axis-mutual-fund baroda-pioneer-mutual-fund bharti-axa-mutual-fund birla-sunlife-mutual-fund bnp-paribas-mutual-funds canara-robeco-mutual-funds deutsche-mutual-funds dsp-black-rock-mutual-funds edelweiss-mutual-funds fidelity-mutual-funds franklin-templeton-mutual-funds hdfc-mutual-funds hsbc-mutual-funds icici-prudential-mutual-fund idbi-mutual-funds idfc-mutual-funds ing-vysya-mutual-funds jm-financial-mutual-funds kotak-mutual-funds l-and-t-mutual-fund lic-mutual-fund mirae-asset-mutual-funds morgan-stanley-mutual-fund motilal-oswal-mutual-funds mutual-funds-2-2 pramerica-mutual-funds principal-mutual-funds quantum-mutual-funds reliance-mutual-fund religare-mutual-funds sahara-mutual-funds sbi-mutual-fund sundaram-mutual-funds tata-mutual-fund uti-mutual-fund mutual-funds how-to-link-aadhaar-card-to-mutual-funds

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 NameTypeNavReturn(%) 1YReturn(%) 3YReturn(%) 5YRating1Rating
Tata Equity PE Fund Regular-GrowthGrowth139.5315.2315.4525.155
5
Tata Equity PE Fund Dividend Trigger Option B Regular-DividendDividend58.815.2315.4525.155
5
Tata Equity PE Fund Dividend Trigger Option B Direct-DividendDividend61.6716.3616.3426.075
5
Tata Equity PE Fund Dividend Trigger Option A Regular-DividendDividend61.1815.2315.4525.155
5
Tata Equity PE Fund Dividend Trigger Option A Direct-DividendDividend62.3916.3616.3426.075
5
Tata Equity PE Fund Direct-GrowthGrowth144.6316.3616.3426.075
5
Tata Retirement Savings Fund Progressive Plan Direct-GrowthGrowth31.7220.116.5122.875
5
Tata Retirement Savings Fund Moderate Plan Regular-GrowthGrowth29.7715.412.8321.315
5
Tata Retirement Savings Fund Moderate Plan Direct-GrowthGrowth31.9516.6214.2322.855
5
Tata Retirement Savings Fund Conservative Plan Direct-GrowthGrowth20.549.4910.5713.065
5
Tata India Tax Savings Fund-GrowthGrowth17.7916.7614.3322.145
5
Tata India Tax Savings Fund-DividendDividend67.3716.7614.3322.145
5
Tata India Tax Savings Fund Direct-GrowthGrowth18.5818.2615.6423.765
5
Tata India Tax Savings Fund Direct-DividendDividend96.5518.2615.6423.765
5
Tata Gilt Mid Term Direct-GrowthGrowth19.594.957.839.524
4
Tata Gilt Mid Term Direct-DividendDividend18.344.957.839.524
4
Tata Dynamic Bond Direct-GrowthGrowth27.814.797.859.564
4
Tata Dynamic Bond Direct-Dividend MonthlyDividend16.54.797.859.564
4
Tata Young Citizens DirectBlend28.2711.589.1714.214
4
Tata Retirement Savings Fund Progressive Plan Regular-GrowthGrowth29.1918.6414.8221.074
4
Tata Retirement Savings Fund Conservative Plan Regular-GrowthGrowth19.157.728.9511.574
4
Tata Money Market Fund Direct-GrowthGrowth2747.396.877.458.194
4
Tata Money Market Fund Direct-Dividend DailyDividend1001.526.877.458.194
4
Tata Large Cap Direct Plan-GrowthGrowth222.4914.199.716.64
4
Tata Large Cap Direct Plan-DividendDividend50.5414.199.716.64
4
Tata Gilt Securities Fund Direct-GrowthGrowth51.913.797.248.893
3
Tata Gilt Securities Fund Direct-Dividend QuarterlyDividend15.083.797.248.893
3
Tata Gilt Mid Term Regular-GrowthGrowth18.73.746.728.533
3
