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ਭਾਰਤ ਵਿੱਚ ਸਭ ਤੋਂ ਕੀਮਤੀ ਬ੍ਰਾਂਡਾਂ ਵਿੱਚੋਂ ਇੱਕ ਦੁਆਰਾ ਸਮਰਥਤ,ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ ਨੇ ਆਪਣੀ ਨਿਰੰਤਰ ਕਾਰਗੁਜ਼ਾਰੀ ਅਤੇ ਵਿਸ਼ਵ ਪੱਧਰੀ ਸੇਵਾ ਨਾਲ ਨਿਵੇਸ਼ਕਾਂ ਦਾ ਵਿਸ਼ਵਾਸ ਹਾਸਲ ਕੀਤਾ ਹੈ। ਇੱਕ ਹਮਲਾਵਰ ਤੋਂ ਸਹੀਨਿਵੇਸ਼ਕ ਇੱਕ ਰੂੜੀਵਾਦੀ ਨੂੰਪੂੰਜੀ ਬਿਲਡਰ, ਕਿਸੇ ਵਪਾਰੀ ਜਾਂ ਤਨਖਾਹਦਾਰ ਪੇਸ਼ੇਵਰ, ਟਾਟਾ ਨੂੰਮਿਉਚੁਅਲ ਫੰਡ ਹਰੇਕ ਖਪਤਕਾਰ ਲਈ ਨਿਵੇਸ਼ ਵਿਕਲਪ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ।
ਦਏ.ਐਮ.ਸੀ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਰੰਤਰ ਨਤੀਜੇ ਪ੍ਰਾਪਤ ਕਰਨ ਦਾ ਉਦੇਸ਼ ਹੈ। ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈਵਿੱਤੀ ਟੀਚੇ ਨਿਵੇਸ਼ਕਾਂ ਵਿੱਚੋਂ, ਫੰਡ ਹਾਊਸ ਵੱਖ-ਵੱਖ ਟੀਚੇ-ਅਧਾਰਿਤ ਫੰਡਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਵੱਖ-ਵੱਖ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ ਜਿਵੇਂ- ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਸੰਤੁਲਿਤ,ਤਰਲ ਫੰਡ, ਟੈਕਸ ਬਚਤ, ਆਦਿ। ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਯੋਜਨਾ ਬਣਾਉਣ ਵਾਲਾ ਹੇਠਾਂ-ਸੂਚੀਬੱਧ ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ ਦੀਆਂ 10 ਸਭ ਤੋਂ ਵਧੀਆ ਸਕੀਮਾਂ ਵਿੱਚੋਂ ਇੱਕ ਫੰਡ ਚੁਣ ਸਕਦਾ ਹੈ।
ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।
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ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ ਕਿਉਂ ਨਿਵੇਸ਼ ਕਰੋ?
ਟਾਟਾ ਨਾਮ ਇੱਕ ਵੱਡੀ ਕੀਮਤ, ਭਰੋਸੇ ਅਤੇ ਭਰੋਸੇਯੋਗਤਾ ਦੇ ਨਾਲ ਆਉਂਦਾ ਹੈ। ਇਹ ਦੇਸ਼ ਵਿੱਚ ਇੱਕ ਉੱਚ ਇਕੁਇਟੀ ਦਾ ਆਨੰਦ ਮਾਣਦਾ ਹੈ.
