Best Tata Mutual Fund
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
 Tata India Pharma & Healthcare Fund - Direct Growth
|
1,184 | 23.75% | 23.82% | |
Tata Banking & Financial Services Fund - Dir Growth
|
2,548 | 23.26% | 24.14% | |
Tata Business Cycle Fund - Direct Growth
|
2,735 | 22.70% | - | |
Tata Small Cap Fund - Direct Growth
|
9,203 | 22.16% | 36.21% | |
Tata Mid Cap Growth Fund - Direct Growth
|
4,333 | 21.73% | 29.05% | |
Tata Infrastructure Fund - Direct Growth
|
2,033 | 21.70% | 31.62% | |
Tata Equity P/E Fund - Direct Growth
|
8,004 | 21.55% | 26.04% | |
Tata India Consumer Fund - Direct Growth
|
2,208 | 20.82% | 24.84% | |
Tata Large & Mid Cap Fund - Direct Growth
|
8,058 | 18.80% | 24.47% | |
Tata Dividend Yield Fund - Direct Growth
|
905 | 18.33% | - |
Tata Sons holds 67.91 per cent shares, while Tata Investment Corporation Limited holds the remaining shares. As of March 2021, Tata Asset Management Ltd. offers more than 200 schemes and assets under management worth over 62,000 crores. View More
Tata Mutual Fund Managers
Current NFO
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05 May 2025
Launch Date
19 May 2025
Closed Date
Closed NFO
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17 Mar 2025
Launch Date
28 Mar 2025
Closed Date
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11 Nov 2024
Launch Date
25 Nov 2024
Closed Date
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07 Oct 2024
Launch Date
21 Oct 2024
Closed Date
Frequently Asked Questions
Your mutual fund investments should equal 20% of your monthly salary. If you can reduce your spending on wants, you can use the extra money to increase your mutual fund investment.
SIP Top-up is a feature that allows investors who have signed up for SIP to choose to increase the SIP Installment amount by a fixed amount at predetermined intervals. As a result, this facility increases the investor’s ability to make larger investments over the course of the SIP.
You do not need to open a DEMAT account to buy Mutual Funds. Using 5Paisa’s Apps – Invest App & 5paisa Mobile Trading App – makes it simple to invest in mutual funds. You download the 5paisa Invest App to open an MF account.
With an AUM of INR 477,806 crores, ICICI Mutual Fund offers 283 schemes across different categories, including 38 equity, 40 debt, and 12 hybrid mutual funds.
Tata Mutual Fund provides Transact Online service to its investor. It is available at www.tatamutualfund.com, and Tata Mutual Fund investors can purchase, redeem, or switch units of Tata Mutual Fund schemes online. They can also access their Account Details, Transaction Details, and Account Statement online.
The option determines the minimum amount for each Tata Mutual Fund. However, the minimum amount for a Tata Mutual Fund SIP is INR 100.
You can invest in Tata Mutual Fund and other investment options with 5Paisa for ZERO commission. The company’s advantages are professional management, a simple SIP or lump sum investment process, liquidity transparency, and the ability to choose from various options.
Yes, you must complete the form after downloading it, sign it by the holding method, and mail it to the nearest TMF branch or registrar service centre 15 days before the subsequent SIP date.
Tata small cap fund, Tata Digital India Fund, Tata Resources & Energy Fund, Tata India Pharma & Healthcare Fund, Tata Ethical Fund, Tata Infrastructural Fund, Tata India Consumer Fund, Tata Large & Mid Cap Fund, Tata Mid Cap Growth Fund and Tata Young Citizens Fund are currently some of the best Tata Mutual Funds.
The transact online facility has three offers: Transact with a pin, Pan card or Username. For the first option, the investor must use their PIN number. The second option must have a folio where all their KYC has complied, and the third option allows the investor access by generating a user name and password.