Tata Equity funds

Looking for top Tata Mutual Fund options in the Equity space. Compare performance, NAV, holdings, and risk metrics below to find funds that match your investment objectives.

Key Highlights Tata Equity funds :

  • Tata Infrastructure Direct Plan-Growth has delivered one of the strongest 5 year returns at 20.03%.
  • The lowest expense ratio is offered by Tata Nifty 50 Exchange Traded Fund-Growth at 0.08%.
  • Tata Large Cap Direct Plan-Growth has the highest NAV at ₹572.54, while Tata Nifty Realty Index Fund Regular-Growth has one of the lowest NAV at ₹7.91.
  • In terms of scale, Tata Small Cap Fund Direct-Growth manages the highest AUM around ₹11,329.85 Cr, whereas Tata Nifty Private Bank ETF is among the lowest AUM around ₹10.62 Cr.
  • The most affordable entry point is offered by Tata ELSS Fund Direct-IDCW with a minimum investment of ₹500.

Top Performing Tata Equity funds

Scheme NameFund Type / Category1 Year2 Years3 Years4 Years5 Years7 Years10 Years
Tata Infrastructure Direct Plan-GrowthEquity / Sectoral-Infrastructure6.85%-0.52%19.05%20.33%20.03%18.53%16.57%
Tata Infrastructure Direct Plan-IDCWEquity / Sectoral-Infrastructure6.85%-0.52%19.05%20.33%20.03%18.53%16.57%
Tata Infrastructure Fund Regular-GrowthEquity / Sectoral-Infrastructure5.86%-1.46%17.96%19.22%18.95%17.52%15.70%
Tata Infrastructure Fund Regular-IDCWEquity / Sectoral-Infrastructure5.86%-1.46%17.96%19.22%18.95%17.52%15.70%
Tata Mid Cap Direct Plan-GrowthEquity / Mid Cap9.12%6.53%20.25%19.75%18.02%19.52%17.66%
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₹ 10,000
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Invest for
5 Years

Tata Infrastructure Direct Plan-Growth Tata

Maturity Value
₹660,335
AUM
₹2,084.20 Cr
Expense ratio
1.15%
Current NAV
197.7147
Category
Equity
1 Yr Return
6.85%
3 Yr Return
19.05%
5 Yr Return
20.03%
7 Yr Return
18.53%
10 Yr Return
16.57%
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Tata Infrastructure Direct Plan-IDCW Tata

Maturity Value
₹660,335
AUM
₹2,084.20 Cr
Expense ratio
1.15%
Current NAV
96.8406
Category
Equity
1 Yr Return
6.85%
3 Yr Return
19.05%
5 Yr Return
20.03%
7 Yr Return
18.53%
10 Yr Return
16.57%
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Tata Infrastructure Fund Regular-Growth Tata

Maturity Value
₹657,099
AUM
₹2,084.20 Cr
Expense ratio
2.03%
Current NAV
180.4212
Category
Equity
1 Yr Return
5.86%
3 Yr Return
17.96%
5 Yr Return
18.95%
7 Yr Return
17.52%
10 Yr Return
15.70%
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Tata Infrastructure Fund Regular-IDCW Tata

Maturity Value
₹657,099
AUM
₹2,084.20 Cr
Expense ratio
2.03%
Current NAV
78.7633
Category
Equity
1 Yr Return
5.86%
3 Yr Return
17.96%
5 Yr Return
18.95%
7 Yr Return
17.52%
10 Yr Return
15.70%
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Tata Mid Cap Direct Plan-Growth Tata

Maturity Value
₹654,337
AUM
₹5,604.35 Cr
Expense ratio
0.65%
Current NAV
512.9313
Category
Equity
1 Yr Return
9.12%
3 Yr Return
20.25%
5 Yr Return
18.02%
7 Yr Return
19.52%
10 Yr Return
17.66%
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Tata Mid Cap Direct Plan-IDCW Tata

Maturity Value
₹654,337
AUM
₹5,604.35 Cr
Expense ratio
0.65%
Current NAV
164.4174
Category
Equity
1 Yr Return
9.12%
3 Yr Return
20.25%
5 Yr Return
18.02%
7 Yr Return
19.52%
10 Yr Return
17.66%
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Tata Mid Cap Fund Regular-Growth Tata

Maturity Value
₹650,074
AUM
₹5,604.35 Cr
Expense ratio
1.83%
Current NAV
446.4555
Category
Equity
1 Yr Return
7.82%
3 Yr Return
18.83%
5 Yr Return
16.59%
7 Yr Return
18.03%
10 Yr Return
16.34%
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Tata Mid Cap Fund Regular-IDCW Tata

Maturity Value
₹650,074
AUM
₹5,604.35 Cr
Expense ratio
1.83%
Current NAV
118.3369
Category
Equity
1 Yr Return
7.82%
3 Yr Return
18.83%
5 Yr Return
16.59%
7 Yr Return
18.03%
10 Yr Return
16.34%
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Tata Small Cap Fund Direct-Growth Tata