Tata Gilt Mid Term Regular-DividendDividend17.743.746.728.533
3
Tata Ethical Fund Regular-GrowthGrowth163.4717.357.8518.283
3
Tata Ethical Fund Regular-DividendDividend72.7517.357.8518.283
3
Tata Ethical Direct Plan-GrowthGrowth171.2118.78.8219.343
3
Tata Ethical Direct Plan-DividendDividend99.9518.78.8219.343
3
Tata Equity Opportunities Fund Regular-GrowthGrowth197.1812.189.3218.623
3
Tata Equity Opportunities Fund Regular-DividendDividend32.6512.189.3218.623
3
Tata Equity Opportunities Direct Plan-GrowthGrowth209.5713.8110.9520.063
3
Tata Equity Opportunities Direct Plan-DividendDividend41.8913.8110.9520.063
3
Tata Dividend Yield Direct Plan-GrowthDividend80.210.829.6318.263
3
Tata Dividend Yield Direct Plan-DividendDividend33.1310.829.6318.263
3
Tata Corporate Bond Fund Direct-GrowthGrowth2369.087.138.128.73
3
Tata Corporate Bond Fund Direct-Dividend WeeklyDividend1011.647.138.128.73
3
Tata Corporate Bond Fund Direct-Dividend MonthlyDividend1008.097.138.128.73
3
Tata Corporate Bond Fund Direct-Dividend dailyDividend1008.517.138.128.73
3
Tata Balanced Direct Plan-GrowthGrowth216.28.727.5517.953
3
Tata Balanced Direct Plan-Dividend MonthlyDividend69.498.727.5517.953
3
Tata Balanced Direct Plan-DividendDividend78.28.727.5517.953
3
Tata Young Citizens RegularBlend26.7610.387.8812.973
3
Tata Ultra Short Term Fund Regular-GrowthGrowth2643.476.867.828.43
3
Tata Ultra Short Term Fund Regular-Dividend WeeklyDividend1008.076.867.828.43
3
Tata Ultra Short Term Fund Regular-Dividend DailyDividend1003.536.867.828.43
3
Tata Ultra Short Term Fund Regular-DividendDividend1677.26.867.828.43
3
Tata Ultra Short Term Direct Plan-GrowthGrowth2666.867.088.048.583
3
Tata Ultra Short Term Direct Plan-Dividend WeeklyDividend1008.077.088.048.583
3
Tata Ultra Short Term Direct Plan-Dividend DailyDividend1003.537.088.048.583
3
Tata Ultra Short Term Direct Plan-DividendDividend1691.387.088.048.583
3
Tata Short Term Bond Direct Plan-GrowthGrowth33.636.58.2193
3
Tata Short Term Bond Direct Plan-Dividend MonthlyDividend15.796.58.2193
3
Tata Short Term Bond Direct Plan-DividendDividend17.836.58.2193
3
Tata Money Market Fund Regular-GrowthGrowth2735.856.817.398.123
3
Tata Money Market Fund Regular-Dividend DailyDividend1001.526.817.398.123
3
Tata Midcap Growth Fund Regular-GrowthGrowth140.5913.1510.4826.543
3
Tata Midcap Growth Fund Regular-DividendDividend42.4213.1510.4826.543
3
Tata Midcap Growth Direct Plan-GrowthGrowth146.3714.1411.3327.523
3
Tata Midcap Growth Direct Plan-DividendDividend51.8614.1411.3327.523
3
Tata Medium Term Fund Regular-GrowthGrowth26.945.267.037.783
3
Tata Medium Term Fund Regular-Dividend QuarterlyDividend13.175.267.037.783
3
Tata Medium Term Fund Direct-GrowthGrowth28.436.188.28.923
3
Tata Medium Term Fund Direct-Dividend QuarterlyDividend13.96.188.28.923
3
Tata Long Term Debt Direct Plan-GrowthGrowth54.4957.68.483
3
Tata Long Term Debt Direct Plan-Dividend Half YearlyDividend13.7457.68.483
3
Tata Long Term Debt Direct Plan-Dividend AnnuallyDividend31.0357.68.483
3
