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TATA

Total Funds
275
Average Rating
1.66
Avg Expense Ratio
0.801%

📊 Quick Summary Of This Page

TATA is a leading asset management company managing diversified mutual fund schemes across equity, debt and hybrid categories. Explore its fund lineup, portfolio strategies and investment positioning across markets.
Fund Categories
Sectoral/Thematic
51
Floater
9
Aggressive
9
Value
9
Corporate Bond
8
Mid Cap
6
Short Duration
6
Retirement
6
Small Cap
6
Ultra Short Duration
6
Dynamic Asset Allocation
5
Low Duration
5
Focused
5
Flexi Cap
5
Large & Mid Cap
5
Gilt
5
Dividend Yield
5
Large Cap
4
ELSS
4
Multi Asset Allocation
4
Multi Cap
4
Arbitrage
4
Overnight
2
Money Market
2
Liquid
2
Top Companies Held Across AMC
Company Funds Weight
ICICI Bank LTD 21 381.63%
RELIANCE INDUSTRIES LTD 22 361.20%
HDFC BANK LTD 19 248.96%
BHARTI AIRTEL LTD 17 219.00%
LARSEN AND TOUBRO LTD 17 192.84%
INFOSYS LTD 18 169.29%
AXIS BANK LTD 15 159.93%
STATE BANK OF INDIA 15 157.41%
REPO 27 138.37%
MAHINDRA AND MAHINDRA LTD 16 135.60%
NTPC LTD 16 119.82%
MARUTI SUZUKI INDIA LTD 15 117.90%
ULTRATECH CEMENT LTD 15 113.28%
TATA GOLD EXCHANGE TRADED FUND 2 105.49%
TATA SILVER EXCHANGE TRADED FUND 2 102.05%
TATA NIFTY INDIA DIGITAL EXCHANGE TRADED FUND 2 99.99%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD 18 98.16%
CASH NET CURRENT ASSET 47 91.06%
ITC LTD 14 88.53%
KOTAK MAHINDRA BANK LTD 18 85.66%
Fund Managers
Manager Funds Managed
Mr. Nitin Sharma 69
Mr. Amit Somani 38
Mr. Sonam Udasi 21
Mr. Akhil Mittal 19
Mr. Rahul Singh 17
Mr. Abhinav Sharma 15
Ms. Meeta Shetty 15
Mr. Murthy Nagarajan 13
Mr. Sailesh Jain 13
Mr. Chandraprakash Padiyar 11
Mr. Satish Chandra Mishra 11
Mr. Tapan Patel 9
Mr. Rajat Srivastava 6
Mr. Kapil Malhotra 5
Mr. Amey Sathe 5
Mr. Aditya Bagul 4
Mr. Dhawal Joshi 2
Ms. Jennifer Karkaria 2
All Funds
Fund Category Rating Expense
Tata Balanced Advantage Fund Dynamic Asset Allocation 5.00 1.50%
Tata Balanced Advantage Fund Dynamic Asset Allocation 5.00 1.50%
Tata Balanced Advantage Fund - Direct Plan Dynamic Asset Allocation 5.00 0.46%
Tata Balanced Advantage Fund - Direct Plan Dynamic Asset Allocation 5.00 0.46%
Tata Balanced Advantage Fund - Direct Plan Dynamic Asset Allocation 5.00 0.46%
Tata Retirement Savings Fund - Progressive Plan - Regular Plan Retirement 5.00 1.73%
Tata Retirement Savings Fund - Moderate Plan - Regular Plan Retirement 5.00 1.73%
Tata Retirement Savings Fund - Moderate Plan - Direct Plan Retirement 5.00 0.57%
Tata Retirement Savings Fund - Progressive Plan - Direct Plan Retirement 5.00 0.54%
Tata Gold ETF Fund of Fund 5.00 0.57%
Tata Gold ETF Fund of Fund - Direct Plan 5.00 0.20%
Tata Gold ETF Fund of Fund - Direct Plan 5.00 0.20%
Tata Gold ETF Fund of Fund 5.00 0.57%
Tata Retirement Savings Fund - Conservative Plan - Regular Plan Retirement 4.00 1.83%
Tata Retirement Savings Fund - Conservative Plan - Direct Plan Retirement 4.00 0.85%
Tata Gilt Fund - Regular Plan Gilt 3.00 1.18%
Tata Gilt Fund - Regular Plan Gilt 3.00 1.18%
Tata Short Term Fund - Regular Plan Short Duration 3.00 1.02%
Tata Gilt Fund - Regular Plan Gilt 3.00 1.18%
