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Funds by Category

Equity Funds

Equity Funds

Ideal for investors with a high-risk tolerance

19

Funds to choose

Debt Funds

Debt Funds

Generates a higher return when interest rates fall

7

Funds to choose

Hybrid Funds

Hybrid Funds

For investors seeking long term capital gains

4

Funds to choose

Index

Index

Exchange-Traded Fund that seeks to track the returns of a market index. 

21

Funds to choose

ETF

ETF

ETFs can offer lower operating costs than traditional open-end funds.

5

Funds to choose

Liquid Fund

Liquid Fund

For those looking to build an emergency fund

1

Funds to choose

Overnight

Overnight

Generates reasonable returns with overnight rates and high liquidity over the short term.

1

Funds to choose

Solutions Oriented

Solutions Oriented

Funds designed to achieve a specific goals

4

Funds to choose

Tax Savings / ELSS

Tax Savings / ELSS

Get tax exemption up to ₹1.5 lakhs under 80C

1

Funds to choose

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Glossary

© Copyright 2026 Tata Mutual Fund. All Rights Reserved.

SEBI registration code MF/023/95/9.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

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Funds for your Goals

Choose the right mutual funds to achieve your financial goals.

With low risk for 6 months to 3 years

TATA Nifty G Sec Dec 2029 Index Fund

DEBT
Index Funds

Inception

13 Jan 2023

Fund Size (AUM)

130.1000 Cr

Benchmark

Nifty G-Sec Dec 2029 Index (TRI)

Returns

1 YEAR

4.45%

3 YEARS

7.53%

5 YEARS

NA

Tata Nifty G-Sec Dec 2026 Index Fund

DEBT
Index Funds

Inception

16 Jan 2023

Fund Size (AUM)

71.6500 Cr

Benchmark

Nifty G-Sec Dec 2026 Index (TRI)

Returns

1 YEAR

5.67%

3 YEARS

7.22%

5 YEARS

NA

Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index Fund

DEBT
Index Funds

Inception

30 Mar 2022

Fund Size (AUM)

637.0700 Cr

Benchmark

Nifty SDL Plus AAA PSU Bond Dec 2027 60: 40 Index TRI

Returns

1 YEAR

5.47%

3 YEARS

7.38%

5 YEARS

NA

Tata Floating Interest Rates Fund

DEBT
Floating Interest Rates Fund

Inception

07 Jul 2021

Fund Size (AUM)

117.7900 Cr

Benchmark

CRISIL Short Duration Debt A-II Index

Returns

1 YEAR

6.25%

3 YEARS

7.40%

5 YEARS

6.73%

Tata Ultra Short Term Fund

DEBT
Ultra Short Duration Fund

Inception

22 Jan 2019

Fund Size (AUM)

5712.9900 Cr

Benchmark

CRISIL Ultra Short Duration Debt A-I Index

Returns

1 YEAR

6.98%

3 YEARS

7.50%

5 YEARS

6.79%

Tata Arbitrage Fund

HYBRID
Arbitrage Fund

Inception

18 Dec 2018

Fund Size (AUM)

24642.0400 Cr

Benchmark

Nifty 50 Arbitrage Index

Returns

1 YEAR

6.82%

3 YEARS

7.47%

5 YEARS

6.86%

Tata Short Term Fund

DEBT
Short Term Fund

Inception

08 Aug 2002

Fund Size (AUM)

2869.0400 Cr

Benchmark

CRISIL Short Duration Debt A-II Index

Returns

1 YEAR

5.11%

3 YEARS

7.15%

5 YEARS

6.31%

Tata Ultra Short to Short Term Fund

DEBT
Ultra Short to Short Term Fund

Inception

06 Sep 2005

Fund Size (AUM)

2665.6200 Cr

Benchmark

CRISIL Low Duration Debt A-I Index

Returns

1 YEAR

6.35%

3 YEARS

7.28%

5 YEARS

6.52%

Expert Thoughts

Equity House view

Our outlook on equity market performance, sector rotation, and stock selection strategies for the next month.

Read
JUL 01, 2026Archives

Monetary Policy Committee

Insights into central bank decisions, interest rate outlook, and the impact of monetary policy on markets and inflation.

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APR 08, 2026Archives

Union Budget

Breakdown of government spending allocations, tax changes, and the expected impact on growth and fiscal stability.

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FEB 01, 2026Archives