Tata Equity Funds
Updated June 2026 · 29 active funds · data from AMFI NAVs
Tata runs 29 equity mutual fund schemes tracked on FindMF. The table below ranks them on trailing return, alongside risk metrics and real expense ratios computed independently from AMFI NAVs. Use it to compare Tata's equity line-up like for like - it is analysis, not advice. For how every equity fund in India compares, see the full category page.
70% of the 20 funds here with a computed alpha beat their benchmark over the measured window (positive alpha). Past performance is not indicative; this is analysis, not advice.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Tata India Pharma & Healthcare Fund Tata | +5.51% | +23.81% | +14.48% | 0.58 | -17.3% | 1.11% | ₹1.3K Cr |
| 2 | Tata Mid Cap Fund Tata | +2.14% | +18.47% | +16.42% | 0.75 | -21.2% | 0.66% | ₹5.4K Cr |
| 3 | Tata Resources & Energy Fund Tata | +6.11% | +18.24% | +14.20% | 0.60 | -23.5% | 0.87% | ₹1.2K Cr |
| 4 | Tata Dividend Yield Fund Tata | +4.85% | +16.66% | +14.88% | 0.58 | -20.4% | 0.67% | ₹998 Cr |
| 5 | Tata Infrastructure Fund Tata | -0.27% | +16.22% | +18.34% | 0.78 | -29.8% | 1.33% | ₹1.9K Cr |
| 6 | Tata Business Cycle Fund Tata | -2.46% | +15.65% | - | 0.59 | -20.0% | 1.10% | ₹2.7K Cr |
| 7 | Tata India Consumer Fund Tata | +0.33% | +14.98% | +14.66% | 0.61 | -20.7% | 0.76% | ₹2.5K Cr |
| 8 | Tata Value Fund Tata | -5.40% | +14.70% | +14.38% | 0.66 | -20.9% | 0.81% | ₹8.4K Cr |
| 9 | Tata ELSS Fund Tata | -0.50% | +14.39% | +13.32% | 0.58 | -18.5% | 0.80% | ₹4.6K Cr |
| 10 | Tata Quant Fund Tata | +7.73% | +14.04% | - | 0.33 | -20.0% | 0.91% | ₹62 Cr |
| 11 | Tata Banking And Financial Services Fund Tata | -3.68% | +13.06% | +12.47% | 0.48 | -23.1% | 0.56% | ₹3.1K Cr |
| 12 | Tata Multicap Fund Tata | +4.29% | +12.94% | - | 0.54 | -22.4% | 2.41% | ₹3.1K Cr |
| 13 | Tata Focused Fund Tata | -3.03% | +12.80% | +12.32% | 0.55 | -19.6% | 0.78% | ₹1.8K Cr |
| 14 | Tata Flexi Cap Fund Tata | -6.13% | +12.59% | +10.75% | 0.47 | -18.1% | 0.69% | ₹3.6K Cr |
| 15 | Tata Large Cap Fund Tata | -2.77% | +11.91% | +11.39% | 0.47 | -17.1% | 0.98% | ₹2.7K Cr |
| 16 | Tata Small Cap Fund Tata | -11.84% | +11.84% | +15.45% | 0.67 | -30.9% | 0.48% | ₹10.7K Cr |
| 17 | Tata Housing Opportunities Fund Tata | -7.51% | +9.78% | - | 0.39 | -24.2% | 4.36% | ₹486 Cr |
| 18 | Tata Large & MId Cap Fund Tata | -9.91% | +9.06% | +10.64% | 0.44 | -21.7% | 0.71% | ₹8.1K Cr |
| 19 | Tata Digital India Fund Tata | -21.55% | +6.98% | +6.81% | 0.22 | -33.3% | 0.81% | ₹10.9K Cr |
| 20 | Tata Ethical Fund Tata | -8.44% | +6.93% | +8.68% | 0.32 | -21.8% | 0.72% | ₹3.7K Cr |
| 21 | Tata India Innovation Fund Tata | -1.60% | - | - | -0.41 | -18.1% | 2.30% | ₹1.5K Cr |
Ranked by trailing return (3Y where available, else 1Y) on funds with at least one year of history. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.