Maturity Value
₹650,037
AUM
₹11,329.85 Cr
Expense ratio
0.48%
Current NAV
40.2815
Category
Equity
1 Yr Return
-8.43%
3 Yr Return
13.07%
5 Yr Return
16.58%
7 Yr Return
20.68%
10 Yr Return
-
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Tata Small Cap Fund Direct-IDCW Tata

Maturity Value
₹650,037
AUM
₹11,329.85 Cr
Expense ratio
0.48%
Current NAV
38.9171
Category
Equity
1 Yr Return
-8.43%
3 Yr Return
13.07%
5 Yr Return
16.58%
7 Yr Return
20.68%
10 Yr Return
-
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Tata Resources & Energy Fund Direct-Growth Tata

Maturity Value
₹647,956
AUM
₹1,343.33 Cr
Expense ratio
0.7%
Current NAV
58.7062
Category
Equity
1 Yr Return
14.31%
3 Yr Return
20.90%
5 Yr Return
15.88%
7 Yr Return
21.02%
10 Yr Return
18.30%
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Tata Resources & Energy Fund Direct-IDCW Tata

Maturity Value
₹647,956
AUM
₹1,343.33 Cr
Expense ratio
0.7%
Current NAV
56.9339
Category
Equity
1 Yr Return
14.31%
3 Yr Return
20.90%
5 Yr Return
15.88%
7 Yr Return
21.02%
10 Yr Return
18.30%
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Tata Dividend Yield Fund Direct-Growth Tata

Maturity Value
₹647,710
AUM
₹1,043.89 Cr
Expense ratio
0.66%
Current NAV
20.9289
Category
Equity
1 Yr Return
11.22%
3 Yr Return
18.41%
5 Yr Return
15.80%
7 Yr Return
-
10 Yr Return
-
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Tata Dividend Yield Fund Direct-IDCW Tata

Maturity Value
₹647,710
AUM
₹1,043.89 Cr
Expense ratio
0.66%
Current NAV
20.9289
Category
Equity
1 Yr Return
11.22%
3 Yr Return
18.41%
5 Yr Return
15.80%
7 Yr Return
-
10 Yr Return
-
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Tata India Consumer Fund Direct-Growth Tata

Maturity Value
₹647,149
AUM
₹2,590.64 Cr
Expense ratio
0.76%
Current NAV
50.8575
Category
Equity
1 Yr Return
3.07%
3 Yr Return
15.84%
5 Yr Return
15.61%
7 Yr Return
16.35%
10 Yr Return
17.58%
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Tata India Consumer Fund Direct-IDCW Tata

Maturity Value
₹647,149
AUM
₹2,590.64 Cr
Expense ratio
0.76%
Current NAV
49.2887
Category
Equity
1 Yr Return
3.07%
3 Yr Return
15.84%
5 Yr Return
15.61%
7 Yr Return
16.35%
10 Yr Return
17.58%
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Tata Value Fund Direct-Growth Tata

Maturity Value
₹647,027
AUM
₹8,591.54 Cr
Expense ratio
0.81%
Current NAV
385.8483
Category
Equity
1 Yr Return
0.93%
3 Yr Return
16.34%
5 Yr Return
15.57%
7 Yr Return
15.15%
10 Yr Return
15.77%
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Tata Value Fund IDCW Trigger Option A Direct-IDCW Tata

Maturity Value
₹647,027
AUM
₹8,591.54 Cr
Expense ratio
0.81%
Current NAV
141.7784
Category
Equity
1 Yr Return
0.93%
3 Yr Return
16.34%
5 Yr Return
15.57%
7 Yr Return
15.15%
10 Yr Return
15.77%
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Tata Value Fund IDCW Trigger Option B Direct-IDCW Tata

Maturity Value
₹647,027
AUM
₹8,591.54 Cr
Expense ratio
0.81%
Current NAV
131.1268
Category
Equity
1 Yr Return
0.93%
3 Yr Return
16.34%
5 Yr Return
15.57%
7 Yr Return
15.15%
10 Yr Return
15.77%
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Tata India Pharma & Healthcare Fund Direct-Growth Tata

Maturity Value
₹645,996
AUM
₹1,325.19 Cr
Expense ratio
0.77%
Current NAV
36.7782
Category
Equity
1 Yr Return
8.35%
3 Yr Return
24.45%
5 Yr Return
15.23%
7 Yr Return
21.74%
10 Yr Return
14.76%
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Frequently Asked Questions

  • Which fund has the lowest expense ratio?

    Tata Nifty 50 Exchange Traded Fund-Growth offers one of the lowest expense ratios at 0.08%.

  • Which fund has the highest and lowest NAV?

    Tata Large Cap Direct Plan-Growth has one of the highest NAVs at ₹572.54, while Tata Nifty Realty Index Fund Regular-Growth has a lower NAV of ₹7.91.

  • Which fund has the highest AUM?

    Tata Small Cap Fund Direct-Growth manages one of the highest assets under management at ₹11,329.85 Cr.

  • What is the minimum investment required?

    The minimum investment starts from ₹500, offered by Tata ELSS Fund Direct-IDCW.
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