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Tata Mutual Fund

Shriram Child Insurance Plans

Tata, being one of the most valued and trusted brands of the nation, has won the trust of mutual fund investors with the support of its premium customer service and coherent performance. Tata Mutual Fundhandles asset worth approx 38,270 Crores across its various offerings. The fund house caters to everyone, including housewives, retired person, businessman, salaried professional, traditional capital builder, and aggressive investor. Their philosophy seeks coherent, long-term returns, as they focus on overall excellence by providing transparency and rigorously neutralized risks.

Best Tata Mutual Funds

Scheme Name Type Nav Return(%) 1Y Return(%) 3Y Return(%) 5Y Rating1 Rating
Tata Equity PE Fund Regular-Growth Growth 139.53 15.23 15.45 25.15 5
5
Tata Equity PE Fund Dividend Trigger Option B Regular-Dividend Dividend 58.8 15.23 15.45 25.15 5
5
Tata Equity PE Fund Dividend Trigger Option B Direct-Dividend Dividend 61.67 16.36 16.34 26.07 5
5
Tata Equity PE Fund Dividend Trigger Option A Regular-Dividend Dividend 61.18 15.23 15.45 25.15 5
5
Tata Equity PE Fund Dividend Trigger Option A Direct-Dividend Dividend 62.39 16.36 16.34 26.07 5
5
Tata Equity PE Fund Direct-Growth Growth 144.63 16.36 16.34 26.07 5
5
Tata Retirement Savings Fund Progressive Plan Direct-Growth Growth 31.72 20.1 16.51 22.87 5
5
Tata Retirement Savings Fund Moderate Plan Regular-Growth Growth 29.77 15.4 12.83 21.31 5
5
Tata Retirement Savings Fund Moderate Plan Direct-Growth Growth 31.95 16.62 14.23 22.85 5
5
Tata Retirement Savings Fund Conservative Plan Direct-Growth Growth 20.54 9.49 10.57 13.06 5
5
Tata India Tax Savings Fund-Growth Growth 17.79 16.76 14.33 22.14 5
5
Tata India Tax Savings Fund-Dividend Dividend 67.37 16.76 14.33 22.14 5
5
Tata India Tax Savings Fund Direct-Growth Growth 18.58 18.26 15.64 23.76 5
5
Tata India Tax Savings Fund Direct-Dividend Dividend 96.55 18.26 15.64 23.76 5
5
Tata Gilt Mid Term Direct-Growth Growth 19.59 4.95 7.83 9.52 4
4
Tata Gilt Mid Term Direct-Dividend Dividend 18.34 4.95 7.83 9.52 4
4
Tata Dynamic Bond Direct-Growth Growth 27.81 4.79 7.85 9.56 4
4
Tata Dynamic Bond Direct-Dividend Monthly Dividend 16.5 4.79 7.85 9.56 4
4
Tata Young Citizens Direct Blend 28.27 11.58 9.17 14.21 4
4
Tata Retirement Savings Fund Progressive Plan Regular-Growth Growth 29.19 18.64 14.82 21.07 4
4
Tata Retirement Savings Fund Conservative Plan Regular-Growth Growth 19.15 7.72 8.95 11.57 4
4
Tata Money Market Fund Direct-Growth Growth 2747.39 6.87 7.45 8.19 4
4
Tata Money Market Fund Direct-Dividend Daily Dividend 1001.52 6.87 7.45 8.19 4
4
Tata Large Cap Direct Plan-Growth Growth 222.49 14.19 9.7 16.6 4
4
Tata Large Cap Direct Plan-Dividend Dividend 50.54 14.19 9.7 16.6 4
4
Tata Gilt Securities Fund Direct-Growth Growth 51.91 3.79 7.24 8.89 3
3
Tata Gilt Securities Fund Direct-Dividend Quarterly Dividend 15.08 3.79 7.24 8.89 3
3
Tata Gilt Mid Term Regular-Growth Growth 18.7 3.74 6.72 8.53 3
3
Tata Gilt Mid Term Regular-Dividend Dividend 17.74 3.74 6.72 8.53 3
3
Tata Ethical Fund Regular-Growth Growth 163.47 17.35 7.85 18.28 3
3
Tata Ethical Fund Regular-Dividend Dividend 72.75 17.35 7.85 18.28 3
3
Tata Ethical Direct Plan-Growth Growth 171.21 18.7 8.82 19.34 3
3
Tata Ethical Direct Plan-Dividend Dividend 99.95 18.7 8.82 19.34 3