Tata Short Term Fund - Regular Plan Short Duration 3.00 1.02%
Tata ELSS – Tax Saver Fund ELSS 3.00 1.60%
Tata ELSS – Tax Saver Fund ELSS 3.00 1.60%
Tata ELSS – Tax Saver Fund - Direct Plan ELSS 3.00 0.68%
Tata ELSS – Tax Saver Fund - Direct Plan ELSS 3.00 0.68%
Tata Gilt Fund - Direct Plan Gilt 3.00 0.24%
Tata Gilt Fund - Direct Plan Gilt 3.00 0.24%
Tata Short Term Fund - Regular Plan Short Duration 3.00 1.02%
Tata Short Term Fund - Direct Plan Short Duration 3.00 0.30%
Tata Short Term Fund - Direct Plan Short Duration 3.00 0.30%
Tata Short Term Fund - Direct Plan Short Duration 3.00 0.30%
Tata Floating Interest Rates Fund - Direct Plan Floater 3.00 0.26%
Tata Floating Interest Rates Fund - Direct Plan Floater 3.00 0.26%
Tata Floating Interest Rates Fund - Direct Plan Floater 3.00 0.26%
Tata Floating Interest Rates Fund - Direct Plan Floater 3.00 0.26%
Tata Floating Interest Rates Fund Floater 3.00 0.62%
Tata Floating Interest Rates Fund Floater 3.00 0.62%
Tata Floating Interest Rates Fund Floater 3.00 0.62%
Tata Floating Interest Rates Fund Floater 3.00 0.62%
Tata Floating Interest Rates Fund Floater 3.00 0.62%
Tata Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Tata Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Tata Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Tata Corporate Bond Fund - Direct Plan Corporate Bond 3.00 0.27%
Tata Corporate Bond Fund Corporate Bond 3.00 0.75%
Tata Corporate Bond Fund Corporate Bond 3.00 0.75%
Tata Corporate Bond Fund Corporate Bond 3.00 0.75%
Tata Corporate Bond Fund Corporate Bond 3.00 0.75%
Tata Nifty G-Sec Dec 2029 Index Fund - Direct Plan 3.00 0.16%
Tata Nifty G-Sec Dec 2029 Index Fund - Direct Plan 3.00 0.16%
Tata Nifty G-Sec Dec 2029 Index Fund 3.00 0.38%
Tata Nifty G-Sec Dec 2029 Index Fund 3.00 0.38%
Tata Housing Opportunities Fund Sectoral/Thematic 2.09 2.09%
Tata Housing Opportunities Fund Sectoral/Thematic 2.09 2.09%
Tata Income Plus Arbitrage Active FOF 2.00 0.54%
Tata Income Plus Arbitrage Active FOF 2.00 0.54%
Tata Income Plus Arbitrage Active FOF - Direct Plan 2.00 0.08%
Tata Income Plus Arbitrage Active FOF - Direct Plan 2.00 0.08%
Tata Ultra Short Term Fund - Direct Plan Ultra Short Duration 2.00 0.26%
Tata Ultra Short Term Fund - Direct Plan Ultra Short Duration 2.00 0.26%
Tata Ultra Short Term Fund - Direct Plan Ultra Short Duration 2.00 0.26%
Tata Ultra Short Term Fund Ultra Short Duration 2.00 1.00%
Tata Ultra Short Term Fund Ultra Short Duration 2.00 1.00%
Tata Ultra Short to Short Term Fund - Direct Plan Low Duration 2.00 0.21%
Tata Ultra Short Term Fund Ultra Short Duration 2.00 1.00%
Tata Money Market Fund - Regular Plan Money Market 2.00 0.37%
Tata Ultra Short to Short Term Fund - Regular Plan Low Duration 2.00 0.50%
Tata Ultra Short to Short Term Fund - Periodic Dividend Low Duration 2.00 0.50%
Tata Ultra Short to Short Term Fund - Direct Plan Low Duration 2.00 0.21%
Tata Ultra Short to Short Term Fund - Direct Plan Low Duration 2.00 0.21%
Tata Money Market Fund - Direct Plan Money Market 2.00 0.15%
Tata Liquid Fund Liquid 2.00 0.29%
