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 FundEquityHigh-14.5%4star371
Tata India Consumer FundEquityHigh-15.3%4star1,232
Tata Equity P/E FundEquityModerately High-25.7%4star4,567
Tata Ethical FundEquityHigh-15.3%3star556
Tata Income FundDebtModerate11.6%2star65
Tata Banking And Financial Services FundEquityHigh-18.4%4star477
Tata India Tax Savings FundEquityModerately High-21.1%5star2,060
Tata Money Market FundDebtModerately Low7.6%1star652
Tata Hybrid Equity FundHybridModerately High-16.1%2star3,782
Tata Multicap FundEquityModerately High-15.8%5star1,698
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High-14.6%5star1,142
Tata India Pharma And Healthcare FundEquityHigh-3.0%2star165
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High-16.8%5star743
Tata Liquid FundDebtLow6.4%3star18,671
Tata Small Cap FundEquityModerately High-25.3%3star629
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 11.55% annualized returns in the last three years. In the last year, its returns were -14.49%. 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 -14.49% 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
AUM371Cr
1Y Returns-14.5%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 5.61% annualized returns in the last three years. In the last year, its returns were -15.28%. 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 -15.28% 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
AUM1,232Cr
1Y Returns-15.3%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given -3.95% annualized returns in the last three years. In the last year, its returns were -25.68%. 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 -25.68% 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
AUM4,567Cr
1Y Returns-25.7%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 0.4% annualized returns in the last three years. In the last year, its returns were -15.29%. 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 -15.29% 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
AUM556Cr
1Y Returns-15.3%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 7.4% annualized returns in the last three years. In the last year, its returns were 11.64%. 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 11.64% 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
AUM65Cr
1Y Returns11.6%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 2.84% annualized returns in the last three years. In the last year, its returns were -18.42%. 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 -18.42% 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
AUM477Cr
1Y Returns-18.4%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 0.13% annualized returns in the last three years. In the last year, its returns were -21.14%. 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 -21.14% 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
AUM2,060Cr
1Y Returns-21.1%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.91% annualized returns in the last three years. In the last year, its returns were 7.56%. 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 7.56% 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
AUM652Cr
1Y Returns7.6%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given -1.68% annualized returns in the last three years. In the last year, its returns were -16.15%. 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 -16.15% 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
AUM3,782Cr
1Y Returns-16.1%

Tata Multicap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were -15.82%. 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 -15.82% 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
AUM1,698Cr
1Y Returns-15.8%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 1.93% annualized returns in the last three years. In the last year, its returns were -14.59%. 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 -14.59% 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
AUM1,142Cr
1Y Returns-14.6%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given -0.27% annualized returns in the last three years. In the last year, its returns were -3.03%. 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 -3.03% 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
AUM165Cr
1Y Returns-3.0%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 1.88% annualized returns in the last three years. In the last year, its returns were -16.77%. 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 -16.77% 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
AUM743Cr
1Y Returns-16.8%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 6.9% annualized returns in the last three years. In the last year, its returns were 6.36%. 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 6.36% 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
AUM18,671Cr
1Y Returns6.4%

Tata Small Cap Fund Direct Growth

Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were -25.28%. 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 -25.28% 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
AUM629Cr
1Y Returns-25.3%

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