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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 High103.0%4star1,284
Tata India Consumer FundEquityVery High47.0%4star1,169
Tata Equity P/E FundEquityVery High54.0%4star4,503
Tata Ethical FundEquityVery High61.7%3star818
Tata Income FundDebtModerate8.0%3star56
Tata Banking And Financial Services FundEquityVery High60.3%4star683
Tata India Tax Savings FundEquityVery High59.9%4star2,560
Tata Money Market FundDebtModerate5.5%4star3,236
Tata Hybrid Equity FundHybridVery High47.3%2star3,212
Tata Flexi Cap FundEquityVery High48.4%5star1,823
Tata Retirement Savings Fund - Moderate PlanSolution OrientedVery High40.5%4star1,371
Tata India Pharma And Healthcare FundEquityVery High55.4%2star492
Tata Retirement Savings Fund - Progressive PlanSolution OrientedVery High46.4%3star1,007
Tata Index Fund - Sensex PlanEquityVery High55.2%5star68
Tata Liquid FundDebtLow to Moderate3.4%4star15,808
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 25.79% annualized returns in the last three years. In the last year, its returns were 103.04%. 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 103.04% 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
AUM1,284Cr
1Y Returns103.0%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 7.2% annualized returns in the last three years. In the last year, its returns were 46.96%. 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 46.96% 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
AUM1,169Cr
1Y Returns47.0%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 6.18% annualized returns in the last three years. In the last year, its returns were 53.95%. 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 53.95% 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
AUM4,503Cr
1Y Returns54.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 13.39% annualized returns in the last three years. In the last year, its returns were 61.69%. 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 61.69% 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
AUM818Cr
1Y Returns61.7%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 9.03% annualized returns in the last three years. In the last year, its returns were 8.03%. 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 8.03% 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
AUM56Cr
1Y Returns8.0%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 10.56% annualized returns in the last three years. In the last year, its returns were 60.33%. 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 60.33% 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
AUM683Cr
1Y Returns60.3%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 10.76% annualized returns in the last three years. In the last year, its returns were 59.9%. 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 59.9% 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
AUM2,560Cr
1Y Returns59.9%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.54% annualized returns in the last three years. In the last year, its returns were 5.49%. 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 5.49% 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
AUM3,236Cr
1Y Returns5.5%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 8.69% annualized returns in the last three years. In the last year, its returns were 47.33%. 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 47.33% 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
AUM3,212Cr
1Y Returns47.3%

Tata Flexi Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 48.38%. 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 48.38% 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
AUM1,823Cr
1Y Returns48.4%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 8.79% annualized returns in the last three years. In the last year, its returns were 40.46%. 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 40.46% 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
AUM1,371Cr
1Y Returns40.5%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 26.48% annualized returns in the last three years. In the last year, its returns were 55.37%. 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 55.37% 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
AUM492Cr
1Y Returns55.4%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 9.05% annualized returns in the last three years. In the last year, its returns were 46.35%. 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 46.35% 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
AUM1,007Cr
1Y Returns46.4%

Tata Index Sensex Direct

Fund Performance: This fund has given 12.04% annualized returns in the last three years. In the last year, its returns were 55.18%. 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 55.18% 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
AUM68Cr
1Y Returns55.2%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 5.7% annualized returns in the last three years. In the last year, its returns were 3.41%. 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 3.41% 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
AUM15,808Cr
1Y Returns3.4%

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