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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 High127.3%4star1,161
Tata India Consumer FundEquityVery High45.9%4star1,188
Tata Equity P/E FundEquityVery High59.0%4star4,550
Tata Ethical FundEquityVery High64.3%3star802
Tata Income FundDebtModerate10.6%3star57
Tata Banking And Financial Services FundEquityVery High54.2%4star660
Tata India Tax Savings FundEquityVery High62.5%4star2,637
Tata Money Market FundDebtModerate6.0%4star1,698
Tata Hybrid Equity FundHybridVery High48.5%2star3,298
Tata Flexi Cap FundEquityVery High51.0%5star1,829
Tata Retirement Savings Fund - Moderate PlanSolution OrientedVery High43.2%4star1,361
Tata India Pharma And Healthcare FundEquityVery High48.8%2star435
Tata Retirement Savings Fund - Progressive PlanSolution OrientedVery High49.1%3star995
Tata Index Fund - Sensex PlanEquityVery High59.3%5star62
Tata Liquid FundDebtLow to Moderate3.6%4star13,109
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 33.36% annualized returns in the last three years. In the last year, its returns were 127.29%. 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 127.29% 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 ₹150.

Min Investment Amt₹5,000
AUM1,161Cr
1Y Returns127.3%

Tata India Consumer Fund Direct Growth

Fund Performance: This fund has given 9.01% annualized returns in the last three years. In the last year, its returns were 45.89%. 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 45.89% 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
AUM1,188Cr
1Y Returns45.9%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has given 7.56% annualized returns in the last three years. In the last year, its returns were 59.05%. 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 59.05% 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
AUM4,550Cr
1Y Returns59.0%

Tata Ethical Direct Plan Growth

Fund Performance: This fund has given 13.88% annualized returns in the last three years. In the last year, its returns were 64.27%. 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 64.27% 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
AUM802Cr
1Y Returns64.3%

Tata Income Fund Direct Growth

Fund Performance: This fund has given 8.45% annualized returns in the last three years. In the last year, its returns were 10.58%. 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 10.58% 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
AUM57Cr
1Y Returns10.6%

Tata Banking and Financial Services Fund Direct Growth

Fund Performance: This fund has given 12.13% annualized returns in the last three years. In the last year, its returns were 54.24%. 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 54.24% 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
AUM660Cr
1Y Returns54.2%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has given 11.49% annualized returns in the last three years. In the last year, its returns were 62.51%. 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 62.51% 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
AUM2,637Cr
1Y Returns62.5%

Tata Money Market Fund Direct Growth

Fund Performance: This fund has given 4.61% annualized returns in the last three years. In the last year, its returns were 5.96%. 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 5.96% 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
AUM1,698Cr
1Y Returns6.0%

Tata Hybrid Equity Fund Direct Plan Growth

Fund Performance: This fund has given 9.27% annualized returns in the last three years. In the last year, its returns were 48.51%. 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 48.51% 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
AUM3,298Cr
1Y Returns48.5%

Tata Flexi Cap Fund Direct Growth

Fund Performance: In the last year, its returns were 50.99%. 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 50.99% 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
AUM1,829Cr
1Y Returns51.0%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has given 10.02% annualized returns in the last three years. In the last year, its returns were 43.24%. 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 43.24% 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
AUM1,361Cr
1Y Returns43.2%

Tata India Pharma & HealthCare Fund Direct Growth

Fund Performance: This fund has given 23.93% annualized returns in the last three years. In the last year, its returns were 48.81%. 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 48.81% 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
AUM435Cr
1Y Returns48.8%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has given 10.54% annualized returns in the last three years. In the last year, its returns were 49.1%. 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 49.1% 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
AUM995Cr
1Y Returns49.1%

Tata Index Sensex Direct

Fund Performance: This fund has given 14.68% annualized returns in the last three years. In the last year, its returns were 59.26%. 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 59.26% 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
AUM62Cr
1Y Returns59.3%

Tata Liquid Fund Direct Growth

Fund Performance: This fund has given 5.81% annualized returns in the last three years. In the last year, its returns were 3.64%. 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 3.64% 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
AUM13,109Cr
1Y Returns3.6%

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