ਫੰਡ ਪ੍ਰਬੰਧਨ ਦੇ ਨਾਲ, ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ ਮਾਹਰ ਵਿੱਤੀ ਸੇਵਾਵਾਂ ਦੀ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਕੰਪਨੀ ਦੇ ਭਰੋਸੇ ਅਤੇ ਨਿਰੰਤਰ ਰਿਕਾਰਡ ਦੁਆਰਾ ਆਕਰਸ਼ਿਤ ਹੁੰਦੇ ਹਨ।
ਕੰਪਨੀ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਨੇ ਨਿਵੇਸ਼ਕਾਂ ਵਿੱਚ ਆਪਣੇ ਪੈਸੇ ਦੀ ਸੁਰੱਖਿਆ ਨੂੰ ਲੈ ਕੇ ਵਿਸ਼ਵਾਸ ਪੈਦਾ ਕੀਤਾ ਹੈ। ਉੱਚ ਜੋਖਮਾਂ ਦੇ ਬਾਵਜੂਦ, ਨਿਵੇਸ਼ਕਾਂ ਦਾ ਪੱਕਾ ਵਿਸ਼ਵਾਸ ਹੈ ਕਿ ਪੈਸੇ ਦਾ ਪ੍ਰਬੰਧਨ ਨਹੀਂ ਕੀਤਾ ਜਾਵੇਗਾ।
ਇਹ ਸਮੇਂ ਦੀ ਇੱਕ ਮਿਆਦ ਵਿੱਚ ਹੌਲੀ-ਹੌਲੀ ਦੌਲਤ ਬਣਾਉਣ ਲਈ ਇੱਕ ਵਧੀਆ ਵਿਕਲਪ ਹੈ।
ਵਧੀਆ ਟਾਟਾ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Tata India Tax Savings Fund Growth ₹47.952
↑ 0.20 ₹4,664 500 500 7.1 4.2 8.8 13.6 13.3 14.1 4.9 Tata Retirement Savings Fund - Progressive Growth ₹70.1798
↑ 0.51 ₹2,217 5,000 150 5.7 10.9 6.8 13.9 11 14.1 -1.2 Tata Retirement Savings Fund-Moderate Growth ₹69.0801
↑ 0.42 ₹2,218 5,000 150 5.5 9.6 6.7 12.9 10.7 13.9 1 Tata Equity PE Fund Growth ₹355.034
↑ 3.99 ₹8,492 5,000 150 4.7 0 2.8 13.9 14.1 17.5 3.7 Tata Liquid Fund Growth ₹4,407.61
↑ 0.45 ₹27,603 5,000 500 1.7 3.3 6.3 6.9 6.2 7 6.5 Tata Treasury Advantage Fund Growth ₹4,208.25
↓ -2.45 ₹2,240 5,000 500 2.1 3.1 6 7 6.1 7.1 7.2 Tata Retirement Savings Fund - Conservative Growth ₹33.1161
↑ 0.03 ₹169 5,000 500 3.4 4.3 4.4 7.5 6.2 8.4 3.6 Tata Money Market Fund Growth ₹5,074.04
↓ -1.96 ₹34,138 5,000 500 2 3.3 6.3 7.3 6.5 6.8 7.4 TATA Infrastructure Fund Growth ₹180.576
↓ -0.06 ₹2,072 5,000 150 3.3 7.4 6 14.1 17.3 14.3 -7.1 TATA Short Term Bond Fund Growth ₹50.4957
↓ -0.07 ₹2,941 5,000 500 2.1 2.4 4.7 6.5 5.5 7 6.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Aug 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Tata India Tax Savings Fund Tata Retirement Savings Fund - Progressive Tata Retirement Savings Fund-Moderate Tata Equity PE Fund Tata Liquid Fund Tata Treasury Advantage Fund Tata Retirement Savings Fund - Conservative Tata Money Market Fund TATA Infrastructure Fund TATA Short Term Bond Fund Point 1 Upper mid AUM (₹4,664 Cr). Bottom quartile AUM (₹2,217 Cr). Lower mid AUM (₹2,218 Cr). Upper mid AUM (₹8,492 Cr). Top quartile AUM (₹27,603 Cr). Lower mid AUM (₹2,240 Cr). Bottom quartile AUM (₹169 Cr). Highest AUM (₹34,138 Cr). Bottom quartile AUM (₹2,072 Cr). Upper mid AUM (₹2,941 Cr). Point 2 Established history (11+ yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (14+ yrs). Established history (23+ yrs). Established history (21+ yrs). Oldest track record among peers (24 yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Low. Risk profile: Moderately Low. Risk profile: Moderately High. Risk profile: Low. Risk profile: High. Risk profile: Moderately Low. Point 5 5Y return: 13.29% (upper mid). 5Y return: 10.97% (upper mid). 5Y return: 10.74% (upper mid). 5Y return: 14.10% (top quartile). 1Y return: 6.33% (upper mid). 1Y return: 6.02% (lower mid). 5Y return: 6.18% (lower mid). 1Y return: 6.28% (upper mid). 5Y return: 17.28% (top quartile). 1Y return: 4.67% (bottom quartile). Point 6 3Y return: 13.57% (upper mid). 3Y return: 13.87% (upper mid). 3Y return: 12.91% (upper mid). 3Y return: 13.95% (top quartile). 1M return: 0.53% (bottom quartile). 1M return: 0.56% (lower mid). 3Y return: 7.52% (lower mid). 1M return: 0.61% (lower mid). 3Y return: 14.06% (top quartile). 1M return: 0.38% (bottom quartile). Point 7 1Y return: 8.84% (top quartile). 1Y return: 6.85% (top quartile). 1Y return: 6.70% (upper mid). 1Y return: 2.82% (bottom quartile). Sharpe: 2.49 (top quartile). Sharpe: 0.30 (upper mid). 1Y return: 4.39% (bottom quartile). Sharpe: 0.74 (top quartile). 1Y return: 6.00% (lower mid). Sharpe: -0.68 (bottom quartile). Point 8 Alpha: 3.16 (top quartile). 1M return: 1.96% (top quartile). 1M return: 1.94% (upper mid). Alpha: -1.97 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). 1M return: 0.75% (upper mid). Information ratio: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Sharpe: 0.13 (upper mid). Alpha: 3.37 (top quartile). Alpha: 0.00 (upper mid). Sharpe: -0.17 (bottom quartile). Yield to maturity (debt): 6.44% (upper mid). Yield to maturity (debt): 7.09% (top quartile). Alpha: 0.00 (lower mid). Yield to maturity (debt): 6.81% (upper mid). Sharpe: 0.09 (lower mid). Yield to maturity (debt): 7.21% (top quartile). Point 10 Information ratio: 0.02 (upper mid). Sharpe: 0.14 (upper mid). Sharpe: 0.12 (lower mid). Information ratio: 0.12 (top quartile). Modified duration: 0.20 yrs (lower mid). Modified duration: 0.85 yrs (bottom quartile). Sharpe: -0.22 (bottom quartile). Modified duration: 0.51 yrs (lower mid). Information ratio: 0.00 (bottom quartile). Modified duration: 1.77 yrs (bottom quartile). Tata India Tax Savings Fund
Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund-Moderate
Tata Equity PE Fund
Tata Liquid Fund
Tata Treasury Advantage Fund
Tata Retirement Savings Fund - Conservative
Tata Money Market Fund
TATA Infrastructure Fund
TATA Short Term Bond Fund
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.. Research Highlights for Tata India Tax Savings Fund Below is the key information for Tata India Tax Savings Fund Returns up to 1 year are on To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance
that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Tata Retirement Savings Fund - Progressive Below is the key information for Tata Retirement Savings Fund - Progressive Returns up to 1 year are on To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance
that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Tata Retirement Savings Fund-Moderate Below is the key information for Tata Retirement Savings Fund-Moderate Returns up to 1 year are on To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder. Research Highlights for Tata Equity PE Fund Below is the key information for Tata Equity PE Fund Returns up to 1 year are on (Erstwhile TATA Money Market Fund ) To create a highly liquid portfolio of money market instruments so as to provide reasonable returns and high liquidity to the unitholders. Research Highlights for Tata Liquid Fund Below is the key information for Tata Liquid Fund Returns up to 1 year are on (Erstwhile Tata Ultra Short Term Fund) The investment objective of the scheme is to generate regular income & capital appreciation by investing in a portfolio of debt & money market instruments with relatively lower interest rate risk. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Tata Treasury Advantage Fund Below is the key information for Tata Treasury Advantage Fund Returns up to 1 year are on To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance
that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Tata Retirement Savings Fund - Conservative Below is the key information for Tata Retirement Savings Fund - Conservative Returns up to 1 year are on (Erstwhile Tata Liquid Fund) To create a highly liquid portfolio of good quality debt as well as money market instruments so as to provide reasonable returns and high liquidity to the unitholders. Research Highlights for Tata Money Market Fund Below is the key information for Tata Money Market Fund Returns up to 1 year are on To provide income distribution and / or medium to long term capital gains by investing predominantly in equity / equity related instruments of the companies in the infrastructure sector. Research Highlights for TATA Infrastructure Fund Below is the key information for TATA Infrastructure Fund Returns up to 1 year are on To create a liquid portfolio of debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unitholders. Research Highlights for TATA Short Term Bond Fund Below is the key information for TATA Short Term Bond Fund Returns up to 1 year are on 1. Tata India Tax Savings Fund
Tata India Tax Savings Fund
Growth Launch Date 13 Oct 14 NAV (20 Aug 26) ₹47.952 ↑ 0.20 (0.41 %) Net Assets (Cr) ₹4,664 on 31 Jul 26 Category Equity - ELSS AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.13 Information Ratio 0.02 Alpha Ratio 3.16 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,953 31 Jul 23 ₹12,983 31 Jul 24 ₹17,490 31 Jul 25 ₹17,289 31 Jul 26 ₹18,423 Returns for Tata India Tax Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 2.8% 3 Month 7.1% 6 Month 4.2% 1 Year 8.8% 3 Year 13.6% 5 Year 13.3% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.9% 2023 19.5% 2022 24% 2021 5.9% 2020 30.4% 2019 11.9% 2018 13.6% 2017 -8.4% 2016 46% 2015 2.1% Fund Manager information for Tata India Tax Savings Fund
