How to start Tata mutual fund SIP online?

Here’s how you can start a SIP in Tata Mutual Funds, Launch Tickertape Mutual Fund Screener. Select the TATA Mutual Funds that align with your investment goals. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK” Your order will be placed.

How to calculate Tata mutual fund returns?

Here’s how you can calculate returns on your Tata mutual fund investement - Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100 With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Tata mutual fund’s performance.

Does Tata mutual fund offer tax-free mutual fund schemes?

Tata mutual fund offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act. Disclaimer: You can check the latest information about Tata ELSS funds on Tickertape Mutual Fund Screener.

How to cancel/stop Tata mutual fund SIP?

To cancel Tata mutual fund SIP, please refer to the official website. Disclaimer: Please do your own research or consult your financial advisor before making financial decision.

How to withdraw money from Tata Mutual Funds?

Here’s how to withdraw/redeem from Tata mutual fund on Tickertape Mutual Fund Screener - Step 1 - Select the Tata mutual fund you want to redeem Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar. Step 4 - Find the TaTa mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”), Step 5 - Tap on the mutual fund name to open its details page. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption. Step 8 - Confirm your bank account details. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

What are the redemption charges of Tata mutual funds?

Tata mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.

Which are the top-performing funds of Tata mutual funds?

Here are the top Tata mutual funds based on their 5Y CAGR: Tata Small Cap Fund Tata Infrastructure Fund Tata Mid Cap Fund Tata Resources & Energy Fund Tata Banking & Financial Services Fund Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

How to increase the SIP amount in Tata mutual funds?

To increase the SIP amount for Tata mutual fund, you can do it from your broker account or from Tata mutual fund official website.

How to choose the best Tata Mutual Funds before investing?

Here’s how to choose the best Tata mutual fund for investing - Assess your risk tolerance. Analyse the fund’s performance on Tickertape Mutual Fund Screener. Compare the expense ratio. Evaluate portfolio diversification across sectors, market caps, and asset classes. Understand tax implications as equity and debt funds are taxed differently. Check for exit load and lock-in period. Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Top Tata Mutual Funds - SIP Schemes, Performance, Returns 2025

The Tata Group set up Tata Asset Management Private Limited in 1994. Today, TAMPL's portfolio has grown significantly, and by March 2025, it stood at ₹2,12,653 cr. This money flows through multiple channels: stocks, bonds, mixed strategies, and targeted investment solutions.

Best Tata Mutual Funds (2025)

Top Tata Mutual Funds in India (2025)

Here's the list of top Tata mutual funds across equity, debt, hybrid funds offered by Tata Asset Management Private Ltd

