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Tata Money Market Fund-Regular Plan - Growth Option is a debt scheme managed by Tata Mutual Fund. Three-year compounded annual return is 7.13%, placing it in the 79th percentile of Debt peers. It has ranked in the top half of its category for 9 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.43% on assets of ₹37,476Cr. The fund is currently managed by Amit Somani, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Axis Bank Limited | Financial Services | 3.40% |
| Yes Bank Ltd. | Financial Services | 2.89% |
| Indian Overseas Bank | Financial Services | 1.76% |
| IndusInd Bank Ltd. | Financial Services | 1.64% |
| The Federal Bank Limited | Financial Services | 1.38% |
| Bank of Baroda | Financial Services | 1.04% |
| Motilal Oswal Financial Services Limited | Financial Services | 1.01% |
| Cholamandalam Investment And Finance Company Ltd. | Financial Services | 0.19% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 13.3% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Debt.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
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| Star |
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| UTI MMF - Regular Plan - Growth Option | UTI Mutual Fund | ₹19,328 Cr | 0.25% | +7.16% | +6.36% | 4★ |
| Axis Money Market Fund - Regular Plan - Growth Option | Axis Mutual Fund | ₹20,126 Cr | 0.34% | +7.14% | +6.32% | 4★ |
| Aditya Birla Sun Life Money Manager Fund - Retail Growth | Aditya Birla Sun Life Mutual Fund | ₹30,074 Cr | 0.37% | +7.12% | +6.34% | 3★ |
| Sundaram Money Market Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹1,956 Cr | 0.38% | +6.96% | +6.11% | 3★ |
| HSBC Money Market Fund - Regular Growth | HSBC Mutual Fund | ₹6,639 Cr | 0.34% | +6.89% | — | 3★ |
| Baroda BNP Paribas Money Market Fund-Regular Plan - Growth | Baroda BNP Paribas Mutual Fund | ₹3,813 Cr | 0.37% | +6.87% | +5.92% | 3★ |
| DSP Savings Fund - Regular Plan - Growth | DSP Mutual Fund | ₹9,810 Cr | 0.40% | +6.82% | +5.93% | 2★ |
| BANDHAN Money Market Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹15,908 Cr | 0.35% | +6.78% | +5.80% | 2★ |
| TRUSTMF MONEY MARKET FUND-REGULAR PLAN-GROWTH | Trust Mutual Fund | ₹132 Cr | 0.47% | +6.77% | — | 2★ |
| PGIM India Money Market Fund - Regular Plan - Growth Option | PGIM India Mutual Fund | ₹134 Cr | 0.60% | +6.75% | +5.90% | 2★ |