Name Since Tenure Sailesh Jain 16 Dec 21 4.63 Yr. Data below for Tata India Tax Savings Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 34.41% Industrials 16.89% Consumer Cyclical 11.65% Health Care 6.48% Communication Services 5.75% Energy 5.22% Basic Materials 5.05% Technology 4.03% Utility 2.68% Real Estate 1.91% Consumer Defensive 1.42% Asset Allocation
Asset Class Value Cash 4.51% Equity 95.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 10 | HDFCBANK6% ₹267 Cr 3,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹264 Cr 1,426,428 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK5% ₹245 Cr 1,781,000
↓ -269,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 18 | SBIN5% ₹209 Cr 2,040,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE4% ₹175 Cr 1,350,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 16 | LT3% ₹146 Cr 352,147 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | MOTHERSON3% ₹146 Cr 9,850,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 26 | POLICYBZR3% ₹133 Cr 814,850
↑ 150,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004803% ₹130 Cr 230,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325553% ₹123 Cr 3,451,000 2. Tata Retirement Savings Fund - Progressive
Tata Retirement Savings Fund - Progressive
Growth Launch Date 1 Nov 11 NAV (20 Aug 26) ₹70.1798 ↑ 0.51 (0.74 %) Net Assets (Cr) ₹2,217 on 31 Jul 26 Category Solutions - Retirement Fund AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio 0.14 Information Ratio 0.17 Alpha Ratio 3.37 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-60 Years (1%),60 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹9,982 31 Jul 23 ₹11,644 31 Jul 24 ₹16,163 31 Jul 25 ₹15,827 31 Jul 26 ₹16,884 Returns for Tata Retirement Savings Fund - Progressive
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 2% 3 Month 5.7% 6 Month 10.9% 1 Year 6.8% 3 Year 13.9% 5 Year 11% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.2% 2023 21.7% 2022 29% 2021 -3.9% 2020 23.3% 2019 14.4% 2018 11.5% 2017 -6.1% 2016 49.1% 2015 3.1% Fund Manager information for Tata Retirement Savings Fund - Progressive
Name Since Tenure Murthy Nagarajan 1 Apr 17 9.34 Yr. Sonam Udasi 1 Apr 16 10.34 Yr. Data below for Tata Retirement Savings Fund - Progressive as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 4.79% Equity 95.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 22 | SOLARINDS5% ₹114 Cr 61,200
↓ -3,600 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK5% ₹109 Cr 792,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE4% ₹84 Cr 648,000 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE4% ₹77 Cr 198,000
↓ -36,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL3% ₹71 Cr 2,700,000
↓ -63,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 25 | MCX3% ₹69 Cr 243,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO3% ₹67 Cr 171,000
↓ -9,000 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB3% ₹63 Cr 63,000 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 25 | NAM-INDIA3% ₹62 Cr 531,000 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Jul 22 | 5052832% ₹54 Cr 274,892 3. Tata Retirement Savings Fund-Moderate
Tata Retirement Savings Fund-Moderate
Growth Launch Date 1 Nov 11 NAV (20 Aug 26) ₹69.0801 ↑ 0.42 (0.61 %) Net Assets (Cr) ₹2,218 on 31 Jul 26 Category Solutions - Retirement Fund AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.02 Sharpe Ratio 0.12 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-60 Years (1%),60 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,187 31 Jul 23 ₹11,822 31 Jul 24 ₹15,657 31 Jul 25 ₹15,696 31 Jul 26 ₹16,713 Returns for Tata Retirement Savings Fund-Moderate
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 1.9% 3 Month 5.5% 6 Month 9.6% 1 Year 6.7% 3 Year 12.9% 5 Year 10.7% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 1% 2023 19.5% 2022 25.3% 2021 -1.9% 2020 20.5% 2019 15.1% 2018 8.6% 2017 -3.6% 2016 38.8% 2015 6.7% Fund Manager information for Tata Retirement Savings Fund-Moderate
