Tata Passive Funds

Updated September 2026 · 26 active funds · data from AMFI NAVs

Tata runs 26 passive 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 passive line-up like for like - it is analysis, not advice. For how every passive fund in India compares, see the full category page.

67% of the 18 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 Nifty Midcap 150 Momentum 50 Index Fund Tata	+3.65%	+13.77%	-	0.60	-25.9%	0.50%	₹1.0K Cr
2	Tata Nifty India Digital ETF Fund of Fund Tata	-7.66%	+8.50%	-	0.22	-27.9%	0.14%	₹121 Cr
3	Tata Nifty G - Sec Dec 2029 Index Fund Tata	+4.42%	+7.44%	-	0.30	-1.1%	0.19%	₹141 Cr
4	Tata Nifty SDL Plus AAA PSU Bond Dec 6040 Index Fund Tata	+5.52%	+7.39%	-	-0.12	-2.3%	-	₹742 Cr
5	TATA CRISIL - IBX GILT INDEX - APRIL 2026 INDEX FUND Tata	+6.74%	+7.26%	-	-	-0.4%	-	₹387 Cr
6	Tata Nifty G Sec Dec 2026 Index Fund Tata	+5.74%	+7.18%	-	-	-0.6%	0.16%	₹76 Cr
7	Tata Nifty 50 Index Fund Tata	-6.30%	+6.46%	+6.29%	0.31	-16.5%	0.25%	₹1.5K Cr
8	Tata S&P BSE Sensex Index Fund Tata	-8.30%	+4.66%	+5.14%	0.25	-16.2%	-	₹399 Cr
9	Tata Nifty Capital Markets Index Fund Tata	+24.61%	-	-	0.61	-30.6%	0.69%	₹487 Cr
10	Tata Nifty MidSmall Healthcare Index Fund Tata	+18.57%	-	-	0.75	-17.5%	0.51%	₹155 Cr
11	Tata Income Plus Arbitrage Active FOF Tata	+5.62%	-	-	-1.31	-0.3%	0.09%	₹284 Cr
12	Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund Tata	+5.33%	-	-	0.26	-21.3%	0.46%	₹122 Cr
13	Tata Nifty Midcap 150 Index Fund Tata	+5.18%	-	-	0.04	-14.0%	0.94%	₹224 Cr
14	Tata Nifty200 Alpha 30 Index Fund Tata	+4.89%	-	-	-0.33	-29.5%	0.46%	₹190 Cr
15	Tata Nifty Auto Index Fund Tata	+1.21%	-	-	0.31	-28.4%	0.49%	₹97 Cr
16	Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund Tata	+0.69%	-	-	-0.06	-22.5%	0.49%	₹71 Cr
17	Tata BSE Select Business Groups Index Fund Tata	-0.20%	-	-	-0.03	-15.0%	0.35%	₹221 Cr
18	Tata BSE Quality Index Fund Tata	-0.54%	-	-	0.09	-12.2%	0.38%	₹53 Cr
19	Tata Nifty Realty Index Fund Tata	-0.58%	-	-	-0.22	-43.5%	0.52%	₹44 Cr
20	Tata Nifty Financial Services Index Fund Tata	-4.16%	-	-	0.17	-17.4%	0.50%	₹73 Cr
21	Tata Nifty India Tourism Index Fund Tata	-13.89%	-	-	-0.42	-31.1%	0.45%	₹255 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.

All Tata funds All Passive funds Tata Debt Tata Hybrid Tata Equity

Tata Passive Funds

Related