| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Tata Retirement Savings Fund - Moderate Plan | Solution Oriented | Moderately High | -3.0% | 5star | ₹958 | |
| Tata India Consumer Fund | Equity | High | -2.5% | 4star | ₹1,396 | |
| Tata Digital India Fund | Equity | High | 26.6% | 4star | ₹410 | |
| Tata Banking And Financial Services Fund | Equity | High | 1.1% | 4star | ₹254 | |
| Tata India Tax Savings Fund | Equity | Moderately High | -5.0% | 4star | ₹1,575 | |
| Tata Equity P/E Fund | Equity | Moderately High | -10.0% | 4star | ₹5,029 | |
| Tata Retirement Savings Fund - Conservative Plan | Solution Oriented | Moderately High | 2.8% | 4star | ₹127 | |
| Tata Retirement Savings Fund - Progressive Plan | Solution Oriented | Moderately High | -5.5% | 4star | ₹546 | |
| Tata Ethical Fund | Equity | Moderately High | -6.6% | 3star | ₹523 | |
| Tata Corporate Bond Fund | Debt | Moderate | -0.3% | 3star | ₹272 | |
| Tata Large Cap Fund | Equity | Moderately High | -2.8% | 3star | ₹741 | |
| Tata Dynamic Bond Fund | Debt | Moderate | 6.6% | 3star | ₹397 | |
| Tata Gilt Mid Term Fund | Debt | Moderate | 2.0% | 3star | ₹209 | |
| Tata Income Fund | Debt | Moderate | 4.8% | 3star | ₹77 | |
| Tata Treasury Advantage Fund | Debt | Moderately Low | 8.0% | 3star | ₹2,421 | |
| View All Top 10 Tata Mutual Funds |
Tata is one of the most trusted brands in India and has been successful in every field it has ventured to. Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.
It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.
They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investor's money in the best possible hands.
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 16.25% annualized returns in the last 3 years. In the last 1 year, it gave -3.03% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.03% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Solution Oriented mutual fund in India.
Fund Manager: Murthy Nagarajan, Sonam Udasi
| Launch Date | 8 Jan 2013 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 5star |
| AUM | ₹958Cr |
| 1Y Returns | -3.0% |
Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 23.89% annualized returns in the last 3 years. In the last 1 year, it gave -2.46% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.46% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Rupesh Patel, Sonam Udasi
| Launch Date | 27 Dec 2015 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹1,396Cr |
| 1Y Returns | -2.5% |
Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 17.8% annualized returns in the last 3 years. In the last 1 year, it gave 26.62% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 26.62% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Danesh Mistry
| Launch Date | 27 Dec 2015 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹410Cr |
| 1Y Returns | 26.6% |
Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 23.42% annualized returns in the last 3 years. In the last 1 year, it gave 1.08% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.08% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Pradeep Gokhale, Sonam Udasi
| Launch Date | 27 Dec 2015 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹254Cr |
| 1Y Returns | 1.1% |
Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 16.37% annualized returns in the last 3 years. In the last 1 year, it gave -5.05% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.05% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Rupesh Patel
| Launch Date | 13 Oct 2014 |
|---|---|
| Min Investment Amt | ₹500 |
| Groww Rating | 4star |
| AUM | ₹1,575Cr |
| 1Y Returns | -5.0% |
Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 18.65% annualized returns in the last 3 years. In the last 1 year, it gave -9.98% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.98% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Sonam Udasi
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹5,029Cr |
| 1Y Returns | -10.0% |
Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 11.21% annualized returns in the last 3 years. In the last 1 year, it gave 2.76% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.76% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Solution Oriented mutual fund in India.
Fund Manager: Murthy Nagarajan, Sonam Udasi
| Launch Date | 8 Jan 2013 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹127Cr |
| 1Y Returns | 2.8% |
Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 18.26% annualized returns in the last 3 years. In the last 1 year, it gave -5.51% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.51% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Solution Oriented mutual fund in India.
Fund Manager: Murthy Nagarajan, Sonam Udasi
| Launch Date | 8 Jan 2013 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 4star |
| AUM | ₹546Cr |
| 1Y Returns | -5.5% |
Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 8.56% annualized returns in the last 3 years. In the last 1 year, it gave -6.59% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.59% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Rupesh Patel
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹523Cr |
| 1Y Returns | -6.6% |
Fund Performance: This fund has consistently beaten its benchmark in Corporate Bond segment and provided 5.07% annualized returns in the last 3 years. In the last 1 year, it gave -0.33% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.33% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.
Fund Manager: Amit Somani
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹272Cr |
| 1Y Returns | -0.3% |
Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 13.2% annualized returns in the last 3 years. In the last 1 year, it gave -2.75% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.75% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Equity mutual fund in India.
Fund Manager: Gopal Agrawal
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹741Cr |
| 1Y Returns | -2.8% |
Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 7.98% annualized returns in the last 3 years. In the last 1 year, it gave 6.56% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 6.56% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.
Fund Manager: Akhil Mittal
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹397Cr |
| 1Y Returns | 6.6% |
Fund Performance: This fund has consistently beaten its benchmark in Gilt segment and provided 7.39% annualized returns in the last 3 years. In the last 1 year, it gave 2.03% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.03% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.
Fund Manager: Naresh Kumar
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹209Cr |
| 1Y Returns | 2.0% |
Fund Performance: This fund has consistently beaten its benchmark in Medium to Long Duration segment and provided 7.17% annualized returns in the last 3 years. In the last 1 year, it gave 4.79% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.79% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.
Fund Manager: Akhil Mittal
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹77Cr |
| 1Y Returns | 4.8% |
Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 7.91% annualized returns in the last 3 years. In the last 1 year, it gave 8.01% returns.
Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 8.01% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Debt mutual fund in India.
Fund Manager: Dheeraj Singh
| Launch Date | 31 Dec 2012 |
|---|---|
| Min Investment Amt | ₹5,000 |
| Groww Rating | 3star |
| AUM | ₹2,421Cr |
| 1Y Returns | 8.0% |
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Under Section 80 C of the Income Act, these funds invest in equity and equity related instruments and hope to attain decent returns through investing in them. Tax saving funds provide an exemption up to Rs. 1,50,000, which means that it is a good investment opportunity for investors who want to save tax, as well as want decent returns
The fund targets to attain capital appreciation by investing in various equity and equity-related securities across various market capitalization. It provides a wide array of funds ranging from multi-cap, large-cap, small-cap and mid-cap. Its main aim is to keep returns constant for investors. Usually, equity funds are more risky than debt funds and therefore, they provide higher returns.
These debt funds mostly invest in debt and money market instruments and are relatively safer than equity funds. Being low risk funds, these funds attain comparatively less returns. Investors who are looking to attain stable returns and are unwilling to take a large amount of risk can opt for these funds.
A balance fund is a form of a hybrid fund and ideally suited for first-time investors. Its idea is to invest in multiple assets to shield the investor from volatility if one asset class is in red. Risk- averse investors are the ones who choose to invest in a balance fund.
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