Tata Mutual Fund
Tata Mutual Fund is a part of the Tata financial services ecosystem, offering mutual-fund products from one of India’s most respected corporate groups. The AMC focuses on value-oriented equity investing, disciplined alternate asset solutions and a strong distribution network. Investors choosing Tata Mutual Fund often value brand reputation, long-term investing and diversified portfolio capabilities.
List of Tata Mutual Funds
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Tata Nifty Midcap 150 Momentum 50 Index Fund-Dir Growth
|
964 | 23.59% | - | |
Tata India Pharma & Healthcare Fund - Direct Growth
|
1,229 | 23.29% | 15.36% | |
Tata Mid Cap Fund - Direct Growth
|
4,993 | 22.97% | 19.23% | |
Tata Resources & Energy Fund - Direct Growth
|
1,163 | 20.60% | 17.50% | |
Tata Dividend Yield Fund - Direct Growth
|
916 | 19.73% | - | |
Tata Infrastructure Fund - Direct Growth
|
1,790 | 19.44% | 20.56% | |
Tata Value Fund - Direct Growth
|
7,909 | 19.28% | 17.69% | |
Tata Business Cycle Fund - Direct Growth
|
2,366 | 18.53% | - | |
Tata India Consumer Fund - Direct Growth
|
2,261 | 18.50% | 16.10% | |
Tata Banking & Financial Services Fund - Dir Growth
|
2,743 | 17.72% | 15.52% |
Tata Mutual Fund Managers
Closed NFO
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08 Dec 2025
Launch Date
23 Dec 2025
Closed Date
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12 Sep 2025
Launch Date
26 Sep 2025
Closed Date
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17 Mar 2025
Launch Date
28 Mar 2025
Closed Date
Other Calculators
Frequently Asked Questions
Yes. Direct-plan schemes of Tata Mutual Fund are available on 5paisa without distributor commissions.
Log in to 5paisa, search “Tata Mutual Fund”, select your scheme, and invest via SIP or lump sum.
Use 5paisa’s comparison filters to identify a Tata Mutual Fund scheme suitable for your SIP goal.
Direct-plan investments have no distributor commissions; each scheme’s expense ratio is displayed.
Yes-SIP modifications, pauses and cancellations are allowed via your 5paisa dashboard.
Verified 5paisa account, completed KYC, PAN, bank account details and address proof.
It is fairly simple to increase your SIP amount in Tata Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.