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How To Invest In Tata Mutual Fund

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Investing in Tata Mutual Fund can be simplified into five straightforward steps for individuals looking to start

Step 1
Begin by assessing your risk profile, understanding your capacity for risk. This step is crucial to determine the level of risk you can take on when investing in Mutual Funds.
Step 2
Once you've completed your risk assessment, the next step is asset allocation. This involves dividing your investment between different asset classes, such as stocks and bonds, to achieve a balanced risk profile.
Step 3
The third step is to identify Mutual Funds that correspond to each asset class. You can evaluate these funds based on their past performance and investment objectives to make informed comparisons.
Step 4
Choose the specific Mutual Funds scheme in which you want to invest. You can initiate the application process either online or through offline channels.
Step 5
Diversify your investments and regularly monitor your portfolio to enhance your chances of achieving better results and higher profits.

Investing in Tata Mutual Fund online can be done in two primary ways

1

Creating an account on the official website of an Asset Management Company (AMC): Tata Mutual Fund has its official website where you can explore a variety of mutual funds in different categories. To invest, follow the instructions on the AMC's website, complete the required information, and submit your application. The KYC process can also be completed online, making use of your Aadhar Number and PAN. Your provided information is verified in the background, and you can start investing once successfully verified.

2

Using a mobile app: Tata Mutual Fund provide mobile applications for investing in mutual funds, making the process quick and hassle-free. These apps allow investors to invest in various mutual fund schemes, check account statements, buy or sell units, and access important portfolio details. Additionally, investors can explore and invest in funds from different fund houses through these apps.

Learn how to invest in other Tata Mutual Fund.

