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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 High94.8%4star1,797
Tata India Consumer FundEquityVery High49.8%4star1,228
Tata Equity P/E FundEquityVery High45.0%3star4,677
Tata Ethical FundEquityVery High60.5%3star937
Tata Income FundDebtModerate3.7%3star56
Tata Banking And Financial Services FundEquityVery High57.9%4star743
Tata India Tax Savings FundEquityVery High55.0%3star2,708
Tata Money Market FundDebtModerate4.4%4star3,864
Tata Hybrid Equity FundHybridVery High43.3%2star3,333
Tata Flexi Cap FundEquityVery High46.5%5star1,939
Tata Retirement Savings Fund - Moderate PlanSolution OrientedVery High36.8%3star1,462
Tata India Pharma And Healthcare FundEquityVery High46.0%2star564
Tata Retirement Savings Fund - Progressive PlanSolution OrientedVery High43.5%3star1,089
Tata Index Fund - Sensex PlanOtherVery High44.3%4star82
Tata Liquid FundDebtLow to Moderate3.3%4star9,720
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 32.76% annualized returns in the last three years. In the last year, its returns were 94.85%. 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 94.85% 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 ₹150.

Min Investment Amt₹5,000
AUM1,797Cr
1Y Returns94.8%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 11.47% annualized returns in the last three years. In the last year, its returns were 49.75%. 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 49.75% 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
AUM1,228Cr
1Y Returns49.8%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 10.11% annualized returns in the last three years. In the last year, its returns were 44.95%. 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 44.95% 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
AUM4,677Cr
1Y Returns45.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 18.5% annualized returns in the last three years. In the last year, its returns were 60.47%. 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 60.47% 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
AUM937Cr
1Y Returns60.5%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 8.77% annualized returns in the last three years. In the last year, its returns were 3.68%. 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 3.68% 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
AUM56Cr
1Y Returns3.7%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 12.08% annualized returns in the last three years. In the last year, its returns were 57.94%. 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 57.94% 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 Returns57.9%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 15.32% annualized returns in the last three years. In the last year, its returns were 54.99%. 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 54.99% 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
AUM2,708Cr
1Y Returns55.0%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.21% annualized returns in the last three years. In the last year, its returns were 4.4%. 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 4.4% 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
AUM3,864Cr
1Y Returns4.4%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 12.28% annualized returns in the last three years. In the last year, its returns were 43.26%. 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 43.26% 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
AUM3,333Cr
1Y Returns43.3%

Tata Flexi Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 46.47%. 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 46.47% 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
AUM1,939Cr
1Y Returns46.5%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 11.81% annualized returns in the last three years. In the last year, its returns were 36.77%. 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 36.77% 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
AUM1,462Cr
1Y Returns36.8%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 27.74% annualized returns in the last three years. In the last year, its returns were 46.03%. 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 46.03% 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
AUM564Cr
1Y Returns46.0%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 12.84% annualized returns in the last three years. In the last year, its returns were 43.5%. 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 43.5% 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
AUM1,089Cr
1Y Returns43.5%

Tata Index Sensex Direct

Fund Performance: This fund has given 14.01% annualized returns in the last three years. In the last year, its returns were 44.34%. It has continually hit its benchmark in the Other segment.

Why to invest: It is one of the most remarkable Other 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
AUM82Cr
1Y Returns44.3%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 5.38% annualized returns in the last three years. In the last year, its returns were 3.29%. 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 3.29% 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
AUM9,720Cr
1Y Returns3.3%

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