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.
Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.
These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.
Purpose: Invest here for your longer duration to get higher returns than debt funds.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Tata India Tax Savings Fund | Equity | Moderately High | 16.6% | 5star | ₹2,009 | |
| Tata Retirement Savings Fund - Progressive Plan | Solution Oriented | Moderately High | 14.4% | 5star | ₹717 | |
| Tata Multicap Fund | Equity | Moderately High | 13.1% | 5star | ₹1,734 | |
| Tata Retirement Savings Fund - Conservative Plan | Solution Oriented | Moderately High | 9.4% | 5star | ₹134 | |
| Tata Retirement Savings Fund - Moderate Plan | Solution Oriented | Moderately High | 11.0% | 5star | ₹1,146 | |
| Tata Equity P/E Fund | Equity | Moderately High | 9.1% | 4star | ₹5,485 | |
| Tata India Consumer Fund | Equity | High | 1.2% | 4star | ₹1,447 | |
| Tata Balanced Advantage Fund | Hybrid | Moderately High | N.A | 4star | ₹1,066 | |
| Tata Banking And Financial Services Fund | Equity | High | 26.9% | 4star | ₹372 | |
| Tata Digital India Fund | Equity | High | 6.3% | 4star | ₹412 | |
| Tata Liquid Fund | Debt | Low | 6.8% | 3star | ₹21,439 | |
| Tata Treasury Advantage Fund | Debt | Moderately Low | 2.7% | 3star | ₹695 | |
| Tata Large and Midcap Fund | Equity | Moderately High | 15.4% | 3star | ₹1,507 | |
| Tata Hybrid Equity Fund | Hybrid | Moderately High | 8.8% | 3star | ₹4,316 | |
| Tata Large Cap Fund | Equity | Moderately High | 13.4% | 3star | ₹815 | |
| View All Top 10 Tata Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 15.01% annualized returns in the last three years. In the last year, its returns were 16.55%. 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 16.55% 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 |
|---|---|
| AUM | ₹2,009Cr |
| 1Y Returns | 16.6% |
Fund Performance: This fund has given 16.83% annualized returns in the last three years. In the last year, its returns were 14.42%. 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 14.42% 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 |
|---|---|
| AUM | ₹717Cr |
| 1Y Returns | 14.4% |
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 |
|---|---|
| AUM | ₹1,734Cr |
| 1Y Returns | 13.1% |
Fund Performance: This fund has given 8.83% annualized returns in the last three years. In the last year, its returns were 9.41%. 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 9.41% 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 |
|---|---|
| AUM | ₹134Cr |
| 1Y Returns | 9.4% |
Fund Performance: This fund has given 13.95% annualized returns in the last three years. In the last year, its returns were 10.96%. 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 10.96% 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 |
|---|---|
| AUM | ₹1,146Cr |
| 1Y Returns | 11.0% |
Fund Performance: This fund has given 11.33% annualized returns in the last three years. In the last year, its returns were 9.08%. 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 9.08% 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 |
|---|---|
| AUM | ₹5,485Cr |
| 1Y Returns | 9.1% |
Fund Performance: This fund has given 19.94% annualized returns in the last three years. In the last year, its returns were 1.23%. 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 1.23% 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 |
|---|---|
| AUM | ₹1,447Cr |
| 1Y Returns | 1.2% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA 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 |
|---|---|
| AUM | ₹1,066Cr |
| 1Y Returns | NA |
Fund Performance: This fund has given 21.82% annualized returns in the last three years. In the last year, its returns were 26.86%. 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 26.86% 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 |
|---|---|
| AUM | ₹372Cr |
| 1Y Returns | 26.9% |
Fund Performance: This fund has given 19.29% annualized returns in the last three years. In the last year, its returns were 6.34%. 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 6.34% 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 |
|---|---|
| AUM | ₹412Cr |
| 1Y Returns | 6.3% |
Fund Performance: This fund has given 7% annualized returns in the last three years. In the last year, its returns were 6.83%. 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 6.83% 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 |
|---|---|
| AUM | ₹21,439Cr |
| 1Y Returns | 6.8% |
Fund Performance: This fund has given 5.72% annualized returns in the last three years. In the last year, its returns were 2.66%. 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 2.66% 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 |
|---|---|
| AUM | ₹695Cr |
| 1Y Returns | 2.7% |
Fund Performance: This fund has given 12.58% annualized returns in the last three years. In the last year, its returns were 15.43%. 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 15.43% 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 |
|---|---|
| AUM | ₹1,507Cr |
| 1Y Returns | 15.4% |
Fund Performance: This fund has given 8.28% annualized returns in the last three years. In the last year, its returns were 8.82%. 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 8.82% 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 |
|---|---|
| AUM | ₹4,316Cr |
| 1Y Returns | 8.8% |
Fund Performance: This fund has given 12.12% annualized returns in the last three years. In the last year, its returns were 13.44%. 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 13.44% 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 |
|---|---|
| AUM | ₹815Cr |
| 1Y Returns | 13.4% |
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