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 NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata Digital India FundEquityHigh31.9%4star461
Tata India Consumer FundEquityHigh4.1%4star1,162
Tata Equity P/E FundEquityModerately High0.0%4star4,465
Tata Ethical FundEquityHigh10.0%3star599
Tata Income FundDebtModerate11.7%3star51
Tata Banking And Financial Services FundEquityHigh-17.1%4star468
Tata India Tax Savings FundEquityModerately High-2.0%4star2,075
Tata Money Market FundDebtModerately Low7.1%4star564
Tata Hybrid Equity FundHybridModerately High-2.6%2star3,302
Tata Multicap FundEquityModerately High3.9%5star1,695
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High7.0%4star1,155
Tata India Pharma And Healthcare FundEquityHigh54.1%2star296
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High5.5%4star793
Tata Liquid FundDebtLow5.0%4star18,934
Tata Small Cap FundEquityModerately High9.2%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 28.37% annualized returns in the last three years. In the last year, its returns were 31.94%. 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 31.94% 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 Returns31.9%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 6.47% annualized returns in the last three years. In the last year, its returns were 4.12%. 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 4.12% 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
AUM1,162Cr
1Y Returns4.1%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 1.9% annualized returns in the last three years. In the last year, its returns were 0.04%. 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 0.04% 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 Returns0.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 6.93% annualized returns in the last three years. In the last year, its returns were 10.04%. 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 10.04% 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 Returns10.0%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 7.72% annualized returns in the last three years. In the last year, its returns were 11.69%. 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 11.69% 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 Returns11.7%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 0.44% annualized returns in the last three years. In the last year, its returns were -17.1%. 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 -17.1% 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-17.1%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 4.09% annualized returns in the last three years. In the last year, its returns were -2.02%. 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 -2.02% 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-2.0%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 5.04% annualized returns in the last three years. In the last year, its returns were 7.08%. 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 7.08% 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 Returns7.1%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 2.56% annualized returns in the last three years. In the last year, its returns were -2.63%. 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 -2.63% 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-2.6%

Tata Multicap Fund Direct Growth

Fund Performance: In the last year, its returns were 3.89%. 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 3.89% 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 Returns3.9%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 6.32% annualized returns in the last three years. In the last year, its returns were 6.99%. 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 6.99% 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
AUM1,155Cr
1Y Returns7.0%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 20.73% annualized returns in the last three years. In the last year, its returns were 54.1%. 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 54.1% 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 Returns54.1%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 6.49% annualized returns in the last three years. In the last year, its returns were 5.53%. 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 5.53% 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 Returns5.5%

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 5.02%. 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 5.02% 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 Returns5.0%

Tata Small Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 9.19%. 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 9.19% 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 Returns9.2%

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