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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 FundEquityVery High101.4%4star1,797
Tata India Consumer FundEquityVery High45.1%4star1,228
Tata Equity P/E FundEquityVery High39.0%3star4,677
Tata Ethical FundEquityVery High59.4%3star937
Tata Income FundDebtModerate3.9%3star56
Tata Banking And Financial Services FundEquityVery High45.1%4star743
Tata India Tax Savings FundEquityVery High46.8%3star2,708
Tata Money Market FundDebtModerate4.4%4star3,864
Tata Hybrid Equity FundHybridVery High37.4%2star3,333
Tata Flexi Cap FundEquityVery High41.9%5star1,939
Tata Retirement Savings Fund - Moderate PlanSolution OrientedVery High33.4%3star1,462
Tata India Pharma And Healthcare FundEquityVery High55.9%2star564
Tata Retirement Savings Fund - Progressive PlanSolution OrientedVery High39.2%3star1,089
Tata Index Fund - Sensex PlanOtherVery High39.0%5star82
Tata Liquid FundDebtLow to Moderate3.3%4star9,720
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 32.27% annualized returns in the last three years. In the last year, its returns were 101.36%. 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 101.36% 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 ₹150.

Min Investment Amt₹5,000
AUM1,797Cr
1Y Returns101.4%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 11.91% annualized returns in the last three years. In the last year, its returns were 45.1%. 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 45.1% 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
AUM1,228Cr
1Y Returns45.1%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 10.49% annualized returns in the last three years. In the last year, its returns were 38.99%. 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 38.99% 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
AUM4,677Cr
1Y Returns39.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 18.66% annualized returns in the last three years. In the last year, its returns were 59.38%. 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 59.38% 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
AUM937Cr
1Y Returns59.4%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 8.91% annualized returns in the last three years. In the last year, its returns were 3.93%. 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 3.93% 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
AUM56Cr
1Y Returns3.9%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 11.75% annualized returns in the last three years. In the last year, its returns were 45.12%. 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 45.12% 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
AUM743Cr
1Y Returns45.1%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 15.69% annualized returns in the last three years. In the last year, its returns were 46.83%. 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 46.83% 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
AUM2,708Cr
1Y Returns46.8%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.26% annualized returns in the last three years. In the last year, its returns were 4.4%. 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 4.4% 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
AUM3,864Cr
1Y Returns4.4%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 12.37% annualized returns in the last three years. In the last year, its returns were 37.4%. 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 37.4% 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
AUM3,333Cr
1Y Returns37.4%

Tata Flexi Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 41.88%. 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 41.88% 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
AUM1,939Cr
1Y Returns41.9%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 12.21% annualized returns in the last three years. In the last year, its returns were 33.36%. 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 33.36% 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
AUM1,462Cr
1Y Returns33.4%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 29.44% annualized returns in the last three years. In the last year, its returns were 55.92%. 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 55.92% 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 Returns55.9%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 13.34% annualized returns in the last three years. In the last year, its returns were 39.2%. 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 39.2% 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
AUM1,089Cr
1Y Returns39.2%

Tata Index Sensex Direct

Fund Performance: This fund has given 13.83% annualized returns in the last three years. In the last year, its returns were 38.95%. 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 38.95% 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
AUM82Cr
1Y Returns39.0%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 5.42% annualized returns in the last three years. In the last year, its returns were 3.28%. 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 3.28% 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
AUM9,720Cr
1Y Returns3.3%

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