Top 10 Tata Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata India Tax Savings FundEquityModerately High1.5%5star1,815
Tata India Consumer FundEquityHigh-10.9%4star1,321
Tata Digital India FundEquityHigh-1.4%4star428
Tata Banking And Financial Services FundEquityHigh7.5%4star337
Tata Equity P/E FundEquityModerately High-7.5%4star5,208
Tata Small Cap FundEquityModerately HighN.A3star231
Tata Ethical FundEquityModerately High-4.4%3star538
Tata Mid Cap Growth FundEquityModerately High-1.7%3star674
Tata Large Cap FundEquityModerately High-0.9%3star755
Tata Large and Midcap FundEquityModerately High5.3%3star1,378
Tata Infrastructure FundEquityHigh-3.0%3star492
Tata Value Fund Series - 2EquityModerately High-3.7%3star252
Tata India Pharma And Healthcare FundEquityHigh-6.4%2star168
Tata Resources & Energy FundEquityHigh-5.1%1star35
Tata Multicap FundEquityModerately HighN.Astar0
View All Top 10 Tata Mutual Funds

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.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.79% annualized returns in the last 3 years. In the last 1 year, it gave 1.52% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.52% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹500. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date13 Oct 2014
Min Investment Amt500
AUM1,815Cr
1Y Returns1.5%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 14.82% annualized returns in the last 3 years. In the last 1 year, it gave -10.95% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.95% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date27 Dec 2015
Min Investment Amt5,000
AUM1,321Cr
1Y Returns-10.9%

Tata Digital India Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 19.58% annualized returns in the last 3 years. In the last 1 year, it gave -1.43% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.43% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date27 Dec 2015
Min Investment Amt5,000
AUM428Cr
1Y Returns-1.4%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 14.77% annualized returns in the last 3 years. In the last 1 year, it gave 7.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.46% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date27 Dec 2015
Min Investment Amt5,000
AUM337Cr
1Y Returns7.5%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 9.16% annualized returns in the last 3 years. In the last 1 year, it gave -7.45% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -7.45% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM5,208Cr
1Y Returns-7.5%

Tata Small Cap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date18 Oct 2018
Min Investment Amt5,000
AUM231Cr
1Y Returns-100.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.7% annualized returns in the last 3 years. In the last 1 year, it gave -4.4% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.4% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM538Cr
1Y Returns-4.4%

Tata Midcap Growth Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 7.32% annualized returns in the last 3 years. In the last 1 year, it gave -1.66% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.66% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM674Cr
1Y Returns-1.7%

Tata Large Cap Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Large Cap segment and provided 7.72% annualized returns in the last 3 years. In the last 1 year, it gave -0.86% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.86% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM755Cr
1Y Returns-0.9%

Tata Large & Mid Cap Fund Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Large & Mid Cap segment and provided 8.3% annualized returns in the last 3 years. In the last 1 year, it gave 5.29% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.29% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM1,378Cr
1Y Returns5.3%

Tata Infrastructure Direct Plan Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 3.85% annualized returns in the last 3 years. In the last 1 year, it gave -3.04% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.04% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date31 Dec 2012
Min Investment Amt5,000
AUM492Cr
1Y Returns-3.0%

Tata Value Fund Series 2 Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -3.71% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -3.71% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date12 Jul 2018
Min Investment Amt5,000
AUM252Cr
1Y Returns-3.7%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided -0.95% annualized returns in the last 3 years. In the last 1 year, it gave -6.37% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -6.37% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date27 Dec 2015
Min Investment Amt5,000
AUM168Cr
1Y Returns-6.4%

Tata Resources & Energy Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 4.94% annualized returns in the last 3 years. In the last 1 year, it gave -5.06% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.06% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date27 Dec 2015
Min Investment Amt5,000
AUM35Cr
1Y Returns-5.1%

Tata Multicap Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided -100% annualized returns in the last 3 years. In the last 1 year, it gave -100% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -100% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹5,000. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date30 Aug 2018
Min Investment Amt5,000
AUM0Cr
1Y Returns-100.0%

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What does investing in TATA Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in TATA Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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