Tata Liquid Fund Regular-GrowthGrowth3202.016.777.348.043
3
Tata Liquid Fund Regular-Dividend DailyDividend1114.526.777.348.043
3
Tata Liquid Fund Direct-GrowthGrowth3214.226.837.418.113
3
Tata Liquid Fund Direct-Dividend DailyDividend1114.526.837.418.113
3
Tata Large Cap Fund Regular-GrowthGrowth208.2112.377.9215.083
3
Tata Large Cap Fund Regular-DividendDividend45.4212.377.9215.083
3
Tata Infrastructure Fund Regular-GrowthGrowth58.69.579.8417.423
3
Tata Infrastructure Fund Regular-DividendDividend27.89.579.8417.423
3
Tata Infrastructure Direct Plan-GrowthGrowth60.089.9810.41183
3
Tata Infrastructure Direct Plan-DividendDividend31.49.9810.41183
3
Tata Gilt Securities Fund Regular-Dividend QuarterlyDividend14.292.566.197.892
2
Tata Dynamic Bond Regular-GrowthGrowth26.373.736.728.432
2
Tata Dynamic Bond Fund Regular-Dividend MonthlyDividend15.213.736.728.432
2
Tata Dividend Yield Fund Regular-GrowthDividend77.4310.128.8917.462
2
Tata Dividend Yield Fund Regular-DividendDividend31.0110.128.8917.462
2
Tata Corporate Bond Fund Regular-GrowthGrowth2288.536.497.377.982
2
Tata Corporate Bond Fund Regular-Dividend WeeklyDividend1010.736.497.377.982
2
Tata Corporate Bond Fund Regular-Dividend MonthlyDividend1007.686.497.377.982
2
Tata Corporate Bond Fund Regular-Dividend DailyDividend1008.486.497.377.982
2
Tata Balanced Fund Regular-GrowthGrowth207.787.146.6417.052
2
Tata Balanced Fund Regular-Dividend MonthlyDividend66.197.146.6417.052
2
Tata Balanced Fund Regular-DividendDividend74.387.146.6417.052
2
Tata Short Term Bond Fund Regular-GrowthGrowth32.375.627.328.22
2
Tata Short Term Bond Fund Regular-Dividend MonthlyDividend15.185.627.328.22
2
Tata Short Term Bond Fund Regular-DividendDividend17.155.627.328.22
2
Tata Long Term Debt Fund Regular-Dividend Half YearlyDividend13.113.676.587.622
2
Tata Long Term Debt Fund Regular-Dividend AnnuallyDividend30.323.676.587.622
2
Tata Long Term Debt Fund (G) Regular52.273.676.587.622
2
Tata Index Sensex RegularGrowth83.7517.286.9132
2
Tata Index Sensex DirectGrowth85.8117.657.4413.512
2
Tata Index Nifty RegularGrowth62.9815.887.2913.122
2
Tata Index Nifty DirectGrowth66.4116.267.8713.692
2
Tata Gilt Securities Fund Regular-GrowthGrowth49.492.566.197.892
2
Tata Gilt Retirement Plan280225-GrowthGrowth22.492.436.17.950
0
Tata Gilt Retirement Plan280225-DividendDividend22.462.436.17.950
0
Tata Fixed Maturity Plan Series 53 Scheme C Regular – GrowthGrowth00000
0
Tata Fixed Maturity Plan Series 53 Scheme C Regular – DividendDividend00000
0
Tata Fixed Maturity Plan Series 53 Scheme C Direct – GrowthGrowth00000
0
Tata Fixed Maturity Plan Series 53 Scheme C Direct – DividendDividend00000
0
Tata Fixed Maturity Plan Series 53 Scheme B Regular – GrowthGrowth10.050000
0
Tata Fixed Maturity Plan Series 53 Scheme B Regular – DividendDividend10.050000
0
Tata Fixed Maturity Plan Series 53 Scheme B Direct – GrowthGrowth10.050000
0
Tata Fixed Maturity Plan Series 53 Scheme B Direct – DividendDividend10.050000
0
Tata Fixed Maturity Plan Series 53 Scheme A Regular – GrowthGrowth10.070000
0
