Tata Mutual Fund

Tata Mutual Fund, established in 1994, is one of India's most trusted asset management companies backed by the prestigious Tata Group. With an impressive Assets Under Management (AUM) of ₹147169.65 crore, it ranks among the top 10 mutual fund houses in India. The fund house offers more than 50 diverse schemes across equity, debt, hybrid, and tax-saving categories.

Tata Mutual Fund is a joint venture between Tata Sons and Tata Investment Corporation Limited, bringing together decades of financial expertise and trust. Their strong presence spans across India through a network of over 200 locations, serving more than 2 million investors. The fund house is known for its conservative investment approach and focus on long-term wealth creation.

Scheme Name		Min. Invest	AUM (In Cr)
Tata Banking & Financial Services Fund - Dir (G) Sectoral / Thematic \| Equity	19.05%	₹5,000	₹2,548.47	Invest
Tata India Pharma & Healthcare Fund - Direct (G) Sectoral / Thematic \| Equity	16.60%	₹5,000	₹1,183.65	Invest
Tata India Consumer Fund - Direct (G) Sectoral / Thematic \| Equity	13.47%	₹5,000	₹2,208.32	Invest
Tata Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	12.44%	₹5,000	₹2,967.36	Invest
Tata Gilt Securities Fund - Direct (G) Gilt Fund \| Debt	11.40%	₹5,000	₹1,003	Invest
Tata Nifty G-Sec Dec 2029 Index Fund-Dir (G) Index Fund \| Other	11.08%	₹5,000	₹180.95	Invest
Tata Equity Saving Fund-Dir (App) Equity Savings \| Hybrid	9.72%	₹5,000	₹264.77	Invest
Tata Retirement Savings Fund - Moderate-Dir (G) Retirement Fund \| Solution Oriented	9.55%	₹5,000	₹2,008.47	Invest
Tata Small Cap Fund - Direct (G) Small Cap Fund \| Equity	9.31%	₹5,000	₹9,203.23	Invest
Tata Floating Rate Fund - Direct (G) Floater Fund \| Debt	9.16%	₹5,000	₹108.68	Invest
Tata ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	8.88%	₹500	₹4,335.40	Invest
Tata Multi Asset Opportunities Fund - Dir (G) Multi Asset Allocation \| Hybrid	8.73%	₹5,000	₹3,554.05	Invest
Tata Nifty G-Sec Dec 2026 Index Fund-Dir (G) Index Fund \| Other	8.60%	₹5,000	₹91.58	Invest
Tata Retirement Savings Fund - Conservat-Dir (G) Retirement Fund \| Solution Oriented	8.22%	₹5,000	₹172.08	Invest
Tata Money Market Fund - Direct (G) Money Market Fund \| Debt	8.18%	₹5,000	₹26,844.13	Invest
Tata Treasury Advantage Fund - Direct (G) Low Duration Fund \| Debt	8.14%	₹5,000	₹2,324.44	Invest
Tata Retirement Savings Fund - Progressiv-Dir (G) Retirement Fund \| Solution Oriented	8.03%	₹5,000	₹1,914.17	Invest
Tata CRISIL-IBX Gilt Index-Apr 2026 Index Fund-Dir (G) Index Fund \| Other	8.02%	₹5,000	₹944.29	Invest
Tata Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	8.00%	₹5,000	₹12,792.08	Invest
Tata Ultra Short Term Fund - Direct (G) Ultra Short Duration Fund \| Debt	8.00%	₹5,000	₹3,937.60	Invest

Tata Banking & Financial Services Fund - Dir (G)

Equity | Sectoral / Thematic

1Y returns

19.05%

Min. Invest

₹5,000

AUM

₹2,548.47 Cr

Tata India Pharma & Healthcare Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

16.60%

Min. Invest

₹5,000

AUM

₹1,183.65 Cr

Tata India Consumer Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

13.47%

Min. Invest

₹5,000

AUM

₹2,208.32 Cr

Tata Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

12.44%

Min. Invest

₹5,000

AUM

₹2,967.36 Cr

Tata Gilt Securities Fund - Direct (G)

