Set up in 1994, TATA Asset Management is a part of the TATA group with experience in investment management of over 25 years. As of March 2021, the quarterly average assets under management of this organisation were valued at Rs.61684.02 crore.
Presently, this AMC offers more than 150 schemes spread across debt, equity, and hybrid categories. This includes the best TATA equity mutual funds.
Equity mutual funds or growth funds predominantly invest in stocks or shares of firms across all market capitalisations. Therefore, these mutual funds involve the highest risk factor among all other types but produce the most significant returns.
The best TATA equity mutual funds can be classified into either passive or active fund categories. A fund manager creates a portfolio that mirrors a popular market index such as Nifty 50 or Sensex in a passively managed equity fund. On the other hand, a fund manager conducts researches on firms, scans the market, examines performance and seeks the best stocks for making investments in an actively managed equity fund.
Additionally, these funds can also be segregated based on market capitalisation, which indicates the total value of a company’s outstanding shares. These funds can be categorised as mid-cap, large-cap, micro or small-cap funds as per this segregation.
Furthermore, these funds can be classified as diversified or thematic/sectoral. A sectoral or thematic fund restricts its investments to a particular theme or sector such as Infrastructure or Infotech. Whereas a diversified equity fund makes investments in stocks spread across the whole market.
A minimum of 65% corpus is invested in shares and stocks by these funds, while the remaining 35% might be invested in money-market or debt instruments. Some equity funds also keep some of their money in cash. The investment mandate of an equity scheme is followed while making these investments. This means that thematic equity schemes would make investments in equities around a particular theme, large-cap schemes would not make investments in small-cap organisations, and so on.
There are more than 70 equity fund schemes featured in the offerings of this AMC.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Tata Digital India Fund | Equity | Very High | 46.1% | -- | ₹12,052 |
Tata India Consumer Fund | Equity | Very High | 33.8% | 2 | ₹2,521 |
Tata Equity PE Fund | Equity | Very High | 32.9% | 3 | ₹9,173 |
Tata Ethical Fund | Equity | Very High | 24.5% | -- | ₹3,329 |
Tata Income Fund | Debt | Moderate | 2.4% | 3 | ₹51 |
Tata Banking and Financial Services Fund | Equity | Very High | 17.2% | 3 | ₹2,405 |
Tata ELSS Tax Saver Fund | Equity | Very High | 28.6% | 3 | ₹4,925 |
Tata India Tax Savings Fund | Equity | Very High | 11.7% | 3 | ₹3,582 |
Tata Money Market Fund | Debt | Moderate | 8.0% | 5 | ₹24,636 |
Tata Hybrid Equity Fund | Hybrid | Very High | 20.9% | 3 | ₹4,312 |
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Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: The Tata Digital India Fund has given 15.44% annualized returns in the past three years and 32.84% in the last 5 years. The Tata Digital India Fund comes under the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Digital India Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹12,052Cr |
| 1Y Returns | 46.1% |
Fund Performance: The Tata India Consumer Fund has given 22.28% annualized returns in the past three years and 23.91% in the last 5 years. The Tata India Consumer Fund comes under the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata India Consumer Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,521Cr |
| 1Y Returns | 33.8% |
Fund Performance: The Tata Equity PE Fund has given 23.56% annualized returns in the past three years and 23.21% in the last 5 years. The Tata Equity PE Fund comes under the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Equity PE Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹9,173Cr |
| 1Y Returns | 32.9% |
Fund Performance: The Tata Ethical Fund has given 14.71% annualized returns in the past three years and 22.48% in the last 5 years. The Tata Ethical Fund comes under the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Ethical Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,329Cr |
| 1Y Returns | 24.5% |
Fund Performance: The Tata Income Fund has given 6.09% annualized returns in the past three years and 6.03% in the last 5 years. The Tata Income Fund comes under the Debt category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Income Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹51Cr |
| 1Y Returns | 2.4% |
Fund Performance: The Tata Banking and Financial Services Fund has given 17.59% annualized returns in the past three years and 15.75% in the last 5 years. The Tata Banking and Financial Services Fund comes under the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Banking and Financial Services Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,405Cr |
| 1Y Returns | 17.2% |
Fund Performance: The Tata ELSS Tax Saver Fund has given 18.99% annualized returns in the past three years and 20.74% in the last 5 years. The Tata ELSS Tax Saver Fund comes under the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata ELSS Tax Saver Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹4,925Cr |
| 1Y Returns | 28.6% |
Fund Performance: The Tata India Tax Savings Fund has given 21.2% annualized returns in the past three years and 16.75% in the last 5 years. The Tata India Tax Savings Fund comes under the Equity category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata India Tax Savings Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹3,582Cr |
| 1Y Returns | 11.7% |
Fund Performance: The Tata Money Market Fund has given 6.83% annualized returns in the past three years and 6.23% in the last 5 years. The Tata Money Market Fund comes under the Debt category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Money Market Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹24,636Cr |
| 1Y Returns | 8.0% |
Fund Performance: The Tata Hybrid Equity Fund has given 14.04% annualized returns in the past three years and 16.2% in the last 5 years. The Tata Hybrid Equity Fund comes under the Hybrid category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Hybrid Equity Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,312Cr |
| 1Y Returns | 20.9% |
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