Created by

@8260032 8260032

Showing 1 - 20 of 62 results

last updated at 8:00 AM IST

	NameMFs (62)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓AMCAMC↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Expense RatioExpense Ratio↓	↓Exit LoadExit Load↓	↓VolatilityVolatility↓	↓Sharpe RatioSharpe Ratio↓
1.	Tata Money Market Fund Tata Money Market Fund	Money Market Fund Money Market Fund	Growth Growth	38,052.93 38,052.93	Tata Asset Management Private Limited Tata Asset Management Private Limited	4,929.59 4,929.59	1.52 1.52	7.84 7.84	7.84 7.84	0.15 0.15	- -	0.41 0.41	9.01 9.01
2.	Tata Liquid Fund Tata Liquid Fund	Liquid Fund Liquid Fund	Growth Growth	22,366.44 22,366.44	Tata Asset Management Private Limited Tata Asset Management Private Limited	4,248.51 4,248.51	1.46 1.46	6.80 6.80	7.09 7.09	0.20 0.20	0.01 0.01	0.12 0.12	3.41 3.41
3.	Tata Arbitrage Fund Tata Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	19,149.57 19,149.57	Tata Asset Management Private Limited Tata Asset Management Private Limited	15.44 15.44	1.55 1.55	7.22 7.22	7.87 7.87	0.31 0.31	0.25 0.25	0.78 0.78	3.86 3.86
4.	Tata Small Cap Fund Tata Small Cap Fund	Small Cap Fund Small Cap Fund	Growth Growth	11,637.30 11,637.30	Tata Asset Management Private Limited Tata Asset Management Private Limited	43.59 43.59	-1.96 -1.96	-11.07 -11.07	20.27 20.27	0.33 0.33	0.50 0.50	17.95 17.95	-0.68 -0.68
5.	Tata Digital India Fund Tata Digital India Fund	Sectoral Fund - Technology Sectoral Fund - Technology	Growth Growth	11,202.89 11,202.89	Tata Asset Management Private Limited Tata Asset Management Private Limited	53.80 53.80	1.64 1.64	-10.77 -10.77	14.72 14.72	0.44 0.44	0.25 0.25	19.14 19.14	-0.50 -0.50
6.	Tata Balanced Adv Fund Tata Balanced Adv Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	9,748.60 9,748.60	Tata Asset Management Private Limited Tata Asset Management Private Limited	23.13 23.13	2.80 2.80	5.19 5.19	12.18 12.18	0.44 0.44	0.50 0.50	6.47 6.47	0.31 0.31
7.	Tata Value Fund Tata Value Fund	Value Fund Value Fund	Growth Growth	8,529.97 8,529.97	Tata Asset Management Private Limited Tata Asset Management Private Limited	401.55 401.55	5.18 5.18	0.13 0.13	20.08 20.08	0.82 0.82	0.50 0.50	14.30 14.30	-0.18 -0.18
8.	Tata Large & Mid Cap Fund Tata Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	8,510.23 8,510.23	Tata Asset Management Private Limited Tata Asset Management Private Limited	599.68 599.68	1.45 1.45	-0.70 -0.70	14.33 14.33	0.65 0.65	0.50 0.50	13.43 13.43	-0.19 -0.19
9.	Tata Ultra Short Term Fund Tata Ultra Short Term Fund	Ultra Short Duration Fund Ultra Short Duration Fund	Growth Growth	5,490.83 5,490.83	Tata Asset Management Private Limited Tata Asset Management Private Limited	15.25 15.25	1.59 1.59	7.65 7.65	7.62 7.62	0.29 0.29	- -	0.35 0.35	10.08 10.08
10.	Tata Mid Cap Fund Tata Mid Cap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	5,042.63 5,042.63	Tata Asset Management Private Limited Tata Asset Management Private Limited	505.24 505.24	5.08 5.08	3.21 3.21	22.08 22.08	0.63 0.63	0.50 0.50	14.78 14.78	0.12 0.12
11.	Tata ELSS Fund Tata ELSS Fund	Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS)	Growth Growth	4,549.84 4,549.84	Tata Asset Management Private Limited Tata Asset Management Private Limited	51.92 51.92	4.16 4.16	2.32 2.32	15.96 15.96	0.72 0.72	- -	14.02 14.02	0.05 0.05
12.	Tata Multi Asset Allocation Fund Tata Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	4,277.55 4,277.55	Tata Asset Management Private Limited Tata Asset Management Private Limited	27.09 27.09	5.70 5.70	10.91 10.91	16.42 16.42	0.41 0.41	0.50 0.50	7.86 7.86	0.94 0.94
13.	Tata Corp Bond Fund Tata Corp Bond Fund	Corporate Bond Fund Corporate Bond Fund	Growth Growth	4,240.43 4,240.43	Tata Asset Management Private Limited Tata Asset Management Private Limited	12.93 12.93	1.41 1.41	8.22 8.22	8.23 8.23	0.31 0.31	- -	1.19 1.19	3.40 3.40
14.	Tata Aggressive Hybrid Fund Tata Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	4,025.40 4,025.40	Tata Asset Management Private Limited Tata Asset Management Private Limited	500.07 500.07	3.34 3.34	3.22 3.22	12.20 12.20	0.98 0.98	0.50 0.50	9.62 9.62	0.03 0.03
15.	Tata Ethical Fund Tata Ethical Fund	Thematic Fund Thematic Fund	Growth Growth	3,615.97 3,615.97	Tata Asset Management Private Limited Tata Asset Management Private Limited	435.23 435.23	1.85 1.85	-6.27 -6.27	11.89 11.89	0.66 0.66	0.50 0.50	12.94 12.94	-0.59 -0.59
16.	Tata Flexi Cap Fund Tata Flexi Cap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	3,476.39 3,476.39	Tata Asset Management Private Limited Tata Asset Management Private Limited	27.46 27.46	3.75 3.75	6.02 6.02	17.01 17.01	0.64 0.64	0.50 0.50	12.30 12.30	0.26 0.26
17.	Tata ST Bond Fund Tata ST Bond Fund	Short Duration Fund Short Duration Fund	Growth Growth	3,435.92 3,435.92	Tata Asset Management Private Limited Tata Asset Management Private Limited	54.20 54.20	1.36 1.36	8.18 8.18	8.05 8.05	0.35 0.35	- -	0.94 0.94	4.30 4.30
18.	Tata Treasury Advantage Fund Tata Treasury Advantage Fund	Low Duration Fund Low Duration Fund	Growth Growth	3,356.62 3,356.62	Tata Asset Management Private Limited Tata Asset Management Private Limited	4,139.75 4,139.75	1.50 1.50	7.72 7.72	7.58 7.58	0.24 0.24	- -	0.45 0.45	7.98 7.98
19.	Tata Multicap Fund Tata Multicap Fund	Multi Cap Fund Multi Cap Fund	Growth Growth	3,101.23 3,101.23	Tata Asset Management Private Limited Tata Asset Management Private Limited	15.17 15.17	4.62 4.62	-0.32 -0.32	- -	0.40 0.40	0.50 0.50	15.41 15.41	-0.09 -0.09
20.	Tata Banking & Financial Services Fund Tata Banking & Financial Services Fund	Sectoral Fund - Banks & Financial Services Sectoral Fund - Banks & Financial Services	Growth Growth	2,917.07 2,917.07	Tata Asset Management Private Limited Tata Asset Management Private Limited	52.06 52.06	6.33 6.33	14.10 14.10	18.82 18.82	0.47 0.47	0.25 0.25	13.64 13.64	0.75 0.75