Equity | Gilt Fund

1Y returns

11.40%

Min. Invest

₹5,000

AUM

₹1,003 Cr

Tata Nifty G-Sec Dec 2029 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

11.08%

Min. Invest

₹5,000

AUM

₹180.95 Cr

Tata Equity Saving Fund-Dir (App)

Equity | Equity Savings

1Y returns

9.72%

Min. Invest

₹5,000

AUM

₹264.77 Cr

Tata Retirement Savings Fund - Moderate-Dir (G)

Equity | Retirement Fund

1Y returns

9.55%

Min. Invest

₹5,000

AUM

₹2,008.47 Cr

Tata Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

9.31%

Min. Invest

₹5,000

AUM

₹9,203.23 Cr

Tata Floating Rate Fund - Direct (G)

Equity | Floater Fund

1Y returns

9.16%

Min. Invest

₹5,000

AUM

₹108.68 Cr

Tata ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

8.88%

Min. Invest

₹500

AUM

₹4,335.40 Cr

Tata Multi Asset Opportunities Fund - Dir (G)

Equity | Multi Asset Allocation

1Y returns

8.73%

Min. Invest

₹5,000

AUM

₹3,554.05 Cr

Tata Nifty G-Sec Dec 2026 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

8.60%

Min. Invest

₹5,000

AUM

₹91.58 Cr

Tata Retirement Savings Fund - Conservat-Dir (G)

Equity | Retirement Fund

1Y returns

8.22%

Min. Invest

₹5,000

AUM

₹172.08 Cr

Tata Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

8.18%

Min. Invest

₹5,000

AUM

₹26,844.13 Cr

Tata Treasury Advantage Fund - Direct (G)

Equity | Low Duration Fund

1Y returns

8.14%

Min. Invest

₹5,000

AUM

₹2,324.44 Cr

Tata Retirement Savings Fund - Progressiv-Dir (G)

Equity | Retirement Fund

1Y returns

8.03%

Min. Invest

₹5,000

AUM

₹1,914.17 Cr

Tata CRISIL-IBX Gilt Index-Apr 2026 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

8.02%

Min. Invest

₹5,000

AUM

₹944.29 Cr

Tata Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

8.00%

Min. Invest

₹5,000

AUM

₹12,792.08 Cr

Tata Ultra Short Term Fund - Direct (G)

Equity | Ultra Short Duration Fund

1Y returns

8.00%

Min. Invest

₹5,000

AUM

₹3,937.60 Cr

About Tata Mutual Fund

Tata Mutual Fund has demonstrated exceptional performance through consistent returns and strategic investment management. Here's a detailed analysis of their strong performance:

The fund house's investment philosophy centers on long-term wealth creation through quality investments. Their equity funds have consistently outperformed benchmarks across market cycles by focusing on companies with strong fundamentals and sustainable business models.

Risk management is deeply embedded in their investment process. The fund house employs a comprehensive risk assessment framework that evaluates multiple parameters, including business risk, financial risk, and management quality. This approach has helped maintain portfolio quality while delivering competitive returns.

Their research capabilities are particularly noteworthy, with a strong team of analysts covering various sectors and market segments. The investment team's average experience exceeds 15 years, bringing deep market insights and expertise to portfolio management.

In the equity segment, Tata Mutual Fund has shown particular strength in large-cap and flexi-cap categories. Their flagship schemes have consistently ranked in the top quartile of their respective categories. The fund managers' ability to identify secular growth trends has contributed to superior long-term performance.

The debt fund management has been equally impressive, with a focus on high credit quality and optimal duration management. Their conservative approach to credit risk has helped avoid defaults while delivering stable returns. The fixed income team's expertise in reading interest rate cycles has added value through tactical duration positioning.

Innovation in product development has been a key strength. The fund house has successfully launched various thematic and sector funds aligned with emerging opportunities. Their ESG fund was among the early entrants in the sustainable investing space.

Technology integration has enhanced their investment process and customer service. Advanced analytics tools support investment decisions, while digital platforms provide seamless access to fund information and transactions. Their risk monitoring systems ensure adherence to investment mandates and regulatory requirements.

The fund house maintains high transparency standards through regular communication and detailed portfolio disclosures. Their investor education initiatives have helped build awareness about mutual funds and responsible investing practices.

How to Invest in Tata Mutual Fund?