Tata Liquid Fund - Direct Plan Liquid 2.00 0.19%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund - Direct Plan 2.00 0.20%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund - Direct Plan 2.00 0.20%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund 2.00 0.40%
Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund 2.00 0.40%
Tata Nifty G Sec Dec 2026 Index Fund - Direct Plan 2.00 0.14%
Tata Nifty G Sec Dec 2026 Index Fund - Direct Plan 2.00 0.14%
Tata Nifty G Sec Dec 2026 Index Fund 2.00 0.36%
Tata Nifty G Sec Dec 2026 Index Fund 2.00 0.36%
Tata Dividend Yield Fund Dividend Yield 1.88 1.88%
Tata Dividend Yield Fund Dividend Yield 1.88 1.88%
Tata India Innovation Fund Sectoral/Thematic 1.83 1.83%
Tata India Innovation Fund Sectoral/Thematic 1.83 1.83%
Tata Resources & Energy Fund Sectoral/Thematic 1.82 1.82%
Tata Resources & Energy Fund Sectoral/Thematic 1.82 1.82%
Tata India Pharma & HealthCare Fund Sectoral/Thematic 1.80 1.80%
Tata India Pharma & HealthCare Fund Sectoral/Thematic 1.80 1.80%
Tata India Pharma & HealthCare Fund Sectoral/Thematic 1.80 1.80%
Tata Focused Fund Focused 1.77 1.77%
Tata Focused Fund Focused 1.77 1.77%
Tata Focused Fund Focused 1.77 1.77%
Tata Infrastructure Fund - Regular Plan Sectoral/Thematic 1.74 1.74%
Tata Infrastructure Fund - Regular Plan Sectoral/Thematic 1.74 1.74%
Tata Infrastructure Fund - Regular Plan Sectoral/Thematic 1.74 1.74%
Tata Business Cycle Fund Sectoral/Thematic 1.69 1.69%
Tata Business Cycle Fund Sectoral/Thematic 1.69 1.69%
Tata India Consumer Fund Sectoral/Thematic 1.68 1.68%
Tata India Consumer Fund Sectoral/Thematic 1.68 1.68%
Tata India Consumer Fund Sectoral/Thematic 1.68 1.68%
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Frequently Asked Questions

TATA is an Asset Management Company (AMC) that manages mutual fund schemes and investor assets across equity, debt and hybrid categories.

TATA manages mutual funds, makes investment decisions, and oversees portfolio performance for different schemes.

TATA manages multiple mutual fund schemes across different categories including equity, debt, hybrid and index funds.

Mutual fund investments are market-linked and carry risk. The reputation of TATA is one of several factors to consider before investing.

AUM (Assets Under Management) of TATA represents the total market value of all assets managed across its mutual fund schemes.

TATA offers equity funds, debt funds, hybrid funds, index funds and thematic mutual fund schemes.

Yes, investors can invest directly in TATA mutual fund schemes through AMC platforms, apps or distributors.

Fund managers at TATA select stocks based on financial performance, valuation, growth potential and sector analysis.

Yes, most mutual fund schemes managed by TATA support SIP (Systematic Investment Plan) investments.

Performance of TATA funds is measured using returns, consistency, risk-adjusted returns and benchmark comparison.

Yes, you can compare all mutual fund schemes managed by TATA based on returns, holdings, risk and portfolio structure.

Yes, depending on the scheme objective, TATA invests across large cap, mid cap and small cap companies.
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