3
Tata Equity Opportunities Fund Regular-Growth Growth 197.18 12.18 9.32 18.62 3
3
Tata Equity Opportunities Fund Regular-Dividend Dividend 32.65 12.18 9.32 18.62 3
3
Tata Equity Opportunities Direct Plan-Growth Growth 209.57 13.81 10.95 20.06 3
3
Tata Equity Opportunities Direct Plan-Dividend Dividend 41.89 13.81 10.95 20.06 3
3
Tata Dividend Yield Direct Plan-Growth Dividend 80.2 10.82 9.63 18.26 3
3
Tata Dividend Yield Direct Plan-Dividend Dividend 33.13 10.82 9.63 18.26 3
3
Tata Corporate Bond Fund Direct-Growth Growth 2369.08 7.13 8.12 8.7 3
3
Tata Corporate Bond Fund Direct-Dividend Weekly Dividend 1011.64 7.13 8.12 8.7 3
3
Tata Corporate Bond Fund Direct-Dividend Monthly Dividend 1008.09 7.13 8.12 8.7 3
3
Tata Corporate Bond Fund Direct-Dividend daily Dividend 1008.51 7.13 8.12 8.7 3
3
Tata Balanced Direct Plan-Growth Growth 216.2 8.72 7.55 17.95 3
3
Tata Balanced Direct Plan-Dividend Monthly Dividend 69.49 8.72 7.55 17.95 3
3
Tata Balanced Direct Plan-Dividend Dividend 78.2 8.72 7.55 17.95 3
3
Tata Young Citizens Regular Blend 26.76 10.38 7.88 12.97 3
3
Tata Ultra Short Term Fund Regular-Growth Growth 2643.47 6.86 7.82 8.4 3
3
Tata Ultra Short Term Fund Regular-Dividend Weekly Dividend 1008.07 6.86 7.82 8.4 3
3
Tata Ultra Short Term Fund Regular-Dividend Daily Dividend 1003.53 6.86 7.82 8.4 3
3
Tata Ultra Short Term Fund Regular-Dividend Dividend 1677.2 6.86 7.82 8.4 3
3
Tata Ultra Short Term Direct Plan-Growth Growth 2666.86 7.08 8.04 8.58 3
3
Tata Ultra Short Term Direct Plan-Dividend Weekly Dividend 1008.07 7.08 8.04 8.58 3
3
Tata Ultra Short Term Direct Plan-Dividend Daily Dividend 1003.53 7.08 8.04 8.58 3
3
Tata Ultra Short Term Direct Plan-Dividend Dividend 1691.38 7.08 8.04 8.58 3
3
Tata Short Term Bond Direct Plan-Growth Growth 33.63 6.5 8.21 9 3
3
Tata Short Term Bond Direct Plan-Dividend Monthly Dividend 15.79 6.5 8.21 9 3
3
Tata Short Term Bond Direct Plan-Dividend Dividend 17.83 6.5 8.21 9 3
3
Tata Money Market Fund Regular-Growth Growth 2735.85 6.81 7.39 8.12 3
3
Tata Money Market Fund Regular-Dividend Daily Dividend 1001.52 6.81 7.39 8.12 3
3
Tata Midcap Growth Fund Regular-Growth Growth 140.59 13.15 10.48 26.54 3
3
Tata Midcap Growth Fund Regular-Dividend Dividend 42.42 13.15 10.48 26.54 3
3
Tata Midcap Growth Direct Plan-Growth Growth 146.37 14.14 11.33 27.52 3
3
Tata Midcap Growth Direct Plan-Dividend Dividend 51.86 14.14 11.33 27.52 3
3
Tata Medium Term Fund Regular-Growth Growth 26.94 5.26 7.03 7.78 3
3
Tata Medium Term Fund Regular-Dividend Quarterly Dividend 13.17 5.26 7.03 7.78 3
3
Tata Medium Term Fund Direct-Growth Growth 28.43 6.18 8.2 8.92 3
3
Tata Medium Term Fund Direct-Dividend Quarterly Dividend 13.9 6.18 8.2 8.92 3
3
Tata Long Term Debt Direct Plan-Growth Growth 54.49 5 7.6 8.48 3
3
Tata Long Term Debt Direct Plan-Dividend Half Yearly Dividend 13.74 5 7.6 8.48 3
3
Tata Long Term Debt Direct Plan-Dividend Annually Dividend 31.03 5 7.6 8.48 3
3
Tata Liquid Fund Regular-Growth Growth 3202.01 6.77 7.34 8.04 3
3
Tata Liquid Fund Regular-Dividend Daily Dividend 1114.52 6.77 7.34 8.04 3
3
Tata Liquid Fund Direct-Growth Growth 3214.22 6.83 7.41 8.11 3
3
Tata Liquid Fund Direct-Dividend Daily Dividend 1114.52 6.83 7.41 8.11 3
3
Tata Large Cap Fund Regular-Growth Growth 208.21 12.37 7.92 15.08 3
3
Tata Large Cap Fund Regular-Dividend Dividend 45.42 12.37 7.92 15.08 3
