Tata Mutual Fund Mutual Funds

9.7 ✅ High Quality

Tata Gold ETF Fund of Fund Option

Other Scheme - FoF Domestic

60.2% 1Y · 33.5% 3Y

9.1 ✅ High Quality

Tata Silver ETF Fund of Fund Option

Other Scheme - FoF Domestic

157.2% 1Y · 50.7% 3Y

7.3 🟡 Average

Tata Arbitrage Fund-Direct Plan-Growth

Hybrid Scheme - Arbitrage Fund

6.5% 1Y · 7.6% 3Y

7.3 🟡 Average

Tata Multi Asset Allocation Fund-Direct Plan-Growth

Hybrid Scheme - Multi Asset Allocation

11.4% 1Y · 16.2% 3Y

7.2 🟡 Average

Tata Nifty Capital Markets Index Fund Growth Option

Other Scheme - Index Funds

35.6% 1Y · 15.1% 3Y

7.1 🟡 Average

Tata Resources & Energy Fund-Direct Plan-Growth

Equity Scheme - Sectoral/ Thematic

15.8% 1Y · 21.5% 3Y

6.9 🟡 Average

Tata Nifty Midcap 150 Momentum 50 Index Fund

Other Scheme - Index Funds

5.5% 1Y · 22.3% 3Y

6.9 🟡 Average

Tata Nifty MidSmall Healthcare Index Fund

Other Scheme - Index Funds

16.6% 1Y · 12.1% 3Y

6.7 🟡 Average

Tata Dividend Yield Fund-Direct Plan-Growth

Equity Scheme - Dividend Yield Fund

12.2% 1Y · 19.0% 3Y

6.7 🟡 Average

Tata India Pharma & Healthcare Fund-Direct Plan-Growth

Equity Scheme - Sectoral/ Thematic

9.6% 1Y · 25.4% 3Y

6.6 🟡 Average

Tata Nifty India Digital ETF Fund of Fund-Direct Plan-Growth

Other Scheme - FoF Domestic

-8.6% 1Y · 12.6% 3Y

6.4 🟡 Average

Tata Business Cycle Fund-Direct Plan-Growth

Equity Scheme - Sectoral/ Thematic

4.5% 1Y · 18.4% 3Y

6.4 🟡 Average

Tata India Consumer Fund-Direct Plan-Growth

Equity Scheme - Sectoral/ Thematic

4.8% 1Y · 16.6% 3Y

6.2 🟡 Average

Tata Liquid Fund- Direct Plan-Growth Option

Debt Scheme - Liquid Fund

6.2% 1Y · 7.0% 3Y

6.1 🟡 Average

Tata Retirement Savings Fund- Moderate Plan -Direct Plan-Growth Option

Solution Oriented Scheme - Retirement Fund

6.1% 1Y · 15.5% 3Y

6.1 🟡 Average

Tata Retirement Savings Fund- Progressive Plan -Direct Plan-Growth Option

Solution Oriented Scheme - Retirement Fund

6.1% 1Y · 16.9% 3Y

6.0 🟡 Average

Tata Overnight Fund-Direct Plan-Growth

Debt Scheme - Overnight Fund

5.4% 1Y · 6.2% 3Y

6.0 🟡 Average

Tata Infrastructure Fund -Direct Plan -Growth Option

Equity Scheme - Sectoral/ Thematic

8.3% 1Y · 19.6% 3Y

6.0 🟡 Average

Tata Value Fund -Direct Plan Growth Option

Equity Scheme - Value Fund

2.5% 1Y · 16.9% 3Y

6.0 🟡 Average

Tata Income Plus Arbitrage Active FOF Growth Option

Other Scheme - FoF Domestic

4.5% 1Y · 1.5% 3Y

5.7 🟠 Below Avg

Tata Mid Cap Fund- Growth Option

Equity Scheme - Mid Cap Fund

10.6% 1Y · 21.2% 3Y

5.7 🟠 Below Avg

Tata Banking And Financial Services Fund-Direct Plan-Growth

Equity Scheme - Sectoral/ Thematic

2.5% 1Y · 14.7% 3Y

