Funds/Mutual funds
Mutual fund schemes
Direct plans only. Direct Growth when we can tell the option. Returns from daily AMFI NAV via MFAPI — not SEBI PMS TWRR. Research only.
AMFI NAV · data via MFAPI
CAGR, trailing 1Y/3Y/5Y, max drawdown, and Calmar from AMFI daily NAV via OpenStatz (252 trading days/year). Not SEBI PMS TWRR.
Direct plans only
- Tata Money Market Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 6.03%
- 1Y
- 6.80%
- 3Y
- 7.82%
- Max DD
- -6.57%
As of 2026-10-07
- Tata Multi Asset Allocation Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 17.73%
- 1Y
- 2.46%
- 3Y
- 12.61%
- Max DD
- -13.53%
As of 2026-10-07
- Tata Multi Sector Passive FOF - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- Not reported
- 1Y
- Not reported
- 3Y
- Not reported
- Max DD
- -7.11%
As of 2026-10-07
- Tata Nifty 50 Index Fund - Direct PlanTata Mutual FundDirect
- CAGR
- 11.44%
- 1Y
- -9.30%
- 3Y
- 5.82%
- Max DD
- -37.15%
As of 2026-10-07
- Tata Nifty Auto Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 5.40%
- 1Y
- -6.05%
- 3Y
- Not reported
- Max DD
- -28.36%
As of 2026-10-07
- Tata Nifty Capital Markets Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 21.66%
- 1Y
- 22.65%
- 3Y
- Not reported
- Max DD
- -30.56%
As of 2026-10-07
- Tata Nifty Financial Services Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 6.07%
- 1Y
- -6.61%
- 3Y
- Not reported
- Max DD
- -17.38%
As of 2026-10-07
- Tata Nifty G-Sec Dec 2026 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 7.40%
- 1Y
- 5.82%
- 3Y
- 7.64%
- Max DD
- -0.56%
As of 2026-10-07
- Tata Nifty G-Sec Dec 2029 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 7.74%
- 1Y
- 4.13%
- 3Y
- 7.98%
- Max DD
- -1.08%
As of 2026-10-07
- Tata Nifty India Tourism Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- -6.50%
- 1Y
- -14.57%
- 3Y
- Not reported
- Max DD
- -31.13%
As of 2026-10-07
- Tata Nifty MidSmall Healthcare Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 18.06%
- 1Y
- 15.99%
- 3Y
- Not reported
- Max DD
- -17.54%
As of 2026-10-07
- Tata Nifty Midcap 150 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 0.93%
- 1Y
- 1.59%
- 3Y
- Not reported
- Max DD
- -14.05%
As of 2026-10-07
- Tata Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 15.92%
- 1Y
- 0.52%
- 3Y
- 13.49%
- Max DD
- -25.92%
As of 2026-10-07
- Tata Nifty Next 50 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 1.71%
- 1Y
- Not reported
- 3Y
- Not reported
- Max DD
- -14.48%
As of 2026-10-07
- Tata Nifty Realty Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- -7.05%
- 1Y
- -7.03%
- 3Y
- Not reported
- Max DD
- -43.55%
As of 2026-10-07
- Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60 40 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 6.99%
- 1Y
- 5.51%
- 3Y
- 7.81%
- Max DD
- -2.29%
As of 2026-10-07
- Tata Nifty200 Alpha 30 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- -5.12%
- 1Y
- 2.04%
- 3Y
- Not reported
- Max DD
- -29.49%
As of 2026-10-07
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 6.96%
- 1Y
- 1.90%
- 3Y
- Not reported
- Max DD
- -21.28%
As of 2026-10-07
- Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 1.73%
- 1Y
- -2.43%
- 3Y
- Not reported
- Max DD
- -22.53%
As of 2026-10-07
- Tata Overnight Fund - Direct Plan - Daily Reinvestment of Income Distribution cum capital withdrawal optionTata Mutual FundDirect
- CAGR
- 0.00%
- 1Y
- 0.00%
- 3Y
- 0.00%
- Max DD
- 0.00%
As of 2026-10-07
- Tata Overnight Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 4.18%
- 1Y
- 4.22%
- 3Y
- 4.88%
- Max DD
- 0.00%
As of 2026-10-07
- Tata Resources & Energy Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 17.69%
- 1Y
- 3.61%
- 3Y
- 15.22%
- Max DD
- -33.22%
As of 2026-10-07
- Tata Resources & Energy Fund - Direct Plan - Reinvestment of Income Distribution cum capital withdrawal optionTata Mutual FundDirect
- CAGR
- 17.34%
- 1Y
- 0.42%
- 3Y
- 14.02%
- Max DD
- -33.22%
As of 2026-10-07
- Tata Retirement Savings Fund-Conservative Plan - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 9.82%
- 1Y
- 3.05%
- 3Y
- 7.83%
- Max DD
- -10.98%
As of 2026-10-07
- Tata Retirement Savings Fund-Moderate Plan - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 14.99%
- 1Y
- 3.51%
- 3Y
- 11.71%
- Max DD
- -29.64%
As of 2026-10-07
