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Best TATA Equity Mutual Funds

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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List of Tata Equity Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Digital India Fund
EquityVery High46.2%--₹10,204
Tata India Consumer Fund
EquityVery High40.4%2₹2,100
Tata Equity PE Fund
EquityVery High52.0%3₹8,483
Tata Ethical Fund
EquityVery High38.3%--₹2,817
Tata Income Fund
DebtModerate2.4%3₹51
Tata Banking and Financial Services Fund
EquityVery High24.8%3₹2,227
Tata India Tax Savings Fund
EquityVery High11.7%3₹3,582
Tata ELSS Tax Saver Fund
EquityVery High39.6%3₹4,551
Tata Money Market Fund
DebtModerate7.8%5₹21,693
Tata Hybrid Equity Fund
HybridVery High26.2%3₹3,917
View All

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: The Tata Digital India Fund has given 18.59% annualized returns in the past three years and 28.83% 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₹10,204Cr
1Y Returns46.2%

Tata India Consumer Fund Direct Growth

Fund Performance: The Tata India Consumer Fund has given 23.21% annualized returns in the past three years and 23.08% 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₹2,100Cr
1Y Returns40.4%

Tata Equity PE Fund Direct Growth

Fund Performance: The Tata Equity PE Fund has given 28.16% annualized returns in the past three years and 23.36% 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₹8,483Cr
1Y Returns52.0%

Tata Ethical Direct Plan Growth

Fund Performance: The Tata Ethical Fund has given 19.6% annualized returns in the past three years and 23.78% 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₹2,817Cr
1Y Returns38.3%

Tata Income Fund Direct Growth

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 Returns2.4%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: The Tata Banking and Financial Services Fund has given 17.66% annualized returns in the past three years and 16.17% 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₹2,227Cr
1Y Returns24.8%

Tata India Tax Savings Fund Direct Growth

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 Returns11.7%

Tata ELSS Tax Saver Fund Direct Growth

Fund Performance: The Tata ELSS Tax Saver Fund has given 22.13% annualized returns in the past three years and 20.63% 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₹4,551Cr
1Y Returns39.6%

Tata Money Market Fund Direct Growth

Fund Performance: The Tata Money Market Fund has given 6.31% annualized returns in the past three years and 6.21% 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₹21,693Cr
1Y Returns7.8%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: The Tata Hybrid Equity Fund has given 16.79% annualized returns in the past three years and 16.07% 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₹3,917Cr
1Y Returns26.2%

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