Mutual Funds

Tata India Innovation Fund- Regular Growth

Tata Mutual FundSectoral/ThematicVery High Risk
₹10.06+0.03 (+0.34%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹1,387 Cr

1Y Return

+1.9%

3Y CAGR

-

5Y CAGR

-

Expense

1.84%

Risk

Very High

Tata India Innovation Fund- Regular Growth
₹10.06+0.34%

1Y Return

+1.9%

3Y CAGR

-

5Y CAGR

-

Since Inception

-0.5%

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NAV History

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52-Week NAV Range

₹8.33
₹10.14

95% from 52W low

Fund Information

Sectoral/ThematicEquitySince 05-12-2024

Fund House

Tata Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity92.9%
Cash7.1%

Market Cap Split

Large Cap42.3%
Mid Cap19.1%
Small Cap34.7%

Top Holdings

64 stocks
Weight1M Change
1

ICICI Bank Ltd

Financial Services

4.43%0.0%
2

Adani Ports & Special Economic Zone Ltd

Industrials

4.06%0.0%
3

Reliance Industries Ltd

Energy

3.85%0.0%
4

Dr. Lal PathLabs Ltd

Healthcare

3.28%0.0%
5

Bharti Airtel Ltd

Communication Services

3.25%0.0%
6

Axis Bank Ltd

Financial Services

3.22%-36.6%
7

Larsen & Toubro Ltd

Industrials

2.99%0.0%
8

Apollo Hospitals Enterprise Ltd

Healthcare

2.86%0.0%
9

A) Repo

2.74%0.0%
10

Eternal Ltd

Consumer Cyclical

2.72%0.0%

Sector Allocation

Weight1M Change
Consumer Cyclical
20.7%-33%
Financial Services
19.6%-37%
Healthcare
16.6%0%
Industrials
11.1%0%
Technology
10.2%-14%
Communication Services
6.6%0%
Basic Materials
4.1%0%
Energy
3.9%0%
Consumer Defensive
1.6%-80%
Utilities
0.8%-5%

Fundamentals

P/E Ratio

28.92

Cat avg: 28.97

P/B Ratio

4.08

Cat avg: 4.38

Dividend Yield

0.90%

Cat avg: 1.23%

Price/Sale

3.44

Price/Cash Flow

20.93

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Tata India Innovation Reg Gr1,3871.84+1.9%--
ABSL India Flexicap (IFSC) A1-----
ICICI Pru India Opports Reg Gr37,2571.31+1.6%+16.9%+19.0%
ICICI Pru Business Cycle Reg Gr16,1381.42+1.7%+16.6%+16.4%
HDFC Defence Reg Gr10,5291.79+18.3%+39.8%-
HDFC Manufacturing Reg Gr10,3281.80+5.4%--
Franklin India Opportunities Gr9,1921.51+1.3%+21.5%+18.5%
Nippon India Power & Infra Gr8,0431.53+8.2%+21.7%+22.0%
ICICI Pru Innovt Reg Gr7,6091.53+3.9%+19.2%-
ICICI Pru Manufacturing Gr6,8431.55+8.8%+21.1%+19.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,387 Cr
Expense Ratio1.84%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings62

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.