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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4 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 Retirement Savings Fund-Moderate Plan Tata Asset Management Limited · Sonam Udasi, since ≥ Nov 2025	Retirement	₹81.50 21 Sep 2026	5.3%	12.7%	₹2,198 Cr	0.84% Regular 2.17%	beat peers in 87% of 3-yr windows109 windows
Tata Retirement Savings Fund Progressive Plan Tata Asset Management Limited · Sonam Udasi, since ≥ Nov 2025	Retirement	₹84.22 21 Sep 2026	5.6%	13.5%	₹2,193 Cr	0.84% Regular 2.20%	beat peers in 89% of 3-yr windows109 windows
Tata Childrens Fund Tata Asset Management Limited · Rahul Singh, since ≥ Nov 2025	Children's	₹61.44 21 Sep 2026	−9.6%	4.6%	₹338 Cr	1.84% Regular 2.45%	beat peers in 42% of 3-yr windows109 windows
Tata Retirement Savings Fund-Conservative Plan Tata Asset Management Limited · Sonam Udasi, since ≥ Nov 2025	Retirement	₹38.87 21 Sep 2026	4.2%	8.0%	₹168 Cr	1.06% Regular 2.18%	beat peers in 9% of 3-yr windows109 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.