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tata mutual fund
Tata Equity Funds

Tata Equity Funds

Tata Mutual Fund

AUM ₹2,17,939 Cr
No. of schemes 33
AMC Age 30 yrs

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Overview
Equity Funds
Debt Funds
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Tata Equity Mutual Funds

Tata Equity Funds invest your money in Equity and Equity related instruments.

23 funds

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ETM Rank High to Low App exclusive
Returns High to Low
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Investment Mode

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One-time (Lumpsum)

Tata Small Cap Fund

#NA of NA in Small Cap

Unranked

ETM Rank: App exclusive

Fund Size

₹11,637 Cr

Return (p.a)

+ 29.2 % + 259.98 % N.A. N.A. + 7.64 % + 7.64 % N.A. N.A. + 0.6 % + 0.6 % + 19.87 % + 72.23 % -3.26 % -3.26 % N.A. N.A. N.A. N.A. -4.39 % -4.39 % -1.87 % -1.87 %

-21.81% -1.87% -12.86% -2.2% + 0.42%+ 0.12% + 2.29%+ 1.22% + 14.74%+ 24.4% + 20.02%+ 64.43%

ETM Rank

#NA of NAin Small Cap

Unranked

App exclusive

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Tata Infrastructure Fund

#NA of NA in Sectoral-Infrastructure

Unranked

ETM Rank: App exclusive

Fund Size

₹2,144 Cr

Return (p.a)

+ 28.82 % + 254.71 % + 14.87 % + 300.05 % + 7.86 % + 7.86 % N.A. N.A. + 0.47 % + 0.47 % + 19.93 % + 72.48 % -1.04 % -1.04 % N.A. N.A. N.A. N.A. -5.89 % -5.89 % + 0.12 % + 0.12 %

+ 1.58%+ 0.12% -0.47% -0.08% + 4.39%+ 1.24% + 4.02%+ 2.14% + 13.56%+ 22.31% + 19.26%+ 61.43%

ETM Rank

#NA of NAin Sectoral-Infrastructure

Unranked

App exclusive

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Tata Mid Cap Fund

#NA of NA in Mid Cap

Unranked

ETM Rank: App exclusive

Fund Size

₹5,043 Cr

Return (p.a)

+ 24.29 % + 196.61 % + 15.47 % + 321.46 % + 10.7 % + 10.7 % N.A. N.A. + 0.2 % + 0.2 % + 21.43 % + 79.07 % + 1.48 % + 1.48 % N.A. N.A. N.A. N.A. + 3.48 % + 3.48 % + 1.78 % + 1.78 %

+ 25.81%+ 1.78% + 9.84%+ 1.53% + 14.24%+ 3.91% + 12.22%+ 6.42% + 18.16%+ 30.57% + 19.16%+ 61.06%

ETM Rank

#NA of NAin Mid Cap

Unranked

App exclusive

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Tata India Pharma & HealthCare Fund

#NA of NA in Sectoral-Pharma

Unranked

ETM Rank: App exclusive

Fund Size

₹1,296 Cr

Return (p.a)

+ 18.43 % + 132.98 % N.A. N.A. + 6.5 % + 6.5 % N.A. N.A. + 0.07 % + 0.07 % + 22.6 % + 84.29 % + 0.42 % + 0.42 % N.A. N.A. N.A. N.A. + 2.98 % + 2.98 % + 1.98 % + 1.98 %

+ 29.18%+ 1.98% + 4.38%+ 0.7% + 11.31%+ 3.13% + 8.76%+ 4.63% + 21.5%+ 36.81% + 18.84%+ 59.79%

ETM Rank

#NA of NAin Sectoral-Pharma

Unranked

App exclusive

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Tata Value Fund

#NA of NA in Strategy

Unranked

ETM Rank: App exclusive

Fund Size

₹8,530 Cr

Return (p.a)

+ 21.16 % + 161.13 % + 15.43 % + 319.9 % + 8.87 % + 8.87 % N.A. N.A. + 0.06 % + 0.06 % + 20.09 % + 73.18 % + 2.83 % + 2.83 % N.A. N.A. N.A. N.A. + 2.12 % + 2.12 % + 3.55 % + 3.55 %

