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Best TATA Debt 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.

If you are saving for very short-term goals like a vacation or buying an automobile, then this category is ideal for gains within one year. It is also an excellent resort to park your money until you decide where to invest or spend next. Returns are taxed as per your income tax slab if sold before three years and have negligible tax post that period.

Purpose: Invest here for your short term goals like a vacation, buying a bike, jewelry or expensive gadget.

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Top 10 Tata Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Digital India FundEquityHigh44.3%4star627
Tata India Consumer FundEquityHigh16.5%4star1,150
Tata Equity P/E FundEquityModerately High10.0%4star4,427
Tata Ethical FundEquityHigh22.1%3star634
Tata Income FundDebtModerate12.3%3star54
Tata Banking And Financial Services FundEquityHigh1.2%4star499
Tata India Tax Savings FundEquityModerately High8.9%4star2,117
Tata Money Market FundDebtModerately Low6.6%4star1,093
Tata Hybrid Equity FundHybridModerately High7.5%2star3,170
Tata Multicap FundEquityModerately High11.3%5star1,682
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High12.4%5star1,189
Tata India Pharma And Healthcare FundEquityHigh57.9%2star354
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High11.4%4star829
Tata Liquid FundDebtLow4.6%4star15,958
Tata Small Cap FundEquityModerately High22.0%3star712
View All Top 10 Tata Mutual Funds

Let's have a closer look

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

Tata Digital India Fund Direct Growth

Fund Performance: This fund has given 27.6% annualized returns in the last three years. In the last year, its returns were 44.34%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 44.34% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM627Cr
1Y Returns44.3%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 7.4% annualized returns in the last three years. In the last year, its returns were 16.46%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 16.46% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,150Cr
1Y Returns16.5%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 4.89% annualized returns in the last three years. In the last year, its returns were 9.97%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 9.97% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM4,427Cr
1Y Returns10.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 8.35% annualized returns in the last three years. In the last year, its returns were 22.08%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 22.08% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM634Cr
1Y Returns22.1%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 8.67% annualized returns in the last three years. In the last year, its returns were 12.25%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.25% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM54Cr
1Y Returns12.3%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 9.78% annualized returns in the last three years. In the last year, its returns were 1.2%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 1.2% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM499Cr
1Y Returns1.2%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 6.76% annualized returns in the last three years. In the last year, its returns were 8.92%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 8.92% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹500. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹500
AUM2,117Cr
1Y Returns8.9%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.94% annualized returns in the last three years. In the last year, its returns were 6.61%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 6.61% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,093Cr
1Y Returns6.6%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 6.24% annualized returns in the last three years. In the last year, its returns were 7.54%. It has continually hit its benchmark in the Hybrid segment.

Why to invest: It is one of the most remarkable Hybrid mutual funds in India. This fund has constantly outperformed other similar funds, providing 7.54% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM3,170Cr
1Y Returns7.5%

Tata Multicap Fund Direct Growth

Fund Performance: In the last year, its returns were 11.31%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.31% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,682Cr
1Y Returns11.3%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 7.96% annualized returns in the last three years. In the last year, its returns were 12.44%. It has continually hit its benchmark in the Solution Oriented segment.

Why to invest: It is one of the most remarkable Solution Oriented mutual funds in India. This fund has constantly outperformed other similar funds, providing 12.44% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM1,189Cr
1Y Returns12.4%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 21.31% annualized returns in the last three years. In the last year, its returns were 57.88%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 57.88% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM354Cr
1Y Returns57.9%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 8.08% annualized returns in the last three years. In the last year, its returns were 11.41%. It has continually hit its benchmark in the Solution Oriented segment.

Why to invest: It is one of the most remarkable Solution Oriented mutual funds in India. This fund has constantly outperformed other similar funds, providing 11.41% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM829Cr
1Y Returns11.4%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 6.27% annualized returns in the last three years. In the last year, its returns were 4.59%. It has continually hit its benchmark in the Debt segment.

Why to invest: It is one of the most remarkable Debt mutual funds in India. This fund has constantly outperformed other similar funds, providing 4.59% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM15,958Cr
1Y Returns4.6%

Tata Small Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 21.98%. It has continually hit its benchmark in the Equity segment.

Why to invest: It is one of the most remarkable Equity mutual funds in India. This fund has constantly outperformed other similar funds, providing 21.98% returns in the last one year. Minimum lump sum investment amount required to invest in this scheme is ₹5,000. Minimum SIP investment amount required for this scheme is ₹500.

Min Investment Amt₹5,000
AUM712Cr
1Y Returns22.0%

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