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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Tata Asset Management Private Limited | AUM: Sorted from Highest to Lowest

What are Tata Mutual Funds?

TAMPL runs Tata mutual funds, which give you access to different ways of investing your money. Some people want stability; that's where debt funds come in. Others chase growth through equity investments. Then there are hybrid funds that blend both approaches. Solution-oriented funds? Those target specific goals. The company employs skilled fund managers who rely on thorough research.

Key Information About Tata Funds Management Ltd

Category	Details
AMC Name	Tata Asset Management Private Limited
Established	1994
Parent Company	Tata Sons Private Limited
Headquarters	Mumbai, India
CEO & Managing Director	Prathit Bhobe
Chief Investment Officer (Equities)	Rahul Singh
Head of Fixed Income	Murthy Nagarajan
Independent Directors	Rajiv Sabharwal (Chairman), Sujit Kumar Varma, Gagan Rai, Suprakash Mukhopadhyay
Investment Philosophy	Long-term value investing with a focus on quality, growth, and risk management.
Stewardship Policy	Promotes long-term shareholder value by supporting good corporate governance practices and responsible investing.
Branches	Over 100 branches across India, including a new branch in Vashi, Navi Mumbai, inaugurated in July 2024.

Types of Funds Offered by Tata Mutual Fund

Tata Equity Funds

Tata Mutual Fund's equity offerings focus on long-term wealth creation through stock market investments spanning different sectors and company sizes. Investors get access to high-growth opportunities via schemes like the Tata Equity P/E Fund and Tata Large Cap Fund.

Tata Debt Funds

For those preferring stability, Tata's debt funds invest in bonds, debentures, and government securities. Conservative investors seeking consistent returns with manageable risk can choose from over 10 debt schemes offered by Tata Asset Management Private Limited.