Tata Mutual Fund offers a compelling investment proposition through its strong parentage and proven track record. The fund house's conservative investment approach focuses on delivering consistent returns while managing risks effectively.

Their experienced fund management team and robust research capabilities ensure professional handling of investments. The wide range of schemes across categories allows investors to build diversified portfolios aligned with their goals.

The fund house's commitment to transparency and investor education creates a trustworthy investment environment. Their digital platforms provide convenient access to investments and portfolio monitoring. Here are the reasons to invest in these funds:

Diversified Investment Solutions

Tata Mutual Fund excels in offering specialized investment solutions across market capitalizations and sectors. Their sector-specific funds, particularly in the digital economy and healthcare sectors, have shown remarkable performance by identifying emerging opportunities early. The fund house's thematic funds have successfully captured various growth themes in the Indian economy.

ESG Leadership

The fund house has been a pioneer in ESG (Environmental, Social, and Governance) investing in India. Their ESG fund has demonstrated that responsible investing can deliver competitive returns while promoting sustainable business practices. This forward-thinking approach has positioned them well for evolving investor preferences.

International Portfolio Management

Tata Mutual Fund has shown expertise in managing international funds, providing investors with geographical diversification opportunities. Their global funds have helped investors benefit from growth opportunities in developed and emerging markets while managing currency risks effectively.

Here are the steps you need to take to begin your investment in these funds.

Step 1: Login or Register

Step 2: Validate Identity Proof

Complete paperless KYC verification through Digilocker for quick and convenient account setup.

Step 3: Level of risk

Fill out the risk assessment questionnaire to determine your investment risk profile category.

Step 4: Choose a mutual fund scheme

Browse and select from Tata's diverse mutual fund schemes based on your goals.

Step 5: One Time (Lumpsum) or SIP

Decide between making a one-time lumpsum investment or starting a systematic investment plan.

Step 6: SIP Placement

Choose immediate SIP activation or select your preferred date for monthly investments.

Your Torus account will reflect the Tata Mutual Fund in India you have invested in within 3 to 4 working days.

Top 10 Tata Mutual Fund

Scheme Name		Min. Invest	AUM (In Cr)
Tata Banking & Financial Services Fund - Dir (G) Sectoral / Thematic \| Equity	19.05%	₹5,000	₹2,548.47
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 19.05%, 19.31%, and 24.80%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Tata India Pharma & Healthcare Fund - Direct (G) Sectoral / Thematic \| Equity	16.60%	₹5,000	₹1,183.65
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.60%, 19.96%, and 23.54%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Tata India Consumer Fund - Direct (G) Sectoral / Thematic \| Equity	13.47%	₹5,000	₹2,208.32
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.47%, 18.23%, and 23.65%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Tata Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	12.44%	₹5,000	₹2,967.36
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 12.44%, 14.40%, and 21.89%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Tata Gilt Securities Fund - Direct (G) Gilt Fund \| Debt	11.40%	₹5,000	₹1,003
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.40%, 8.81%, and 6.94%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹150.

Tata Nifty G-Sec Dec 2029 Index Fund-Dir (G) Index Fund \| Other	11.08%	₹5,000	₹180.95
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.08%, 9.05%, and 9.05%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹150.

Tata Equity Saving Fund-Dir (App) Equity Savings \| Hybrid	9.72%	₹5,000	₹264.77
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.72%, 9.70%, and 12.37%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Tata Retirement Savings Fund - Moderate-Dir (G) Retirement Fund \| Solution Oriented	9.55%	₹5,000	₹2,008.47
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.55%, 13.87%, and 19.33%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹150.

Tata Small Cap Fund - Direct (G) Small Cap Fund \| Equity	9.31%	₹5,000	₹9,203.23
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.31%, 21.43%, and 36.76%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹100.

Tata Floating Rate Fund - Direct (G) Floater Fund \| Debt	9.16%	₹5,000	₹108.68
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.16%, 7.58%, and 6.77%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹5,000, while the SIP option requires a minimum of ₹150.

