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Best TATA Equity 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.

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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Top 10 Tata Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Digital India FundEquityVery High116.6%4star1,161
Tata India Consumer FundEquityVery High39.6%4star1,188
Tata Equity P/E FundEquityVery High51.2%4star4,550
Tata Ethical FundEquityVery High56.5%3star802
Tata Income FundDebtModerate8.1%3star57
Tata Banking And Financial Services FundEquityVery High54.4%4star660
Tata India Tax Savings FundEquityVery High55.9%4star2,637
Tata Money Market FundDebtModerate5.6%4star1,698
Tata Hybrid Equity FundHybridVery High42.6%2star3,298
Tata Flexi Cap FundEquityVery High45.2%5star1,829
Tata Retirement Savings Fund - Moderate PlanSolution OrientedVery High38.7%4star1,361
Tata India Pharma And Healthcare FundEquityVery High50.8%2star435
Tata Retirement Savings Fund - Progressive PlanSolution OrientedVery High44.2%3star995
Tata Index Fund - Sensex PlanEquityVery High53.1%5star62
Tata Liquid FundDebtLow to Moderate3.5%4star13,109
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 26.48% annualized returns in the last three years. In the last year, its returns were 116.56%. 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 116.56% 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
AUM1,161Cr
1Y Returns116.6%

Tata India Consumer 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 39.56%. 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 39.56% 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
AUM1,188Cr
1Y Returns39.6%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 6.27% annualized returns in the last three years. In the last year, its returns were 51.17%. 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 51.17% 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
AUM4,550Cr
1Y Returns51.2%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 11.72% annualized returns in the last three years. In the last year, its returns were 56.54%. 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 56.54% 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
AUM802Cr
1Y Returns56.5%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 8.79% annualized returns in the last three years. In the last year, its returns were 8.08%. 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 8.08% 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
AUM57Cr
1Y Returns8.1%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 11.37% annualized returns in the last three years. In the last year, its returns were 54.42%. 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 54.42% 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
AUM660Cr
1Y Returns54.4%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 10.12% annualized returns in the last three years. In the last year, its returns were 55.86%. 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 55.86% 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
AUM2,637Cr
1Y Returns55.9%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.58% annualized returns in the last three years. In the last year, its returns were 5.59%. 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 5.59% 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
AUM1,698Cr
1Y Returns5.6%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 8.05% annualized returns in the last three years. In the last year, its returns were 42.62%. 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 42.62% 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
AUM3,298Cr
1Y Returns42.6%

Tata Flexi Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 45.23%. 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 45.23% 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
AUM1,829Cr
1Y Returns45.2%

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 38.73%. 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 38.73% 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
AUM1,361Cr
1Y Returns38.7%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 24.3% annualized returns in the last three years. In the last year, its returns were 50.82%. 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 50.82% 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
AUM435Cr
1Y Returns50.8%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 9.08% annualized returns in the last three years. In the last year, its returns were 44.18%. 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 44.18% 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
AUM995Cr
1Y Returns44.2%

Tata Index Sensex Direct

Fund Performance: This fund has given 12.78% annualized returns in the last three years. In the last year, its returns were 53.1%. 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 53.1% 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
AUM62Cr
1Y Returns53.1%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 5.77% annualized returns in the last three years. In the last year, its returns were 3.5%. 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 3.5% 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
AUM13,109Cr
1Y Returns3.5%

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