Name Since Tenure Murthy Nagarajan 1 Apr 17 9.34 Yr. Amit Somani 1 Jun 26 0.17 Yr. Sonam Udasi 1 Apr 16 10.34 Yr. Data below for Tata Retirement Savings Fund-Moderate as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 3.84% Equity 82.25% Debt 13.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 22 | SOLARINDS5% ₹101 Cr 54,000
↓ -2,700 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK4% ₹94 Cr 684,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE3% ₹75 Cr 576,000 6.36% Govt Stock 2031
Sovereign Bonds | -3% ₹70 Cr 7,000,000 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE3% ₹66 Cr 171,000
↓ -35,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL3% ₹61 Cr 2,304,000
↓ -153,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO3% ₹60 Cr 153,000
↓ -9,000 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052833% ₹60 Cr 304,893 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Apr 25 | MCX3% ₹59 Cr 207,000 Polycab India Ltd (Industrials)
Equity, Since 31 Dec 20 | POLYCAB2% ₹54 Cr 54,000 4. Tata Equity PE Fund
Tata Equity PE Fund
Growth Launch Date 29 Jun 04 NAV (20 Aug 26) ₹355.034 ↑ 3.99 (1.14 %) Net Assets (Cr) ₹8,492 on 31 Jul 26 Category Equity - Value AMC Tata Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.79 Sharpe Ratio -0.17 Information Ratio 0.12 Alpha Ratio -1.97 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,828 31 Jul 23 ₹13,599 31 Jul 24 ₹20,494 31 Jul 25 ₹19,146 31 Jul 26 ₹19,488 Returns for Tata Equity PE Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 1.4% 3 Month 4.7% 6 Month 0% 1 Year 2.8% 3 Year 13.9% 5 Year 14.1% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 21.7% 2022 37% 2021 5.9% 2020 28% 2019 12.5% 2018 5.3% 2017 -7.1% 2016 39.4% 2015 16.2% Fund Manager information for Tata Equity PE Fund
Name Since Tenure Sonam Udasi 1 Apr 16 10.34 Yr. Data below for Tata Equity PE Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 37.65% Energy 12.2% Consumer Cyclical 9.85% Utility 8.31% Consumer Defensive 7.29% Technology 6.15% Communication Services 5.72% Basic Materials 4.02% Industrials 3.36% Real Estate 1.1% Health Care 0.92% Asset Allocation
Asset Class Value Cash 3.42% Equity 96.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK9% ₹743 Cr 5,400,000 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 24 | SHRIRAMFIN6% ₹525 Cr 5,040,000
↑ 117,000 Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 24 | MOTILALOFS5% ₹418 Cr 4,392,000 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA5% ₹411 Cr 9,360,000
↑ 720,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5333985% ₹378 Cr 1,260,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Apr 24 | 5348165% ₹377 Cr 9,630,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | 5005474% ₹325 Cr 10,710,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC4% ₹294 Cr 10,260,000
↑ 180,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹289 Cr 8,100,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | HEROMOTOCO3% ₹283 Cr 590,161 5. Tata Liquid Fund
Tata Liquid Fund
Growth Launch Date 1 Sep 04 NAV (20 Aug 26) ₹4,407.61 ↑ 0.45 (0.01 %) Net Assets (Cr) ₹27,603 on 31 Jul 26 Category Debt - Liquid Fund AMC Tata Asset Management Limited Rating ☆☆☆☆ Risk Low Expense Ratio 0.36 Sharpe Ratio 2.49 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.44% Effective Maturity 2 Months 11 Days Modified Duration 2 Months 11 Days Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,363 31 Jul 23 ₹11,040 31 Jul 24 ₹11,845 31 Jul 25 ₹12,680 31 Jul 26 ₹13,477 Returns for Tata Liquid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 0.5% 3 Month 1.7% 6 Month 3.3% 1 Year 6.3% 3 Year 6.9% 5 Year 6.2% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.5% 2023 7.3% 2022 7% 2021 4.8% 2020 3.2% 2019 4.3% 2018 6.6% 2017 7.4% 2016 6.7% 2015 7.7% Fund Manager information for Tata Liquid Fund
Name Since Tenure Harsh Dave 1 Aug 24 2 Yr. Dhawal Joshi 1 Jun 26 0.17 Yr. Data below for Tata Liquid Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 99.78% Other 0.22% Debt Sector Allocation
Sector Value Cash Equivalent 77.66% Government 15.16% Corporate 6.96% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity India (Republic of)
- | -7% ₹2,072 Cr 209,500,000
↑ 209,500,000 National Bank for Agriculture and Rural Development
Commercial Paper | -4% ₹1,113 Cr 22,500 LIC Housing Finance Ltd.
