Top 10 Tata Mutual Funds Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Equity P/E FundEquityModerately High-5.3%5star5,021
Tata Liquid FundDebtLow-98.9%4star20,893
Tata India Consumer FundEquityHigh3.1%4star1,429
Tata Digital India FundEquityHigh34.8%4star368
Tata Liquid FundDebtLow7.4%4star20,091
Tata Infrastructure FundEquityHigh-14.8%4star532
Tata Banking And Financial Services FundEquityHigh2.1%3star250
Tata Dynamic Bond FundDebtModerate4.4%3star418
Tata India Tax Savings FundEquityModerately High-5.4%3star1,512
Tata Gilt Mid Term FundDebtModerate2.0%3star190
Tata Gilt Securities FundDebtModerate3.5%3star246
Tata Young Citizens FundSolution orientedModerately High7.8%3star216
Tata Large and Midcap FundEquityModerately High-3.5%3star1,313
Tata Dividend Yield FundEquityModerately High4.8%3star296
Tata Retirement Savings Fund - Conservative PlanSolution OrientedModerately High2.5%3star129
View All Top 10 Tata Mutual Funds Mutual Funds

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.

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

Tata Equity P/E Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 15.42% annualized returns in the last 3 years. In the last 1 year, it gave -5.27% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.27% returns in the last 1 year. Groww rated this fund as 5 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sonam Udasi

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating5star
AUM5,021Cr
1Y Returns-5.3%

Tata Liquid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided -76.88% annualized returns in the last 3 years. In the last 1 year, it gave -98.93% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -98.93% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Amit Somani

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM20,893Cr
1Y Returns-98.9%

Tata India Consumer Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 3.09% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.09% 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 Date27 Dec 2015
Min Investment Amt5,000
Groww Rating4star
AUM1,429Cr
1Y Returns3.1%

Tata Digital India Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 34.84% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 34.84% 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 Date27 Dec 2015
Min Investment Amt5,000
Groww Rating4star
AUM368Cr
1Y Returns34.8%

Tata Liquid Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.32% annualized returns in the last 3 years. In the last 1 year, it gave 7.43% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.43% returns in the last 1 year. Groww rated this fund as 4 Star. This is one of the best Debt mutual fund in India.

Fund Manager: Amit Somani

Launch Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM20,091Cr
1Y Returns7.4%

Tata Infrastructure Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 7.09% annualized returns in the last 3 years. In the last 1 year, it gave -14.83% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.83% 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 Date31 Dec 2012
Min Investment Amt5,000
Groww Rating4star
AUM532Cr
1Y Returns-14.8%

Tata Banking And Financial Services Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 2.1% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.1% 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: Pradeep Gokhale, Sonam Udasi

Launch Date27 Dec 2015
Min Investment Amt5,000
Groww Rating3star
AUM250Cr
1Y Returns2.1%

Tata Dynamic Bond Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Dynamic segment and provided 7.72% annualized returns in the last 3 years. In the last 1 year, it gave 4.36% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.36% 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 Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM418Cr
1Y Returns4.4%

Tata India Tax Savings Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 12.27% annualized returns in the last 3 years. In the last 1 year, it gave -5.4% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.4% 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 Date13 Oct 2014
Min Investment Amt500
Groww Rating3star
AUM1,512Cr
1Y Returns-5.4%

Tata Gilt Securities Fund - Direct - Growth

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 Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM190Cr
1Y Returns2.0%

Tata Gilt Securities Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Gilt segment and provided 7.82% annualized returns in the last 3 years. In the last 1 year, it gave 3.53% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 3.53% 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 Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM246Cr
1Y Returns3.5%

Tata Young Citizens Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Children's segment and provided 8.65% annualized returns in the last 3 years. In the last 1 year, it gave 7.8% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.8% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Solution oriented mutual fund in India.

Fund Manager: Akhil Mittal, Sonam Udasi

Launch Date31 Dec 2012
Min Investment Amt500
Groww Rating3star
AUM216Cr
1Y Returns7.8%

Tata Large and Midcap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 9.9% annualized returns in the last 3 years. In the last 1 year, it gave -3.48% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.48% 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 Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM1,313Cr
1Y Returns-3.5%

Tata Large and Midcap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 9.08% annualized returns in the last 3 years. In the last 1 year, it gave 4.76% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 4.76% 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 Date31 Dec 2012
Min Investment Amt5,000
Groww Rating3star
AUM296Cr
1Y Returns4.8%

Tata Retirement Savings Fund - Conservative Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave 2.53% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.53% returns in the last 1 year. Groww rated this fund as 3 Star. This is one of the best Solution Oriented mutual fund in India.

Fund Manager: Murthy Nagarajan, Sonam Udasi

Launch Date8 Jan 2013
Min Investment Amt5,000
Groww Rating3star
AUM129Cr
1Y Returns2.5%

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Best Tata Tax Saving 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

Best Tata Equity Mutual Funds

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.

Best Tata Debt Mutual Funds

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.

Best Tata Hybrid Mutual 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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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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