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 20.10%.
  • 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 ₹572.41, while Tata Nifty Realty Index Fund Regular-Growth has one of the lowest NAV at ₹7.83.
  • 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-Infrastructure6.22%-1.62%19.18%20.52%20.10%19.00%16.70%
Tata Infrastructure Direct Plan-IDCWEquity / Sectoral-Infrastructure6.22%-1.62%19.18%20.52%20.10%19.00%16.70%
Tata Infrastructure Fund Regular-GrowthEquity / Sectoral-Infrastructure5.22%-2.55%18.09%19.40%19.02%17.98%15.83%
Tata Infrastructure Fund Regular-IDCWEquity / Sectoral-Infrastructure5.22%-2.55%18.09%19.40%19.02%17.98%15.83%
Tata Mid Cap Direct Plan-GrowthEquity / Mid Cap9.73%5.98%21.21%20.45%18.19%19.90%17.81%
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₹ 10,000
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5 Years

Tata Infrastructure Direct Plan-Growth Tata

Maturity Value
₹660,543
AUM
₹2,084.20 Cr
Expense ratio
1.16%
Current NAV
194.1315
Category
Equity
1 Yr Return
6.22%
3 Yr Return
19.18%
5 Yr Return
20.10%
7 Yr Return
19.00%
10 Yr Return
16.70%
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Tata Infrastructure Direct Plan-IDCW Tata

Maturity Value
₹660,543
AUM
₹2,084.20 Cr
Expense ratio
1.16%
Current NAV
95.0856
Category
Equity
1 Yr Return
6.22%
3 Yr Return
19.18%
5 Yr Return
20.10%
7 Yr Return
19.00%
10 Yr Return
16.70%
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Tata Infrastructure Fund Regular-Growth Tata

Maturity Value
₹657,306
AUM
₹2,084.20 Cr
Expense ratio
2.03%
Current NAV
177.1821
Category
Equity
1 Yr Return
5.22%
3 Yr Return
18.09%
5 Yr Return
19.02%
7 Yr Return
17.98%
10 Yr Return
15.83%
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Tata Infrastructure Fund Regular-IDCW Tata

Maturity Value
₹657,306
AUM
₹2,084.20 Cr
Expense ratio
2.03%
Current NAV
77.3493
Category
Equity
1 Yr Return
5.22%
3 Yr Return
18.09%
5 Yr Return
19.02%
7 Yr Return
17.98%
10 Yr Return
15.83%
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Tata Mid Cap Direct Plan-Growth Tata

Maturity Value
₹654,850
AUM
₹5,604.35 Cr
Expense ratio
0.65%
Current NAV
511.7874
Category
Equity
1 Yr Return
9.73%
3 Yr Return
21.21%
5 Yr Return
18.19%
7 Yr Return
19.90%
10 Yr Return
17.81%
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Tata Mid Cap Direct Plan-IDCW Tata

Maturity Value
₹654,850
AUM
₹5,604.35 Cr
Expense ratio
0.65%
Current NAV
164.0508
Category
Equity
1 Yr Return
9.73%
3 Yr Return
21.21%
5 Yr Return
18.19%
7 Yr Return
19.90%
10 Yr Return
17.81%
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Tata Small Cap Fund Direct-Growth Tata

Maturity Value
₹651,512
AUM
₹11,329.85 Cr
Expense ratio
0.49%
Current NAV
39.7637
Category
Equity
1 Yr Return
-8.05%
3 Yr Return
13.11%
5 Yr Return
17.07%
7 Yr Return
20.92%
10 Yr Return
-
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Tata Small Cap Fund Direct-IDCW Tata

Maturity Value
₹651,512
AUM
₹11,329.85 Cr
Expense ratio
0.49%
Current NAV
38.4169
Category
Equity
1 Yr Return
-8.05%
3 Yr Return
13.11%
5 Yr Return
17.07%
7 Yr Return
20.92%
10 Yr Return
-
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Tata Mid Cap Fund Regular-Growth Tata

Maturity Value
₹650,581
AUM
₹5,604.35 Cr
Expense ratio
1.83%
Current NAV
445.5621
Category
Equity
1 Yr Return
8.41%
3 Yr Return
19.78%
5 Yr Return
16.76%
7 Yr Return
18.40%
10 Yr Return
16.50%
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Tata Mid Cap Fund Regular-IDCW Tata