Commercial Paper | -3% ₹989 Cr 20,000 Hindustan Petroleum Corp Ltd.
Domestic Bonds | -3% ₹987 Cr 20,000
↑ 20,000 HDFC Bank Limited
Certificate of Deposit | -3% ₹968 Cr 19,500 Export-Import Bank of India
Commercial Paper | -3% ₹941 Cr 19,000 India (Republic of)
- | -3% ₹894 Cr 90,000,000 Bank of Baroda
Debentures | -3% ₹793 Cr 16,000
↓ -3,000 India (Republic of)
- | -2% ₹767 Cr 77,500,000
↑ 77,500,000 The Jammu And Kashmir Bank Limited
Debentures | -2% ₹745 Cr 15,000 6. Tata Treasury Advantage Fund
Tata Treasury Advantage Fund
Growth Launch Date 6 Sep 05 NAV (20 Aug 26) ₹4,208.25 ↓ -2.45 (-0.06 %) Net Assets (Cr) ₹2,240 on 31 Jul 26 Category Debt - Low Duration AMC Tata Asset Management Limited Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.6 Sharpe Ratio 0.3 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.09% Effective Maturity 11 Months 20 Days Modified Duration 10 Months 6 Days Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,328 31 Jul 23 ₹10,990 31 Jul 24 ₹11,769 31 Jul 25 ₹12,693 31 Jul 26 ₹13,445 Returns for Tata Treasury Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 0.6% 3 Month 2.1% 6 Month 3.1% 1 Year 6% 3 Year 7% 5 Year 6.1% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.2% 2023 7.4% 2022 6.9% 2021 4.1% 2020 3.6% 2019 7.5% 2018 2.2% 2017 7.5% 2016 6.9% 2015 8.5% Fund Manager information for Tata Treasury Advantage Fund
Name Since Tenure Akhil Mittal 2 Jun 14 12.17 Yr. Dhawal Joshi 1 Jun 26 0.17 Yr. Data below for Tata Treasury Advantage Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 45.38% Debt 54.13% Other 0.48% Debt Sector Allocation
Sector Value Corporate 67.53% Government 16.23% Cash Equivalent 15.75% Credit Quality
Rating Value AA 13.12% AAA 86.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity Dlf Cyber City Developers Ltd
Debentures | -6% ₹123 Cr 12,500 National Bank for Agriculture and Rural Development
Domestic Bonds | -6% ₹119 Cr 2,500 7.8% Kerala SDL 2027
Sovereign Bonds | -5% ₹96 Cr 9,500,000 LIQUID GOLD SERIES 18
Unlisted bonds | -4% ₹79 Cr 1,143 LIC Housing Finance Ltd
Debentures | -3% ₹70 Cr 7,000 Adani Power Limited
Debentures | -3% ₹65 Cr 6,500 Torrent Pharmaceuticals Ltd
Debentures | -3% ₹60 Cr 6,000 ICICI Home Finance Company Limited
Debentures | -2% ₹50 Cr 5,000 Tbill
Sovereign Bonds | -2% ₹50 Cr 5,000,000 Small Industries Development Bank of India
Debentures | -2% ₹47 Cr 1,000
↑ 1,000 7. Tata Retirement Savings Fund - Conservative
Tata Retirement Savings Fund - Conservative
Growth Launch Date 1 Nov 11 NAV (20 Aug 26) ₹33.1161 ↑ 0.03 (0.09 %) Net Assets (Cr) ₹169 on 31 Jul 26 Category Solutions - Retirement Fund AMC Tata Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.22 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Years (1%),60 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,111 31 Jul 23 ₹10,958 31 Jul 24 ₹12,563 31 Jul 25 ₹13,024 31 Jul 26 ₹13,530 Returns for Tata Retirement Savings Fund - Conservative