- Tata Retirement Savings Fund-Progressive Plan - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 15.12%
- 1Y
- 3.55%
- 3Y
- 12.30%
- Max DD
- -34.20%
As of 2026-10-07
- Tata Short Term Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 7.73%
- 1Y
- 5.02%
- 3Y
- 7.53%
- Max DD
- -5.12%
As of 2026-10-07
- Tata Small Cap Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 21.62%
- 1Y
- 1.61%
- 3Y
- 12.30%
- Max DD
- -36.61%
As of 2026-10-07
- Tata Small Cap Fund - Direct Plan - Reinvestment of Income Distribution cum capital withdrawal optionTata Mutual FundDirect
- CAGR
- 21.07%
- 1Y
- -1.90%
- 3Y
- 10.99%
- Max DD
- -36.61%
As of 2026-10-07
- Tata Ultra Short Term Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 6.76%
- 1Y
- 7.27%
- 3Y
- 7.84%
- Max DD
- -0.71%
As of 2026-10-07
- Tata Ultra Short Term Fund - Direct Plan - Monthly Reinvestment of Income Distribution cum capital withdrawal optionTata Mutual FundDirect
- CAGR
- 6.78%
- 1Y
- 7.30%
- 3Y
- 7.66%
- Max DD
- -0.71%
As of 2026-10-07
- Tata Ultra Short Term Fund - Direct Plan - Weekly Reinvestment of Income Distribution cum capital withdrawal optionTata Mutual FundDirect
- CAGR
- 0.53%
- 1Y
- -0.15%
- 3Y
- -0.01%
- Max DD
- -0.88%
As of 2026-10-07
- Tata Ultra Short to Short Term Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 7.34%
- 1Y
- 6.57%
- 3Y
- 7.64%
- Max DD
- -5.14%
As of 2026-10-07
- Tata Value Fund - Direct Plan - Growth OptionTata Mutual FundDirect · Growth
- CAGR
- 16.30%
- 1Y
- -1.96%
- 3Y
- 12.63%
- Max DD
- -37.90%
As of 2026-10-07
- Taurus Banking & Financial Services Fund - Direct Plan - GrowthTaurus Mutual FundDirect · Growth
- CAGR
- 11.14%
- 1Y
- -5.97%
- 3Y
- 7.60%
- Max DD
- -41.62%
As of 2026-10-07
- Taurus Banking & Financial Services Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus Mutual FundDirect
- CAGR
- 11.04%
- 1Y
- -5.97%
- 3Y
- 7.59%
- Max DD
- -41.55%
As of 2026-10-07
- Taurus ELSS Tax Saver Fund - Direct Plan - GrowthTaurus Mutual FundDirect · Growth
- CAGR
- 12.85%
- 1Y
- -1.66%
- 3Y
- 10.68%
- Max DD
- -35.05%
As of 2026-10-07
- Taurus ELSS Tax Saver Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus Mutual FundDirect
- CAGR
- 12.67%
- 1Y
- -1.67%
- 3Y
- 10.68%
- Max DD
- -35.03%
As of 2026-10-07
- Taurus Ethical Fund - Direct Plan - BonusTaurus Mutual FundDirect
- CAGR
- 5.39%
- 1Y
- -3.55%
- 3Y
- 8.27%
- Max DD
- -64.75%
As of 2026-10-07
- Taurus Ethical Fund - Direct Plan - GrowthTaurus Mutual FundDirect · Growth
- CAGR
- 13.95%
- 1Y
- -3.54%
- 3Y
- 8.26%
- Max DD
- -29.36%
As of 2026-10-07
- Taurus Ethical Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus Mutual FundDirect
- CAGR
- 13.74%
- 1Y
- -5.30%
- 3Y
- 7.60%
- Max DD
- -29.34%
As of 2026-10-07
- Taurus Flexi Cap Fund - Direct Plan - GrowthTaurus Mutual FundDirect · Growth
- CAGR
- 10.68%
- 1Y
- 8.58%
- 3Y
- 11.99%
- Max DD
- -40.99%
As of 2026-10-07
- Taurus Flexi Cap Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus Mutual FundDirect
- CAGR
- 6.85%
- 1Y
- -5.84%
- 3Y
- 6.78%
- Max DD
- -52.52%
As of 2026-10-07
- Taurus Infrastructure Fund - Direct Plan - GrowthTaurus Mutual FundDirect · Growth
- CAGR
- 12.54%
- 1Y
- -14.15%
- 3Y
- 6.17%
- Max DD
- -37.29%
As of 2026-10-07
- Taurus Infrastructure Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus Mutual FundDirect
- CAGR
- 12.42%
- 1Y
- -14.14%
- 3Y
- 6.18%
- Max DD
- -37.28%
As of 2026-10-07
- Taurus Large Cap Fund - Direct Plan - GrowthTaurus Mutual FundDirect · Growth
- CAGR
- 10.84%
- 1Y
- 7.42%
- 3Y
- 13.82%
- Max DD
- -35.12%
As of 2026-10-07
- Taurus Large Cap Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus Mutual FundDirect
- CAGR
- 3.20%
- 1Y
- -6.97%
- 3Y
- 8.47%
- Max DD
- -65.27%
As of 2026-10-07
- Taurus Mid Cap Fund - Direct Plan - GrowthTaurus Mutual FundDirect · Growth
- CAGR
- 16.34%
- 1Y
- 6.28%
- 3Y
- 10.03%
- Max DD
- -32.80%
As of 2026-10-07
- Taurus Mid Cap Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus Mutual FundDirect
- CAGR
- 14.30%
- 1Y
- -5.19%
- 3Y
- 5.90%
- Max DD
- -32.80%
As of 2026-10-07
- Taurus Nifty 50 Index Fund - Direct Plan - GrowthTaurus Mutual FundDirect · Growth
- CAGR
- 11.04%
- 1Y
- -9.84%
- 3Y
- 5.19%
- Max DD
- -37.00%
As of 2026-10-07
1910 schemes · research only · not SEBI PMS TWRR · no most-bought ranks
Schemes with an AMFI NAV in the last year. Search still finds older plans.