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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 Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Digital India FundEquityVery High24.1%0₹5,584
Tata India Consumer FundEquityVery High12.6%2₹1,340
Tata Equity PE FundEquityVery High13.2%3₹4,980
Tata Ethical FundEquityVery High16.2%0₹1,252
Tata Income FundDebtModerate0.6%3₹53
Tata Banking and Financial Services FundEquityVery High-1.5%4₹947
Tata India Tax Savings FundEquityVery High11.8%3₹2,978
Tata Money Market FundDebtModerate3.8%5₹9,969
Tata Hybrid Equity FundHybridVery High10.3%2₹3,172
Tata Flexi Cap FundEquityVery High9.5%3₹2,131
Tata Retirement Savings FundSolution OrientedVery High6.8%3₹1,568
Tata India Pharma & HealthCare FundEquityVery High-1.5%0₹538
Tata Retirement Savings FundSolution OrientedVery High6.0%3₹1,194
Tata Index Sensex FundOtherVery High10.2%4₹133
Tata Liquid FundDebtLow to Moderate3.5%3₹13,843
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 31.25% annualized returns in the past three years and 30.15% in the last 5 years. The Tata Digital India Fund belongs to 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 ₹150.

Min Investment Amt₹5,000
AUM₹5,584Cr
1Y Returns24.1%

Tata India Consumer Fund Direct Growth

Fund Performance: The Tata India Consumer Fund has given 15.27% annualized returns in the past three years and 13.33% in the last 5 years. The Tata India Consumer Fund belongs to 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 ₹150.

Min Investment Amt₹5,000
AUM₹1,340Cr
1Y Returns12.6%

Tata Equity PE Fund Direct Growth

Fund Performance: The Tata Equity PE Fund has given 14.12% annualized returns in the past three years and 9.51% in the last 5 years. The Tata Equity PE Fund belongs to 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 ₹150.

Min Investment Amt₹5,000
AUM₹4,980Cr
1Y Returns13.2%

Tata Ethical Direct Plan Growth

Fund Performance: The Tata Ethical Fund has given 21.2% annualized returns in the past three years and 14.21% in the last 5 years. The Tata Ethical Fund belongs to 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 ₹150.

Min Investment Amt₹5,000
AUM₹1,252Cr
1Y Returns16.2%

Tata Income Fund Direct Growth

Fund Performance: The Tata Income Fund has given 6.94% annualized returns in the past three years and 6.2% in the last 5 years. The Tata Income Fund belongs to 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₹53Cr
1Y Returns0.6%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: The Tata Banking and Financial Services Fund has given 8.53% annualized returns in the past three years and 9.54% in the last 5 years. The Tata Banking and Financial Services Fund belongs to 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 ₹150.

Min Investment Amt₹5,000
AUM₹947Cr
1Y Returns-1.5%

Tata India Tax Savings Fund Direct Growth

Fund Performance: The Tata India Tax Savings Fund has given 15.06% annualized returns in the past three years and 11.92% in the last 5 years. The Tata India Tax Savings Fund belongs to 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₹2,978Cr
1Y Returns11.8%

Tata Money Market Fund Direct Growth

Fund Performance: The Tata Money Market Fund has given 5.57% annualized returns in the past three years and 4.83% in the last 5 years. The Tata Money Market Fund belongs to 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₹9,969Cr
1Y Returns3.8%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: The Tata Hybrid Equity Fund has given 11.98% annualized returns in the past three years and 8.89% in the last 5 years. The Tata Hybrid Equity Fund belongs to 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 ₹150.

Min Investment Amt₹5,000
AUM₹3,172Cr
1Y Returns10.3%

Tata Flexi Cap Fund Direct Growth

Fund Performance: The Tata Flexi Cap Fund belongs to the Equity category of Tata Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Tata Flexi Cap Fund via lump sum is ₹5,000 and via SIP is ₹150.

Min Investment Amt₹5,000
AUM₹2,131Cr
1Y Returns9.5%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: The Tata Retirement Savings Fund has given 12.03% annualized returns in the past three years and 9.87% in the last 5 years. The Tata Retirement Savings Fund belongs to the Solution Oriented category of Tata Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Tata Retirement Savings Fund via lump sum is ₹5,000 and via SIP is ₹150.

Min Investment Amt₹5,000
AUM₹1,568Cr
1Y Returns6.8%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: The Tata India Pharma & HealthCare Fund has given 24.21% annualized returns in the past three years and 13.35% in the last 5 years. The Tata India Pharma & HealthCare Fund belongs to the Equity category of Tata Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Tata India Pharma & HealthCare Fund via lump sum is ₹5,000 and via SIP is ₹150.

Min Investment Amt₹5,000
AUM₹538Cr
1Y Returns-1.5%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: The Tata Retirement Savings Fund has given 12.88% annualized returns in the past three years and 10.45% in the last 5 years. The Tata Retirement Savings Fund belongs to the Solution Oriented category of Tata Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Tata Retirement Savings Fund via lump sum is ₹5,000 and via SIP is ₹150.

Min Investment Amt₹5,000
AUM₹1,194Cr
1Y Returns6.0%

Tata Index Sensex Direct

Fund Performance: The Tata Index Sensex Fund has given 13.52% annualized returns in the past three years and 12.98% in the last 5 years. The Tata Index Sensex Fund belongs to the Other category of Tata Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Tata Index Sensex Fund via lump sum is ₹5,000 and via SIP is ₹150.

Min Investment Amt₹5,000
AUM₹133Cr
1Y Returns10.2%

Tata Liquid Fund Direct Growth

Fund Performance: The Tata Liquid Fund has given 4.32% annualized returns in the past three years and 5.48% in the last 5 years. The Tata Liquid Fund belongs to the Debt category of Tata Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Tata Liquid Fund via lump sum is ₹5,000 and via SIP is ₹500.

Min Investment Amt₹5,000
AUM₹13,843Cr
1Y Returns3.5%

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