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AMC Funds

Tata Mutual Fund

  • Scheme

    63

  • Total AUM

    ₹2,39,201.10 (Cr)

  • AMC Age

    32 years

Tata Mutual Fund

Tata Asset Management Private Limited is primarily engaged to act as an investment manager to Tata Mutual Fund (‘the Fund') and Alternate Investment Funds ('the AIF'), to provide portfolio management services (‘PMS’) to clients and advisory services.

List of Tata Mutual Fund schemes

Fund NameCategoryRisk1Y ReturnsRatingsFund Size (Cr)
Tata India Consumer FundEquityVery High-2.79%3₹2,723.26
Tata Small Cap FundEquityVery High-4.8%4₹13,214.49
Tata Nifty G-Sec Dec 2029 Index FundOtherModerate3.48%0₹130.68
Tata Arbitrage FundHybridLow6.85%5₹24,539.33
Tata Ethical FundEquityVery High-8.1%0₹3,618.53
Tata Nifty MidSmall Healthcare Index FundOtherVery High8.62%0₹220.69
Tata Large & Mid Cap FundEquityVery High-12.2%2₹7,254.11
Tata India Pharma & Healthcare FundEquityVery High-0.34%3₹1,511.49
Tata Nifty500 Multicap India Manufacturing 50:30:20 Index FundOtherVery High-2.48%0₹132.66
Tata BSE Multicap Consumption 50:30:20 Index FundOtherVery High0%0₹41.22
Tata BSE Sensex Index FundOtherVery High-12.01%2₹364.28
Tata Nifty Midcap 150 Index FundOtherVery High-3.08%0₹317.78
Tata Gold ETF Fund of FundOtherHigh11.72%5₹1,533.90
Tata Housing Opportunities FundEquityVery High-8.7%0₹450.84
Tata Large Cap FundEquityVery High-7.26%4₹2,552.99
Tata Gilt FundDebtModerately Low0.11%4₹769.09
Tata Retirement Savings Fund - ModerateSolution OrientedVery High-1.69%2₹2,115.04
Tata Nifty Financial Services Index FundOtherVery High-10%0₹77.45
Tata Banking & Financial Services FundEquityVery High-6.44%3₹3,053.35
Tata Mid Cap FundEquityVery High-1.58%3₹5,859.97
Tata Infrastructure FundEquityVery High-1.75%1₹1,981.60
Tata Income Plus Arbitrage Active FOFOtherModerately Low5.02%0₹272.12
Tata Resources & Energy FundEquityVery High-0.25%0₹1,390.87
Tata Balanced Advantage FundHybridModerately High-3.67%4₹8,005.06
Tata Nifty G-Sec Dec 2026 Index FundOtherModerate5.56%0₹71.39
Tata Nifty India Digital ETF Fund of FundOtherVery High-6.05%0₹107.55
Tata Silver ETF Fund of FundOtherVery High28.9%0₹1,055.75
Tata Nifty Next 50 Index FundOtherVery High-1.98%0₹120.43
Tata Nifty India Tourism Index FundOtherVery High-18.5%0₹253.70
Tata Overnight FundDebtLow5.29%4₹5,555.64
Tata BSE Select Business Groups Index FundOtherVery High-6.65%0₹212.81
Tata Retirement Savings Fund - ConservativeSolution OrientedModerately High0.53%2₹165.48
Tata BSE Quality Index FundOtherVery High-6.81%0₹46.39
Tata Aggressive Hybrid FundHybridVery High-6.17%2₹3,982.56
Tata Ultra Short to Short Term FundDebtModerately Low6.03%4₹2,727.46
Tata CRISIL-IBX Financial Services 3-6 Months Debt Index FundOtherModerately Low0%0₹637.06
Tata Nifty200 Alpha 30 Index FundOtherVery High-5.28%0₹198.96
Tata Multi Asset Allocation FundHybridVery High-0.57%3₹4,999.63
Tata Ultra Short Term FundDebtModerately Low6.87%5₹5,404.36
Tata Nifty500 Multicap Infrastructure 50:30:20 Index FundOtherVery High-7.25%0₹65.33
Tata Money Market FundDebtModerately Low6.47%5₹31,689.59
Tata Nifty 50 Index FundOtherVery High-11.02%3₹1,626.71
Tata Business Cycle FundEquityVery High-7.74%0₹2,415.57
Tata Flexi Cap FundEquityVery High-9.37%3₹3,454.46
Tata Dividend YieldEquityVery High0.58%0₹1,109.01
Tata Value FundEquityVery High-5.51%2₹8,239.46
Tata Children's Fund (After 7 Years)Solution OrientedVery High-13.52%3₹313.45
Tata Multi Sector Passive FOFOtherVery High0%0₹73.54
Tata Retirement Savings Fund - ProgressiveSolution OrientedVery High-2.35%3₹2,104.38
Tata ELSS - Tax Saver FundEquityVery High-2.61%2₹4,426.54
Tata Focused FundEquityVery High-9.27%3₹1,624.93
Tata Liquid FundDebtModerately Low6.46%4₹28,037.43
Tata India Innovation FundEquityVery High-3.06%0₹1,244.91
Tata Nifty Midcap 150 Momentum 50 Index FundOtherVery High-6.14%2₹1,205.59
Tata Short Term FundDebtModerately Low4.28%3₹2,911.82
Tata Floating Interest Rates FundDebtModerately Low5.47%2₹114.49
Tata Nifty Realty Index FundOtherVery High-14.26%0₹62.53
Tata Multicap FundEquityVery High0.26%0₹3,409.10
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index FundOtherModerate5.02%0₹644.61
Tata Digital India FundEquityVery High-8.49%0₹9,276.28
Tata Nifty Auto Index FundOtherVery High-6.92%0₹107.75
Tata Corporate Bond FundDebtModerately Low3.95%3₹2,675.73
Tata Nifty Capital Markets Index FundOtherVery High9.27%0₹964.34

Key information of company

Mutual fund name -Tata Mutual Fund
Asset management company name-Tata Mutual Fund
AMC Incorporation date-15 March 1994
Fund Type-Indian Private
Total AUM (as of 29 Aug 2024)-₹2,39,201.10 (Cr)
Telephone-
022 62827777
Website-www.tatamutualfund.com
Email-service@tataamc.com
Address-1903, B-Wing, Parinee Crescenzo,G-Block, Bandra Kurla Complex,Bandra East Mumbai - 400051

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