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 FundEquityHigh30.0%4star461
Tata India Consumer FundEquityHigh2.0%4star1,162
Tata Equity P/E FundEquityModerately High-0.7%4star4,465
Tata Ethical FundEquityHigh9.1%3star599
Tata Income FundDebtModerate11.9%3star51
Tata Banking And Financial Services FundEquityHigh-17.9%4star468
Tata India Tax Savings FundEquityModerately High-3.2%4star2,075
Tata Money Market FundDebtModerately Low7.2%4star564
Tata Hybrid Equity FundHybridModerately High-3.2%2star3,302
Tata Multicap FundEquityModerately High3.5%5star1,695
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High6.9%4star1,155
Tata India Pharma And Healthcare FundEquityHigh50.4%2star296
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High5.4%4star793
Tata Liquid FundDebtLow5.1%4star18,934
Tata Small Cap FundEquityModerately High7.0%3star682
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 28.31% annualized returns in the last three years. In the last year, its returns were 29.97%. 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 29.97% 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
AUM461Cr
1Y Returns30.0%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 5.36% annualized returns in the last three years. In the last year, its returns were 2.05%. 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 2.05% 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
AUM1,162Cr
1Y Returns2.0%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 1.05% annualized returns in the last three years. In the last year, its returns were -0.72%. 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 -0.72% 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
AUM4,465Cr
1Y Returns-0.7%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 6.2% annualized returns in the last three years. In the last year, its returns were 9.13%. 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 9.13% 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
AUM599Cr
1Y Returns9.1%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 7.73% annualized returns in the last three years. In the last year, its returns were 11.93%. 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 11.93% 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
AUM51Cr
1Y Returns11.9%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given -0.67% annualized returns in the last three years. In the last year, its returns were -17.95%. 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 -17.95% 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
AUM468Cr
1Y Returns-17.9%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 3.21% annualized returns in the last three years. In the last year, its returns were -3.2%. 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 -3.2% 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
AUM2,075Cr
1Y Returns-3.2%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 5.05% annualized returns in the last three years. In the last year, its returns were 7.16%. 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 7.16% 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
AUM564Cr
1Y Returns7.2%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 1.94% annualized returns in the last three years. In the last year, its returns were -3.16%. 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 -3.16% 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
AUM3,302Cr
1Y Returns-3.2%

Tata Multicap Fund Direct Growth

Fund Performance: In the last year, its returns were 3.5%. 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 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
AUM1,695Cr
1Y Returns3.5%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 5.63% annualized returns in the last three years. In the last year, its returns were 6.92%. 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 6.92% 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
AUM1,155Cr
1Y Returns6.9%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 19.35% annualized returns in the last three years. In the last year, its returns were 50.4%. 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 50.4% 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
AUM296Cr
1Y Returns50.4%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 5.67% annualized returns in the last three years. In the last year, its returns were 5.41%. 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 5.41% 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
AUM793Cr
1Y Returns5.4%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 6.48% annualized returns in the last three years. In the last year, its returns were 5.06%. 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 5.06% 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
AUM18,934Cr
1Y Returns5.1%

Tata Small Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 7%. 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 7% 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
AUM682Cr
1Y Returns7.0%

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