Scheme Name

3Y Returns

How To Invest In Tata Floating Rate Fund Direct IDCW Monthly

NA

How To Invest In Tata CRISIL IBX Gilt Index April 2026 Index Fund Direct Growth

NA

How To Invest In Tata Housing Opportunities Fund Direct IDCW

NA

How To Invest In Tata Nifty India Digital ETF FoF Direct Growth

NA

How To Invest In Tata Dividend Yield Fund Direct IDCW

NA

How To Invest In Tata CRISIL IBX Gilt Index April 2026 Index Fund Direct IDCW

NA

How To Invest In Tata Business Cycle Fund Direct Growth

NA

How To Invest In Tata Floating Rate Fund Direct Growth

NA

How To Invest In Tata Dividend Yield Fund Direct Growth

NA

How To Invest In Tata Housing Opportunities Fund Direct Growth

NA

How To Invest In Tata Business Cycle Fund Direct IDCW

NA

How To Invest In Tata Nifty India Digital ETF FoF Direct IDCW

NA

How To Invest In Tata Small Cap Fund Direct Growth

40.05

How To Invest In Tata Small Cap Fund Direct IDCW

40.05

How To Invest In Tata Infrastructure Direct Plan Growth

37.45

How To Invest In Tata Infrastructure Direct Plan IDCW

37.45

How To Invest In Tata Midcap Growth Direct Plan Bonus

27.98

How To Invest In Tata Midcap Growth Direct Plan Growth

27.98

How To Invest In Tata Resources & Energy Fund Direct Growth

25.28

How To Invest In Tata Resources & Energy Fund Direct IDCW

25.28

How To Invest In Tata Focused Equity Fund Direct Growth

23.44

How To Invest In Tata Focused Equity Fund Direct IDCW

23.44

How To Invest In Tata Large & Mid Cap Fund Direct Plan Growth

23.18

How To Invest In Tata Large & Mid Cap Fund Direct Plan IDCW

23.18

How To Invest In Tata India Consumer Fund Direct IDCW

22.23

How To Invest In Tata India Consumer Fund Direct Growth

22.23

How To Invest In Tata Equity PE Fund Direct Growth

22.2

How To Invest In Tata Equity PE Fund IDCW Trigger Option A Direct IDCW

22.2

How To Invest In Tata India Tax Savings Fund Direct Growth

22.11

How To Invest In Tata India Tax Savings Fund Direct IDCW

22.11

How To Invest In Tata Digital India Fund Direct IDCW

22.03

How To Invest In Tata Digital India Fund Direct Growth

22.03

How To Invest In Tata Banking and Financial Services Fund Direct Growth

21.77

How To Invest In Tata Banking and Financial Services Fund Direct IDCW

21.77

How To Invest In Tata Ethical Direct Plan Growth

21.42

How To Invest In Tata Ethical Direct Plan IDCW

21.42

How To Invest In Tata Large Cap Direct Plan IDCW

20.83

How To Invest In Tata Large Cap Direct Plan Growth

20.83

How To Invest In Tata Multi Asset Opportunities Fund Direct IDCW

18.71

How To Invest In Tata Multi Asset Opportunities Fund Direct Growth

18.71

How To Invest In Tata Flexi Cap Fund Direct Growth

17.75

How To Invest In Tata Flexi Cap Fund Direct IDCW

17.75

How To Invest In Tata Hybrid Equity Fund Direct Plan Growth

17.72

How To Invest In Tata Quant Fund Direct Growth

16.85

How To Invest In Tata Quant Fund Direct IDCW

16.85

How To Invest In Tata Hybrid Equity Fund Direct Plan IDCW Monthly

16.59

How To Invest In Tata Retirement Savings Fund Moderate Plan Direct Growth

15.31

How To Invest In Tata Balanced Advantage Fund Direct Growth

14.8

How To Invest In Tata India Pharma & HealthCare Fund Direct IDCW

14.5

How To Invest In Tata India Pharma & HealthCare Fund Direct Growth

14.5

How To Invest In Tata Equity Savings Fund Direct IDCW Monthly

9.93

How To Invest In Tata Equity Savings Fund Direct Growth

9.93

How To Invest In Tata Retirement Savings Fund Conservative Plan Direct Growth

7.47

How To Invest In Tata Medium Term Fund Direct Growth

7.44

How To Invest In Tata Medium Term Fund Direct IDCW Quarterly

7.44

How To Invest In Tata Dynamic Bond Direct Growth

7.36

How To Invest In Tata Dynamic Bond Direct IDCW Monthly

7.36

How To Invest In Tata Income Fund Direct Growth

5.97

How To Invest In Tata Income Fund Direct IDCW Half Yearly

5.97

How To Invest In Tata Arbitrage Fund Direct Growth

5.61

How To Invest In Tata Money Market Fund Direct Growth

5.4

How To Invest In Tata Money Market Fund Direct IDCW Daily

5.4

How To Invest In Tata Ultra Short Term Fund Direct IDCW Monthly

5.22

How To Invest In Tata Ultra Short Term Fund Direct Growth

5.22

How To Invest In Tata Treasury Advantage Direct Plan Growth

5.02

How To Invest In Tata Liquid Fund Direct Growth

4.84

How To Invest In Tata Liquid Fund Direct IDCW Daily

4.84

How To Invest In Tata Banking & PSU Debt Fund Direct Growth

4.82

How To Invest In Tata Banking & PSU Debt Fund Direct IDCW

4.82

How To Invest In Tata Short Term Bond Direct Plan IDCW

4.79

How To Invest In Tata Short Term Bond Direct Plan Growth

4.79

How To Invest In Tata Overnight Fund Direct IDCW Daily

4.62

How To Invest In Tata Overnight Fund Direct Growth

4.62

How To Invest In Tata Treasury Advantage Fund Direct IDCW

4.33

How To Invest In Tata Gilt Securities Fund Direct IDCW Quarterly

3.83

How To Invest In Tata Gilt Securities Fund Direct Growth

3.83

How To Invest In Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct Growth

2.2%

How To Invest In Tata Nifty SDL Plus AAA PSU Bond Dec 2027 60:40 Index Fund Direct IDCW

2.2%

How To Invest In Tata Corporate Bond Fund (Ex) Direct Growth

-11.83

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