Top 10 Tata Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Tata India Tax Savings FundEquityModerately High-1.9%5star1,815
Tata India Tax Savings FundEquityModerately High-1.2%5star1,815
Tata India Tax Savings FundEquityModerately High0.3%5star1,815
Tata India Tax Savings FundEquityModerately High-0.4%5star1,815
Tata Retirement Savings Fund - Progressive PlanSolution OrientedModerately High-4.4%5star632
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High-5.7%5star1,049
Tata Multicap FundEquityModerately High1.9%5star1,585
Tata Retirement Savings Fund - Conservative PlanSolution OrientedModerately High5.1%5star130
Tata Retirement Savings Fund - Moderate PlanSolution OrientedModerately High-4.3%5star1,049
Tata Equity P/E FundEquityModerately High-9.4%4star5,208
Tata Liquid FundDebtLow7.2%4star18,877
Tata Infrastructure FundEquityHigh-5.3%4star492
Tata Treasury Advantage FundDebtModerately Low2.7%4star776
Tata Balanced Advantage FundHybridModerately HighN.A4star984
Tata Balanced Advantage FundHybridModerately HighN.A4star984
View All Top 10 Tata Mutual Funds

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.

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Tata India Tax Savings Fund Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 7.44% annualized returns in the last 3 years. In the last 1 year, it gave -1.89% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.89% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,815Cr
1Y Returns-1.9%

Tata India Tax Savings Fund Dividend

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 8.11% annualized returns in the last 3 years. In the last 1 year, it gave -1.23% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -1.23% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,815Cr
1Y Returns-1.2%

Tata India Tax Savings Fund Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 9.48% annualized returns in the last 3 years. In the last 1 year, it gave 0.3% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 0.3% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,815Cr
1Y Returns0.3%

Tata India Tax Savings Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 8.77% annualized returns in the last 3 years. In the last 1 year, it gave -0.43% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -0.43% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,815Cr
1Y Returns-0.4%

Tata Retirement Savings Fund Progressive Plan Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 10.66% annualized returns in the last 3 years. In the last 1 year, it gave -4.37% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.37% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM632Cr
1Y Returns-4.4%

Tata Retirement Savings Fund Moderate Plan Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 7.32% annualized returns in the last 3 years. In the last 1 year, it gave -5.69% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.69% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,049Cr
1Y Returns-5.7%

Tata Multicap Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Diversified segment and provided NA annualized returns in the last 3 years. In the last 1 year, it gave 1.85% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 1.85% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,585Cr
1Y Returns1.9%

Tata Retirement Savings Fund Conservative Plan Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 7.7% annualized returns in the last 3 years. In the last 1 year, it gave 5.14% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 5.14% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM130Cr
1Y Returns5.1%

Tata Retirement Savings Fund Moderate Plan Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Retirement segment and provided 9.2% annualized returns in the last 3 years. In the last 1 year, it gave -4.3% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -4.3% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Solution Oriented mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM1,049Cr
1Y Returns-4.3%

Tata Equity PE Fund Direct Growth

Fund Performance: This fund has consistently beaten its benchmark in Value segment and provided 8.2% annualized returns in the last 3 years. In the last 1 year, it gave -9.42% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -9.42% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM5,208Cr
1Y Returns-9.4%

Tata Liquid Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Liquid segment and provided 7.04% annualized returns in the last 3 years. In the last 1 year, it gave 7.24% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 7.24% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM18,877Cr
1Y Returns7.2%

Tata Infrastructure Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 2.77% annualized returns in the last 3 years. In the last 1 year, it gave -5.26% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.26% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Equity mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM492Cr
1Y Returns-5.3%

Tata Treasury Advantage Fund Regular Growth

Fund Performance: This fund has consistently beaten its benchmark in Low Duration segment and provided 5.55% annualized returns in the last 3 years. In the last 1 year, it gave 2.68% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 2.68% returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. Minimum SIP investment amount for this scheme is ₹500. This is one of the best Debt mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM776Cr
1Y Returns2.7%

Tata Balanced Advantage Fund Direct Dividend

Fund Performance: This fund has consistently beaten its benchmark in Dynamic Asset Allocation segment and provided NA annualized returns in the last 3 years. In the last 1 year, it gave NA returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided NA returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. . This is one of the best Hybrid mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM984Cr
1Y ReturnsNA

Tata Balanced Advantage Fund Regular Dividend

Fund Performance: This fund has consistently beaten its benchmark in Dynamic Asset Allocation segment and provided NA annualized returns in the last 3 years. In the last 1 year, it gave NA returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided NA returns in the last 1 year. Minimum lump sum investment amount for this scheme is ₹NaN. . This is one of the best Hybrid mutual fund in India.

Launch Date
Min Investment Amt₹NaN
AUM984Cr
1Y ReturnsNA

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What does investing in TATA Hybrid Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in TATA Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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