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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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) | |
|---|---|---|---|---|---|---|
| Tata Retirement Savings Fund - Progressive Plan | Solution Oriented | Moderately High | 14.8% | 5star | ₹717 | |
| Tata India Tax Savings Fund | Equity | Moderately High | 17.8% | 5star | ₹2,009 | |
| Tata Multicap Fund | Equity | Moderately High | 14.2% | 5star | ₹1,734 | |
| Tata Retirement Savings Fund - Conservative Plan | Solution Oriented | Moderately High | 9.6% | 5star | ₹134 | |
| Tata Retirement Savings Fund - Moderate Plan | Solution Oriented | Moderately High | 11.9% | 5star | ₹1,146 | |
| Tata Equity P/E Fund | Equity | Moderately High | 9.9% | 4star | ₹5,485 | |
| Tata India Consumer Fund | Equity | High | 1.2% | 4star | ₹1,447 | |
| Tata Balanced Advantage Fund | Hybrid | Moderately High | N.A | 4star | ₹1,066 | |
| Tata Digital India Fund | Equity | High | 7.7% | 4star | ₹412 | |
| Tata Banking And Financial Services Fund | Equity | High | 29.5% | 4star | ₹372 | |
| Tata Large Cap Fund | Equity | Moderately High | 14.6% | 3star | ₹815 | |
| Tata Hybrid Equity Fund | Hybrid | Moderately High | 9.8% | 3star | ₹4,316 | |
| Tata Mid Cap Growth Fund | Equity | Moderately High | 12.1% | 3star | ₹747 | |
| Tata Treasury Advantage Fund | Debt | Moderately Low | 2.7% | 3star | ₹695 | |
| Tata Liquid Fund | Debt | Low | 6.8% | 3star | ₹21,439 | |
| View All Top 10 Tata Mutual Funds |
Now let us jump and check about these top 10 mutual fund schemes.
Fund Performance: This fund has given 17.61% annualized returns in the last three years. In the last year, its returns were 14.77%. 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 14.77% 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 | ₹717Cr |
| 1Y Returns | 14.8% |
Fund Performance: This fund has given 15.42% annualized returns in the last three years. In the last year, its returns were 17.76%. 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 17.76% 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 | ₹2,009Cr |
| 1Y Returns | 17.8% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were 14.22%. 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 14.22% 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 | ₹1,734Cr |
| 1Y Returns | 14.2% |
Fund Performance: This fund has given 8.76% annualized returns in the last three years. In the last year, its returns were 9.6%. 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 9.6% 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 | ₹134Cr |
| 1Y Returns | 9.6% |
Fund Performance: This fund has given 14.31% annualized returns in the last three years. In the last year, its returns were 11.94%. 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 11.94% 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 |
|---|---|
| AUM | ₹1,146Cr |
| 1Y Returns | 11.9% |
Fund Performance: This fund has given 11.69% annualized returns in the last three years. In the last year, its returns were 9.95%. 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 9.95% 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 |
|---|---|
| AUM | ₹5,485Cr |
| 1Y Returns | 9.9% |
Fund Performance: This fund has given 20.7% annualized returns in the last three years. In the last year, its returns were 1.2%. 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 1.2% 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 | ₹1,447Cr |
| 1Y Returns | 1.2% |
Fund Performance: This fund has given NA annualized returns in the last three years. In the last year, its returns were NA. 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 NA 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 | ₹1,066Cr |
| 1Y Returns | NA |
Fund Performance: This fund has given 20.34% annualized returns in the last three years. In the last year, its returns were 7.67%. 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 7.67% 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 | ₹412Cr |
| 1Y Returns | 7.7% |
Fund Performance: This fund has given 22.07% annualized returns in the last three years. In the last year, its returns were 29.5%. 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 29.5% 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 | ₹372Cr |
| 1Y Returns | 29.5% |
Fund Performance: This fund has given 12.68% annualized returns in the last three years. In the last year, its returns were 14.61%. 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 14.61% 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 | ₹815Cr |
| 1Y Returns | 14.6% |
Fund Performance: This fund has given 8.52% annualized returns in the last three years. In the last year, its returns were 9.77%. 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 9.77% 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 | ₹4,316Cr |
| 1Y Returns | 9.8% |
Fund Performance: This fund has given 11.5% annualized returns in the last three years. In the last year, its returns were 12.09%. 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 12.09% 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 | ₹747Cr |
| 1Y Returns | 12.1% |
Fund Performance: This fund has given 5.66% annualized returns in the last three years. In the last year, its returns were 2.66%. 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 2.66% 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 | ₹695Cr |
| 1Y Returns | 2.7% |
Fund Performance: This fund has given 7% annualized returns in the last three years. In the last year, its returns were 6.84%. 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 6.84% 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 | ₹21,439Cr |
| 1Y Returns | 6.8% |
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