3
Tata Infrastructure Fund Regular-Growth Growth 58.6 9.57 9.84 17.42 3
3
Tata Infrastructure Fund Regular-Dividend Dividend 27.8 9.57 9.84 17.42 3
3
Tata Infrastructure Direct Plan-Growth Growth 60.08 9.98 10.41 18 3
3
Tata Infrastructure Direct Plan-Dividend Dividend 31.4 9.98 10.41 18 3
3
Tata Gilt Securities Fund Regular-Dividend Quarterly Dividend 14.29 2.56 6.19 7.89 2
2
Tata Dynamic Bond Regular-Growth Growth 26.37 3.73 6.72 8.43 2
2
Tata Dynamic Bond Fund Regular-Dividend Monthly Dividend 15.21 3.73 6.72 8.43 2
2
Tata Dividend Yield Fund Regular-Growth Dividend 77.43 10.12 8.89 17.46 2
2
Tata Dividend Yield Fund Regular-Dividend Dividend 31.01 10.12 8.89 17.46 2
2
Tata Corporate Bond Fund Regular-Growth Growth 2288.53 6.49 7.37 7.98 2
2
Tata Corporate Bond Fund Regular-Dividend Weekly Dividend 1010.73 6.49 7.37 7.98 2
2
Tata Corporate Bond Fund Regular-Dividend Monthly Dividend 1007.68 6.49 7.37 7.98 2
2
Tata Corporate Bond Fund Regular-Dividend Daily Dividend 1008.48 6.49 7.37 7.98 2
2
Tata Balanced Fund Regular-Growth Growth 207.78 7.14 6.64 17.05 2
2
Tata Balanced Fund Regular-Dividend Monthly Dividend 66.19 7.14 6.64 17.05 2
2
Tata Balanced Fund Regular-Dividend Dividend 74.38 7.14 6.64 17.05 2
2
Tata Short Term Bond Fund Regular-Growth Growth 32.37 5.62 7.32 8.2 2
2
Tata Short Term Bond Fund Regular-Dividend Monthly Dividend 15.18 5.62 7.32 8.2 2
2
Tata Short Term Bond Fund Regular-Dividend Dividend 17.15 5.62 7.32 8.2 2
2
Tata Long Term Debt Fund Regular-Dividend Half Yearly Dividend 13.11 3.67 6.58 7.62 2
2
Tata Long Term Debt Fund Regular-Dividend Annually Dividend 30.32 3.67 6.58 7.62 2
2
Tata Long Term Debt Fund (G) Regular 52.27 3.67 6.58 7.62 2
2
Tata Index Sensex Regular Growth 83.75 17.28 6.9 13 2
2
Tata Index Sensex Direct Growth 85.81 17.65 7.44 13.51 2
2
Tata Index Nifty Regular Growth 62.98 15.88 7.29 13.12 2
2
Tata Index Nifty Direct Growth 66.41 16.26 7.87 13.69 2
2
Tata Gilt Securities Fund Regular-Growth Growth 49.49 2.56 6.19 7.89 2
2
Tata Gilt Retirement Plan280225-Growth Growth 22.49 2.43 6.1 7.95 0
0
Tata Gilt Retirement Plan280225-Dividend Dividend 22.46 2.43 6.1 7.95 0
0
Tata Fixed Maturity Plan Series 53 Scheme C Regular – Growth Growth 0 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme C Regular – Dividend Dividend 0 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme C Direct – Growth Growth 0 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme C Direct – Dividend Dividend 0 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme B Regular – Growth Growth 10.05 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme B Regular – Dividend Dividend 10.05 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme B Direct – Growth Growth 10.05 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme B Direct – Dividend Dividend 10.05 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme A Regular – Growth Growth 10.07 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme A Regular – Dividend Dividend 10.07 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme A Direct – Growth Growth 10.08 0 0 0 0
0
