Tata Mutual Fund SIP Calculator
Plan your systematic investments and visualise wealth growth with the power of compounding.
💡 Quick Insights
- 🌱SIP benefits from compounding over time
- 📈Longer duration increases returns significantly
- ⚠️Market returns may vary — past performance ≠ future
Year-wise Breakdown
Investment growth each year
| Year | Invested | Interest | Total |
|---|---|---|---|
| 1 | ₹1,20,000 | ₹8,093 | ₹1,28,093 |
| 2 | ₹2,40,000 | ₹32,432 | ₹2,72,432 |
| 3 | ₹3,60,000 | ₹75,076 | ₹4,35,076 |
| 4 | ₹4,80,000 | ₹1,38,348 | ₹6,18,348 |
| 5 | ₹6,00,000 | ₹2,24,864 | ₹8,24,864 |
💡 Quick Insights
- 🌱SIP benefits from compounding over time
- 📈Longer duration increases returns significantly
- ⚠️Market returns may vary — past performance ≠ future
SIP Formula
The math behind your returns
M = P × [(1 + i)n – 1] / i × (1 + i)Tata Mutual Fund — Key Facts (2026)
Quick reference for Tata Mutual Fund SIP investors
| AUM | Founded | Min SIP | Top Category | Best For |
|---|---|---|---|---|
| ₹1.5 lakh crore | 1994 | ₹150 | Small Cap | Brand-conscious investors |
Top Tata Funds for SIP in 2026
Best performing Tata Mutual Fund schemes for systematic investment
| Fund Name | Category | 3-Year Returns* | Ideal For |
|---|---|---|---|
| Tata Small Cap Fund | Small Cap | ~27% p.a. | Long-term growth |
| Tata Flexi Cap | Flexi Cap | ~18% p.a. | 7+ year SIP horizon |
| Tata Digital India | Sectoral | ~15% p.a. | Diversified allocation |
*3-year returns are historical and do not guarantee future performance. Source: AMC websites, May 2026.
Why Choose Tata Mutual Fund for Your SIP?
Part of the Tata Group — one of India's most trusted business houses
Tata Mutual Fund carries the brand trust of the Tata Group — one of India's oldest and most respected conglomerates. Tata AMC has seen significant improvement in performance and AUM growth in recent years, with Tata Small Cap Fund emerging as one of the consistent performers in the small-cap category. For investors who value the Tata brand's reputation for integrity and corporate governance, Tata Mutual Fund offers a range of equity SIP options with a minimum SIP of ₹150.
Is Tata Mutual Fund Right for You?
✅ Best For
Brand-conscious investors, small-cap focused SIP
⚠️ Keep in Mind
Tata AMC has fewer top-performing funds across all categories compared to HDFC or SBI — its strength is concentrated in small-cap and select sectoral funds.