+ 57.54%+ 3.55% + 24.49%+ 3.62% + 16.59%+ 4.53% + 11.43%+ 6.02% + 17.04%+ 28.53% + 18.28%+ 57.61%

ETM Rank

#NA of NAin Strategy

Unranked

App exclusive

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Tata India Consumer Fund

#NA of NA in Thematic-Consumption

Unranked

ETM Rank: App exclusive

Fund Size

₹2,531 Cr

Return (p.a)

+ 20.98 % + 159.11 % N.A. N.A. + 9.71 % + 9.71 % N.A. N.A. -0.27 % -0.27 % + 18.63 % + 66.94 % + 4.35 % + 4.35 % N.A. N.A. N.A. N.A. + 3.97 % + 3.97 % + 2.26 % + 2.26 %

+ 33.87%+ 2.26% + 17.82%+ 2.69% + 19.07%+ 5.16% + 13.26%+ 6.96% + 18.11%+ 30.48% + 18.11%+ 56.98%

ETM Rank

#NA of NAin Thematic-Consumption

Unranked

App exclusive

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Tata Banking and Financial Services Fund

#NA of NA in Sectoral-Banking

Unranked

ETM Rank: App exclusive

Fund Size

₹2,917 Cr

Return (p.a)

+ 20.07 % + 149.61 % N.A. N.A. + 7.55 % + 7.55 % N.A. N.A. + 0.5 % + 0.5 % + 18.32 % + 65.64 % + 3.2 % + 3.2 % N.A. N.A. N.A. N.A. + 15.2 % + 15.2 % + 5.79 % + 5.79 %

+ 108.24%+ 5.79% + 34.2%+ 4.89% + 18.64%+ 5.05% + 21.84%+ 11.33% + 18.3%+ 30.83% + 17.26%+ 53.75%

ETM Rank

#NA of NAin Sectoral-Banking

Unranked

App exclusive

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Tata Resources & Energy Fund

#NA of NA in Energy

Unranked

ETM Rank: App exclusive

Fund Size

₹1,194 Cr

Return (p.a)

+ 22.89 % + 180.31 % N.A. N.A. + 7.8 % + 7.8 % N.A. N.A. -0.16 % -0.16 % + 18.27 % + 65.43 % + 0.66 % + 0.66 % N.A. N.A. N.A. N.A. + 7.76 % + 7.76 % + 0.82 % + 0.82 %

+ 11.23%+ 0.82% + 6.17%+ 0.97% + 10.41%+ 2.89% + 13.82%+ 7.25% + 16.43%+ 27.43% + 16.54%+ 51.06%

ETM Rank

#NA of NAin Energy

Unranked

App exclusive

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Tata ELSS Fund

#NA of NA in ELSS

Unranked

ETM Rank: App exclusive

Fund Size

₹4,550 Cr

Return (p.a)

+ 20.06 % + 149.5 % + 14.13 % + 274.97 % + 9.61 % + 9.61 % N.A. N.A. + 0.25 % + 0.25 % + 15.81 % + 55.31 % + 3.35 % + 3.35 % N.A. N.A. N.A. N.A. + 4.58 % + 4.58 % + 3.12 % + 3.12 %

+ 49.29%+ 3.12% + 22.98%+ 3.41% + 16.48%+ 4.5% + 12.37%+ 6.5% + 15.26%+ 25.31% + 15.75%+ 48.13%

ETM Rank

#NA of NAin ELSS

Unranked

App exclusive

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Tata Large Cap Fund

#NA of NA in Large Cap

Unranked

ETM Rank: App exclusive

Fund Size

₹2,684 Cr

Return (p.a)

+ 19.68 % + 145.57 % + 12.24 % + 217.19 % + 8.7 % + 8.7 % N.A. N.A. + 0.42 % + 0.42 % + 15.93 % + 55.8 % + 5.13 % + 5.13 % N.A. N.A. N.A. N.A. + 6.99 % + 6.99 % + 3.26 % + 3.26 %

+ 51.92%+ 3.26% + 30.21%+ 4.38% + 18.57%+ 5.04% + 14.4%+ 7.55% + 14.94%+ 24.75% + 15.07%+ 45.72%

