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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 High81.7%4star3,469
Tata India Consumer FundEquityVery High58.7%3star1,352
Tata Equity P/E FundEquityVery High49.1%3star5,101
Tata Ethical FundEquityVery High60.0%3star1,100
Tata Income FundDebtModerate3.9%3star55
Tata Banking And Financial Services FundEquityVery High54.3%4star821
Tata India Tax Savings FundEquityVery High55.8%3star2,953
Tata Money Market FundDebtLow to Moderate4.2%4star6,945
Tata Hybrid Equity FundHybridVery High44.8%2star3,451
Tata Flexi Cap FundEquityVery High48.4%4star2,159
Tata Retirement Savings Fund - Moderate PlanSolution OrientedVery High38.9%3star1,607
Tata India Pharma And Healthcare FundEquityVery High29.9%2star590
Tata Retirement Savings Fund - Progressive PlanSolution OrientedVery High44.7%3star1,226
Tata Index Fund - Sensex PlanOtherVery High48.2%4star100
Tata Liquid FundDebtLow to Moderate3.3%4star9,286
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
AUM3,469Cr
1Y Returns81.7%

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
AUM1,352Cr
1Y Returns58.7%

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
AUM5,101Cr
1Y Returns49.1%

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
AUM1,100Cr
1Y Returns60.0%

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
AUM55Cr
1Y Returns3.9%

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
AUM821Cr
1Y Returns54.3%

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
AUM2,953Cr
1Y Returns55.8%

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
AUM6,945Cr
1Y Returns4.2%

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
AUM3,451Cr
1Y Returns44.8%

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
AUM2,159Cr
1Y Returns48.4%

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
AUM1,607Cr
1Y Returns38.9%

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
AUM590Cr
1Y Returns29.9%

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
AUM1,226Cr
1Y Returns44.7%

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
AUM100Cr
1Y Returns48.2%

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
AUM9,286Cr
1Y Returns3.3%

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