Tata Fixed Maturity Plan Series 53 Scheme A Direct – Dividend Dividend 10.08 0 0 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme H Regular-Growth Growth 13.7 6.66 7.97 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme H Regular-Dividend Dividend 12.58 6.66 7.97 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme H Direct-Growth Growth 13.84 7.17 8.26 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme F Regular-Growth Growth 13.72 6.87 7.9 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme F Regular-Dividend Dividend 12.56 6.87 7.9 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme F Direct-Growth Growth 13.8 7 8.06 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme E Regular-Growth Growth 13.79 7.12 8.04 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme E Regular-Dividend Dividend 12.62 7.12 8.04 0 0
0
Tata Fixed Maturity Plan Series 47 Scheme E Direct Plan-Growth Growth 13.87 7.28 8.2 0 0
0
Tata Digital India Fund Regular-Growth Growth 12.77 42.55 0 0 0
0
Tata Digital India Fund Regular-Dividend Dividend 12.77 42.55 0 0 0
0
Tata Digital India Fund Direct-Growth Growth 13.29 45.09 0 0 0
0
Tata Digital India Fund Direct-Dividend Dividend 13.29 45.09 0 0 0
0
Tata Banking and Financial Services Fund Regular-Growth Growth 17.17 13.89 0 0 0
0
Tata Banking and Financial Services Fund Regular-Dividend Dividend 15.81 13.89 0 0 0
0
Tata Banking and Financial Services Fund Direct-Growth Growth 17.86 15.77 0 0 0
0
Tata Banking and Financial Services Fund Direct-Dividend Dividend 17.86 15.77 0 0 0
0
Tata Resources & Energy Fund Regular-Growth Growth 15.04 7.38 0 0 0
0
Tata Resources & Energy Fund Regular-Dividend Dividend 13.81 7.38 0 0 0
0
Tata Resources & Energy Fund Direct-Growth Growth 15.67 9.31 0 0 0
0
Tata Resources & Energy Fund Direct-Dividend Dividend 15.67 9.31 0 0 0
0
Tata Regular Saving Equity Fund Regular-Growth Growth 31.27 3.86 4.85 7.27 0
0
Tata Regular Saving Equity Fund Regular-Dividend Monthly Dividend 14.1 3.86 4.85 7.27 0
0
Tata Regular Saving Equity Fund Regular-Dividend Dividend 15 3.86 4.85 7.27 0
0
Tata Regular Saving Equity Fund Direct-Growth Growth 32.93 4.97 5.94 8.34 0
0
Tata Regular Saving Equity Fund Direct-Dividend Monthly Dividend 15.18 4.97 5.94 8.34 0
0
Tata Regular Saving Equity Fund Direct-Dividend Dividend 16.02 4.97 5.94 8.34 0
0
Tata Infrastructure Tax Saving Fund-Growth Growth 26.33 7.99 8.29 15.07 0
0
Tata Infrastructure Tax Saving Fund-Dividend Dividend 24.91 7.99 8.29 15.07 0
0
Tata India Pharma & HealthCare Fund Regular-Growth Growth 8.74 -7.55 0 0 0
0
Tata India Pharma & HealthCare Fund Regular-Dividend Dividend 8.74 -7.55 0 0 0
0
Tata India Pharma & HealthCare Fund Direct-Growth Growth 9.09 -6.04 0 0 0
0
Tata India Pharma & HealthCare Fund Direct-Dividend Dividend 9.09 -6.04 0 0 0
0
Tata India Consumer Fund Regular-Growth Growth 18.09 36.88 0 0 0
0
Tata India Consumer Fund Regular-Dividend Dividend 16.65 36.88 0 0 0
0
Tata India Consumer Fund Direct-Growth Growth 18.82 39.1 0 0 0
0
Tata India Consumer Fund Direct-Dividend Dividend 18.82 39.1 0 0 0
0

 

The Key Features ofTataMutual Funds

The following are the key features that make Tata Mutual Fund the most preferred fund house of India.

  • Consistency

On the basis of the value-based investment methodology, they are able to deliver results consistently. They strive to keep alive the faith of the late dean of their group – Mr.J.R.D. Tata, that the funds garnered from the individuals should go back to them.

  • Flexibility

 

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