5.6 🟠 Below Avg

Tata Nifty Auto Index Fund

Other Scheme - Index Funds

14.2% 1Y · 6.3% 3Y

5.5 🟠 Below Avg

Tata Large Cap Fund -Direct Plan Growth Option

Equity Scheme - Large Cap Fund

2.1% 1Y · 13.5% 3Y

5.5 🟠 Below Avg

Tata BSE Quality Index Fund Direct plan Growth Option

Other Scheme - Index Funds

6.2% 1Y · 7.0% 3Y

5.5 🟠 Below Avg

TATA CRISIL-IBX GILT INDEX - APRIL 2026 INDEX FUND - DIRECT PLAN - GROWTH

Other Scheme - Index Funds

6.7% 1Y · 7.3% 3Y

5.5 🟠 Below Avg

Tata Nifty G Sec Dec 2026 Index Fund-Direct Plan-Growth

Other Scheme - Index Funds

5.6% 1Y · 7.0% 3Y

5.5 🟠 Below Avg

Tata Nifty G-Sec Dec 2029 Index Fund

Other Scheme - Index Funds

3.6% 1Y · 7.2% 3Y

5.3 🟠 Below Avg

Tata ELSS Fund-Growth-Direct Plan

Equity Scheme - ELSS

6.2% 1Y · 16.4% 3Y

5.2 🟠 Below Avg

Tata Nifty Financial Services Index Fund

Other Scheme - Index Funds

-2.1% 1Y · 5.8% 3Y

5.2 🟠 Below Avg

Tata Nifty Midcap 150 Index Fund Option

Other Scheme - Index Funds

5.8% 1Y · 1.9% 3Y

5.2 🟠 Below Avg

Tata Nifty Next 50 Index Fund Growth Option

Other Scheme - Index Funds

5.1% 1Y · 1.7% 3Y

5.2 🟠 Below Avg

Tata Nifty SDL Plus AAA PSU Bond Dec 6040 Index Fund- Direct Plan-Growth

Other Scheme - Index Funds

4.6% 1Y · 7.0% 3Y

5.2 🟠 Below Avg

Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund -Direct Plan-Growth

Other Scheme - Index Funds

11.2% 1Y · 6.8% 3Y

5.2 🟠 Below Avg

Tata Fixed Maturity Plan Series 61 Scheme A (91 days) Growth Option

Income

1.7% 1Y · 0.6% 3Y

5.2 🟠 Below Avg

Tata Fixed Maturity Plan Series 61 Scheme D

Income

1.6% 1Y · 0.5% 3Y

5.1 🟠 Below Avg

Tata Flexi Cap Fund-Direct Plan-Growth

Equity Scheme - Flexi Cap Fund

0.0% 1Y · 14.9% 3Y

5.1 🟠 Below Avg

Tata Multicap Fund

Equity Scheme - Multi Cap Fund

10.6% 1Y · 14.4% 3Y

5.1 🟠 Below Avg

Tata Housing Opportunities Fund

Equity Scheme - Sectoral/ Thematic

0.5% 1Y · 11.9% 3Y

5.0 🟠 Below Avg

Tata Ultra Short Term Fund-Direct Plan-Growth

Debt Scheme - Ultra Short Duration Fund

6.5% 1Y · 7.3% 3Y

5.0 🟠 Below Avg

Tata Focused Fund-Direct Plan-Growth

Equity Scheme - Focused Fund

2.5% 1Y · 14.7% 3Y

5.0 🟠 Below Avg

Tata Ethical Fund -Direct Plan- Growth Option

Equity Scheme - Sectoral/ Thematic

-3.0% 1Y · 8.8% 3Y

5.0 🟠 Below Avg

Tata Aggressive Hybrid Fund -Direct Plan- Growth Option

Hybrid Scheme - Aggressive Hybrid Fund

0.8% 1Y · 9.9% 3Y

5.0 🟠 Below Avg

Tata Balanced Advantage Fund-Direct Plan-Growth

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

3.7% 1Y · 10.7% 3Y

5.0 🟠 Below Avg

Tata Equity Savings Fund- Direct Plan- Growth Option

Hybrid Scheme - Equity Savings

