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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 FundEquityHigh58.6%4star813
Tata India Consumer FundEquityHigh20.0%4star1,223
Tata Equity P/E FundEquityModerately High15.6%4star4,620
Tata Ethical FundEquityHigh27.7%3star721
Tata Income FundDebtModerately High12.0%3star57
Tata Banking And Financial Services FundEquityHigh7.2%4star615
Tata India Tax Savings FundEquityModerately High16.1%4star2,481
Tata Money Market FundDebtModerate6.3%3star1,524
Tata Hybrid Equity FundHybridModerately High13.5%2star3,375
Tata Multicap FundEquityModerately High18.1%5star1,832
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High17.2%5star1,315
Tata India Pharma And Healthcare FundEquityHigh60.5%2star419
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High16.9%4star949
Tata Liquid FundDebtLow4.3%4star19,843
Tata Small Cap FundEquityModerately High18.8%3star836
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 29.04% annualized returns in the last three years. In the last year, its returns were 58.62%. 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 58.62% 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
AUM813Cr
1Y Returns58.6%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 7.67% annualized returns in the last three years. In the last year, its returns were 20.01%. 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 20.01% 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
AUM1,223Cr
1Y Returns20.0%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 5.46% annualized returns in the last three years. In the last year, its returns were 15.6%. 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 15.6% 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
AUM4,620Cr
1Y Returns15.6%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 9.7% annualized returns in the last three years. In the last year, its returns were 27.73%. 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 27.73% 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
AUM721Cr
1Y Returns27.7%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 8.88% annualized returns in the last three years. In the last year, its returns were 12.01%. 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 12.01% 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 Returns12.0%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 10.94% annualized returns in the last three years. In the last year, its returns were 7.21%. 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 7.21% 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
AUM615Cr
1Y Returns7.2%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 7.98% annualized returns in the last three years. In the last year, its returns were 16.13%. 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 16.13% 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
AUM2,481Cr
1Y Returns16.1%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.8% annualized returns in the last three years. In the last year, its returns were 6.34%. 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 6.34% 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
AUM1,524Cr
1Y Returns6.3%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 6.66% annualized returns in the last three years. In the last year, its returns were 13.54%. 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 13.54% 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
AUM3,375Cr
1Y Returns13.5%

Tata Multicap Fund Direct Growth

Fund Performance: In the last year, its returns were 18.12%. 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 18.12% 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
AUM1,832Cr
1Y Returns18.1%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 8.61% annualized returns in the last three years. In the last year, its returns were 17.2%. 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 17.2% 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
AUM1,315Cr
1Y Returns17.2%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 20.9% annualized returns in the last three years. In the last year, its returns were 60.49%. 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 60.49% 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
AUM419Cr
1Y Returns60.5%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 8.69% annualized returns in the last three years. In the last year, its returns were 16.86%. 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 16.86% 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
AUM949Cr
1Y Returns16.9%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 6.11% annualized returns in the last three years. In the last year, its returns were 4.29%. 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 4.29% 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
AUM19,843Cr
1Y Returns4.3%

Tata Small Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 18.77%. 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 18.77% 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
AUM836Cr
1Y Returns18.8%

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