Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

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9 funds

ordered by size · names starting with T

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
Tata Arbitrage Fund Tata Asset Management Limited · Sailesh Jain, since ≥ May 2025	Arbitrage	₹16.35 21 Sep 2026	6.8%	7.5%	₹24,426 Cr	1.61% Regular 2.29%	beat peers in 100% of 3-yr windows58 windows
Tata Balanced Advantage Fund Tata Asset Management Limited · Amit Somani, since ≥ Jun 2026	Dynamic Asset Allocation or Balanced Advantage	₹23.25 21 Sep 2026	1.8%	8.5%	₹8,837 Cr	0.70% Regular 1.87%	beat peers in 54% of 3-yr windows57 windows
Tata Multi Asset Allocation Fund Tata Asset Management Limited · Murthy Nagarajan, since ≥ May 2025	Multi Asset Allocation	₹28.12 18 Sep 2026	6.8%	13.5%	₹5,206 Cr	0.65% Regular 1.95%	beat peers in 19% of 3-yr windows43 windows
Tata Aggressive Hybrid Fund Tata Asset Management Limited · Amit Somani, since ≥ Jun 2026	Aggressive Hybrid	₹490.57 21 Sep 2026	−0.7%	8.3%	₹3,856 Cr	1.21% Regular 2.15%	beat peers in 11% of 3-yr windows109 windows
The Wealth Company Multi Asset Allocation Fund Wealth Company Asset Management Holdings Private Limited	Multi Asset Allocation	₹10.89 21 Sep 2026	—	—	₹170 Cr	1.28% Regular 2.90%	not measured
The Wealth Company Arbitrage Fund Wealth Company Asset Management Holdings Private Limited	Arbitrage	₹10.60 21 Sep 2026	—	—	₹152 Cr	1.61% Regular 2.28%	not measured
TRUSTMF ARBITRAGE FUND Trust Asset Management Private Limited · Mihir Vora, since Aug 2025	Arbitrage	₹10.68 21 Sep 2026	6.5%	—	₹145 Cr	1.46% Regular 2.22%	not measured
The Wealth Company Balanced Advantage Fund Wealth Company Asset Management Holdings Private Limited	Dynamic Asset Allocation or Balanced Advantage	₹10.03 21 Sep 2026	—	—	₹46 Cr	1.33% Regular 3.35%	not measured
Tata Equity Savings Fundno recent NAV Tata Asset Management Limited · Sailesh Jain, since ≥ May 2025	Equity Savings	₹63.75 20 Feb 2026	7.5%	10.9%	₹158 Cr	0.60% Regular 1.15%	beat peers in 54% of 3-yr windows102 windows

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.