Tata Mutual Fund

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.

Key information

Mutual fundTata Mutual Fund
Asset management companyTata Asset Management Ltd.
Set up30 June 1995
Incorporated15 March 1994
SponsorsTata Sons Ltd.Tata Investment Corp. Ltd.
TrusteeTata Trustee Company Private Ltd.
Name of trusteesMr. Pratip Kar(Chairman)Mr. Cyrus F Vachha(Independent Director)Mr. Shuva Mandal(Associate Director)
ChairmanMr. Rajiv Sabharwal
MD and CEOMr. Prathit Bhobe
CIOMr. Rahul Singh
Investor Service OfficerMs. Kashmira Kalwachwala
Compliance OfficerMr. Upesh Shah

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How can you invest in Tata Mutual Funds?

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

Top Performing Tata Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata India Tax Savings FundEquityModerately High-2.6%5star1,807
Tata Retirement Savings Fund - Conservative PlanSolution OrientedModerately High4.2%5star131
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High-6.7%5star625
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High-6.1%5star1,049
Tata Balanced Advantage FundHybridModerately HighN.A4star601
Tata India Consumer FundEquityHigh-14.3%4star1,280
Tata Digital India FundEquityHigh0.9%4star416
Tata Banking And Financial Services FundEquityHigh1.2%4star322
Tata Equity P/E FundEquityModerately High-9.9%4star5,175
Tata Small Cap FundEquityModerately HighN.A3star231
Tata Ethical FundEquityModerately High-7.9%3star525
Tata Mid Cap Growth FundEquityModerately High-4.9%3star653
Tata Large Cap FundEquityModerately High-3.1%3star771
Tata Hybrid Equity FundHybridModerately High-1.1%3star4,342
Tata Dynamic Bond FundDebtModerate9.5%3star367
View All Top Performing Tata Mutual Funds

Top Fund Managers

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.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.46% annualized returns in the last 3 years. In the last 1 year, it gave -2.57% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.57% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date13 Oct 2014
Min Investment AmtNaN
AUM1,807Cr
1Y Returns-2.6%

Tata Retirement Savings Fund Conservative Plan Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 8.09% annualized returns in the last 3 years. In the last 1 year, it gave 4.18% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.18% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.

Launch Date08 Jan 2013
Min Investment AmtNaN
AUM131Cr
1Y Returns4.2%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 11.44% annualized returns in the last 3 years. In the last 1 year, it gave -6.66% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.66% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.

Launch Date08 Jan 2013
Min Investment AmtNaN
AUM625Cr
1Y Returns-6.7%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 9.8% annualized returns in the last 3 years. In the last 1 year, it gave -6.11% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.11% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.

Launch Date08 Jan 2013
Min Investment AmtNaN
AUM1,049Cr
1Y Returns-6.1%

Tata Balanced Advantage Fund Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Dynamic Asset Allocation segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹150. This is one of the best Hybrid mutual fund in India.

Launch Date22 Jan 2019
Min Investment AmtNaN
AUM601Cr
1Y Returns-100.0%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 15.06% annualized returns in the last 3 years. In the last 1 year, it gave -14.29% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.29% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date27 Dec 2015
Min Investment AmtNaN
AUM1,280Cr
1Y Returns-14.3%

Tata Digital India Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 18.27% annualized returns in the last 3 years. In the last 1 year, it gave 0.92% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.92% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date27 Dec 2015
Min Investment AmtNaN
AUM416Cr
1Y Returns0.9%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 15.32% annualized returns in the last 3 years. In the last 1 year, it gave 1.24% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.24% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date27 Dec 2015
Min Investment AmtNaN
AUM322Cr
1Y Returns1.2%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 8.93% annualized returns in the last 3 years. In the last 1 year, it gave -9.93% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.93% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM5,175Cr
1Y Returns-9.9%

Tata Small Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date18 Oct 2018
Min Investment AmtNaN
AUM231Cr
1Y Returns-100.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.22% annualized returns in the last 3 years. In the last 1 year, it gave -7.9% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.9% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM525Cr
1Y Returns-7.9%

Tata Midcap Growth Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 6.67% annualized returns in the last 3 years. In the last 1 year, it gave -4.91% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.91% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM653Cr
1Y Returns-4.9%

Tata Large Cap Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 7.85% annualized returns in the last 3 years. In the last 1 year, it gave -3.12% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.12% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM771Cr
1Y Returns-3.1%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Aggressive segment and provided 5.26% annualized returns in the last 3 years. In the last 1 year, it gave -1.15% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.15% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Hybrid mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM4,342Cr
1Y Returns-1.1%

Tata Dynamic Bond Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 7.22% annualized returns in the last 3 years. In the last 1 year, it gave 9.51% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.51% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date31 Dec 2012
Min Investment AmtNaN
AUM367Cr
1Y Returns9.5%

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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