ₹100 | ₹5,000 |
Tata Retirement Sav Fund - Mod Plan(G) Tata Mutual Fund · Other | Solution Oriented - Retirement Fund | 2,176.79 | 7.28% | 11.19% | 9.56% | ₹150 | ₹5,000 |
Tata Corp Bond Fund-Reg(G) Tata Mutual Fund · Debt | Corporate Bond | 2,948.46 | 4.94% | 6.79% | -- | ₹500 | ₹5,000 |
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund-Reg(G) Tata Mutual Fund · Debt | Index Funds | 644.96 | 5.69% | 7.23% | -- | ₹500 | ₹5,000 |
Tata Housing Opportunities Fund-Reg(G) Tata Mutual Fund · Equity | Thematic Fund | 482.27 | -1.68% | 6.05% | -- | ₹100 | ₹5,000 |
Tata Gold ETF FoF-Reg(G) Tata Mutual Fund · Commodity | FoFs | 1,345.36 | 40.13% | -- | -- | ₹150 | ₹5,000 |
Tata Nifty Realty Index Fund-Reg(G) Tata Mutual Fund · Equity | Index Funds | 51.77 | 1.82% | -- | -- | ₹100 | ₹5,000 |