Maturity Value
₹650,581
AUM
₹5,604.35 Cr
Expense ratio
1.83%
Current NAV
118.1001
Category
Equity
1 Yr Return
8.41%
3 Yr Return
19.78%
5 Yr Return
16.76%
7 Yr Return
18.40%
10 Yr Return
16.50%
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Tata India Consumer Fund Direct-Growth Tata

Maturity Value
₹649,097
AUM
₹2,590.64 Cr
Expense ratio
0.76%
Current NAV
51.2174
Category
Equity
1 Yr Return
4.73%
3 Yr Return
17.51%
5 Yr Return
16.27%
7 Yr Return
16.40%
10 Yr Return
17.84%
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Tata India Consumer Fund Direct-IDCW Tata

Maturity Value
₹649,097
AUM
₹2,590.64 Cr
Expense ratio
0.76%
Current NAV
49.6374
Category
Equity
1 Yr Return
4.73%
3 Yr Return
17.51%
5 Yr Return
16.27%
7 Yr Return
16.40%
10 Yr Return
17.84%
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Tata Value Fund Direct-Growth Tata

Maturity Value
₹648,465
AUM
₹8,591.54 Cr
Expense ratio
0.81%
Current NAV
385.2893
Category
Equity
1 Yr Return
1.38%
3 Yr Return
16.68%
5 Yr Return
16.06%
7 Yr Return
15.48%
10 Yr Return
16.28%
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Tata Value Fund IDCW Trigger Option A Direct-IDCW Tata

Maturity Value
₹648,465
AUM
₹8,591.54 Cr
Expense ratio
0.81%
Current NAV
141.5729
Category
Equity
1 Yr Return
1.38%
3 Yr Return
16.68%
5 Yr Return
16.06%
7 Yr Return
15.48%
10 Yr Return
16.28%
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Tata Value Fund IDCW Trigger Option B Direct-IDCW Tata

Maturity Value
₹648,465
AUM
₹8,591.54 Cr
Expense ratio
0.81%
Current NAV
130.9368
Category
Equity
1 Yr Return
1.38%
3 Yr Return
16.68%
5 Yr Return
16.06%
7 Yr Return
15.48%
10 Yr Return
16.28%
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Tata Resources & Energy Fund Direct-Growth Tata

Maturity Value
₹648,160
AUM
₹1,343.33 Cr
Expense ratio
0.7%
Current NAV
58.0248
Category
Equity
1 Yr Return
12.59%
3 Yr Return
20.91%
5 Yr Return
15.95%
7 Yr Return
21.31%
10 Yr Return
18.50%
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Tata Resources & Energy Fund Direct-IDCW Tata

Maturity Value
₹648,160
AUM
₹1,343.33 Cr
Expense ratio
0.7%
Current NAV
56.2731
Category
Equity
1 Yr Return
12.59%
3 Yr Return
20.91%
5 Yr Return
15.95%
7 Yr Return
21.31%
10 Yr Return
18.50%
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Tata India Pharma & Healthcare Fund Direct-Growth Tata

Maturity Value
₹646,878
AUM
₹1,325.19 Cr
Expense ratio
0.77%
Current NAV
37.1854
Category
Equity
1 Yr Return
8.54%
3 Yr Return
26.17%
5 Yr Return
15.52%
7 Yr Return
21.92%
10 Yr Return
14.82%
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Tata India Pharma & Healthcare Fund Direct-IDCW Tata

Maturity Value
₹646,878
AUM
₹1,325.19 Cr
Expense ratio
0.77%
Current NAV
35.9767
Category
Equity
1 Yr Return
8.54%
3 Yr Return
26.17%
5 Yr Return
15.52%
7 Yr Return
21.92%
10 Yr Return
14.82%
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Tata Small Cap Fund Regular-Growth Tata

Maturity Value
₹646,051
AUM
₹11,329.85 Cr
Expense ratio
1.67%
Current NAV
35.0216
Category
Equity
1 Yr Return
-9.25%
3 Yr Return
11.56%
5 Yr Return
15.25%
7 Yr Return
18.96%
10 Yr Return
-
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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 ₹572.41, while Tata Nifty Realty Index Fund Regular-Growth has a lower NAV of ₹7.83.

  • 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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