Mutual Funds | Mutual Fund Investment Plans

Tata India Pharma And Healthcare Fund

Inception

28 Dec 2015

Fund Size (AUM)

1,236.07 Cr

Benchmark

Nifty Pharma TRI

returns

1 Year

59.15%

3 Years

23.26%

5 Years

29.40%

Sectors

Tata Small Cap Fund

Inception

12 Nov 2018

Fund Size (AUM)

9,430.13 Cr

Benchmark

Nifty Smallcap 250 TRI

returns

1 Year

52.94%

3 Years

29.15%

5 Years

35.48%

Sectors

Tata Nifty Midcap 150 Momentum 50 Index Fund

Inception

20 Oct 2022

Fund Size (AUM)

705.81 Cr

Benchmark

Nifty Midcap150 Momentum 50 TRI

returns

1 Year

52.59%

3 Years

NA

5 Years

NA

Sectors

Tata Infrastructure Fund

Inception

31 Dec 2004

Fund Size (AUM)

2,191.45 Cr

Benchmark

BSE India Infrastructure TRI

returns

1 Year

51.74%

3 Years

28.99%

5 Years

28.54%

Sectors

Tata Equity P/E Fund

Inception

29 Jun 2004

Fund Size (AUM)

8,210.01 Cr

Benchmark

Nifty 500 TRI

returns

1 Year

47.44%

3 Years

22.37%

5 Years

22.45%

Sectors

Tata Digital India Fund

Inception

28 Dec 2015

Fund Size (AUM)

12,621.2 Cr

Benchmark

NIFTY IT TRI

returns

1 Year

45.19%

3 Years

12.55%

5 Years

29.55%

Sectors

Tata Resources & Energy Fund

Inception

28 Dec 2015

Fund Size (AUM)

1,009.43 Cr

Benchmark

Nifty Commodities TRI

returns

1 Year

44.05%

3 Years

16.75%

5 Years

26.12%

Sectors

Tata Mid Cap Growth Fund

Inception

01 Jul 1994

Fund Size (AUM)

4,384.96 Cr

Benchmark

Nifty Midcap 150 TRI

returns

1 Year

43.37%

3 Years

22.23%

5 Years

26.56%

Sectors

Tata Nifty India Digital Exchange Traded Fund

Inception

31 Mar 2022

Fund Size (AUM)

165.84 Cr

Benchmark

Nifty India Digital TRI

returns

1 Year

43.34%

3 Years

NA

5 Years

NA

Sectors

Tata Business Cycle Fund

Inception

04 Aug 2021

Fund Size (AUM)

2,764.88 Cr

Benchmark

Nifty 500 TRI

returns

1 Year

42.64%

3 Years

24.38%

5 Years

NA

Sectors

Tata Nifty India Digital ETF Fund of Fund

Inception

13 Apr 2022

Fund Size (AUM)

105.41 Cr

Benchmark

Nifty India Digital TRI

returns

1 Year

41.81%

3 Years

NA

5 Years

NA

Tata India Consumer Fund

Inception

28 Dec 2015

Fund Size (AUM)

2,350.11 Cr

Benchmark

Nifty India Consumption TRI

returns

1 Year

41.57%

3 Years

20.81%

5 Years

21.33%

Sectors

Tata ELSS Tax Saver Fund

Inception

31 Mar 1996

Fund Size (AUM)

4,493.78 Cr

Benchmark

Nifty 500 TRI

returns

1 Year

38.66%

3 Years

17.57%

5 Years

20.10%

Sectors

Tata Retirement Savings Fund - Progressive Plan

Inception

01 Nov 2011

Fund Size (AUM)

2,055.55 Cr

Benchmark

Nifty 500 TRI

returns

1 Year

38.14%

3 Years

15.82%

5 Years

17.90%

Sectors

Tata Focused Equity Fund

Inception

05 Dec 2019

Fund Size (AUM)

1,774.31 Cr

Benchmark

Nifty 500 TRI

returns

1 Year

37.82%

3 Years

17.58%

5 Years

NA

Sectors

Tata Large & Mid Cap Fund

Inception

25 Feb 1993

Fund Size (AUM)

7,976.77 Cr

Benchmark

Nifty Large Midcap 250 TRI

returns

1 Year

35.88%

3 Years

18.74%

5 Years

20.88%

Sectors

Tata Dividend Yield Fund

Inception

20 May 2021

Fund Size (AUM)

934.86 Cr

Benchmark

Nifty 500 TRI

returns

1 Year

35.50%

3 Years

19.04%

5 Years

NA

Sectors

Tata Large Cap Fund

Inception

07 May 1998

Fund Size (AUM)

2,378.17 Cr

Benchmark

Nifty 100 TRI

returns

1 Year

35.36%

3 Years

14.55%

5 Years

17.56%

Sectors

Tata Flexi Cap Fund

Inception

06 Sep 2018

Fund Size (AUM)

2,871.07 Cr

Benchmark

Nifty 500 TRI

returns

1 Year

33.68%

3 Years

14.59%

5 Years

17.55%

Sectors

Tata Retirement Savings Fund - Moderate Plan

Inception

01 Nov 2011

Fund Size (AUM)

2,116.15 Cr

Benchmark

Crisil Hybrid 25+75 - Aggressive Index

returns

1 Year

33.10%

3 Years

14.85%

5 Years

16.79%

Sectors

Tata Ethical Fund

Inception

24 May 1996

Fund Size (AUM)

3,251.88 Cr

Benchmark

Nifty 500 Shariah TRI

returns

1 Year

32.78%

3 Years

15.52%

5 Years

21.02%

Sectors

Tata Housing Opportunities Fund

Inception

02 Sep 2022

Fund Size (AUM)

533.72 Cr

Benchmark

NIFTY Housing Index TRI

returns

1 Year

31.73%

3 Years

NA

5 Years

NA

Sectors

Tata Quant Fund

Inception

22 Jan 2020

Fund Size (AUM)

64.17 Cr

Benchmark

BSE 200 TRI

returns

1 Year

30.18%

3 Years

14.81%

5 Years

NA

Sectors

Tata Multicap Fund

Inception

02 Feb 2023

Fund Size (AUM)

3,036.94 Cr

Benchmark

NIFTY 500 Multicap 50:25:25 TRI

returns

1 Year

29.27%

3 Years

NA

5 Years

NA

Sectors

Tata Young Citizens Fund

Inception

14 Oct 1995

Fund Size (AUM)

350.72 Cr

Benchmark

Nifty 500 TRI

returns

1 Year

28.72%

3 Years

14.10%

5 Years

19.44%

Sectors

Tata Hybrid Equity Fund

Inception

08 Oct 1995

Fund Size (AUM)

4,011.6 Cr

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

returns

1 Year

28.72%

3 Years

13.38%

5 Years

15.95%

Sectors