Tata Fixed Maturity Plan Series 53 Scheme A Regular – DividendDividend10.070000
0
Tata Fixed Maturity Plan Series 53 Scheme A Direct – GrowthGrowth10.080000
0
Tata Fixed Maturity Plan Series 53 Scheme A Direct – DividendDividend10.080000
0
Tata Fixed Maturity Plan Series 47 Scheme H Regular-GrowthGrowth13.76.667.9700
0
Tata Fixed Maturity Plan Series 47 Scheme H Regular-DividendDividend12.586.667.9700
0
Tata Fixed Maturity Plan Series 47 Scheme H Direct-GrowthGrowth13.847.178.2600
0
Tata Fixed Maturity Plan Series 47 Scheme F Regular-GrowthGrowth13.726.877.900
0
Tata Fixed Maturity Plan Series 47 Scheme F Regular-DividendDividend12.566.877.900
0
Tata Fixed Maturity Plan Series 47 Scheme F Direct-GrowthGrowth13.878.0600
0
Tata Fixed Maturity Plan Series 47 Scheme E Regular-GrowthGrowth13.797.128.0400
0
Tata Fixed Maturity Plan Series 47 Scheme E Regular-DividendDividend12.627.128.0400
0
Tata Fixed Maturity Plan Series 47 Scheme E Direct Plan-GrowthGrowth13.877.288.200
0
Tata Digital India Fund Regular-GrowthGrowth12.7742.55000
0
Tata Digital India Fund Regular-DividendDividend12.7742.55000
0
Tata Digital India Fund Direct-GrowthGrowth13.2945.09000
0
Tata Digital India Fund Direct-DividendDividend13.2945.09000
0
Tata Banking and Financial Services Fund Regular-GrowthGrowth17.1713.89000
0
Tata Banking and Financial Services Fund Regular-DividendDividend15.8113.89000
0
Tata Banking and Financial Services Fund Direct-GrowthGrowth17.8615.77000
0
Tata Banking and Financial Services Fund Direct-DividendDividend17.8615.77000
0
Tata Resources & Energy Fund Regular-GrowthGrowth15.047.38000
0
Tata Resources & Energy Fund Regular-DividendDividend13.817.38000
0
Tata Resources & Energy Fund Direct-GrowthGrowth15.679.31000
0
Tata Resources & Energy Fund Direct-DividendDividend15.679.31000
0
Tata Regular Saving Equity Fund Regular-GrowthGrowth31.273.864.857.270
0
Tata Regular Saving Equity Fund Regular-Dividend MonthlyDividend14.13.864.857.270
0
Tata Regular Saving Equity Fund Regular-DividendDividend153.864.857.270
0
Tata Regular Saving Equity Fund Direct-GrowthGrowth32.934.975.948.340
0
Tata Regular Saving Equity Fund Direct-Dividend MonthlyDividend15.184.975.948.340
0
Tata Regular Saving Equity Fund Direct-DividendDividend16.024.975.948.340
0
Tata Infrastructure Tax Saving Fund-GrowthGrowth26.337.998.2915.070
0
Tata Infrastructure Tax Saving Fund-DividendDividend24.917.998.2915.070
0
Tata India Pharma & HealthCare Fund Regular-GrowthGrowth8.74-7.55000
0
Tata India Pharma & HealthCare Fund Regular-DividendDividend8.74-7.55000
0
Tata India Pharma & HealthCare Fund Direct-GrowthGrowth9.09-6.04000
0
Tata India Pharma & HealthCare Fund Direct-DividendDividend9.09-6.04000
0
Tata India Consumer Fund Regular-GrowthGrowth18.0936.88000
0
Tata India Consumer Fund Regular-DividendDividend16.6536.88000
0
Tata India Consumer Fund Direct-GrowthGrowth18.8239.1000
0
Tata India Consumer Fund Direct-DividendDividend18.8239.1000
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

 

Max Bupa Personal Accident