Best TATA Hybrid 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.
If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.
Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.
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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 | Very High | 81.7% | 4star | ₹3,469 | |
| Tata India Consumer Fund | Equity | Very High | 58.7% | 3star | ₹1,352 | |
| Tata Equity P/E Fund | Equity | Very High | 49.1% | 3star | ₹5,101 | |
| Tata Ethical Fund | Equity | Very High | 60.0% | 3star | ₹1,100 | |
| Tata Income Fund | Debt | Moderate | 3.9% | 3star | ₹55 | |
| Tata Banking And Financial Services Fund | Equity | Very High | 54.3% | 4star | ₹821 | |
| Tata India Tax Savings Fund | Equity | Very High | 55.8% | 3star | ₹2,953 | |
| Tata Money Market Fund | Debt | Low to Moderate | 4.2% | 4star | ₹6,945 | |
| Tata Hybrid Equity Fund | Hybrid | Very High | 44.8% | 2star | ₹3,451 | |
| Tata Flexi Cap Fund | Equity | Very High | 48.4% | 4star | ₹2,159 | |
| Tata Retirement Savings Fund - Moderate Plan | Solution Oriented | Very High | 38.9% | 3star | ₹1,607 | |
| Tata India Pharma And Healthcare Fund | Equity | Very High | 29.9% | 2star | ₹590 | |
| Tata Retirement Savings Fund - Progressive Plan | Solution Oriented | Very High | 44.7% | 3star | ₹1,226 | |
| Tata Index Fund - Sensex Plan | Other | Very High | 48.2% | 4star | ₹100 | |
| Tata Liquid Fund | Debt | Low to Moderate | 3.3% | 4star | ₹9,286 | |
| 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 40.64% annualized returns in the last three years. In the last year, its returns were 81.65%. 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 81.65% 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 ₹150.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3,469Cr |
| 1Y Returns | 81.7% |
Tata India Consumer Fund Direct Growth
Fund Performance: This fund has given 20.92% annualized returns in the last three years. In the last year, its returns were 58.74%. 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 58.74% 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 | ₹1,352Cr |
| 1Y Returns | 58.7% |
Tata Equity PE Fund Direct Growth
Fund Performance: This fund has given 19.44% annualized returns in the last three years. In the last year, its returns were 49.11%. 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 49.11% 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 | ₹5,101Cr |
| 1Y Returns | 49.1% |
Tata Ethical Direct Plan Growth
Fund Performance: This fund has given 25.47% annualized returns in the last three years. In the last year, its returns were 59.99%. 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 59.99% 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 | ₹1,100Cr |
| 1Y Returns | 60.0% |
Tata Income Fund Direct Growth
Fund Performance: This fund has given 9.17% annualized returns in the last three years. In the last year, its returns were 3.85%. 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 3.85% 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 | ₹55Cr |
| 1Y Returns | 3.9% |
Tata Banking and Financial Services Fund Direct Growth
Fund Performance: This fund has given 21.42% annualized returns in the last three years. In the last year, its returns were 54.33%. 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 54.33% 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 | ₹821Cr |
| 1Y Returns | 54.3% |
Tata India Tax Savings Fund Direct Growth
Fund Performance: This fund has given 23.07% annualized returns in the last three years. In the last year, its returns were 55.77%. 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 55.77% 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 | ₹2,953Cr |
| 1Y Returns | 55.8% |
Tata Money Market Fund Direct Growth
Fund Performance: This fund has given 4.56% annualized returns in the last three years. In the last year, its returns were 4.21%. 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 4.21% 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 | ₹6,945Cr |
| 1Y Returns | 4.2% |
Tata Hybrid Equity Fund Direct Plan Growth
Fund Performance: This fund has given 17.57% annualized returns in the last three years. In the last year, its returns were 44.81%. 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 44.81% 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 | ₹3,451Cr |
| 1Y Returns | 44.8% |
Tata Flexi Cap Fund Direct Growth
Fund Performance: This fund has given 21.74% annualized returns in the last three years. In the last year, its returns were 48.37%. 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 48.37% 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 | ₹2,159Cr |
| 1Y Returns | 48.4% |
Tata Retirement Savings Fund Moderate Plan Direct Growth
Fund Performance: This fund has given 19.74% annualized returns in the last three years. In the last year, its returns were 38.87%. 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 38.87% 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 | ₹1,607Cr |
| 1Y Returns | 38.9% |
Tata India Pharma & HealthCare Fund Direct Growth
Fund Performance: This fund has given 28.16% annualized returns in the last three years. In the last year, its returns were 29.87%. 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 29.87% 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 | ₹590Cr |
| 1Y Returns | 29.9% |
Tata Retirement Savings Fund Progressive Plan Direct Growth
Fund Performance: This fund has given 22.3% annualized returns in the last three years. In the last year, its returns were 44.71%. 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 44.71% 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 | ₹1,226Cr |
| 1Y Returns | 44.7% |
Tata Index Sensex Direct
Fund Performance: This fund has given 20.96% annualized returns in the last three years. In the last year, its returns were 48.2%. It has continually hit its benchmark in the Other segment.
Why to invest: It is one of the most remarkable Other mutual funds in India. This fund has constantly outperformed other similar funds, providing 48.2% 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 | ₹100Cr |
| 1Y Returns | 48.2% |
Tata Liquid Fund Direct Growth
Fund Performance: This fund has given 5.12% annualized returns in the last three years. In the last year, its returns were 3.27%. 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 3.27% 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 | ₹9,286Cr |
| 1Y Returns | 3.3% |
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