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 17 of 67 schemes · sorted by Y5 high to low · page 2 of 2
- Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth OptionTata · Equity₹14.71#511Y+12.38%3Y—5Y—10Y—
- Tata Nifty Realty Index Fund - Direct Plan - Growth OptionTata · Equity₹8.32#521Y-9.82%3Y—5Y—10Y—
- Tata Nifty Financial Services Index Fund - Direct Plan - Growth OptionTata · Equity₹11.71#531Y-7.27%3Y—5Y—10Y—
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund - Direct Plan - Growth OptionTata · Equity₹11.62#541Y+0.10%3Y—5Y—10Y—
- Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund - Direct Plan - Growth OptionTata · Equity₹10.27#551Y-4.89%3Y—5Y—10Y—
- Tata Nifty India Tourism Index Fund - Direct Plan - Growth OptionTata · Equity₹8.47#561Y-16.59%3Y—5Y—10Y—
- Tata Nifty200 Alpha 30 Index Fund - Direct Plan - Growth OptionTata · Equity₹8.59#571Y-1.01%3Y—5Y—10Y—
- Tata Nifty Capital Markets Index Fund - Direct Plan - Growth OptionTata · Equity₹14.33#581Y+15.30%3Y—5Y—10Y—
- Tata India Innovation Fund - Direct Plan - Growth OptionTata · Equity₹9.89#591Y-1.32%3Y—5Y—10Y—
- Tata BSE Select Business Groups Index Fund - Direct Plan - Growth OptionTata · Equity₹9.31#601Y-6.74%3Y—5Y—10Y—
- Tata BSE Quality Index Fund - Direct Plan - Growth OptionTata · Equity₹10.61#611Y-4.57%3Y—5Y—10Y—
- Tata Income Plus Arbitrage Active FOF - Direct Plan - Growth OptionTata · Other₹10.73#621Y+5.21%3Y—5Y—10Y—
- Tata Nifty Midcap 150 Index Fund - Direct Plan - Growth OptionTata · Equity₹10.29#631Y-0.36%3Y—5Y—10Y—
- Tata Nifty Next 50 Index Fund - Direct Plan - Growth OptionTata · Equity₹10.09#641Y+0.27%3Y—5Y—10Y—
- Tata BSE Multicap Consumption 50:30:20 Index Fund - Direct Plan - Growth OptionTata · Equity₹9.10#651Y—3Y—5Y—10Y—
- Tata Multi Sector Passive FOF - Direct Plan - Growth OptionTata · Other₹9.29#661Y—3Y—5Y—10Y—
- Tata CRISIL-IBX Financial Services 3-6 Months Debt Index Fund - Direct Plan - Growth OptionTata · Debt₹10.04#671Y—3Y—5Y—10Y—
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.