Tata Hybrid Funds

These hybrid funds combine equity and debt investments, offering growth potential alongside stability. The Tata Balanced Advantage Fund adjusts its equity-debt mix depending on how the market's performing, offering built-in flexibility.

Tata Tax Saving Funds (ELSS)

ELSS schemes serve a dual purpose—they help save tax while potentially growing your capital. With options like the Tata Tax Saving Fund, you can invest in equities and claim deductions under Section 80C.

Tata Index Funds

Tata's index funds passively track major indices, such as the Nifty 50 or Sensex. The Tata Nifty Index Fund has gained popularity as a cost-effective means of gaining diversified market exposure without active management.

Tata Sectoral Funds

These funds focus on specific economic sectors, such as technology, healthcare, or infrastructure. The Tata Digital India Fund, for instance, focuses specifically on the rapidly expanding tech sector.

About Top Tata Mutual Funds in 2025

Tata Money Market Fund

Tata Money Market Fund focuses on short-term debt instruments, such as commercial papers and certificates of deposit. It's designed for investors looking for low-risk options with good liquidity, taking advantage of opportunities in the short-term market.

Tata Liquid Fund

The Tata Liquid Fund focuses on short-term debt securities, with the primary objectives being capital preservation and maintaining liquidity. You're looking at instruments that mature quickly, typically anywhere from a few days up to a few months.

Tata Arbitrage Fund

The Tata Arbitrage Fund identifies price gaps between equity spot markets and derivatives, then buys and sells related securities simultaneously to profit from these differences. Although it operates in equity markets, the arbitrage strategy typically results in less volatility than direct equity investments.

Tata Digital India Fund

The Tata Digital India Fund is focused on India's digital economy, encompassing technology companies, internet services, e-commerce platforms, and more. The portfolio encompasses a wide range of companies, from software developers to digital payment providers.

Tata Small Cap Fund

The Tata Small Cap Fund focuses on smaller companies that fall below specific market capitalisation thresholds. Please note that small-cap stocks can be more volatile than their larger counterparts.

How to Invest in TATA Mutual Funds?

Here’s how you can identify and invest in top TATA Mutual Funds with Tickertape Mutual Fund Screener -

Launch Tickertape Mutual Fund Screener.
Add a filter “AMC” and select “Tata Asset Management Private Ltd”.
Sort out the top TATA mutual funds based on over 50 fundamental and technical filters.
After identifying the TATA mutual funds, that align with your investment thesis, click on “Place Order” to invest the TATA mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in TATA mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Tata Mutual Fund Managers

Rahul Singh

As the leader of Tata Mutual Fund's equity investment team, Rahul Singh brings 27+ years of financial markets expertise to the table. His career includes stints at Ampersand Capital, Citigroup, and Standard Chartered. Singh's educational background combines technical knowledge (B.Tech) with financial acumen (Finance qualification from IIM Lucknow).

Murthy Nagarajan

Nagarajan oversees the fixed income division at Tata Mutual Fund, where he's spent several years managing debt and hybrid schemes. His strength lies in reading interest rate cycles and handling credit risks effectively.

Meeta Shetty

Shetty took charge of the Tata Multicap Fund in January 2025. Her approach centers on spotting quality companies regardless of their market cap, making her a versatile equity fund manager.

Kapil Malhotra

Since joining Tata Mutual Fund in 2025, Malhotra has focused on the Tata Housing Opportunities Fund. His deep understanding of real estate and housing sectors drives the fund's investment decisions.

Satish Mishra

The Tata Resources & Energy Fund falls under Mishra's purview. Energy, metals, and mining sectors are his domain, where he applies his sectoral analysis skills and thematic investment approach.

Risks Associated with Tata Mutual Funds

Economic Cycle Risk

Equity and sectoral funds can take a hit when the economy slows down. Growth-oriented funds are particularly vulnerable during downturns, which may drag down returns.

Sector-Specific Risk

The sectoral funds Tata offers—covering technology, infrastructure, and energy—face unique challenges. Industry shifts, new regulations, or disruptions can create significant return volatility.

