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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 FundEquityVery High51.6%4star921
Tata India Consumer FundEquityVery High15.9%4star1,143
Tata Equity P/E FundEquityVery High19.9%4star4,372
Tata Ethical FundEquityVery High26.6%3star722
Tata Income FundDebtModerately High7.6%3star57
Tata Banking And Financial Services FundEquityVery High14.4%4star581
Tata India Tax Savings FundEquityVery High21.9%3star2,436
Tata Money Market FundDebtModerate6.1%3star1,874
Tata Hybrid Equity FundHybridVery High19.9%2star3,207
Tata Multicap FundEquityVery High18.1%5star1,722
Tata Retirement Savings Fund - Moderate PlanSolution OrientedVery High16.3%4star1,276
Tata India Pharma And Healthcare FundEquityVery High44.2%2star408
Tata Retirement Savings Fund - Progressive PlanSolution OrientedVery High16.6%4star919
Tata Index Fund - Sensex PlanEquityVery High21.8%5star46
Tata Liquid FundDebtLow to Moderate4.1%4star12,917
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 26.83% annualized returns in the last three years. In the last year, its returns were 51.63%. 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 51.63% 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
AUM921Cr
1Y Returns51.6%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 9.33% annualized returns in the last three years. In the last year, its returns were 15.89%. 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 15.89% 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
AUM1,143Cr
1Y Returns15.9%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 7.39% annualized returns in the last three years. In the last year, its returns were 19.93%. 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 19.93% 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
AUM4,372Cr
1Y Returns19.9%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 11.64% annualized returns in the last three years. In the last year, its returns were 26.64%. 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 26.64% 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
AUM722Cr
1Y Returns26.6%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 8.42% annualized returns in the last three years. In the last year, its returns were 7.62%. 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 7.62% 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
AUM57Cr
1Y Returns7.6%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 15.33% annualized returns in the last three years. In the last year, its returns were 14.41%. 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 14.41% 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
AUM581Cr
1Y Returns14.4%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 12.04% annualized returns in the last three years. In the last year, its returns were 21.92%. 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 21.92% 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
AUM2,436Cr
1Y Returns21.9%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.71% annualized returns in the last three years. In the last year, its returns were 6.1%. 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 6.1% 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
AUM1,874Cr
1Y Returns6.1%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 9.52% annualized returns in the last three years. In the last year, its returns were 19.95%. 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 19.95% 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
AUM3,207Cr
1Y Returns19.9%

Tata Flexi Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 18.08%. 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 18.08% 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
AUM1,722Cr
1Y Returns18.1%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 10.15% annualized returns in the last three years. In the last year, its returns were 16.34%. 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 16.34% 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
AUM1,276Cr
1Y Returns16.3%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 19.89% annualized returns in the last three years. In the last year, its returns were 44.17%. 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 44.17% 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
AUM408Cr
1Y Returns44.2%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 10.75% annualized returns in the last three years. In the last year, its returns were 16.59%. 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 16.59% 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
AUM919Cr
1Y Returns16.6%

Tata Index Sensex Direct

Fund Performance: This fund has given 14.44% annualized returns in the last three years. In the last year, its returns were 21.76%. 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 21.76% 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
AUM46Cr
1Y Returns21.8%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 6% annualized returns in the last three years. In the last year, its returns were 4.1%. 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 4.1% 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
AUM12,917Cr
1Y Returns4.1%

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