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 FundEquityHigh9.1%4star390
Tata India Consumer FundEquityHigh7.7%4star1,287
Tata Equity P/E FundEquityModerately High10.0%4star5,184
Tata Ethical FundEquityModerately High10.6%3star563
Tata Income FundDebtModerate10.9%2star65
Tata Banking And Financial Services FundEquityHigh24.5%4star453
Tata India Tax Savings FundEquityModerately High16.1%5star2,094
Tata Money Market FundDebtLow7.9%1star524
Tata Hybrid Equity FundHybridModerately High9.1%3star4,155
Tata Multicap FundEquityModerately High14.9%5star1,737
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High12.8%5star1,157
Tata India Pharma And Healthcare FundEquityHigh11.1%2star166
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High16.5%5star743
Tata Liquid FundDebtLow6.5%3star18,477
Tata Small Cap FundEquityModerately High13.1%3star579
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 21.83% annualized returns in the last three years. In the last year, its returns were 9.12%. 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 9.12% 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
AUM390Cr
1Y Returns9.1%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 20.18% annualized returns in the last three years. In the last year, its returns were 7.7%. 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 7.7% 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
AUM1,287Cr
1Y Returns7.7%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 11.26% annualized returns in the last three years. In the last year, its returns were 10.01%. 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 10.01% 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
AUM5,184Cr
1Y Returns10.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 11.24% annualized returns in the last three years. In the last year, its returns were 10.55%. 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 10.55% 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
AUM563Cr
1Y Returns10.6%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 6.3% annualized returns in the last three years. In the last year, its returns were 10.9%. 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 10.9% 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
AUM65Cr
1Y Returns10.9%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 21.33% annualized returns in the last three years. In the last year, its returns were 24.46%. 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 24.46% 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
AUM453Cr
1Y Returns24.5%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 14.74% annualized returns in the last three years. In the last year, its returns were 16.13%. 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 16.13% 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
AUM2,094Cr
1Y Returns16.1%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.92% annualized returns in the last three years. In the last year, its returns were 7.93%. 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 7.93% 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
AUM524Cr
1Y Returns7.9%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 8.37% annualized returns in the last three years. In the last year, its returns were 9.1%. 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 9.1% 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
AUM4,155Cr
1Y Returns9.1%

Tata Multicap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 14.92%. 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 14.92% 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
AUM1,737Cr
1Y Returns14.9%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 13.76% annualized returns in the last three years. In the last year, its returns were 12.75%. 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 12.75% 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
AUM1,157Cr
1Y Returns12.8%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 5.28% annualized returns in the last three years. In the last year, its returns were 11.09%. 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 11.09% 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
AUM166Cr
1Y Returns11.1%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 16.37% annualized returns in the last three years. In the last year, its returns were 16.52%. 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 16.52% 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
AUM743Cr
1Y Returns16.5%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 6.94% annualized returns in the last three years. In the last year, its returns were 6.54%. 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 6.54% 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
AUM18,477Cr
1Y Returns6.5%

Tata Small Cap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 13.08%. 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 13.08% 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
AUM579Cr
1Y Returns13.1%

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