Foreign Exchange Risk

Currency movements matter for Tata's international and global funds. When exchange rates move against you, the value of these investments can decline even if the underlying securities perform well.

Concentration Risk

Some Tata schemes put significant money into a limited number of stocks or sectors. This approach can boost returns but also means the fund's fate is tied closely to those few holdings.

Regulatory Risk

SEBI and other authorities set the rules for mutual funds. When regulations change, whether affecting investment policies, taxes, or fees, fund performance can shift. Sector-specific funds face additional regulatory considerations in their target industries.

Factors to Consider Before Investing in Tata Mutual Funds

Fund's Liquidity

If you might need quick access to your money, liquidity matters. Funds holding corporate bonds or infrastructure assets can't always be sold rapidly without affecting prices.

Volatility of the Fund's Returns

Equity and sectoral funds can swing dramatically in short periods. Both broader market trends and sector-specific developments drive these fluctuations. It is essential to be honest about your comfort level with these fluctuations.

Investment Style of the Fund Manager

Fund managers have different philosophies; some hunt for growth, others seek value, and some chase momentum. Getting to know a manager's style, especially for equity funds, helps you decide if it matches your own investment thinking.

Portfolio Turnover Rate

How frequently does the fund manager trade? High turnover means more transaction costs and potential tax implications. Low turnover suggests a buy-and-hold mindset. It is important to make sure the approach fits your investment timeline and preferences.

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Documents Required to Invest in Tata Mutual Funds

Here are a few documents you may require to invest in Tata Mutual Funds

Aadhaar Card
PAN Card
Cancelled Signed Cheque

Note: For latest details visit Tata’s official AMC website.

Conclusion

Tata Mutual Funds have established themselves as a reliable investment option in India, offering both growth potential and risk diversification. By considering the unique risks and educating yourself on the various factors that influence these funds, you’ll be well-equipped to make informed decisions that complement your overall investment strategy. If you want to select funds based on various criteria, utilising 50+ filters, you can explore the Tickertape Mutual Fund Screener. It lets you filter funds based on performance, expense ratios, risk levels, and other parameters.

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Frequently Asked Questions About Tata Mutual Funds

How to start Tata mutual fund SIP online?
Here’s how you can start a SIP in Tata Mutual Funds,
1. Launch Tickertape Mutual Fund Screener.
2. Select the TATA Mutual Funds that align with your investment goals.
3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.
How to calculate Tata mutual fund returns?
Here’s how you can calculate returns on your Tata mutual fund investement -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the Tata mutual fund’s performance.
Does Tata mutual fund offer tax-free mutual fund schemes?
Tata mutual fund offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.
Disclaimer: You can check the latest information about Tata ELSS funds on Tickertape Mutual Fund Screener.
How to cancel/stop Tata mutual fund SIP?
To cancel Tata mutual fund SIP, please refer to the official website.

Disclaimer: Please do your own research or consult your financial advisor before making financial decision.
How to withdraw money from Tata Mutual Funds?
Here’s how to withdraw/redeem from Tata mutual fund on Tickertape Mutual Fund Screener -
1. Step 1 - Select the Tata mutual fund you want to redeem
2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
4. Step 4 - Find the TaTa mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
5. Step 5 - Tap on the mutual fund name to open its details page.
6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
8. Step 8 - Confirm your bank account details.
9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
What are the redemption charges of Tata mutual funds?
Tata mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.
Which are the top-performing funds of Tata mutual funds?
Here are the top Tata mutual funds based on their 5Y CAGR:
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.
How to increase the SIP amount in Tata mutual funds?
To increase the SIP amount for Tata mutual fund, you can do it from your broker account or from Tata mutual fund official website.
How to choose the best Tata Mutual Funds before investing?
Here’s how to choose the best Tata mutual fund for investing -
1. Assess your risk tolerance.
2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
3. Compare the expense ratio.
4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
5. Understand tax implications as equity and debt funds are taxed differently.
6. Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.