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Tata Mutual Funds

Tata runs 67 direct-plan schemes that we currently track — 39 equity, 13 debt, 7 other, 4 hybrid, 4 solution oriented. The table below ranks them all by CAGR so you can see how the fund house performs across horizons rather than judging it on a single flagship scheme.

Its strongest 5-year performer is Tata Infrastructure Fund - Direct Plan - Growth Option at 14.4% CAGR, against a house-wide median of 7.3%. A wide spread between a fund house's best and median scheme is worth noting: it usually means performance is driven by a few specific funds rather than by the AMC's process as a whole.

Showing 50 of 67 schemes · sorted by Y5 high to low · page 1 of 2

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Tata mutual funds — frequently asked questions

Which Tata mutual fund has given the best 5-year return?

Tata Infrastructure Fund - Direct Plan - Growth Option is Tata's best-performing scheme over five years, with a CAGR of 14.4%. This reflects historical NAV growth and is not a forecast.

How many mutual fund schemes does Tata offer?

We track 67 direct-plan Tata schemes with a recent NAV, spread across 5 asset types. Schemes that have been wound up or have stopped reporting NAV are excluded.

Are these Tata returns before or after expenses?

After. NAV is published net of the scheme's expense ratio, so every CAGR shown here is already net of ongoing costs. Exit loads, stamp duty and your own tax liability are not included.