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 0.8% 3 Month 3.4% 6 Month 4.3% 1 Year 4.4% 3 Year 7.5% 5 Year 6.2% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.6% 2023 9.9% 2022 12.1% 2021 0.1% 2020 7.6% 2019 11.8% 2018 7.6% 2017 0.8% 2016 15.1% 2015 10.6% Fund Manager information for Tata Retirement Savings Fund - Conservative
Name Since Tenure Murthy Nagarajan 1 Apr 17 9.34 Yr. Amit Somani 1 Jun 26 0.17 Yr. Sonam Udasi 1 Apr 16 10.34 Yr. Data below for Tata Retirement Savings Fund - Conservative as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 9.18% Equity 28.51% Debt 62.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.79% Govt Stock 2034
Sovereign Bonds | -21% ₹35 Cr 3,500,000 7.17% Govt Stock 2030
Sovereign Bonds | -9% ₹15 Cr 1,500,000 7.38% Govt Stock 2027
Sovereign Bonds | -9% ₹15 Cr 1,500,000 6.36% Govt Stock 2031
Sovereign Bonds | -9% ₹15 Cr 1,500,000 Jamnagar Utilities & Power Private Limited
Debentures | -6% ₹10 Cr 100 7.36% Govt Stock 2052
Sovereign Bonds | -6% ₹10 Cr 1,000,000 6.9% Govt Stock 2065
Sovereign Bonds | -5% ₹9 Cr 1,000,000 SHIVSHAKTI SECURITISATION TRUST
Unlisted bonds | -3% ₹5 Cr 05 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK2% ₹3 Cr 18,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 30 Apr 23 | SOLARINDS1% ₹3 Cr 1,368
↓ -36 8. Tata Money Market Fund
Tata Money Market Fund
Growth Launch Date 22 May 03 NAV (20 Aug 26) ₹5,074.04 ↓ -1.96 (-0.04 %) Net Assets (Cr) ₹34,138 on 31 Jul 26 Category Debt - Money Market AMC Tata Asset Management Limited Rating ☆☆☆ Risk Low Expense Ratio 0.44 Sharpe Ratio 0.74 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.81% Effective Maturity 6 Months 5 Days Modified Duration 6 Months 5 Days Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,375 31 Jul 23 ₹11,103 31 Jul 24 ₹11,944 31 Jul 25 ₹12,900 31 Jul 26 ₹13,701 Returns for Tata Money Market Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 0.6% 3 Month 2% 6 Month 3.3% 1 Year 6.3% 3 Year 7.3% 5 Year 6.5% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7.7% 2022 7.4% 2021 4.8% 2020 3.9% 2019 6.4% 2018 8.1% 2017 -0.1% 2016 6.7% 2015 7.6% Fund Manager information for Tata Money Market Fund
Name Since Tenure Amit Somani 16 Oct 13 12.8 Yr. Harsh Dave 1 Jun 26 0.17 Yr. Data below for Tata Money Market Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 86.52% Debt 13.18% Other 0.3% Debt Sector Allocation
Sector Value Corporate 47.46% Cash Equivalent 33.43% Government 18.8% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity India (Republic of)
- | -4% ₹1,411 Cr 142,500,000 India (Republic of)
- | -3% ₹912 Cr 93,500,000
↑ 93,500,000 Indian Bank
Domestic Bonds | -2% ₹766 Cr 15,500
↓ -4,000 Axis Bank Ltd.
Debentures | -2% ₹718 Cr 15,000 Indian Overseas Bank
Debentures | -2% ₹670 Cr 14,000 Equitas Small Finance Bank Ltd.