Top 10 Tata Mutual Fund

Tata Banking & Financial Services Fund - Dir (G)

Equity | Sectoral / Thematic

1Y returns

19.05%

Min. Invest

₹5,000

AUM

₹2,548.47 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 19.05%, 19.31%, and 24.80%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Tata India Pharma & Healthcare Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

16.60%

Min. Invest

₹5,000

AUM

₹1,183.65 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 16.60%, 19.96%, and 23.54%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Tata India Consumer Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

13.47%

Min. Invest

₹5,000

AUM

₹2,208.32 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.47%, 18.23%, and 23.65%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Tata Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

12.44%

Min. Invest

₹5,000

AUM

₹2,967.36 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 12.44%, 14.40%, and 21.89%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Tata Gilt Securities Fund - Direct (G)

Equity | Gilt Fund

1Y returns

11.40%

Min. Invest

₹5,000

AUM

₹1,003 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.40%, 8.81%, and 6.94%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Nifty G-Sec Dec 2029 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

11.08%

Min. Invest

₹5,000

AUM

₹180.95 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.08%, 9.05%, and 9.05%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Equity Saving Fund-Dir (App)

Equity | Equity Savings

1Y returns

9.72%

Min. Invest

₹5,000

AUM

₹264.77 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.72%, 9.70%, and 12.37%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Tata Retirement Savings Fund - Moderate-Dir (G)

Equity | Retirement Fund

1Y returns

9.55%

Min. Invest

₹5,000

AUM

₹2,008.47 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.55%, 13.87%, and 19.33%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Small Cap Fund - Direct (G)

Equity | Small Cap Fund

1Y returns

9.31%

Min. Invest

₹5,000

AUM

₹9,203.23 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.31%, 21.43%, and 36.76%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Tata Floating Rate Fund - Direct (G)

Equity | Floater Fund

1Y returns

9.16%

Min. Invest

₹5,000

AUM

₹108.68 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.16%, 7.58%, and 6.77%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

8.88%

Min. Invest

₹500

AUM

₹4,335.40 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.88%, 14.27%, and 24.48%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

Tata Multi Asset Opportunities Fund - Dir (G)

Equity | Multi Asset Allocation

1Y returns

8.73%

Min. Invest

₹5,000

AUM

₹3,554.05 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.73%, 13.94%, and 20.93%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹100.

Tata Nifty G-Sec Dec 2026 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

8.60%

Min. Invest

₹5,000

AUM

₹91.58 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.60%, 7.81%, and 7.81%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Retirement Savings Fund - Conservat-Dir (G)

Equity | Retirement Fund

1Y returns

8.22%

Min. Invest

₹5,000

AUM

₹172.08 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.22%, 8.72%, and 10.12%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Money Market Fund - Direct (G)

Equity | Money Market Fund

1Y returns

8.18%

Min. Invest

₹5,000

AUM

₹26,844.13 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.18%, 7.40%, and 6.45%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Treasury Advantage Fund - Direct (G)

Equity | Low Duration Fund

1Y returns

8.14%

Min. Invest

₹5,000

AUM

₹2,324.44 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.14%, 7.02%, and 6.37%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Retirement Savings Fund - Progressiv-Dir (G)

Equity | Retirement Fund

1Y returns

8.03%

Min. Invest

₹5,000

AUM

₹1,914.17 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.03%, 14.39%, and 20.76%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata CRISIL-IBX Gilt Index-Apr 2026 Index Fund-Dir (G)

Equity | Index Fund

1Y returns

8.02%

Min. Invest

₹5,000

AUM

₹944.29 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.02%, 7.65%, and 7.65%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

8.00%

Min. Invest

₹5,000

AUM

₹12,792.08 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.00%, 7.45%, and 6.35%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

Tata Ultra Short Term Fund - Direct (G)

Equity | Ultra Short Duration Fund

1Y returns

8.00%

Min. Invest

₹5,000

AUM

₹3,937.60 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.00%, 7.18%, and 6.10%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹150.

FAQ’s

How to Start Tata Mutual Fund SIP Online?

Log in or register on Torus Digital or the Tata Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate Tata Mutual Fund SIP?

Use the SIP calculator on the Tata Mutual Fund website. Enter your monthly investment amount, expected rate of return, and investment duration to estimate your future returns.

How to Redeem Tata Mutual Fund?

Log in to your account on Torus Digital or the Tata Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem Tata Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in Tata Mutual Fund?

Tata Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.

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