7.5% 1Y · 10.6% 3Y

5.0 🟠 Below Avg

Tata BSE Multicap Consumption 50:30:20 Index Fund Growth Option

Other Scheme - Index Funds

-6.8% 1Y · -2.3% 3Y

5.0 🟠 Below Avg

Tata BSE Select Business Groups Index Fund -

Other Scheme - Index Funds

7.2% 1Y · 2.3% 3Y

5.0 🟠 Below Avg

Tata BSE Select Business Groups Index Fund - Direct IDCW Payout

Other Scheme - Index Funds

7.2% 1Y · 2.3% 3Y

5.0 🟠 Below Avg

Tata Retirement Savings Fund- Conservative Plan-Direct Plan-Growth Option

Solution Oriented Scheme - Retirement Fund

3.5% 1Y · 8.8% 3Y

4.9 🟠 Below Avg

Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund

Other Scheme - Index Funds

5.3% 1Y · 3.6% 3Y

4.7 🟠 Below Avg

Tata Nifty India Tourism Index Fund - Direct

Other Scheme - Index Funds

-18.4% 1Y · -5.8% 3Y

4.7 🟠 Below Avg

Tata Nifty200 Alpha 30 Index Fund - Direct -Growth

Other Scheme - Index Funds

8.6% 1Y · -2.4% 3Y

4.7 🟠 Below Avg

Tata Childrens Fund-Direct Plan-Growth Option

Solution Oriented Scheme - Children’s Fund

-7.7% 1Y · 8.8% 3Y

4.5 🟠 Below Avg

Tata Treasury Advantage Fund Option

Debt Scheme - Low Duration Fund

5.7% 1Y · 7.1% 3Y

4.4 ❌ Poor

Tata Digital India Fund-Direct Plan-Growth

Equity Scheme - Sectoral/ Thematic

-15.3% 1Y · 7.9% 3Y

4.3 ❌ Poor

Tata Small Cap Fund-Direct Plan-Growth

Equity Scheme - Small Cap Fund

-7.1% 1Y · 13.4% 3Y

4.3 ❌ Poor

Tata Nifty Realty Index Fund

Other Scheme - Index Funds

-17.2% 1Y · -7.2% 3Y

4.2 ❌ Poor

Tata Corporate Bond Fund-Direct Plan-Growth

Debt Scheme - Corporate Bond Fund

3.4% 1Y · 7.0% 3Y

4.2 ❌ Poor

Tata Gilt Securities Fund- Direct Plan Option

Debt Scheme - Gilt Fund

-1.2% 1Y · 5.8% 3Y

4.2 ❌ Poor

Tata India Innovation Fund-

Equity Scheme - Sectoral/ Thematic

3.1% 1Y · -1.0% 3Y

4.0 ❌ Poor

Tata Dynamic Bond Fund- Direct Plan-Growth Option

Debt Scheme - Dynamic Bond

5.7% 1Y · 7.4% 3Y

4.0 ❌ Poor

Tata Short Term Bond Fund Option

Debt Scheme - Short Duration Fund

4.0% 1Y · 6.9% 3Y

4.0 ❌ Poor

Tata Large & MId Cap Fund -Direct Plan- Growth Option

Equity Scheme - Large & Mid Cap Fund

-4.4% 1Y · 10.2% 3Y

3.7 ❌ Poor

Tata Income Fund Option

Debt Scheme - Medium to Long Duration Fund

0.5% 1Y · 6.0% 3Y

3.6 ❌ Poor

Tata Floating Rate Fund -Direct Plan-Growth

Debt Scheme - Floater Fund

4.8% 1Y · 7.3% 3Y

3.2 ❌ Poor

Tata Medium Term Fund- Direct Plan- Growth Option

Debt Scheme - Medium Duration Fund

2.6% 1Y · 7.5% 3Y

3.2 ❌ Poor

Tata Quant Fund-Direct Plan-Growth

Equity Scheme - Sectoral/ Thematic

-100.0% 1Y · -100.0% 3Y

2.7 ❌ Poor

Tata Money Market Fund- Direct Plan- Growth Option

Debt Scheme - Money Market Fund

6.0% 1Y · 7.4% 3Y