ETM Rank

#NA of NAin Large Cap

Unranked

App exclusive

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Tata Focused Fund

#NA of NA in Strategy

Unranked

ETM Rank: App exclusive

Fund Size

₹1,819 Cr

Return (p.a)

+ 20.01 % + 148.9 % N.A. N.A. + 7.81 % + 7.81 % N.A. N.A. + 0.26 % + 0.26 % + 15.71 % + 54.92 % + 3.94 % + 3.94 % N.A. N.A. N.A. N.A. + 1.02 % + 1.02 % + 1.81 % + 1.81 %

+ 26.32%+ 1.81% + 15.44%+ 2.35% + 12.91%+ 3.56% + 8.76%+ 4.63% + 13.76%+ 22.67% + 14.91%+ 45.16%

ETM Rank

#NA of NAin Strategy

Unranked

App exclusive

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Tata Large & Mid Cap Fund

#NA of NA in Large & MidCap

Unranked

ETM Rank: App exclusive

Fund Size

₹8,510 Cr

Return (p.a)

+ 19.64 % + 145.09 % + 13.34 % + 249.84 % + 5.8 % + 5.8 % N.A. N.A. + 0.27 % + 0.27 % + 14.59 % + 50.48 % -0.19 % -0.19 % N.A. N.A. N.A. N.A. + 1.25 % + 1.25 % + 2.98 % + 2.98 %

+ 46.73%+ 2.98% + 8.84%+ 1.38% + 7.73%+ 2.16% + 8.15%+ 4.31% + 12.33%+ 20.17% + 14.57%+ 43.94%

ETM Rank

#NA of NAin Large & MidCap

Unranked

App exclusive

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Tata Retirement Savings Progressive Plan

#NA of NA in Retirement Solutions

Unranked

ETM Rank: App exclusive

Fund Size

₹2,048 Cr

Return (p.a)

+ 16.05 % + 110.47 % + 13.26 % + 247.41 % + 8.37 % + 8.37 % N.A. N.A. -0.19 % -0.19 % + 16.21 % + 56.95 % + 1.75 % + 1.75 % N.A. N.A. N.A. N.A. + 3.49 % + 3.49 % + 3.35 % + 3.35 %

+ 53.58%+ 3.35% + 14.58%+ 2.23% + 10.03%+ 2.79% + 9.32%+ 4.92% + 14.87%+ 24.62% + 14.16%+ 42.51%

ETM Rank

#NA of NAin Retirement Solutions

Unranked

App exclusive

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Tata Digital India Fund

#NA of NA in Sectoral-Technology

Unranked

ETM Rank: App exclusive

Fund Size

₹11,203 Cr

Return (p.a)

+ 18.0 % + 128.74 % N.A. N.A. + 6.67 % + 6.67 % N.A. N.A. + 1.61 % + 1.61 % + 14.02 % + 48.23 % + 1.5 % + 1.5 % N.A. N.A. N.A. N.A. -8.72 % -8.72 % + 2.54 % + 2.54 %

+ 38.73%+ 2.54% + 7.08%+ 1.11% + 3.07%+ 0.87% -5.14% -2.78% + 10.39%+ 16.83% + 11.49%+ 33.41%

ETM Rank

#NA of NAin Sectoral-Technology

Unranked

App exclusive

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Tata Ethical Fund

#NA of NA in Thematic

Unranked

ETM Rank: App exclusive

Fund Size

₹3,616 Cr

Return (p.a)

+ 16.87 % + 118.05 % + 11.23 % + 189.96 % + 4.88 % + 4.88 % N.A. N.A. + 0.62 % + 0.62 % + 11.61 % + 39.04 % + 1.49 % + 1.49 % N.A. N.A. N.A. N.A. -4.38 % -4.38 % + 1.4 % + 1.4 %

+ 19.92%+ 1.4% + 6.17%+ 0.97% + 5.59%+ 1.58% + 2.66%+ 1.42% + 8.41%+ 13.48% + 10.8%+ 31.13%

ETM Rank

#NA of NAin Thematic

Unranked

App exclusive

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Tata Multicap Fund

#NA of NA in Multi Cap

Unranked

ETM Rank: App exclusive

Fund Size

₹3,101 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 11.14 % + 11.14 % N.A. N.A. + 0.41 % + 0.41 % N.A. N.A. + 3.34 % + 3.34 % N.A. N.A. N.A. N.A. + 2.06 % + 2.06 % + 2.75 % + 2.75 %

