Our Opinion
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Our Opinion
Riskometer
Very High
₹9.4239 1.14%
As on 27-Apr-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Tata India Innovation Fund - Direct Plan
|
|
Very High
|
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0.68 |
||
|
|
Very High
|
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0.76 |
|||
|
|
Very High
|
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0.96 |
|||
|
|
Very High
|
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0.54 |
|||
|
|
Very High
|
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0.69 |
₹1,248 Cr
0.50 (30)
5,000
500
100
12
About Tata India Innovation Fund - Direct Plan
Tata India Innovation Fund - Direct Plan is a equity mutual fund scheme of Tata Mutual Fund. Launched on November 28, 2024, it is currently managed by Meeta Shetty and Hasmukh Vishariya. The fund has an expense ratio of 0.68% with an overall AUM (Assets Under Management) of ₹1,248 Cr.
The scheme seeks to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies that seeks to benefit from adoption of innovative strategies & theme. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹100.
Investment Strategy
The scheme seeks to provide investors with opportunities for long term capital appreciation by investing in equity and equity related instruments of companies that seeks to benefit from adoption of innovative strategies & theme.
Suitability
Innovation funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Tata India Innovation Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Tata India Innovation Fund - Direct Plan can be bought from the Tata Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Tata India Innovation Fund - Direct Plan, is ₹9.4239 as of 28-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
5.08
|
|
|
4.62
|
|
|
3.95
|
|
|
3.51
|
|
|
3.44
|
Over the past five years, Tata India Innovation Fund - Direct Plan has delivered an annualised return of --% as of 28-Apr-2026.
The minimum investment required to start investing in Tata India Innovation Fund - Direct Plan is ₹5,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
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