Is Tata Mutual Fund good for long-term investment?<\/strong><\/p>Yes, Tata Mutual Fund has a 30-year track record and is backed by the Tata Group \u2014 one of India’s most trusted corporate conglomerates. The Tata Small Cap Fund’s 21.30% 5-year CAGR and the Mid Cap Fund’s consistent performance make them solid long-term investment vehicles. For investors who prioritise institutional trust, ethical governance, and consistent performance over chasing the highest short-term returns, Tata Mutual Fund is a reliable choice.<\/p>
What is the Tata Small Cap Fund’s 5-year return?<\/strong><\/p>The Tata Small Cap Fund has delivered a 5-year CAGR of 21.30% (Regular Plan) as of February 2026, well above the small-cap category average. The Direct Plan return is marginally higher due to the lower expense ratio of 0.41% vs the Regular Plan’s 1.68%. The alpha ratio of 10.25 indicates consistent outperformance relative to the Nifty Smallcap 250 TRI benchmark over this period.<\/p>
What is the Tata Mutual Fund’s total AUM?<\/strong><\/p>Tata Mutual Fund manages approximately Rs.2.25 lakh crore (Rs.2,25,719 crore) in AUM as of December 2025, spread across 452 schemes. This includes equity, debt, hybrid, ETF, and solution-oriented funds. While smaller than AMCs like ICICI Prudential (Rs.11.30 lakh crore) or HDFC (Rs.8+ lakh crore), Tata AMC’s manageable AUM size actually helps in agility, especially in mid and small-cap stock selection.<\/p>
What is the NAV of Tata Small Cap Fund?<\/strong><\/p>The NAV of the Tata Small Cap Fund Direct Growth option was Rs.35.27 as of March 27, 2026. The Regular Plan NAV was approximately Rs.36.11 as of February 9, 2026. NAV is updated daily after market close and is available on the Tata AMC website, AMFI portal, and the Univest app for live tracking.<\/p>
Can I start SIP in Tata Mutual Fund with Rs.100?<\/strong><\/p>Yes, you can start a SIP in most Tata Mutual Fund equity schemes with a minimum of Rs.100 per month. This includes the Tata Small Cap Fund, Tata Flexi Cap Fund, Tata Mid Cap Fund, and sector funds like Pharma Healthcare and Banking. The minimum lump sum investment is typically Rs.5,000 for equity schemes and Rs.100 for SIP. This accessibility makes Tata Mutual Fund suitable for investors starting with small monthly savings.<\/p>
Is Tata Mutual Fund better than Nippon India Mutual Fund?<\/strong><\/p>Both Tata and Nippon India Mutual Fund have strong offerings in different categories. Tata excels in small-cap (21.30% 5Y CAGR vs Nippon’s 23%+) and sector funds. Nippon India has historically been stronger in small-cap and mid-cap categories on absolute returns. For index funds, both offer competitive low-cost options. The right choice depends on the specific scheme and category you are comparing, not the AMC brand alone.<\/p>
How to check Tata Mutual Fund NAV?<\/strong><\/p>You can check Tata Mutual Fund’s daily NAV through: (1) the Tata AMC website (tatamutualfund.com), (2) the AMFI website (amfiindia.com), which lists all scheme NAVs daily, (3) CAMS or KFintech portals, or (4) the Univest app, which provides real-time NAV and portfolio tracking for all Tata Mutual Fund schemes.<\/p>
What are the best Tata Mutual Fund schemes for SIP in 2026?<\/strong><\/p>For 2026, the Tata Small Cap Fund is the standout pick for aggressive investors \u2014 21.30% 5Y CAGR, manageable AUM, and strong alpha generation. The Tata Mid Cap Fund suits moderate investors wanting mid-cap exposure. For diversified equity, the Tata Flexi Cap Fund is a low-volatility option. For sector conviction investors, the Tata India Pharma and Healthcare Fund (16.56% 5Y CAGR) is worth considering with a 7-year horizon.<\/p>
Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. All NAV, AUM, and return data in this article are sourced from AMFI, AMC websites, Groww, Value Research, and Tickertape as of April 2026. Past returns do not guarantee future performance. This article is for informational and educational purposes only and does not constitute investment advice. Consult a SEBI-registered financial advisor before making any investment decision.<\/p>
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Tata Mutual Fund, managed by Tata Asset Management Private Limited \u2014 a subsidiary of Tata Sons \u2014 is one of India’s most trusted AMC brands, backed by the Tata Group’s 150-year legacy of institutional integrity. With Rs.2.25 lakh crore in AUM across 452 schemes as of December 2025, Tata Mutual Fund may not be the<\/p>\n","protected":false},"author":29,"featured_media":66411,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[3802],"class_list":["post-66409","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds","tag-news"],"metadata":{"_edit_lock":["1775062358:27"],"_last_editor_used_jetpack":["block-editor"],"rank_math_internal_links_processed":["1"],"rank_math_seo_score":["81"],"rank_math_title":["Tata Mutual Fund: Best Schemes, SIP Returns & Review 2026 | Univest"],"rank_math_description":[" Tata Mutual Fund 2026 review \u2014 Small Cap Fund 21% CAGR, Flexi Cap, Mid Cap and Pharma funds. Rs.2.25 lakh crore AUM, 452 schemes. 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