+ 42.37%+ 2.75% + 19.11%+ 2.87% + 17.37%+ 4.73% + 12.43%+ 6.53% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NAin Multi Cap

Unranked

App exclusive

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Tata Nifty Next 50 Index Fund

#NA of NA in Large Cap Index

Unranked

ETM Rank: App exclusive

Fund Size

₹NA

Return (p.a)

N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. -0.03 % -0.03 % N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A.

N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.

ETM Rank

#NA of NAin Large Cap Index

Unranked

App exclusive

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Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund

#NA of NA in Other Equity Index

Unranked

ETM Rank: App exclusive

Fund Size

₹76 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 9.01 % + 9.01 % N.A. N.A. -0.07 % -0.07 % N.A. N.A. + 2.24 % + 2.24 % N.A. N.A. N.A. N.A. + 5.16 % + 5.16 % + 3.02 % + 3.02 %

+ 47.35%+ 3.02% + 17.86%+ 2.7% + 12.82%+ 3.53% + 12.5%+ 6.57% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NAin Other Equity Index

Unranked

App exclusive

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Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund

#NA of NA in Other Equity Index

Unranked

ETM Rank: App exclusive

Fund Size

₹123 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 13.27 % + 13.27 % N.A. N.A. -0.01 % -0.01 % N.A. N.A. + 4.6 % + 4.6 % N.A. N.A. N.A. N.A. + 6.72 % + 6.72 % + 1.31 % + 1.31 %

+ 18.5%+ 1.31% + 21.18%+ 3.16% + 21.3%+ 5.73% + 16.42%+ 8.58% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NAin Other Equity Index

Unranked

App exclusive

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Tata Nifty MidSmall Healthcare Index Fund

#NA of NA in Other Equity Index

Unranked

ETM Rank: App exclusive

Fund Size

₹157 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 9.07 % + 9.07 % N.A. N.A. -0.27 % -0.27 % N.A. N.A. -2.55 % -2.55 % N.A. N.A. N.A. N.A. + 6.8 % + 6.8 % + 0.46 % + 0.46 %

+ 6.16%+ 0.46% -5.7% -0.94% + 10.24%+ 2.84% + 10.45%+ 5.51% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NAin Other Equity Index

Unranked

App exclusive

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Tata Nifty Auto Index Fund

#NA of NA in Other Equity Index

Unranked

ETM Rank: App exclusive

Fund Size

₹96 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 24.15 % + 24.15 % N.A. N.A. + 0.11 % + 0.11 % N.A. N.A. + 14.58 % + 14.58 % N.A. N.A. N.A. N.A. + 14.03 % + 14.03 % + 1.68 % + 1.68 %

+ 24.25%+ 1.68% + 57.97%+ 7.72% + 51.34%+ 12.81% + 32.43%+ 16.61% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NAin Other Equity Index

Unranked

App exclusive

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Tata Nifty Realty Index Fund

#NA of NA in Other Equity Index

Unranked

ETM Rank: App exclusive

Fund Size

₹71 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 9.13 % + 9.13 % N.A. N.A. + 0.1 % + 0.1 % N.A. N.A. -1.0 % -1.0 % N.A. N.A. N.A. N.A. -4.34 % -4.34 % + 7.52 % + 7.52 %

+ 157.17%+ 7.52% + 20.73%+ 3.1% + 6.0%+ 1.69% + 2.43%+ 1.3% N.A.N.A. N.A.N.A.

ETM Rank

#NA of NAin Other Equity Index

Unranked

App exclusive

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Tata Nifty Financial Services Index Fund

#NA of NA in Other Equity Index

Unranked

ETM Rank: App exclusive

Fund Size

₹82 Cr

Return (p.a)

N.A. N.A. N.A. N.A. + 6.02 % + 6.02 % N.A. N.A. + 0.18 % + 0.18 % N.A. N.A. + 2.73 % + 2.73 % N.A. N.A. N.A. N.A. + 15.44 % + 15.44 % + 4.9 % + 4.9 %