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 Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Tata Digital India Fund | Equity | High | 58.6% | 4star | ₹813 | |
| Tata India Consumer Fund | Equity | High | 20.0% | 4star | ₹1,223 | |
| Tata Equity P/E Fund | Equity | Moderately High | 15.6% | 4star | ₹4,620 | |
| Tata Ethical Fund | Equity | High | 27.7% | 3star | ₹721 | |
| Tata Income Fund | Debt | Moderately High | 12.0% | 3star | ₹57 | |
| Tata Banking And Financial Services Fund | Equity | High | 7.2% | 4star | ₹615 | |
| Tata India Tax Savings Fund | Equity | Moderately High | 16.1% | 4star | ₹2,481 | |
| Tata Money Market Fund | Debt | Moderate | 6.3% | 3star | ₹1,524 | |
| Tata Hybrid Equity Fund | Hybrid | Moderately High | 13.5% | 2star | ₹3,375 | |
| Tata Multicap Fund | Equity | Moderately High | 18.1% | 5star | ₹1,832 | |
| Tata Retirement Savings Fund - Moderate Plan | Solution Oriented | Moderately High | 17.2% | 5star | ₹1,315 | |
| Tata India Pharma And Healthcare Fund | Equity | High | 60.5% | 2star | ₹419 | |
| Tata Retirement Savings Fund - Progressive Plan | Solution Oriented | Moderately High | 16.9% | 4star | ₹949 | |
| Tata Liquid Fund | Debt | Low | 4.3% | 4star | ₹19,843 | |
| Tata Small Cap Fund | Equity | Moderately High | 18.8% | 3star | ₹836 | |
| 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 |
|---|---|
| AUM | ₹813Cr |
| 1Y Returns | 58.6% |
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 |
|---|---|
| AUM | ₹1,223Cr |
| 1Y Returns | 20.0% |
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 |
|---|---|
| AUM | ₹4,620Cr |
| 1Y Returns | 15.6% |
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 |
|---|---|
| AUM | ₹721Cr |
| 1Y Returns | 27.7% |
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 |
|---|---|
| AUM | ₹57Cr |
| 1Y Returns | 12.0% |
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 |
|---|---|
| AUM | ₹615Cr |
| 1Y Returns | 7.2% |
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 |
|---|---|
| AUM | ₹2,481Cr |
| 1Y Returns | 16.1% |
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 |
|---|---|
| AUM | ₹1,524Cr |
| 1Y Returns | 6.3% |
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 |
|---|---|
| AUM | ₹3,375Cr |
| 1Y Returns | 13.5% |
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 |
|---|---|
| AUM | ₹1,832Cr |
| 1Y Returns | 18.1% |
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 |
|---|---|
| AUM | ₹1,315Cr |
| 1Y Returns | 17.2% |
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 |
|---|---|
| AUM | ₹419Cr |
| 1Y Returns | 60.5% |
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 |
|---|---|
| AUM | ₹949Cr |
| 1Y Returns | 16.9% |
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 |
|---|---|
| AUM | ₹19,843Cr |
| 1Y Returns | 4.3% |
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 |
|---|---|
| AUM | ₹836Cr |
| 1Y Returns | 18.8% |
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