Debentures | -2% ₹571 Cr 12,000 India (Republic of)
- | -2% ₹535 Cr 55,000,000
↑ 55,000,000 7.86% Karnataka Sdl 2027
Sovereign Bonds | -1% ₹491 Cr 48,500,000 Tbill
Sovereign Bonds | -1% ₹446 Cr 45,000,000 India (Republic of)
- | -1% ₹401 Cr 40,500,000 9. TATA Infrastructure Fund
TATA Infrastructure Fund
Growth Launch Date 31 Dec 04 NAV (20 Aug 26) ₹180.576 ↓ -0.06 (-0.03 %) Net Assets (Cr) ₹2,072 on 31 Jul 26 Category Equity - Sectoral AMC Tata Asset Management Limited Rating ☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio 0.09 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 150 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹11,473 31 Jul 23 ₹15,011 31 Jul 24 ₹24,818 31 Jul 25 ₹20,847 31 Jul 26 ₹21,950 Returns for TATA Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month -2.2% 3 Month 3.3% 6 Month 7.4% 1 Year 6% 3 Year 14.1% 5 Year 17.3% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -7.1% 2023 22.9% 2022 45.1% 2021 7.6% 2020 53.5% 2019 11.1% 2018 2.8% 2017 -15.7% 2016 42.2% 2015 5.3% Fund Manager information for TATA Infrastructure Fund
Name Since Tenure Abhinav Sharma 9 Mar 21 5.4 Yr. Data below for TATA Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 49.54% Utility 16.4% Basic Materials 13.94% Real Estate 6.73% Consumer Cyclical 5.35% Communication Services 1.68% Energy 1.17% Asset Allocation
Asset Class Value Cash 5.18% Equity 94.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 05 | LT7% ₹145 Cr 349,889 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Jan 21 | ADANIPORTS4% ₹83 Cr 460,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 21 | 5325554% ₹83 Cr 2,325,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 May 24 | ADANIENSOL4% ₹78 Cr 522,143 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 26 | INDIGO4% ₹75 Cr 140,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 22 | RAMCOCEM3% ₹65 Cr 696,000 Adani Power Ltd (Utilities)
Equity, Since 31 Mar 24 | 5330963% ₹56 Cr 2,500,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Jan 14 | 5325383% ₹53 Cr 47,300 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jul 22 | 5001033% ₹53 Cr 1,275,000
↓ -300,000 ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | ZFCVINDIA2% ₹46 Cr 178,200 10. TATA Short Term Bond Fund
TATA Short Term Bond Fund
Growth Launch Date 8 Aug 02 NAV (20 Aug 26) ₹50.4957 ↓ -0.07 (-0.13 %) Net Assets (Cr) ₹2,941 on 31 Jul 26 Category Debt - Short term Bond AMC Tata Asset Management Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.19 Sharpe Ratio -0.68 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 7.21% Effective Maturity 2 Years 1 Month 17 Days Modified Duration 1 Year 9 Months 7 Days Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,214 31 Jul 23 ₹10,838 31 Jul 24 ₹11,584 31 Jul 25 ₹12,524 31 Jul 26 ₹13,077 Returns for TATA Short Term Bond Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Aug 26 Duration Returns 1 Month 0.4% 3 Month 2.1% 6 Month 2.4% 1 Year 4.7% 3 Year 6.5% 5 Year 5.5% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.7% 2023 7.4% 2022 6.8% 2021 2.9% 2020 2.5% 2019 9.8% 2018 9% 2017 -0.2% 2016 5.6% 2015 9.2% Fund Manager information for TATA Short Term Bond Fund
Name Since Tenure Amit Somani 11 Jun 25 1.14 Yr. Dhawal Joshi 1 Jun 26 0.17 Yr. Data below for TATA Short Term Bond Fund as on 31 Jul 26
Asset Allocation
Asset Class Value Cash 18.3% Debt 81.36% Other 0.34% Debt Sector Allocation
Sector Value Corporate 67.42% Government 26.96% Cash Equivalent 5.27% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Telecom Limited
Debentures | -5% ₹149 Cr 15,000 Bharti Telecom Limited
Debentures | -4% ₹126 Cr 12,500 Export Import Bank Of India
Debentures | -4% ₹125 Cr 12,500 Indian Railway Finance Corporation Limited
Debentures | -4% ₹118 Cr 1,180 6.94% Govt Stock 2036
Sovereign Bonds | -4% ₹116 Cr 11,500,000 7.32% Govt Stock 2030
Sovereign Bonds | -4% ₹103 Cr 10,000,000 National Housing Bank
Debentures | -3% ₹100 Cr 10,000 National Bank For Agriculture And Rural Development
Debentures | -3% ₹100 Cr 10,000 Bajaj Housing Finance Limited
Debentures | -3% ₹100 Cr 10,000 Poonawalla Fincorp Limited
Debentures | -3% ₹100 Cr 10,000
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